Team Management

1 Roster

2 Leaderboard

3 Roles

4 HR

5 Onboarding

6 Bulk Ops

7 Earnings

8 HR Mgmt

9 Payouts

10 Tech Msgs

11 My Earnings

12 Leaderboard

Step 1 — Team Roster & Invitations

Team List

9:41

Team

Search team members...

All (8)

Active (6)

Pending (1)

Inactive (1)

Pending Invites (2)

sarah.johnson@gmail.com

Crew Lead · Sent Feb 20

PENDING

mike.rivera@outlook.com

Worker · Sent Feb 22

PENDING

James Callahan

Owner · Last active today

ACTIVE

Marcus Reeves

Lead Tech · Last active today

ACTIVE

Tony Washington

Estimator · Last active yesterday

ACTIVE

Kevin Patterson

Dispatcher · Last active Feb 21

ACTIVE

Lisa Donovan

Office Manager · Last active Feb 20

ACTIVE

Ryan Brooks

Apprentice · Pending onboarding

PENDING

David Perez

Worker · Inactive since Jan 15

INACTIVE

TeamMemberListItem, TeamInviteCard

useQuery(api.teams.contractorTeamQueries.listMembers)

Invite Member

9:41

Invite Team Member

Email Address

sarah.johnson@gmail.com

An invitation email will be sent to this address

Role Type

Standard Role

Custom Role

Select Standard Role

Crew Lead

Available standard roles: Manager, Dispatcher, Crew Lead, Worker, Estimator, Project Manager, Safety Coordinator, Office Manager

Send Invitation

Cancel

Input, Select, Button

useMutation(api.teams.contractorTeams.inviteMember)

Member Detail

9:41

Team Member

Marcus Reeves

marcus.reeves@callahan-hvac.com

(330) 555-0147

LEAD TECH

Active

Change Status

Active

Activity

Invited Jan 5, 2026

Joined Jan 8, 2026

Last Active Feb 24, 2026

Documents

View Member Documents

Remove from Team

Team GrowthContractors who onboard 5+ members in the first month see 40% higher job completion rates.

Avatar, RoleBadge, StatusIndicator

useQuery(api.teams.contractorTeamQueries.getMember)

Step 2 — Performance & Leaderboard

Leaderboard

9:41

Team Leaderboard

Revenue

Jobs

Avg Ticket

Close Rate

Marcus Reeves

$14,850

+12%

Tony Washington

$12,320

+8%

Kevin Patterson

$9,710

Lisa Donovan

$7,450

-5%

Ryan Brooks

$3,200

+22%

Avatar, Card, numbered rank badges

useQuery(api.teams.technicianPerformance.getTeamLeaderboard)

Performance Detail

9:41

Performance

Marcus Reeves

Lead Tech

Rank #1 of 5

Today

This Week

This Month

This Week Revenue

$14,850

+12% vs last week

Jobs

$1,238

Avg Ticket

84%

Close Rate

4.8

Rating

Last 30 Days

Total: $42,610 Avg: $1,420/day

View Full Profile

ScoringPerformance scores combine job completion rate, customer ratings, and on-time arrival. Updated daily.

StatCard, MetricComparison

useQuery(api.teams.technicianPerformance.getTechnicianScorecard)

Step 3 — Roles & Permissions

Custom Roles

9:41

Custom Roles

Show inactive roles

Senior Estimator ACTIVE

Full estimating access with CRM permissions

6 permissions · 2 members

Junior Tech ACTIVE

Limited access for apprentice-level technicians

3 permissions · 1 member

Fleet Supervisor ACTIVE

Vehicle management and dispatch override access

8 permissions · 1 member

CustomRoleCard, Switch

useQuery(api.teams.contractorTeamQueries.listCustomRoles)

Create Role

9:41

Create Role

Role Information

Role Name *

Senior Estimator

Description

Full estimating access with CRM integration permissions

Permissions (4 selected)

Select the permissions this role should have

Jobs

View all jobs

Read access to job listings

Create estimates

Generate and submit estimates

Delete jobs

Remove jobs from system

CRM

View contacts

Access customer contact info

Edit contacts

Modify customer records

Custom RolesCreate roles that match your org structure. Each controls access to scheduling, bidding, and financial data.

