lm-odin

AccountActive

Open A/R

AUD 47,224.40

23 open invoices

Unbilled WIP

68h 15m

21 time entries

Lifetime value

AUD 217,305.29

98 invoices all-time

Last touch

1mo ago

100+ communications

100 comms · 0 pipeline events

AUD 47,224.40 outstanding

21 entries · 68h 15m

4 Aug 2026generate recent and pending tasks assigned to employees using job status table, analytics dashboard, daily director summary report, ensure calculator is ready for both types, go through job process, change formatting of task screen to allign better. start of rfi form and checkout and add configuration to show only required fields, ensure job id is mapped to url so the existing links will still work, add in configuration for a stripe key per franchise and ho has val and taxCaleb Harvey4h
4 Aug 2026tda run through reports and finalising, build out kpis, fix left hand layout, add licence fee column to franchise report, ensure valuations is fortnightly, add rules to ensure franchise termination date assigns all pending jobs back to head officd, removes them from reporting, and assigns contacts to head office, keeps them archived in back end for historic recordsCaleb Harvey4h
3 Aug 2026TDA 2.0 building out report functionalityCaleb Harvey5h 30m
3 Aug 2026Finalise the marketing flow by removing email duplicate contacts and fixing the. merge field functionalityCaleb Harvey3h
31 July 2026tda claude promptingCaleb Harvey8h
23 July 2026tda mappingCaleb Harvey7h

1 linked

2 on file