IntegrateIT — Automation & Security
Operations Portal

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IntegrateIT

Hey

Clocked Out
--:--
Tap below to start your shift

📍 Job site check-in

GPS-tagged. Use when arriving/leaving a customer location. Different from Clock In/Out (above) — those are for payroll hours.

Today's assignments
0 jobs
Recent punches
IntegrateIT

Welcome back

Active jobs
0
across the pipeline
Clocked in
0
of 0 team
Open tasks
0
0 overdue · 0 due today
Pipeline $
$0
total active value
Active jobs
0 active
Team status
Recent activity
IntegrateIT

Tasks

Assigned work + weekly schedule

IntegrateIT

Users

Invite, edit, and remove team members and customers

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IntegrateIT

QuickBooks Payroll

Bi-weekly clock in/out totals, ready for QuickBooks. Federal OT (>40 hrs/week = 1.5×).

Pay Period
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IntegrateIT

Payments & Invoices

Stripe-powered invoicing. Customer payments auto-update here via webhook.

Outstanding
$0
0 open invoices
Paid (30 days)
$0
0 invoices
Overdue
$0
0 past due
Refunded (90 days)
$0
0 refunds
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Invoice

$0.00
Project
Created
Due
Paid on
Description
Hosted URL

Line items

IntegrateIT

Calendar

Installs, meetings, training, time off, holidays, and birthdays — all in one place.

Sun
Mon
Tue
Wed
Thu
Fri
Sat
Install
Job (auto)
Meeting
Training
Service
Event
US Holiday
Birthday
PTO / Time off
Sick day

New event

Request time off

IntegrateIT

Vehicles

Live vehicle tracking via Bouncie. Click a vehicle to see trip history.

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IntegrateIT

Contracts

Manage MSAs, SOWs, NDAs, and quotes. DocuSign integration (pending setup).

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New contract

IntegrateIT

Sales CRM

Contacts, opportunity pipeline, and follow-ups. Lead → Qualified → Proposal → Design Review → Closed.

Open pipeline
$—
— opportunities
Weighted forecast
$—
Probability-weighted
Won this quarter
$—
— deals closed
Active contacts
— prospects
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New contact
New opportunity
IntegrateIT

Inventory

Stock levels, locations, and bidirectional D-Tools sync. Edit qty inline · low-stock alerts · audit log.

D-Tools 2-way sync. Last synced: never
Inventory changes flow both ways. Push to update D-Tools; pull to refresh from D-Tools project library.
Total SKUs
Active items
Inventory value
$—
At cost
Low stock
Below reorder point
Movements (30d)
Stock changes
Loading inventory…
New item
IntegrateIT
Manager security setup

Set up two-factor

Manager accounts require an authenticator app. This is a one-time setup.

1. Install Google Authenticator, Authy, or 1Password on your phone.
2. Open the app → tap + → choose Scan QR code.
3. Scan the code below.
4. Enter the 6-digit code the app shows you.
QR code

Can't scan? Enter this code manually:

IntegrateIT
Manager verification

Enter your code

Open your authenticator app and enter the current 6-digit code for IntegrateIT.

IntegrateIT

Welcome

Here's the status of your IntegrateIT projects.

Your projects
Your invoices