Dashboard

Ready

Due & overdue

0

Nothing urgent yet

Pending References

0

Reference queue is clear

Calls — Last 7 Days

0

Twilio call history

What should I do next?
You’re caught up
When something becomes time-sensitive, it will surface here instead of making you scan the whole system.
Work through your queue
Upcoming agenda

Your work queue

Name Type Next Step Status

Parking Lot

Temporary brain dump for things you need to remember during the shift.

Today's Action Items

Turn Copilot's email recap into a checklist for your shift. Copy the prompt, paste Copilot's answer, then work the list down to zero.

Today
1

Ask Copilot

This is the prompt that gave you the useful daily action-item recap.

2

Paste Copilot's answer

Bullets, numbered lists, and checkbox-style lists are all fine. The Work Hub will turn each item into a task.

0 of 0 complete
Your list is ready when you are.
0%

Remaining

0
Still to do

Completed

0
Finished today

3. Work the list

Incomplete items stay at the top. Check them off as you finish them.

Scorecard

Track the few numbers that tell you whether the work is on track. Check in each day or week, add context when a number needs explaining, and use the red/green pattern to catch trends early.

At Goal

0
Current period

Off Track

0
Needs attention

Needs Check-in

0
No value yet

Goal Rate

—
Missing counts against the rate
Green = on trackA check-in meets the target you set for that measurable.
Red = off trackUse the note field to capture context instead of trying to remember why a week or day was unusual.
Keep it smallScorecards work best when they show the handful of numbers you actually use to judge whether the work is healthy.
Google not connected
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Selected date

Calls

Not configured
Caller ID
Not set
Calling…
00:00

Name Contact Program Stage Last Action

Manage outstanding reference checks for host families.

Reference Name Host Family Contact Status

Efforts Tracked

0

Recent Marketing Activity

Date Type Location/Group Details/Outcome

General templates

Reusable emails and Salesforce notes. Browse and copy without selecting a family.

Salesforce Excel Import

Import your Salesforce Excel report directly. The app reads the workbook locally, maps the Salesforce columns by name, then syncs the host-family records to your private Firebase data.

Import Salesforce report

Supports .xlsx and .xls files. Re-importing refreshes Salesforce fields without erasing your interview notes or references.

Recognized Salesforce columns
Last Activity · Account Name · Stage · Billing City · Billing State/Province · Type · Last Modified Date · Phone · Primary Email · #1 Choice School · #2 Choice School · #3 Choice School · #4 Choice School
Import cleanup

Remove host-family records created by Salesforce imports without deleting your references, calendar, call history, marketing, or manually added families.

Logged in securely via Firebase.

Google Calendar Sync

Connect Google once. The secure backend keeps the refresh token, so Apex can reconnect automatically after reloads and future logins.

Persistent Google connection
Your Google refresh token and OAuth client secret stay on the backend — never in this HTML file or Firebase workspace data.

Apex app origin (set as APP_ORIGIN on the backend): —
Google Cloud Authorized redirect URI: —
What gets synchronized?
Apex-created events are written to Google. Existing Google events are displayed in Apex but do not enter the Apex due-task queue. Apex-only fields such as linked family/reference and completed status remain in Firebase.
Not connected

Voice Setup

Browser calling uses your existing Firebase login. There is no separate Voice username or password, and no Twilio secret is stored in this HTML or in Firebase.

Your Firebase session is securely verified by the Twilio token service before a temporary calling token is issued.