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Today
Needs Scheduling
Today's Agenda
Overdue Work Orders
Work Order
Job
Scheduled
Status
Finished Tasks Waiting for Verification
Work Order
Task
Finished
Scheduling Calendar
Needs Scheduling0
Week
Scheduled Work
Tenant
Field Worker
My Profile
Security
You can update your own contact information. Contact Type, username, pay, and account permissions can only be changed by an authorized administrator.
My Properties / Service Addresses
Property
Address
Relationship
Status
My Work Orders
ID
Property
Service Address
Job
Status
Scheduled
Tasks
New Work Order Request
Request Details
PhotosOptional • add as many as needed
Drop photos hereor tap to choose multiple photos
No photos added.
Work Order Requests
Request
Date Made
Approved
Approved Date
If Not Approved
Action
Scheduled Work
You can request a different date or time. The scheduled Work Order does not change until the office approves the reschedule.
Work Order
Property
Work
Scheduled
Status
Reschedule
My Hours
Only work-log records assigned to your account are shown. Pay rates, commissions, tips, and other employees are not displayed here.
Date
Work Order
Hours
Notes
Work
Verify
Finished Tasks waiting for manager verification. Change Status to Verified or Rework. Click a row to open its Work Order.
Work Order
Task
Status
Contacts
Contacts
Choose the kind of contact you are looking for.
Contacts
Pay
Pay Window
Every 1 Week
Changing either date keeps a 7-day window and remembers that start-day pattern for Previous / Current / Next.
Pay Summary
Balance = Prior Balance + Planned - Employee Compensation. A negative balance means the person is ahead through an early payment, advance/loan, or other compensation.
Person
Work
Receipts
Mileage
Prior Balance
Planned
Paid
Balance
YTD Paid
Open Pay to calculate.
Planning to Pay
Work, requested Receipt reimbursement, and requested Mileage reimbursement appear here. Checking Planning to Pay adds that source to the amount you intend to pay. Receipt/Mileage cost is counted only on its original source record; paying it here does not create a second business expense.
Date
Person
Source
Description
Amount
Status
Planning to Pay
No pay sources in this window.
Employee Compensation
Employee Compensation records actual money that changed hands. Positive payments reduce what you owe. Signed adjustments are allowed. These records do not add another Receipt, Mileage, or Work Order expense.
Date
Person
Type
Amount
Method
Reference
Planned Sources
Status
Action
No Employee Compensation in this window.
Customer Payments
Customer Transaction
Selected Work Order Balance$0.00
Transaction Total$0.00
Payments and Deposits are positive. Refunds, Customer Credits, and Return / Credits are negative. Adjustments may be positive or negative. Work Order balances can go below $0.00 when a customer overpays.
Work Orders / Balances
Select the Work Orders this transaction applies to. Payments / Deposits default to the remaining balance but may exceed it for an overpayment.
Select
Work Order
Property / Job
Work Order Total
Paid
Balance
Apply Amount
Select a customer.
Customer Payment History
Date
Customer
Category
Work Orders
Amount
Method
Reference
Status
Action
No Customer Transactions saved yet.
Financial Summary
Actual Numbers Only
Week follows the same repeating start-day pattern used by Pay.
Real Income = Customer Payments actually received. Bills = paid Bill transactions. Receipts excludes Bill-linked Receipts and every Receipt with Reimbursement checked. Employee Compensation = the full actual non-voided amount paid. Planned amounts and unpaid balances never appear here.
Profit / Loss Summary
Period
Real Income
Bills
Receipts
Employee Compensation
Total Expenses
Profit / Loss
Open Financial Summary to calculate.
Assets
Inventory
Return Parts
Use this only after parts have been received into inventory. Cancel quantities that have not arrived from the order workflow instead.
