Operations Dashboard

Outreach
Generate professional client emails
1 · Select Client
Recent Sent Emails
Recent Sent Emails
Project Monograph
Live practice data synced from Monograph
Last updated: —
Active Projects
in Monograph
Hours This Week
logged this week
Avg Utilization
across staff
All Projects
#Project NameClientPhase Status% CompleteStaffed
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Staff Utilization
Staff NameRoleProjectsAvg UtilizationStatus
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Project Hours This Week
Project #Project NameHours This WeekTotal Hours
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Kanban Board
Project pipeline from Monograph — drag cards between columns to update status (local view only)
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Proposal Generator
Generate professional Word (.docx) proposals matching the SAS letter format
Proposal Type
Client Information
Property Information
Fee Schedule
Submitted By & Retainer
Recent Proposals
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Live Preview
UPDATES AS YOU TYPE
Fill in the form to preview the proposal…
Conversion tracking

Which proposals became real jobs. Matched by property address → job number → QuickBooks invoice, computed in code. Anything that can't be matched is listed as needs review rather than guessed at.

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Open Monograph Timesheets ↗
Time entries are managed in Monograph. Use the grid below for internal tracking and summaries only.
Timesheets
Week of Mar 17, 2026 DRAFT
QuickBooks & Receivables
Revenue tracking · Accounts receivable · Collections
QuickBooks Integration
Connect QuickBooks to view live AR data, outstanding invoices, and automate payment reminders.
Hamid needs to authorize this connection — takes 2 minutes.
Secure OAuth via Intuit · [email protected]
SAS Property Portfolio
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🕒 Checking last scrape…
# Address Borough BIN PSID Type Client / Owner Filing Cycle FISP Status PIPS Status Job #
CSV Intelligence
DOB batch lookup · Upload & analyze · Generate CSV data with SaghariBOT
DOB NOW — Batch Address Lookup

Paste a list of addresses, one per line. OpenClaw will find each BIN and pull compliance data from NYC DOB.

StatusInput AddressBINYear BuiltFloorsViolationsComplianceFiling Status
Upload & Analyze
Drag & drop a CSV file here
or click to browse · .csv only
Generate with SaghariBOT

Describe the CSV you need. SaghariBOT will create it based on your uploaded data or from scratch.

SaghariBOT
⏳ Checking knowledge base… 0 documents indexed Last sync: never Gmail: 0 emails
📄
Drop a PDF, Word doc, or .txt here — or click to choose. Files index in <60 s and become searchable via the bot.
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Usage & Leaderboard
Team activity across the dashboard
Total Actions
Active Staff
Logins (7d)
Proposals
Job Numbers Coverage
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properties with job numbers assigned
Activity per day
Module usage
Leaderboard — click a row for detail
#NameRoleTotal ActionsMost UsedLast Active
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Gmail
Filtered email from your connected Google account
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Activity Center
Notifications, status changes, and digests from the last 7 days
Invoices
Create, manage and export invoices for SAS clients
Invoice # Client Service Amount Date Due Status Actions
Compliance Report Generator
Paste addresses to generate FISP + PIPS compliance summaries for any portfolio
Input Properties
Report Summary
No report generated yet. Paste addresses and click Generate.