Create Role

Cancel

PermissionGroup, Input

useMutation(api.teams.contractorTeams.createCustomRole)

Role Detail

9:41

Custom Role

Senior Estimator

Full estimating access with CRM integration permissions

ACTIVE

Role is active

Inactive roles cannot be assigned to new members

Permissions (6)

View all jobs

Jobs

Create estimates

Jobs

View contacts

CRM

Edit contacts

CRM

View team metrics

Analytics

Export reports

Analytics

Details

Created Jan 15, 2026

Last Updated Feb 10, 2026

Delete Role

Switch, Badge

useQuery(api.teams.contractorTeamQueries.getCustomRole)

Step 4 — HR Portal & Terminations

HR Portal

9:41

HR Portal

Total Employees

Active

Pending Onboarding

Terminated

Document Alerts

W-9 Tax Form

Ryan Brooks

Expired

EPA Lead Cert

Tony Washington

5 days

Vehicle Insurance

Kevin Patterson

18 days

Search employees...

All

Active

Inactive

Pending

Marcus Reeves

marcus.reeves@callahan-hvac.com

ACTIVE ONBOARDED

100%

Docs

Terminate

Ryan Brooks

ryan.brooks@gmail.com

PENDING DOCS PENDING

33%

Docs

Terminate

StatCard, StatusBadge, OnboardingBadge

useQuery(api.teams.hrPortalQueries.getHRStats)

Terminate Employee

9:41

HR Portal

Termination NoticeTerminated members lose access immediately. Job history and earnings records are preserved for reporting.

Modal overlay with type selection chips

useMutation(api.teams.hrPortal.terminateMember)

Step 5 — Onboarding & Document Management

My Onboarding

9:41

My Onboarding

Welcome, Ryan!

Complete the documents below to finish your onboarding.

Documents Pending

2 of 6 documents need your attention

Your Progress

4 of 6 complete 67%

Documents

W-9 Tax Form

Required · Signed Jan 20

Employment Agreement

Required · Signed Jan 20

Non-Disclosure Agreement

Required · Signed Jan 22

Safety Training Cert

Required · Approved Jan 25

EPA Lead Certification

Required · Action needed

SIGN

Direct Deposit Form

Optional · Action needed

SIGN

Need Help?

Contact your manager if you have questions about any of these documents or encounter issues completing them.

OnboardingProgressBar, OnboardingStatusCard, DocumentCard

useQuery(api.teams.teamMemberDocumentQueries.myOnboarding)

Member Documents

9:41

Member Documents

Pending Documents

Ryan Brooks — 2 documents remaining

Progress

4 of 6 complete 67%

Pending Your Approval

EPA Lead Certification

Signed Feb 22, 2026

Reject

Approve

All Documents

W-9 Tax Form

Required · Approved

DONE

Employment Agreement

Required · Approved

DONE

NDA

Required · Approved

DONE

Safety Training

Required · Approved

DONE

EPA Lead Cert

Required · Needs review

REVIEW

Direct Deposit Form

Optional · Not signed

PENDING

Bypass Onboarding

Use this to grant full access without completing documents. A reason is required.

Document ComplianceAuto-approve validates expiration dates and required fields. Manual review available for exceptions.

