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Ops dashboard overview

BCB Glass Ops is the internal dashboard that runs day-to-day operations for the three BCB entities — LA (Auto Glass of LA), SFV (San Fernando Valley), and DelMar (Del Mar). It went live on Cloudways on June 23, 2026.

The job it does: intake WhatsApp/SMS leads → schedule → assign a contractor tech → collect payment → pay the tech → send transactional + review texts.

RoleCan do
super_adminEverything, including granting admin/finance roles, templates, API keys, timing, ROAS
adminOperations + entities/employees/warehouses + delete jobs. No templates, APIs, timing, or ROAS.
dispatchOperations only — intake, scheduling, jobs, payments
financeThe Bank Transactions ledger only (match/flag/confirm reconciliation). No ops, settings, or ROAS.

Only a super_admin can grant elevated roles. Accounts are managed under Admin → Employees.

AreaWhat lives thereWiki page
OperationsJobs board, calendar, intake, incoming texts, Reviews, WarrantyJob lifecycle
End-of-Day SummaryDaily tech payoutsTech pay
Tech BalancesRolling cash each tech owes usTech pay
Bank TransactionsChase ledger + weekly reconciliationMoney & reconciliation
Accounts ReceivableJobs awaiting payment / unconfirmed paymentsMoney & reconciliation
ROASWeekly ad spend vs booked revenue & profit per locationMoney & reconciliation
Admin → EntitiesPer-location phone, review links, Zelle/Venmo details
Admin → Integrations & API KeysSMS provider, Google Ads, Plaid credentials (encrypted)Messaging
Message TemplatesEvery automated text, editableMessaging
  • Times: everything is stored in UTC and displayed/scheduled in Pacific time. If reminders ever go out an hour off, the timezone config broke — flag it to Alex/Claude.
  • Entity data matters: review-request texts refuse to send until the entity’s Google review URL is set, and Zelle/Venmo payment texts refuse until the entity’s payment details are set (Admin → Entities). If a text “won’t send,” check there first.
  • Credentials (SMS providers, Google Ads, Plaid) are stored encrypted in the database and edited only via Admin → Integrations & API Keys — never in code, never on this wiki.
  • Stack, for the technically curious: Laravel 12 + Filament 4, MySQL, hosted on Cloudways. Deploys are covered in deploying the dashboard.