Team Management

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

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

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

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

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.

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

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

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

useQuery(api.commissions.getMyEarnings)

Data Architecture

Convex Queries

contractorTeamQueries.listMembers — team list with status filter
contractorTeamQueries.listPendingInvites — pending invitations
contractorTeamQueries.myTeamMember — current user permissions
contractorTeamQueries.getMember — member detail by ID
contractorTeamQueries.listCustomRoles — custom roles list
contractorTeamQueries.getCustomRole — role detail + permissions
contractorTeamQueries.listPermissions — all available permissions
technicianPerformance.getTeamLeaderboard — ranked tech list
technicianPerformance.getTechnicianScorecard — individual KPIs
technicianPerformance.getTechnicianHistory — 30-day chart data
hrPortalQueries.getHRStats — dashboard stats
hrPortalQueries.listEmployeesForHR — paginated employee list
hrPortalQueries.listExpiringDocuments — doc alerts
hrPortalQueries.getTerminationHistory — audit trail
teamMemberDocumentQueries.myOnboarding — self-service onboarding
teamMemberDocumentQueries.listMemberDocuments — manager doc view
teamMemberDocumentQueries.getOnboardingProgress — completion %
commissions.getMyEarnings — period-filtered earnings + commission list

Convex Mutations

contractorTeams.inviteMember — email invite with role
contractorTeams.updateMember — status change
contractorTeams.removeMember — remove from team
contractorTeams.createCustomRole — new role + perms
contractorTeams.updateCustomRole — toggle active, edit perms
contractorTeams.deleteCustomRole — delete role
hrPortal.terminateMember — terminate with type/reason
hrPortal.reactivateMember — restore terminated employee
teamMemberDocuments.approveDocument — manager approval
teamMemberDocuments.rejectDocument — reject with reason
teamMemberDocuments.bypassOnboarding — skip docs with reason

Key Tables

contractorTeamMembers — member status, role, permissions
contractorCustomRoles — custom role definitions
contractorPermissions — available permission catalog
contractorRolePermissions — role-permission mapping
contractorTeamInvites — pending invitations
teamMemberDocuments — onboarding documents per member
contractorDocumentTemplates — company doc templates

Components

TeamMemberListItem — avatar + name + role + status
TeamInviteCard — pending invite display
RoleBadge — standard/custom role pill
StatusIndicator — dot + label status
CustomRoleCard — role with perm count
PermissionGroup — collapsible perm category
OnboardingProgressBar — % complete
OnboardingStatusCard — status with accent border
DocumentCard — doc with status icon
EmptyState — icon + title + description
MetricComparison — delta arrow + %
StatCard / StatCardRow — metric tiles

Convex Queries

Convex Mutations

Key Tables

Components

Team Command Center

HR & Documents