🏠 Overview
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Total Leads
—
All time
New This Week
—
Last 7 days
Open Tickets
—
Helpdesk
Active Projects
2
In progress
Proposals Out
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PandaDoc pending
YTD Revenue
—
QuickBooks pending
Recent Activity
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Integration Status
QuickBooks
Not connected
PandaDoc
Not connected
Gmail
✓ Token active · josh@42audiovisual.com
Social (Meta + LinkedIn)
Read-only · Social Bot pending
👥 Sales Leads
Leads, pipeline & sales activity
Total
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🔥 Hot
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New This Week
—
Won
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| Name | Company | Type | Status | Vibe | Date | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
💰 Financials
QuickBooks · P&L · Bank · Invoices
Connect QuickBooks Online
Link your QuickBooks account to pull yearly gross profit, monthly P&L, current bank balance, and all open invoices — live, in one place.
Preview — Once Connected
YTD Revenue
$847K
Connect QB to unlock
Gross Profit
$312K
Connect QB to unlock
Bank Balance
$94K
Connect QB to unlock
Open Invoices
$128K
Connect QB to unlock
📋 Proposals
PandaDoc · Sent · Viewed · Follow-up Radar
Connect PandaDoc
See proposal status in real time. Get notified the moment a client opens a document. AI-powered follow-up radar flags proposals that have gone cold and need attention.
🔨 Projects
Active jobs, timelines & budgets
Four Seasons Houston
AV Integration · Q-SYS Platform
In Progress
⚠️ Pricing window expired (30 days). Hardware specs are 1.5yr old — verify before ordering. Follow up on deposit.
TNAH 2026 — Spectral Wake
Dichroic Light Sculpture · New American Home · IBS 2026
Complete
⭐ Flagship
Sculpture name: "Spectral Wake" — A single wavelength, surfing the spectrum. 22 photos. Jonathan's Landing Foundation philanthropic partnership.
📱 Social
Metrics · Approvals · Engagement (Read-only)
Social Metrics Dashboard
Instagram, Facebook, and LinkedIn analytics. Post performance, engagement rates, comment approvals, and blog traffic — all in one view. Social Bot reports metrics here automatically once connected.
Architecture
🦊 Foxy is permanently read-only on social.
Foxy displays metrics and post approval queues, but never holds credentials or triggers posts. The Social Bot (separate system) handles all publishing after Josh approves. This keeps internal business data completely isolated from public social channels.
Foxy displays metrics and post approval queues, but never holds credentials or triggers posts. The Social Bot (separate system) handles all publishing after Josh approves. This keeps internal business data completely isolated from public social channels.
Connected Accounts (pending Social Bot setup)
Facebook Page — 42 Audio Visual
Social Bot pending · ID: 596774406843970
Instagram — @42audiovisual
Social Bot pending · ID: 17841471987156386
LinkedIn — 42 Audio Visual
Not yet connected
🎫 Helpdesk
Support tickets · SLA tracking · 24/7
Open
0
In Progress
0
Resolved Today
0
SLA Target
4hr
Response guarantee
| Pri | Client | Issue | Status | Opened | Update Status |
|---|---|---|---|---|---|
| No tickets yet. | |||||
📧 Email
Gmail digest · Important threads
📧
Gmail Connected
✓ josh@42audiovisual.com · Read access active
Click Fetch Inbox to load recent important emails.
👤 Users
Access control & role management
Active Users
Role Permissions
| Role | Sales Leads | Financials | Proposals | Projects | Social | Helpdesk | Users | Foxy Chat |
|---|---|---|---|---|---|---|---|---|
| Owner | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Finance | ✅ | ✅ | ✅ | ✅ | — | — | — | — |
| Ops | ✅ | — | ✅ | ✅ | — | ✅ | — | — |
| View Only | 👁 | — | 👁 | 👁 | 👁 | 👁 | — | — |
Cloudflare Access
Next step: Enable Cloudflare Access for foxy42.com
Once the domain is pointed to Cloudflare, enable Zero Trust Access — users will log in via Google/email with no password to guess. Much stronger than password auth.
Once the domain is pointed to Cloudflare, enable Zero Trust Access — users will log in via Google/email with no password to guess. Much stronger than password auth.
🦊 Foxy Chat
Your AI business partner · GPT-4o