“Everything your crew touches — schedules, gear, customers — in one place.”
Interactive mockups
See the dashboards in action
Live, self-contained demos of the Operations Manager, Crew Supervisor and Gardener mobile dashboards. Hover any element for a description of what it does, or tap the menus, weather cards and buttons to explore the interactions.
User Settings
Manage your personal profile and display preferences.
Operations Manager's Mobile Dashboard
Operations Manager
Company-wide day view: crews, jobs, timesheets, batteries and alerts, with a full slide-out admin menu.
Good afternoon, Marcus
Tuesday, Oct 6
User Settings
Manage your personal profile and display preferences.
Property
Property details
Time Allocation
Allocate Time to Tasks
Time Allocation Summary
Property
Time Successfully Submitted!
Your time allocation has been recorded successfully.
Total Man-Hours Allocated: 0.0
Supervisor Dashboard Info
- Here you'll find the properties your crew is covering today.
- Tap a property name to open directions in Google Maps.
- Green property names already have time allocated.
- Use the bottom buttons for notes, your month, and tools.
Communications
My Month
Tools
Crew Supervisor's Mobile Dashboard
Crew Supervisor
Today's crew, weather, team & property notes, and assigned properties with allocated time and active-request alerts.
Good afternoon, Renee
Tuesday, Oct 6
User Settings
Manage your personal profile and display preferences.
Gardener Dashboard Info
- Here you'll find your list of properties for the day.
- Tap a property name to open directions in Google Maps.
- Green properties already have your time logged.
- Use the bottom buttons for your focus, schedule and photos.
Communications
My Month
Tools
Gardener's Mobile Dashboard
Gardener
A simple field view: the day's properties, directions, logged hours, the supervisor's note and quick photo/QR tools.
Role-based access
Dashboards & Roles
Every person on your team gets a dashboard built for their role — from admins tracking KPIs to gardeners checking today's assignments. Navigation adapts automatically to show only what each role needs.
Admin Dashboard
Full system overview with real-time metrics, KPIs, staff utilization, property coverage, and scheduling tools — with full and mobile layouts.
Supervisor Dashboard
Daily crew assignments, property portfolios, team notes, weather forecasts, and time allocation tracking.
Gardener Dashboard
Daily assignment view, time tracking, property notes, weather info, and issue reporting tools.
Operations Manager
Mode selection with full admin privileges for operations management.
8 Roles + Kiosk
Admin, Op. Manager, Office Coordinator, Accounts, Supervisor, Gardener, Construction, Shopkeeper, plus a StaffBoard kiosk role for shared displays.
Mobile Schedule
A touch-optimised monthly calendar page built for phones, with the same real-time data as the office view.
Role-Based Permissions
Automatic route access, dashboard routing, and feature visibility based on each person's role.
Scheduling
Calendar & Scheduling
A drag-and-drop calendar that your whole team actually uses. Day, week, and month views with real-time conflict detection, copy/paste assignments, and a customizable metrics panel.
Crew coordination
Team Management
Build teams, assign staff, and track composition — all in real time.
Your people
Staff Management
Comprehensive staff profiles, availability tracking with real-time conflict detection, portfolio management, work hour calculations, and an interactive sidebar for fast team building.
Client properties
Property Management
Every property in one place — budgets, visit targets, notes, images, requests, and assignment history.
Property database
Addresses, client info, and service details.
Budget tracking
Monthly budgets and annual flow calculations.
Notes & requests
Special instructions, maintenance issue tracking with status workflow, and image attachments.
Image management
Photo documentation with type categorization, preview, and automatic storage cleanup.
Visit tracking
Frequency requirements and fulfillment metrics.
Pause & delete
Temporarily disable or permanently remove properties.
Property gauges
Budget versus spend at a glance, with monthly and annual toggles and tooltips.
Supervisor notes
Property notes surfaced to assigned supervisors with dismiss/reminder, plus a searchable notes dialog.
Extra work
Additionals
Track and schedule additional work outside of regular property visits. Drag-and-drop scheduling, status workflows, and dedicated metrics and timekeeping — all integrated into the calendar.
Winter operations
Snow Removal & Winter Operations
Snow isn't landscaping in winter. Shepherd runs it as its own event-driven operation: a storm generates visits for every contracted property, dispatchers schedule them as overnight shifts, supervisors capture proof in the field, and approved billing lines flow into the same invoices as the rest of your work.
Landscaping and snow run side by side. Snow assignments show up in schedules, conflict detection and payroll, but stay out of landscaping budgets, property metrics and labor invoices. It's all included on every plan.
Client management
Clients
A dedicated clients page with full database integration — manage client relationships alongside their properties, service history, and contract value.
