Overview
Business snapshot
Total Invoiced
$0
All time
Collected
$0
Paid invoices
Outstanding
$0
Pending
Active Staff
0
On roster
Recent Invoices
🧾
No invoices yet
Recent Messages
📭
No messages yet
Billing & Invoices
Upload Homebase CSV → cross-reference permanent roster → generate invoices by service type
Step 1 — Import Homebase Payroll Export
Each employee is cross-referenced against your permanent roster.
• Permanent match: aide name, hours, and student info included on invoice.
• Not on permanent roster: aide name and hours only — no student info. Row highlighted yellow.
Adjust bill rates per row, uncheck to exclude, then generate by service type.
• Permanent match: aide name, hours, and student info included on invoice.
• Not on permanent roster: aide name and hours only — no student info. Row highlighted yellow.
Adjust bill rates per row, uncheck to exclude, then generate by service type.
📂
Drop Homebase CSV here or click to upload
Homebase → Payroll → Export CSV
Generated Invoices
| Invoice # | Type | Period | Aides | Amount | Created | Status |
|---|
🧾
No invoices yet
Upload a Homebase CSV above to get started
Accounts Receivable
Track payments from BCPS
Total Invoiced
$0
Collected
$0
Outstanding
$0
| Invoice # | Period | Amount | Date Sent | Due Date | Status | Action |
|---|
✅
No AR records yet
Employee Roster
All staff with full assignment details
| Aide Name | Type of Service | Phone | Start of Assignment | End of Assignment | Last 4 SSN | Name of Student | Grade | Sex | School ID | Name of School | School Address | Bell Time | Status |
|---|
Available Pool
Aides whose assignments have ended — ready to be reassigned
| Aide Name | Service Type | Last School | Last Student | Assignment Ended |
|---|
Assignment History
Full record of all ended assignments
Total Assignments
0
Unique Aides
0
Schools Served
0
| Aide Name | Service Type | School | School Address | Bell Time | Student Name | Grade | Sex | Start Date | End Date |
|---|
📂
No assignment history yet
End an assignment from the roster to record it here
Compose Message
Send via Quo SMS to your staff
Message
0 chars
[AideName]
[School]
[Date]
[DueDate]
[CoordName]
Recipients
Recipients
—
Message Templates
Edit, delete, or add your own templates
Send Log
All messages sent through this hub
| Date / Time | Template | Recipients | Sent By | Result |
|---|
📭
No messages sent yet
Settings
API, service rates, company info
Quo API
Quo → Settings → API → Generate API key
Your Display Name
Company Info (for invoices)
Service Types & Bill Rates
Rates charged to BCPS — not employee pay rates.
Add / Edit Service Type
Beta Notice
Quo API integration is experimental. Not HIPAA-covered. Use for operational scheduling messages only — not messages containing protected health information.