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
Purchase Orders
Track BCPS PO balance and burndown
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.