Recruiting
Hiring Portal
Find field talent without a stack of résumés. A public careers page takes applications, and a hiring dashboard lets you review and move candidates through your pipeline — all inside Shepherd.
Community
Community Forum
A built-in discussion platform where your team can share ideas, ask questions, and connect — with categories, threads, and moderation.
Accountability
Time Tracking & Allocation
Track time per property visit, allocate across task types with intuitive flex-switch sliders, and let pay period calculations handle the rest. Precision mode gives you fine-grained control when you need it.
This is the process we've revised more than any other. Season after season we put it in front of real crews, took the field's feedback straight back to the drawing board, and dialled it in again — rain or shine, glare or dusk, gloves on or bare hands, fat-fingered or not. What's left is a time-tracking interface built to work wherever the work happens. Every design choice behind it serves one goal: make it as simple and painless as possible for the person standing on the lawn to record and upload as much pertinent detail as we can get — time, task splits, photos, notes — so the office gets the full picture without the crew ever feeling buried in paperwork and mundane clunky tasks.
Getting people paid
Payroll
Turn tracked time into payroll-ready numbers. Pay periods follow your system settings, with scheduled versus worked hours and variance shown per staff member.
Getting paid
Invoicing
Bill per property or per client with branded PDF invoices generated straight from the work you've already tracked. Optional work-performed detail pulls in visits and task breakdowns.
Accounting
QuickBooks Sync
Two-way sync with QuickBooks Online so time, invoices, customers, and employees stay in step. Set it up once in settings — credentials are encrypted at rest and isolated per organization.
Bidirectional sync
Export time and invoices; import customers and employees.
Customer hierarchy
Properties map to sub-customers under their clients.
Conflict review
A review UI catches mismatches before they sync.
Secure by design
AES-256-GCM encrypted credentials, OAuth with signed state.
Per-property rates
Invoice rates configurable per property.
Staff sync
Push employees both directions with clean name handling.
Sandbox & production
Environment-aware API endpoints for safe testing.
Multi-tenant isolation
Every QuickBooks endpoint is scoped to the organization.
Expenses
Receipts
Upload, filter, and manage receipts for properties and general expenses. Bulk download as a ZIP with images and a CSV summary.
Stay connected
Communication & Broadcasting
Broadcast messaging, property requests, image attachments, and a built-in feedback system — everything your team needs to stay aligned.
No more group chats standing in for a schedule.
Broadcast Messaging
Send announcements to supervisors, gardeners, or both. Image attachments, expiration dates, read tracking, and broadcast history.
Staff Board Broadcasts
Target messages specifically to the staff board display for office-wide visibility.
Property Requests
Maintenance issue tracking with status workflow and resolution management.
Onboarding Broadcasts
Welcome new team members with automated onboarding broadcast flows.
Image Attachments
Visual documentation for notes, requests, and broadcasts with optional images.
Feedback System
Built-in feedback page and dialog for team input — enable or disable from settings.
Direct Messages
Admin-to-individual messaging with read and dismiss tracking in a tabbed inbox.
Pinned Broadcasts
Pin key announcements to an auto-cycling news feed for continuous visibility.
Stay in the loop
Notifications
A real-time notification center keeps everyone current — from broadcast announcements to assignment notes — with a bell that deep-links straight to the item.
Office display
Staff Board
Turn any screen in the yard into a live crew display — assignments, weather, news, photos and stats, all updating on their own.
A preview of the Staff Board V2 display.
Office display
Staff Board Display
Turn any screen into a crew display. Staff Board V2 is the current default — an arrangeable mosaic of tiles (assignments, crews, weather, quotes, news, QR, and stats) with independent controls per tile. The classic V1 layout remains for legacy preset setups.
Equipment & inventory
Tool & Item Tracking
The Battery Terminal started with power tools and batteries — now it tracks any tool or item you care about. QR-based checkout and return, with optional categories, so nothing walks off the truck.
Stop losing batteries. Stop losing clients.
Camera QR scanning
Staff and battery codes scanned via device camera with auto-disambiguation.
Staff token identification
Each staff member has a personal 64-character QR token for check-outs and returns.
Real-time status & history
Live checkout status broadcast across all connected terminals with timestamped activity log.
Admin override
Force-return batteries from the admin view when needed.
Staff Board V2 embed
Accessible as a standalone page or as a kiosk tile within the Staff Board V2 display.
Any tool or item
Expand tracking beyond batteries to any tool or item, organized with customizable categories.
Camera or wedge scanner
Scan with any device camera, or plug in a USB wedge scanner at the terminal.
