Roadworthy Field Sales

Customer List

0 visible

Customer	Status	Assigned to	Current	Prior Period	YTD	Address
Upload QuickBooks exports or load demo data.

Add Prospect

Business Address Potential monthly sales

Prospect List

0 prospects

Prospect	Assigned to	Potential	Address	Created
No prospects added.

Address Review

Upload the contact list to build the review queue.

	Customer	Original	Recommended	Confidence	Issues
No addresses loaded.

Performance Rules

Editable

Underperforming decline Overperforming growth Baseline monthly sales Prior-year month weight Previous-period weight Prior-year YTD influence Flag customers with comparable prior sales and no current sales

Add User

Name Username Temporary password Role

Assign Accounts

0 selected

Operator

Production Report

0 visits

User From To

Date	User	Role	Customer	Outcome	Follow-up	Note
No visits recorded.

Monthly Uploads

Active

Phase 1 source of truth: upload the QuickBooks sales report and customer contact list each month. Matching customers are merged, new customers are added, and local edits, assignments, visits, routes, and prospects stay in the app.

Customer list handling Monthly upload target day

QuickBooks Online

Planned

OAuth connection is staged here. Final connection should be enabled after deployment because client secrets and refresh tokens need secure backend storage.

Environment Sync schedule

Client ID Realm ID / company ID Redirect URI

Google Maps Controls

Guarded

Use Google only when it adds value: address correction, geocoding, and navigation handoff. The app caches checked addresses and blocks runaway batches.

Estimated Google checks waiting 0

Used today 0

Used this month 0

Address validation mode

Max Google checks per run Require approval above Daily app limit Monthly app limit

Skip customers already checked by Google unless the address changes Navigation method

Google controls are ready.

Inbound Webhooks

0 created

Create draft endpoints for future automation from QuickBooks, OrderSpace, or custom sources. Local test posts are accepted by this dev server.

Webhook name

Source Event type

Outbound Webhooks

0 created

Send route, visit, customer, prospect, and assignment events from this app to other systems such as dispatch, Zapier, Make, or a custom API.

Webhook name Destination URL

Event scope Signing secret

API Access

Staged

Other apps can connect into Roadworthy through inbound webhook/API endpoints. Roadworthy can connect out through outbound webhooks. Production deployment will add API keys, permissions, retries, and durable logs.

Inbound APIs Browser sales import Browser customer-list import /api/webhooks/:webhookId

Outbound APIs /api/outbound-webhooks/send /api/outbound-webhooks/events

Webhook Test Events

No events received in this browser session.

Outbound Delivery Log

No outbound deliveries in this browser session.