Vendor Return
Attachments
Drag & drop files here or click to choose — receipt, return slip, credit memo, images, PDF, Word, Excel, and common files
Saved Vendor Returns
Return ID
Date
Store
Part
Qty
Credit / Refund
Method
Reason
Files
Parts Catalog
Part Information
Drop Photo Here or choose a photo
Classification
Inventory Settings
Notes / Attachments
Notes
Attachments
Drop files here or choose files
No attachments.
Inventory by Location
Location
On Hand
Location Min
No inventory locations for this Part.
Total On Hand
0
Navigation
Find a Part
Photo
Part Name
On Hand
Find a Part
Type or scan a Part to check On Hand.
On Hand
No Photo
Part
Total On Hand
0
By Location
No on-hand inventory recorded.
Location
Location Information
Parts at This Location
Part
On Hand
Unit
Child Locations
Location
Saved Locations
Name
Parent
No storage locations yet.
Storage Location Types
Type
Prefix
Status
No storage location types yet.
Inventory Tables
Manage the lookup tables used by Parts.
Part Categories
Category ID:Assigned when saved— reference only
Category
Status
Action
Part Subcats
Subcat ID:Assigned when saved— reference only
Category
Subcat
Status
Action
Part Types
Type ID:Assigned when saved— reference only
Category
Subcat
Type
Status
Action
Part Sizes
Sizes are standardized when saved. Examples: .5, 0.5, 1/2 become 1/2"; 1 ft, 12 inch become 12 in.
Size ID:Assigned when saved— reference only
Size
Status
Action
Background
Login Log
Login ID
Login
Logout
User
Username
Result
Device
Audit History
Append-only history for meaningful Stone Hawk record activity. Created/Modified fields remain on each record; this log preserves the historical event trail as modules are connected to it.
Audit ID
Date / Time
User
Area
Record
Action
Summary
View
Audit Entry
Before
—
After
—
Stores / Vendors
Store Details
For security, this password is not saved in browser storage yet.
Store Contacts
Link existing active Contacts to this store or vendor.
0 active contacts match
Name
Phone
Add
Linked Contacts
Name
Note
Phone
Email
Remove
Open Orders
Date
Part
Received/Total
ETA
Open
Receipts
Total $0.00
Date
Amount
Notes
Work Order
Saved Stores
Store / Vendor
City
Action
Asset Tables
Categories
Asset Category ID:Assigned when saved — reference only
Category
Status
Subcategories
Asset Subcategory ID:Assigned when saved — reference only
Category
Subcategory
Status
Location Tables
Geographic setup for contacts, service areas, reporting, and promotions
Countries
Country
Status
Action
Regions / Markets
Region / Market
Status
Action
States
State
Abbreviation
Status
Action
Counties
County ID:Assigned when saved — reference only
County
State
Status
Action
ZIP Codes
ZIP
City
State
Region
Status
Action
Cities
City ID:Assigned when saved — reference only
City
State
Region / Market
Status
Action
Contact Types
Contact Type ID:Assigned when saved — reference only
Contact Type
Status
Action
Referral Sources
Referral Source ID:Assigned when saved— reference only
Referral Source
Status
Action
No referral sources saved.
Contacts
Contact Information
No profile picture
No Contact Types available.
Communication
Documents
Drop files here or click to browse
Images, PDF, Word, Excel, and other common files. Multiple files allowed.
No documents.
Contact Properties
No Contact selected.
No Properties linked to this Contact.
Contact Security
Contact
?
No Contact selected
Save or select a Contact first.
Contact ID:—
Security / Access
Password requirements: at least 8 characters.
Contact Employment
Contact
?
No Contact selected
Save or select a Contact first.
Contact ID:—
Current Employment
Save this Contact before adding Employment.
Employment Role—
Job Title—
Employment Type—
Start Date—
W-4—
W-9—
Current Pay—
Payment Method—
Past Employment
Start
End
Type
Employment Role
Job Title
Pay Setup
Open
No past Employment records.
Employment
Keep signed W-4/W-9 documents in Documents. Do not enter SSN, EIN, bank account, or routing numbers here.