DocumentCard, AlertDialog

useQuery(api.teams.teamMemberDocumentQueries.listMemberDocuments)

Step 6 — Bulk Operations & Auto-Approve

CSV Bulk Import

9:41

Bulk Import

Drop CSV or tap to browse

RFC 4180 compliant

Preview

Name

Role

Status

Sarah Chen

s.chen@email.com

Crew Lead

VALID

Mike Torres

m.torres@co.com

Worker

VALID

Amy Reeves

a.reeves@co.com

Estimator

DUPLICATE

Import 2 of 3

CSVUploader, ImportPreviewTable

useMutation(api.teams.contractorTeams.bulkImportMembers)

Bulk Review Modal

9:41

Review Pending

Pending Submissions

4 PENDING

Select All

Jake Dawson

Crew Lead

Nina Patel

Estimator

Ray Lombardi

Worker

Tanya Stone

Dispatcher

Approve Selected (3)

Reject

BulkReviewList, SelectableCard

useMutation(api.teams.contractorTeams.bulkApproveMembers)

Auto-Approve Toggle

9:41

Team Settings

Auto-Approve New Members

Automatically approve team members who match your invitation criteria

Approval Rules

Email domain match

Enabled

Role pre-assigned

Enabled

Requires background check

Disabled

Bulk ActionsSelect multiple members to assign roles, update permissions, or send announcements in one action.

ToggleSwitch, ApprovalRuleCard

useMutation(api.teams.contractorTeams.updateAutoApprove)

Progress by Role Groups

9:41

Pipeline Tracker

Pipeline Stages

Not Invited

Invited

Started

Approved

Technicians

8 total

2 3 1 2

Sales Reps

5 total

0 1 2 2

Managers

3 total

0 0 1 2

PipelineChart, RoleGroupCard

useQuery(api.teams.contractorTeamQueries.getPipelineByRole)

Step 7 — My Earnings

My Earnings

9:41

My Earnings

This Month

Last Month

This Year

All Time

Total Earned

$15,234

42 commissions

Paid

$9,000

18 paid

Pending Approval

$2,100

5 pending

Approved

$4,134

19 ready

By Commission Type

SALES 12 commissions

$8,500

SERVICE 8 commissions

$4,200

BONUS 5 commissions

$2,534

Recent Commissions

All Pending Paid

Sales Commission — Job #4521

Mar 1, 2026

$850.00

Pending

Service Bonus — HVAC Install

Feb 25, 2026

Job completion bonus

$1,200.00

Approved

Sales Commission — Job #4498

Feb 20, 2026

$675.00

Paid

Earnings TransparencySee your commission breakdown in real-time. File disputes directly from this screen.

Team member earnings dashboard with period filters, type breakdown, and commission history.

useQuery(api.commissions.getMyEarnings)

Step 8 — HR Management

HR Management

9:41

HR Management

Active Cases

Resolved

Pending Review

Termination Cases

Marcus Brown

Filed Mar 12, 2026

Pending

Jake Rivera

Filed Feb 28, 2026

Terminated

Lisa Thompson

Filed Mar 18, 2026

Under Review

HR termination management with case tracking and status badges.

useQuery(api.teams.hr.listTerminations)

Step 9 — Team Payouts

Payouts

9:41

Payouts

Total Paid

$42,680

Pending

$6,240

This Month

$8,450

Team Members

Recent Payouts

Marcus Brown

Mar 20, 2026

$2,450

Jake Rivera

Mar 18, 2026

$1,875

Lisa Thompson

Mar 15, 2026

$3,100

Sam Wilson

Mar 10, 2026

$1,250

Team payout management with summary stats and recent payout history.

useQuery(api.teams.payouts.list)

Step 10 — Tech Messages

Tech Messages

9:41

Tech Messages

Search messages...

Marcus Brown

2m ago

Hey, the HVAC unit at 42 Oak St is making a weird noise...

Jake Rivera

15m ago

Parts arrived for the Johnson job. Starting tomorrow AM.

Lisa Thompson

1h ago

Got it, will send the invoice by EOD.

Sam Wilson

3h ago

Confirmed for the 9 AM walkthrough at Maple Dr.

Carlos Mendez

Yesterday

Thanks boss, all wrapped up on the Garcia project.

