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Hollend Hub workload, accounts payable, and OECM compliance indicators.

Active Projects (Won) check_circle
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Operations in progress
Total Quoted Value monetization_on
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Excluding taxes
Quote Win Rate trending_up
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Won / Total Quotes
Staged Vendor Bills warning
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Awaiting Client Invoices
Invoicing SLA Status schedule
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Invoiced within 2 days of delivery

Not Invoiced Staging Area

Weekly Follow-up list
Vendor Name Vendor PO# Inv# / Date Amount Project H# Client Invoiced? Action

Project Tracker

H# Client & Project Quote ID / Value Win Status Delivery & Install Client Invoice Actions

Accounts Payable Staging (Vendor Bills)

Vendor PO# Inv# / Date Amount Project H# Client Invoiced? Status Actions

Accounts Receivable Staging (Client Invoices)

Project H# Client Name Invoice Number Invoice Date Quote Value QBO Invoice ID Status Action

OECM Spend & Second Stage Report Generator

TDSB Shipping Splitter

TDSB purchase orders combine shipping. Split them into product and shipping lines for OECM Spend Reports.

OECM Compliance Audit

Automatically validates client discounts against the OECM Minimum Agreement (MA) discounts (e.g. 41% for Global).

verified_user No reports generated yet.

Spend Report Details

Install Tracker & GPS Sync

Installer Date Install Bill Invoice# Vendor PO# Deduction / Amount ($) Reason / Notes GPS Check-In QuickBooks Status Action

sync_alt QuickBooks Online Integration

mail Google Workspace Integration (Gmail)

cloud_done Microsoft 365 Integration (SSO)

accessibility_new Accessibility Settings

OECM Manufacturer Rates (Minimum Agreement Discounts)

Manufacturer MA% Rate