HomeCleanse Stats

Internal automation (Phase 1)

SNA count, staff headcount, gross income ÷ staff, org stats improved — no external credentials

STAT_AUTOMATION_ENABLED

• Staff in Normal or Above
• Total # of Staff
• Gross Income ÷ Staff
• Organizational Statistics Improved

External integrations

Credentials saved here override matching environment variables. Secrets are masked after save.

Google Sign-In

Test onlyEnabled

NextAuth · restrict to homecleanse.com workspace

Enable integration

Client ID

Client Secret

Workspace domain

Last sync: never

OAuth sign-in only — credentials stored here for reference; NextAuth still reads env on cold start unless redeployed.

homecleanse-plans

Live syncDisabled

Weekly treatment plan, project, and field-staff metrics

Enable integration

Stats API URL

API token

Advisor mappings

Map Plans advisors to Stats users for per-advisor weekly metrics. Optional Plans email helps match when names differ.

Advisor	Plans email (optional)	Stats user
Rick Rubino
Anita Diaz
Andre Kool
Jeff Nowitzke
Pedro Solares

Last sync: never

Aggregate metrics sync automatically. Map each advisor to a Stats user for per-advisor splits.

• Contracts Signed
• Contract Value Combined
• Change Orders Signed
• Change Order Value
• Projects Started
• Projects Finished
• Value of Projects Completed
• Executable Treatment Plans Released
• Calendar Work Days
• Calendar Travel Days
• Field Staff Delivering (Not Traveling)

HubSpot

Partial syncEnabled

Deals, discovery calls, and pipeline metrics

Enable integration

Private app access token

Ready for Treatment Plan stage ID

Deals entering this stage in the reporting week count as completed discoveries (hubspot:discovery_calls).

Orientation milestone stage ID

Deals entering this stage count toward hubspot:orientation_comms (typically Discovery Scheduled).

Last sync: never

Per-advisor discovery splits use config.advisorMappings (hubspotOwnerId + statsUserId) in JSON. Stage IDs must match your HubSpot portal — verify under Settings → Objects → Deals → Pipelines.

• Deals Closed
• Deals IN
• Leads IN
• Discovery Calls Completed
• Orientation Communications Sent

Zoom

Test onlyEnabled

Meeting and call volume stats

Enable integration

Account ID

Client ID

Client secret

Last sync: never

Server-to-Server OAuth test is live; stat sync is not implemented yet.

• Meetings Held
• Discovery Calls (Zoom)
• Treatment Plan Reviews
• Average Attendance

BoldSign

Test onlyEnabled

Contract signature counts (Phase 2)

Enable integration

API key

Last sync: never

Connection test only — sync not implemented.

QuickBooks Online

Partial syncEnabled

Income and receivables metrics (Phase 2)

Enable integration

Client ID

Client secret

Environment

Last sync: never

Save Client ID and Secret, then Connect to QuickBooks. Optional config.accountIds maps QBO account IDs for cash, reserves, payroll, equity, and production income.

• Income Collected
• Cash
• Company Reserves
• Payroll Value
• Bills (AP Open)
• Bills Owing Past Due
• Budget-Compliant Disbursements
• Net Income (monthly)
• Total Assets
• Total Equity / Company Value
• Gross Collected Revenue
• Production Revenue

Database

SQLite locally · PostgreSQL in production

npm run db:push && npm run db:seed