Bella Terra LLC — Portal Map
Crew action → Portal / AI → Office benefit

How the portal works

Every tap on your phone feeds something on the office side. Skip a step and the office is guessing. This is the map: what you do, what the portal does with it, what the office gets, and what breaks if it doesn't happen.

Crew action Portal / AI Office benefit What breaks if skipped
⏱️ Time & jobs
Clock in / out

Crew action

Tap Clock In when you start, Clock Out when done. Take lunch if 4/10.

PWA · Schedule tab

Portal / AI

Stores punch with GPS + project ID. Computes daily hours, flags missed lunch, totals weekly hours for payroll.

Office benefit

Emily runs payroll without chasing timecards. Owner sees actual hours vs. estimated per job.

If skipped: hours guessed at end of week, payroll late, job profitability unknown.
🏷️ Pick project + class

Crew action

Pick the project, then your class (HYG, DUG, BLG…), then the role under that class.

PWA · only Emily-assigned codes show

Portal / AI

Time gets tagged to the right scope + wage so the job estimate vs. actual breakdown is real.

Office benefit

Owner can answer “did we lose money on hydroseed at Bull Run?” with a number, not a guess.

If skipped: hours bucketed wrong, bids on the next similar job are off, no scope-level P&L.
Missing cost code

Crew action

Don't see your class or role? Tap the amber “Request” button at the bottom of step 2. Type Class + Role.

Portal / AI

Office gets an SMS. Whoever adds the code marks it resolved. You get a text when it's fixed.

Office benefit

No phone tag. Office knows exactly what's missing. Other office staff see the request was handled.

If skipped: you clock in under the wrong code, payroll runs wrong, job costing breaks.
📱 On-My-Way SMS

Crew action

Tap “OMW” on the way to a job. Client gets a text with ETA.

Portal / AI

Sends an SMS to the client contact, logs the time, opens the door for delay alerts.

Office benefit

Fewer “where are they?” calls. Client expectations stay calibrated.

If skipped: office fields complaint calls, client trust erodes, late arrivals look worse than they are.
🛑 Delay alert

Crew action

If you're going to be more than 20 min late, tap “Running Late” and pick a reason.

Portal / AI

Sends Rena an SMS with crew, project, reason, new ETA. Optionally pings client.

Office benefit

Owner reroutes the day before the client calls. No surprises at 4 pm.

If skipped: office finds out from an angry client; can't reshuffle the schedule in time.
🌱 Materials & chemicals
📸 Ticket photo

Crew action

Snap the bark / compost / load ticket on pickup or delivery before tossing it in the truck.

Receipts page

Portal / AI

Claude vision reads vendor, qty, unit, price, ticket #, date. Posts to the receipts table tagged to project.

Office benefit

Material cost lands on the job automatically. Vendor invoices reconcile instead of pile up.

If skipped: tickets lost in trucks, materials never charged to the job, end-of-month reconciliation is manual.
🧪 Herbicide app

Crew action

Log the application: product, rate, area, target. New product? Snap the label.

Nursery Care · Apply Preemergent

Portal / AI

Writes to herbicide_applications + nursery_care_log. Label photo → Claude extracts product/EPA/active + auto-fetches SDS.

Office benefit

State-compliant application records on file. SDS sheets ready for any inspection without scrambling.

If skipped: ODA compliance risk, no proof of application, SDS missing on audit.
🌿 Nursery Count

Crew action

Walk a nursery location with the phone. Tap +Found / -Dead / Set as you go.

Nursery · Count tab

Portal / AI

Updates per-species stock at each location. Logs who counted and when. Shows care warnings (drowning, dryness) live.

Office benefit

Real inventory before bidding. Loss patterns visible (which species die where).

If skipped: bids include plants that aren't there, dead plants stay “in stock”, losses never investigated.
Client & office
💚 Thank-You SMS

Crew action

End of job: send the Thank-You text with the Google review link. Don't ask the customer to name you — Google flags reviews with employee names.

Portal / AI

Sends SMS, logs you as the sender, tracks whether the client clicked through.

Office benefit

If the review posts: $20 bonus to the sender, or $10 each if the crew is named.

If skipped: no review momentum, marketing has to compensate, no bonus paid.
Ask the Office

Crew action

Stuck? Open the Knowledge Base, search first, then “Ask the Office” if nothing matches.

Portal / AI

Rena gets the question by SMS, answers once. Answer is saved into the KB for the next person.

Office benefit

Owner answers each question once, not ten times. KB grows automatically.

If skipped: same question asked weekly, owner interrupted constantly, knowledge stays in one head.
📲
Rule of thumb
If the phone could record it and you didn't, the office is guessing. Every tap saves a phone call later.