Owner Portal
Sign in with your authorized company account.
Preview ModeSample data only
Sign in with your authorized company account.
Company Workspace
Monitor priorities, follow-up, and company performance.
Today’s Priorities
Service Opportunities
Demand & Reach
Sales Pipeline
Manage sales leads, grants, and public solicitations before operational work moves to Essential.
Email Intake
Use the address that matches the opportunity. The portal will route it to the correct intake queue.
New Intake
Emailed, linked, and uploaded opportunities appear here for a quick confirmation before entering the pipeline.
Forward sales inquiries to leads@southernrescuetools.com or public solicitations to bids@southernrescuetools.com.
Company Pipeline
Add a direct lead or public solicitation, or choose another view.
Next Application Opening
Confirm ScheduleOfficial Program InfoThe previous window filled quickly. Complete quotes and language before opening.
Department Progress
Interest FormInitial department equipment request
0Full IntakeComplete application-preparation details
0Netlify FormsGrant form delivery
Ready at launchProgram Readiness
One verified schedule feeds the public website and Owner Portal.
Interest and full-intake forms feed the live department pipeline.
Outreach approvals and launch scheduling belong in the owner action queue.
Department Requests
Verified submissions from both grant forms will appear here automatically.
Service Planning
Review overdue and upcoming departments, then open one for history, contacts, equipment, and files.
0 active relationships0 departments0 source files0 no longer serviced
Needs Follow-Up
Active departments whose estimated service date has passed.
| Department | Relationship | Last Service | Estimated Due | Contact | Next Action |
|---|
Choose another view or add a service record.
Company Technical Reference
Find tools, configurations, compatible parts, documents, warranty guidance, and pricing.
Setup Decisions
Loading onboarding decisions.
Assigned Work
QuickBooks Customer Register
Every customer from the latest QuickBooks source. A service-department match is optional and only connects historical service records.
| QuickBooks Customer | Type | Contact | Location | Service Link | Review |
|---|
Clear a filter or search for another customer.
Service Department Crosswalk
Only service departments are reviewed here. A department may legitimately have no QuickBooks match.
| Select | Service Department | Relationship | QuickBooks Customer | Contact | Crosswalk |
|---|
Choose another filter or search term.
Manufacturer Reference
One record per tool, with its configurations, parts, pricing, and documents together.
Commercial Terms
Clear a filter or choose another product line.
Manufacturer Support
Review technician reports, confirm manufacturer coverage, and track warranty or RMA submissions.
| Department | Tool | Route | Status | Reference / Tracking | Updated |
|---|
Tool issue reports and office-prepared warranty or RMA cases will appear here.
Operational Handoff
Prepare department history, contacts, equipment evidence, and schedule candidates.
Exceptions
Package Coverage
Owner Export
Workbook, department crosswalk, service schedule, evidence index, and optional source files.
QuickBooks connects directly to Essential. This package supplies Southern Rescue's additional service, customer, product, pricing, and source context.
Owner Transition Dashboard
Track every setup requirement and open or export the complete Southern Rescue data prepared for Essential.
Complete Southern Rescue Data
Every record set stays available. Opening a set always starts with all records and no saved filters.
Transition Requirements
All requirements are shown. Open a row to add the owner, due date, status, required information, and decision.
Owner Exports
Download one data set or build the complete versioned package.
Imported & Governed Data
QuickBooks, Airtable, manufacturer catalogs, approved price lists, library documents, and service-history sources.
| Source | Type | Status | Effective | Records | Imported |
|---|
No governed transition sources are available.
Demand & Visibility
Review website, search, and social media results.
Business Outcomes
Website & Google Search
Google Analytics and Search Console reporting for the latest complete 30-day period.
Daily Activity
Relative daily activity from the latest imported reporting period.
Reporting Sources
Social Media
Buffer reporting updates automatically and highlights the posts creating the most visibility and engagement.
Southern Rescue Shared Drive
Find approved documents, pricing, product literature, brand assets, grants, and service references.
Document Intake
Price lists, product literature, reference files, and other company documents.
Email & Shared Drive Intake
Review files received at documents@southernrescuetools.com or placed in the Shared Drive intake folder. Service reports are confirmed as service visits; company documents are classified and filed in the library.
0Awaiting approval
Approved Files
Browse by Folder
Assignments & Accountability
Assign, track, and review team follow-up.
System Exceptions
Assigned Follow-Up
Warranty & Repair
Report a tool problem when the office needs to prepare warranty, repair, or manufacturer follow-up.
EssentialCustomers, quotes, inventory, scheduling, field service, and billing once live.
Owner PortalVisibility, preparation, approvals, assignments, and governed reference information.
Southern Rescue Shared DriveApproved company files and original historical service documents.
Southern Rescue WebsitePublic company information, product pages, service information, and grant intake.
Private Portal Access
Manage portal users, roles, and security activity.
| User | Role | Access | Status |
|---|
Company Intake
Forward a message or file once. Each address feeds its matching portal workflow.
Permission Levels
OwnerControls Administrator access, protected settings, and high-level portal configuration.
AdministratorManages the library, grants, service records, approvals, assignments, and Manager / Team accounts.
Manager / TeamUploads records, classifies files, completes assigned reviews, and works on assigned follow-up.
Account Protection