Company Manager
Portal.
Your team works in the field with the mobile app. You manage everything from the desktop. The Company Manager Portal gives admins a full browser-based dashboard for oversight, reporting, and job management.
Dashboard
The dashboard gives you an instant overview of your business. See how many jobs are active, how many have been completed, total hours tracked, and revenue — all filterable by time period (7 days, 30 days, 90 days, or the current month).
Four charts break down the numbers: jobs completed over time, revenue by customer, hours by worker, and your top items. At a glance you can see who's working the most, which customers are generating the most revenue, and what services your team is spending time on.
Jobs
The jobs view is a full table of every job and quote in your company. Filter by status (open, draft, completed), search by customer or job number, and see assignees, items, value, and last updated at a glance.
Click into any job to see the full detail — line items, tracked hours, customer, tags, and history. You can also export your job data for reporting or accounting purposes.
Audit trail
Every action in Jotter is logged. The audit trail shows you exactly what happened, when, and who did it — job creation, status changes, line item edits, completions, team member changes, logins, and more.
Each entry includes a before/after diff so you can see exactly what changed. This is useful for resolving disputes, understanding when a job was modified, or just keeping a clear record of your business operations.
The audit trail is available at the company level (all activity) and per-job (just that job's history).
What's in the portal
Dashboard
Active jobs, completed jobs, hours tracked, revenue. Charts for jobs over time, revenue by customer, hours by worker, and top items.
Job list & detail
Full table view of all jobs and quotes with filtering, search, and export. Click into any job for full detail with line items and history.
Audit trail
Complete timeline of every action — creates, edits, completions, logins, team changes. Before/after diffs on every change.
Subscription management
View your plan, seat usage, and linked companies. Manage which companies share your seat pool.
Who gets access
The portal is available to company admins. Team members (non-admins) use the mobile app only — they don't need or see the portal. This keeps things simple: your workers track jobs on their phones, you manage the business from your computer.
The portal is included with every plan, including the free plan. There's nothing extra to pay for or set up — log in at the same URL your team uses and you'll see the portal automatically.