Tech message threads with avatars and unread indicators.

useQuery(api.messages.listTechThreads)

Step 11 — My Earnings

My Earnings

9:41

My Earnings

Total Earnings

$28,450

+12% vs last month

Period Breakdown

This Month

$4,200

Last Month

$3,750

This Quarter

$11,800

Commission Breakdown

Sales Commission

18 jobs

$16,200

Service Bonus

12 jobs

$8,400

Referral Bonus

4 referrals

$3,850

Individual earnings dashboard with hero stat, period breakdown, and commission detail.

useQuery(api.commissions.getMyEarningsDetail)

Step 12 — Leaderboard

Leaderboard

9:41

Leaderboard

This Month

All Time

Marcus Brown

32 jobs • 4.9 rating

$12,400

Jake Rivera

28 jobs • 4.8 rating

$10,850

Lisa Thompson

25 jobs • 4.7 rating

$9,200

Sam Wilson

22 jobs • 4.6 rating

$7,600

Carlos Mendez

19 jobs • 4.5 rating

$6,300

Ranked leaderboard with avatars, job counts, ratings, and revenue stats.

useQuery(api.teams.leaderboard.ranked)

3 Roles

Team Command Center Live

https://app.3bids.io/contractor/team

Team Command Center

Active Members

Pending Invites

4.7

Avg Rating

$42.8K

Team Earnings MTD

Member

Role

Status

Jobs

Rating

Actions

Jake Martinez

Technician

Active

142

4.9

Sarah Lee

Senior Tech

Active

128

4.8

Tom Rivera

Technician

Active

4.7

Team GrowthContractors who onboard 5+ members in the first month see 40% higher job completion rates.

Leaderboard & Performance Live

https://app.3bids.io/contractor/team/leaderboard

Leaderboard & Performance

Name

Score

Jobs

Rating

On-Time

Jake Martinez

142

4.9

96%

Sarah Lee

128

4.8

93%

Tom Rivera

4.7

91%

ScoringPerformance scores combine job completion rate, customer ratings, and on-time arrival. Updated daily.

Roles & Permissions Live

https://app.3bids.io/contractor/team/roles

Roles & Permissions

Standard Roles

Admin

Full access · 2 members

Technician

Jobs + schedule · 8 members

Sales Rep

CRM + leads · 4 members

Custom Roles

Senior Tech

Jobs + mentoring · 3 members

Custom

Custom RolesCreate roles that match your org. Each controls access to scheduling, bidding, and financial data.

HR Portal Live

https://app.3bids.io/contractor/team/hr

HR Portal

Active

Suspended

Terminated

Member

Role

Status

Since

Actions

Dave Wilson

Technician

Suspended

Mar 10

Chris Brown

Sales Rep

Terminated

Feb 28

Termination NoticeTerminated members lose access immediately. Job history and earnings records are preserved for reporting.

Bulk Operations Live

https://app.3bids.io/contractor/team/bulk

Bulk Operations

Member

Role

Status

Jake Martinez

Technician

Active

Sarah Lee

Senior Tech

Active

Tom Rivera

Technician

Active

Amy Chen

Admin

Active

Bulk ActionsSelect multiple members to assign roles, update permissions, or send announcements in one action.

Earnings Live

https://app.3bids.io/contractor/team/earnings

Team Earnings

March 2026

$42,800

Total Earned

$38,200

Paid Out

$4,600

Pending

Team Members

Member

Role

Earned

Paid

Status

Jake Martinez

Technician

$4,200

$3,800

Paid

Sarah Lee

Senior Tech

$3,850

$3,450

Paid

Tom Rivera

Technician

$2,100

Pending

Earnings TransparencyEach team member sees their own commission breakdown in real-time. Disputes can be filed directly from the earnings screen.

Team Command Center

Leaderboard & Performance

Roles & Permissions

HR Portal

Bulk Operations

Team Earnings

Data Architecture

Source Files

Convex Queries

Convex Mutations

Member Lifecycle

Key Design Decisions