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 Staff Roles
Admin, Op. Manager, Office Coordinator, Accounts, Supervisor, Gardener, Construction, and Shopkeeper.
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.
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.
Client management
Clients
A dedicated clients page with full database integration — manage your client relationships alongside their properties and service history.
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.
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.
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.
Office display
Staff Board
Two display modes for your office TV. The classic V1 layout offers full preset management, background galleries, and media modes. The new V2 mosaic system gives you an arrangeable tile grid with independent controls per tile.
Equipment checkout
Battery Terminal
QR code-based checkout and return tracking for power tools and batteries. Access it as a full-screen dashboard or embedded directly in the Staff Board V2.
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.
Admin analytics
AI Query Panel
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 — no spreadsheets required.
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.
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.
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.
Ready to see it all in action?
Get started with Shepherd and give your field teams the tools they deserve.