Employment ID:Assigned when saved
Pay Setup History
Rate/amount, pay type, payment method, and payment account/reference are versioned by effective date.
Effective
End
Rate / Amount
Pay Type
Payment Method
Account / Reference
Status
Open
Save Employment before adding Pay Setup history.
Pay Setup
Do not store full bank account or routing numbers. When a new current Pay Setup is saved, the previous current setup is automatically ended the day before the new Effective Date.
Pay Setup ID:Assigned when saved
Work / Activity
Open Work Orders
Work Order
Property
Scheduled Date
Job
Status
Bid
Closed Work Orders
Work Order
Property
Date Completed
Job
Billing Status
Needs Approval
Work Order
Property
Job
Status
Billing Status
Bid
Pay Due / Earned Compensation
* The Pay-record system is not connected yet. These totals show earned hourly pay, tips, and allocated Task commission; they may include amounts already paid.
Work Order
Latest Date
Hourly Pay
Tips
Commission
Earned Total
Earned Total
$0.00
Assets
Asset Information
No linked Item / Warranty record.
Asset ID:Assigned when saved — relationship key
Location History
Running log only. Latest entry is the current location. It does not change inventory or FIFO.
Location History ID:Assigned when saved
Current Location:None
Date
Location
Mileage
Total Miles:0.0
Miles This Year:0.0
Date
Start
Stop
Miles
Category
Work Order History
Work Order
Date
Work
Status
Saved Assets
Asset
Age
Condition
Properties
Property Photo
No property photo
Child Properties
This section only appears when this Property has direct child Properties. Click a child Property card to open its record.
Property Information
Property Management
Property Manager
Tenants
Tenant
Property Notes
Work Orders
Open Work Orders
Work Order
Scheduled Date
Job
Status
Bid
Closed Work Orders
Work Order
Date Completed
Job
Billing Status
Click a Work Order number to open that Work Order record.
Documents
Drop files here or click to browse
Images, PDF, Word, Excel, and other common files. Multiple files allowed.
No documents.
Tax
State Tax
—
County Tax
—
City Tax
—
Total Tax
—
Uses the current Tax values from the selected State, County, and City records. Changing a location Tax rate updates this Property automatically.
Companies
Add Company
Companies
Company
Active
Active Properties
Add Property Relationship
Add Tenant
New Request
Request Information
Attachments
Drag & drop files here or click to choose — images, PDF, Word, Excel, and common files
Reference
Assigned when saved
Creates a normal Work Order with status New.
Saved
Requests
Tenant Requests
Date
Property Manager
Description
Request Details
Request
—
—
—
—
—
—
Photos
No photos were included with this request.
STONE HAWKCREATIONS
Request
Work Order Information
Need to Plan
Service Details
Select a service property.
Select a service Property.
Roles
Name
Phone
Email
Select a property.
Inspection Appointment
Work Appointment
Work: Work Order Estimate → ETA (editable) → End Date/Time (editable). Inspection uses its own ETA.
—
—
Repeat
Work Order Notes
Tasks
Task
ETA
Status
Parts Status
Employee(s)
Repeat History
Work Order ID
Date Completed
Finishing Notes
Task Photos / Documents
Financials
Total Hours 0.00
Manager Hours 0.00
Total Mileage 0.0 miles
My Cost
Hourly Pay
$0.00
Commission
$0.00
Tips
$0.00
Actual Parts — FIFO
$0.00
Receipts
$0.00
Total My Cost
$0.00
Customer Charge
Task Bids
$0.00
Hourly Labor (Total Hours × Billed Hourly Rate)
$0.00
Parts Charge
$0.00
Chargeable Receipts
$0.00
Invoice Total
$0.00
Invoice / Profit
Invoice Total
$0.00
Total My Cost
$0.00
Profit / Loss (Invoice Total − Total My Cost)
$0.00
Profit per Hour
$0.00/hr
Profit per Manager Hour
$0.00/hr
Assigned when saved
ETA: 0/0 hrs • 0%
Navigation
Saved
Saved Work Orders
Customer
Job
Status
Scheduled Date
Progress
Work Log
Work Log records link directly to the Work Order. They do not roll through Tasks.