Desktop + mobile views
A full management screen for the office and a dedicated mobile workflow for the shop.
Checkout log
Timestamped checkout status with a detail modal logging every hand-off.
“If it's on the truck, Shepherd knows where it is.”
On the road
Vehicles & Fleet
Keep the fleet as organized as the crews. Track vehicles, assign them to supervisors and calendar assignments, and stay ahead of maintenance.
Smarter driving
Route Maps & Muster Points
For days with several properties, Shepherd calculates an optimal route from a shared muster point and shows it on a map — less windshield time, more billable time.
Admin analytics
AI Insights & Custom Metrics
Ask plain-English questions about your data and get instant answers. The AI Query Panel translates natural language into SQL, runs it, and displays results in a sortable table — then lets you save any query as a live dashboard metric.
Real-Time Updates
Every drag, drop, edit, and deletion updates instantly across all connected devices. Powered by real-time subscriptions with optimistic UI — no page refreshes needed.
Insights
Business Metrics & Reporting
At-a-glance KPIs that help you make better decisions without digging through spreadsheets.
Staff utilization
Percentage calculations derived from time data across your team.
Visit targets
Property visit frequency requirements and fulfillment tracking.
Revenue projections
Annual projections based on property budgets and billing rates.
Scheduling density
Conflict monitoring and capacity planning.
Time analysis
Allocation breakdown by task type with customizable metrics panel.
Monthly fuel metric
Track fuel costs alongside your other operational data.
Realized hourly rate
Independent card with seasonal projection.
Contract balance
Pie chart with tooltips and legend, plus a Time Bank card.
Requests & fiscal year
Outstanding request metrics, status breakdown, and custom fiscal year settings.
Planning
Weather Integration
Local forecasts built into dashboards with compact mobile view. City-cycling behavior and location mapping for BC cities keep your crews prepared.
Install anywhere
PWA Support
Install Shepherd as an app on any device. Service worker scoped to supervisor and gardener routes with enlarged touch targets for a true mobile experience.
Native ready
Mobile & Haptics
Capacitor-ready for iOS and Android. Platform-specific haptic feedback — vibration and audio on Android, native haptics on iOS — plus safe area support.
No signal, no problem
Offline-First Field Work
Field submissions keep working without signal — resumable uploads and an outbox sync as soon as the truck is back in range. A global mute option keeps audio respectful in the field.
Kiosk ready
Pi Kiosk Deployment
Deploy the staff board or battery terminal to a Raspberry Pi kiosk with captive-portal Wi-Fi provisioning and robust retry logic.
Field evidence
Photos & Media
A shared visual record of the work. Staff submit photos with captions from the field, and admins get a unified gallery to review, filter, and clean up.
Listening
Feedback
A built-in feedback loop for the whole team — submit ideas from the field, track their status, and comment back and forth. Admins get a filterable queue with counts.
Getting up to speed
Onboarding & Learning
New hires and veterans both get guidance in the app — from a role-based onboarding wizard to a learning journal and personal portfolio.
Everything else
Settings, Availability & More
System Settings
Fiscal year start month, pay period method, billing rate, task type management, and feedback toggle.
Font Preview Panel
Choose from 44 Google Fonts with live preview and database persistence.
Active Supervisor Selection
Visual supervisor selection dialog with indicators across the calendar and dashboards.
Staff Availability
Interactive calendar for time-off with weekly templates and real-time conflict detection.
In-App Documentation
Built-in documentation page for quick reference to system guides.
Audit Logging
Admin-accessible operational logs and debug logging for tracking system activity.
Billing & Subscription
Billing status card with plan and payment status, plus invoice defaults (tax, terms, prefix, footer).
Company Branding
Company name, logo, and address used across the app and on invoices.
Financial & HR Settings
System time, labor and billing rates, supervised payroll toggle, and portfolio auto-assignment.
Built to scale
Multi-Company Platform
Shepherd runs many companies on one platform, cleanly separated. Each organization gets its own data, branding, and signup — with a platform admin layer for support and operations.
Trust
Reliability & Security
The unglamorous parts that keep the lights on — authentication, monitoring, and guardrails — are built in, so your operations data stays available and protected.
Authentication & roles
Secure staff login with role-based dashboards and route access.
Error monitoring
Sentry on server and client, tagged by organization and role.
Health checks & uptime
Deep API health checks plus external uptime monitors.
Structured logging
JSON request logs and audit trails for admin actions.
Safe by default
Security headers, encrypted credentials, and a production guardrail.
Encrypted secrets
AES-256-GCM encryption for third-party credentials and tokens.
Ready to see it all in action?
Get started with Shepherd and give your field teams the tools they deserve.