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Historical Invoice Importer
Upload up to 72 PDF invoices. Claude will extract client name, address, invoice number, invoice date, service date, and amount. Review the results before importing.
Drop PDF invoices here or click to browse
Multiple files supported
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Review extracted data
| # | File | Client | Address | Inv Date | Svc Date | Inv # | Amount | Status |
|---|
Feature Backlog
Effort and value scored on Fibonacci scale: 1 (lowest) to 13 (highest)
Email Templates
Edit the subject and body used for each follow-up stage. Changes save immediately and apply to all future emails.
Live Preview (using a sample work order)
Available Merge Fields
Settings
App-level configuration for CleanTrack.
Video Folder Pool
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Pre-loaded short URLs (video.harcarcleaning.com/slug) assigned to work orders for video documentation. Each URL corresponds to a pre-created Google Drive folder set to allow uploads from anyone with the link.
Business Info
Used in email templates and invoices. Changes take effect on next email or invoice generated.
Data Backups
A snapshot is saved automatically before every write. The last 10 are kept. Restoring a snapshot immediately overwrites current data.
Click refresh to load available snapshots.