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GWiZ™ ERP Hub workload, accounts payable, and OECM compliance indicators.

Software sales, recurring revenue, and receivables at a glance.

Monthly Recurring Revenue payments
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Annual Run Rate trending_up
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Active Subscriptions card_membership
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Churn (30 days) trending_down
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Outstanding A/R request_quote
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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

Recurring Revenue

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MRR
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ARR
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ARPU
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Churn (30d)
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PlanSubscriptionsSeatsMRR

Subscriptions & Seats

0
CustomerPlanSeatsMonthly StatusRenews

Software Sales Pipeline

0
ReferenceClientEngagement ValueStageOpened

Accounting

QuickBooks Online

Not loaded yet
Cash
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Bank account balances
Revenue, month to date
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Net income, year to date
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Receivables
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Payables
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GWiZ™ Accounting

Task

Lead Inbox

0

Inbound sales enquiries from gwizweb.com, and emails converted into leads. Open one to move its stage, add notes and tasks. Client service requests are in Tenant Support.

ReceivedLeadSourceStageSummary

Tenant Support

All tenants

Open
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Not yet resolved
SLA breached
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A response or resolution target passed
At risk
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75% of a target used
P1 / P2
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Critical and high, open
Unassigned
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No tenant yet
Severity and SLA targets
SeverityFirst responseResolution
TicketTenantSeverityStatusSLAReceived

Google Workspace

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Upcoming Calendar Events

New Event
WhenEventAttendees

Recent Drive Files

Compose Email
NameTypeModified

Email signature

Generated from your profile (first name, title) and the organisation profile. Appended below a -- separator on every message sent from here.

The "Verified by" reference is a provenance aid: it shows this hub issued the signature. It does not authenticate a message and is not a substitute for SPF, DKIM and DMARC.

Search Performance

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Clicks
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Impressions
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Avg. CTR
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Avg. Position
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QueryClicksImpressionsCTRPosition

Health & Compliance

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Core Web Vitals Google’s page-experience measures: how fast the main content loads (LCP), how quickly the page responds to input (INP) and how much the layout shifts while loading (CLS). They feed into search ranking.

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Keyword & Indexing Tracker

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KeywordTarget URLPosition ClicksImpressionsIndexing

Inspect Page / URL & Sitemap

Notifies search engines to index your latest pages.

Gmail — agency inbox

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Open Gmail

Calendar

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New event

File Explorer

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NameTypeModifiedSizeActions

Folder colour

Move to…

    Move this item?

    Meet & Chat

    New meeting

    Creates an event with a Google Meet link on your own primary calendar, then opens the call.

    No calendar event needed? Start an instant meeting.

    Google Chat

    Chat opens in Google's own app, in a compact window beside the Hub.

    Open Chat

    Gemini assistant

    Vertex AI Studio

    Ask Gemini (Powered by Gemini)

    Code and accessible web copy for client sites. Pick a mode and a model, then describe what you need.

    Mode

    0 / 8000 · Anything that looks like a key or token is removed before it is sent. Calls are audited (model, token counts and a short hash — not your prompt).

    Cloud & Web Building Console

    Links open Google Cloud Console in a new tab. Access is decided by your Google Cloud IAM roles, not by the hub.

    Tenant Portal

    agency

    Product Library

    C.E.A.C. Approved

    Digital cut sheets and product specifications for Hollend commercial furnishings.

    Tenant

    Knowledge Base

    Step-by-step guides to the GWiZ Hub. Every guide has written steps now; its video follows.

    Ask the GWiZ AI Assistant (Powered by Gemini)

    Answers come only from the guides below, and name the guides they used.

    sync_alt QuickBooks Online Integration

    Not connected to QuickBooks Online

    Connecting asks you to confirm it's you (passkey or sign-in), then opens Intuit to choose the company.

    mail Google Workspace Integration (Gmail)

    Not configured Google Workspace is not configured

    Set GOOGLE_CLIENT_ID and GOOGLE_CLIENT_SECRET in Secret Manager and redeploy. Nothing is typed here.

    Google returns to /api/google/callback; it must be listed under Authorized redirect URIs on the OAuth client in Google Cloud.

    cloud_done Microsoft 365 Integration (SSO)

    Not configured Microsoft 365 is not configured

    Set MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET and MICROSOFT_TENANT_ID in Secret Manager and redeploy. Nothing is typed here.

    Microsoft returns to /api/auth/microsoft/callback, the address Microsoft sign-in already uses; it must be listed under Redirect URIs in the Entra app registration.

    accessibility_new Accessibility Settings

    OECM Manufacturer Rates (Minimum Agreement Discounts)

    Manufacturer MA% Rate

    Passkey & Security

    Register Apple Touch ID/Face ID or security key for fast passwordless login.

    A passkey signs you in with the fingerprint, face or screen lock you already use on a device. Password sign-in keeps working, so revoking one never locks you out.

    Device Added Last used

    System Diagnostics

    Inbound Webhooks
    EndpointStatusSecret