Aquasani Office Hub

Total Contacts

—

in HighLevel

Route Stops Today

customers queued

Docs Generated

this session

Last Search

—

results found

🔍

Search Customer

Find by name, email, address

➕

New Customer

Add to HighLevel CRM

📄

Generate Document

Service order, rental agreement

🗺️

Plan Route

Map and optimize stops

📅 Upcoming Appointments

No appointments scheduled

📋 Recent Activity

Activity will appear here as you use the portal.

🔍 Search Contacts

—

👤 Contact Information

📍 Address

🔧 Service Details

📊 Account Info

Equipment Type	Brand / Model	Serial Number	Install Date	Condition	Notes

🔧

No equipment recorded. Click "Add Equipment" to start.

Date	Equipment	Service Type	Technician	Description	Charge	Doc

🛠️

No service history recorded.

Add Note

All documents saved for this contact. Changes made to a document before saving sync back here.

📄

No documents saved for this contact yet.

Photos from job completions and uploads

📸

No photos for this contact yet.

All custom fields from HighLevel for this contact.

🗺️ Today's Route

📍

Search a contact and click "Add to Route"

Map

📄 Document Templates

Select a template. If you have a contact loaded, their information will pre-fill automatically.

🚿

Water Cooler Rental Agreement

Rental terms, cooler details, payment schedule

🔧

General Service Order

Any service work — parts, labor, charges

💧

RainSoft Service Order

RainSoft system tuneup or repair

🧊

Water Cooler Service Order

Cooler service, sanitize, filter change

🚛

Delivery / Installation Order

Equipment delivery and install checklist

💰

Invoice

Customer invoice for services rendered

🏢 Businesses

➕ New Customer

👤 Contact Information

First Name *

Last Name *

Phone *

Company / Business Name

Date of Birth

📍 Address

Street Address *

City *

State

ZIP Code *

🔧 Service Information

Service Type *

Service Frequency

Equipment Brand/Model

Serial Number

Install Date

Monthly Rental Rate ($)

📝 Notes

Notes / Special Instructions

📊 Google Sheets Connector

Not connected

Connect your Google account to read and update your Cooler Invoicing and Filter Changes spreadsheets directly from this portal. Uses your existing Google sign-in — no separate password needed.

⚡ Sync Reference Data → HighLevel

One-time import of billing data from your spreadsheets into HL contact records

1 Create Missing HL Custom Fields

Creates any missing fields in your HighLevel location: Account Number, Service Frequency, Service Week, Monthly Fee, Number of Coolers, Last Filter Change, Billing Notes + Equipment fields.

2 Match & Push Billing Data to HL Contacts

Searches HighLevel for each of your 80 reference customers by name. When a confident match is found, writes their account number, billing frequency, service week, monthly fee, cooler count, and last filter date directly into their HL contact record.

📋 Reference Customers to Sync ()

Customer Name	Account #	Frequency	Week	Monthly Fee	Coolers	Last Filter	Notes	HL Status

📅 Calendar

Selected day

➕ Add Event

Title

Date

Time

Notes (optional)

⚙️ Settings

👤 User Settings

Current User

User Role

🔑 Integrations

Google Calendar uses OAuth (no API key). Google Maps uses an API key. All secrets live in Cloudflare:

              Checking integrations…
            

📅 Google Calendar

❌ Not Connected

Uses the same Google login — popup auth, no redirect URI needed

Google Cloud Console checklist:
1. OAuth client type: Web application
2. Authorized JavaScript origins — add the origin shown below
3. Enable Google Calendar API on the project
4. OAuth consent screen → add scope: .../auth/calendar

📱 Mobile App

Tech app available at:

/tech-app.html

Click to copy. Install as PWA on mobile for offline support.

🚀 About

Aquasani Office Hub v1.0