$0.00
Hours0.00
Hourly Pay$0.00
Tips$0.00
Manager Hrs0.00
Date
Work Order
Employee
Hours
Rate
Hourly Pay
Tip
Manager Hrs
Action
Task
Task Information
Not linked
New Task
Reminder Checklist
Assets / Tools
Asset / Tool
Bring
Returned
PM Checklist
Suggested Parts
All suggestions are optional. Pick an actual Part, choose Customer Supplied, or leave it blank.
Service Part
Filtered Parts
Qty
Action
Employees
Employee
Split %
Commission
Planning to Pay
Action
No employees assigned.
Photos / Documents
Drag & drop files here or click to choose — images, PDF, Word, Excel, and common files
Parts Used on This Task
Part
Est
Used
Available
Tasks on This Work Order
Task
ETA
Stat.
Parts
Employees
No Tasks on this Work Order.
Get List
Work Order Prep
—
—
—
Parts — Combined for Entire Work Order
Checking an item here is only a prep/loading check. It does not change inventory or mark a Part used.
Got It
Part
Qty
Source
No Standard Task prep items or estimated Parts are on this Work Order yet.
Task Needs Attention
Check this Task before continuing.
⚠
Work Order Needs Attention
Fix the following before continuing:
⚠
Repeat Work Order Check
Check this Work Order before saving the repeat.
Task Saved
Work Order Saved
Standard Tasks
Optional. Example: Shut off breaker, confirm tenant access, protect floor.
Optional. Example: Extension Ladder, Table Saw, Voltage Tester.
Optional. These show as a compact single-row checklist on the Task.
Optional. Each slot has a label and a keyword used to filter the Parts catalog. Example: Fan | fan.
Service ID: Assigned when saved
Task / Service
Category
Price
ETA
Prep
Status
Use Parts
Used on This Task
Part
Location
Est
Used
Avail
Select Parts
Part
Location
On Hand
Pred.
Use Parts Needs Attention
Check Use Parts before continuing.
Parts Saved
Select Part Location
Choose where you are actually taking the part from. Incoming / ETA is shown for planning but cannot be selected until it is received.
Location
Available
Incoming
ETA
Select
Camera Scanner
✓
SCANNED
✓
LOCATION SET
Starting camera…
!
BARCODE NOT FOUND
Stone Hawk does not have a Part matching this scanned barcode.
↪
LOCATION SCANNED
Found Inventory Alerts
These alerts were created when job-site scanning found inventory at a location where the system showed insufficient stock.
Part
Location
Qty
Work Order / Task
Found By
Action
Receipts
Drop receipt photo hereor click to choose
Store found:
Pending Approval
Save the Receipt to submit reimbursement for approval.
Receipt ID:Assigned when saved — reference only
Receipt saved.
Date
Store / Vendor
Category
Total
Paid By
Customer
Reimb.
Status
Flag
Action
Items / Warranty
Drag & Drop Documents Here
or click to browse
No documents selected.
Item ID:Assigned when saved — reference only
Item ID
Item
Asset ID
Serial
Receipt
Purchase Date
Price
Warranty
Expiration
Docs
Actions
Online Orders
Parts to Order
✓
Part
Pred.
Real
Order
Navigation
Selected for Order
Part
Order
Remove
Saved
FIFO History
Adjust Inventory
Use Inventory
Move Inventory
Edit FIFO Record
Store FIFO purchase edits follow the Store FIFO correction rules: the creator may edit an unused purchase for 1 hour; afterward Parts / Inventory Full Edit is required. Used Store FIFO layers must be corrected from Store FIFO. Online Order history keeps its existing edit rules.