Coll Admin

Sign in to manage your business.

Overview

Employees

Tap an employee to view or edit their hours.

Inactive employees

Schedule

Teams

Routes

Optimized stop order for an employee or team's day, starting and ending back at the shop. Free to build.

Time Off Requests

Jobs

Customers

Import expects a CSV with a Name column (Company Name, Phone, Email, Street, City, State, Zip, Notes are optional). Rows matching an existing customer's name are skipped.

Billing

Billing overview

Paid invoices
Unpaid invoices
Pending quotes

Sales by payment type

Quotes

Estimates for work that hasn't been booked yet.

Invoices

Billed work, emailed to the customer once sent.

Inventory

Inventory

A quote alone never puts anything "on hold" -- items show up on hold once a pull sheet is built for the job or it's turned into an invoice, and come out of stock for good once that pull sheet is fulfilled or the invoice is paid in full. Turn tracking on for a catalog item and set its starting quantity/cost in the Settings tab above.

Pull sheets

Picking lists built from a job's inventory-tracked items. Building one from a quote (or a standalone one) is what puts those items on hold; building one from an invoice doesn't add to the count since the invoice already reserved them. Marking one fulfilled removes those quantities from stock for good.

JobCustomerItemsStatus

Fulfilled pull sheets

Reports

Labor hours, invoiced totals, paid totals, and profit for a time range.

Gross & Net Profit by Month

Trailing 6 months, regardless of the range picker above.

Chat

No chats yet.

Settings

Appearance

Saved on this device only -- other computers/phones keep their own setting.

Business name

Shown on invoice/quote PDFs, and as the sender name customers see on invoice and quote emails.

Company logo

Shown at the top of every invoice PDF, and next to "Coll Admin" up top. PNG, JPEG, or WebP, up to 3MB.

Get paid online

Connect your own Stripe account so customer payments on your invoices go straight to your bank account, not ours. Stripe's own processing fees apply (2.9%+30¢ card / 0.8% bank transfer), plus a 0.5% platform fee per payment.

Payroll email

Where "Submit Hours for Payroll" sends timesheets. Required before employees can submit hours.

Long shift alert

Get a notification if an employee is still clocked in past this many hours -- handy for catching a forgotten clock-out.

Overview profit bubbles

Show the Gross Profit and Net Profit bubbles for the current month at the top of the Overview tab.

Pay schedule

Controls what "Submit Hours for Payroll" bundles together.

Change admin email

This is the email you sign in with. Requires your current password.

Change password

Business timezone

Where this business is located. Used to send automated emails (like invoice reminders) at a sensible local hour instead of a fixed one.

Shop location

Where employees auto clock-in/out. Start typing your shop's address below and pick it from the list -- or paste exact coordinates directly if you already have them.

No auto clock-in before this time, even if they're at the shop. Leave at 12:00 AM for no restriction.

Delete account

Permanently deletes your company's Coll Timeclock account and all its data -- employees, time records, customers, invoices, and everything else. This can't be undone.

Employee

Chat

Chat

New team chat

Edit employee

Update this any time -- legal name change, marriage, divorce, spelling fix, etc. Nothing else about their account changes.

Clock-in animations
Hourly rate

New team

Build a Route

Pulls in a day's scheduled jobs for one employee or a whole team, and orders the stops for the fastest round trip starting and ending back at the shop. Free to build -- no cost per route.

on-the-clock employees   shop   route stops

New job

Day

New customer

History

New invoice

Subtotal$0.00
Tax$0.00
Total due$0.00

Saving emails this invoice to the customer right away, unless they don't have an email on file.

Mark as paid

This doesn't process a payment -- it just records how the customer paid.

Record a payment

Resend receipt

Sends the same payment confirmation email for this invoice again.

New quote

Subtotal$0.00
Tax$0.00
Estimate total$0.00

Convert to invoice

Creates a draft invoice with the same customer and line items. You'll review and send it from the Invoices tab.

Scan barcode

Recommended -- opens your phone's real camera app instead of the in-app preview. Back off enough that the WHOLE barcode, plus a little white space around it, fits in the photo -- getting too close can crop the barcode or cut off the blank margin it needs to be readable.

or use the live scanner

Focus

Point the camera at a barcode and hold steady. Tap the video to refocus, or tap Capture photo to grab a sharp still -- the Focus bar fills in as it sharpens and will auto-capture once it's high.

New catalog item

On hold

Build pull sheet

"Start from my format" fills in your saved default layout with blank quantities, ready to fill in. Edit your default format.

Import reads any company's own material/pull-sheet spreadsheet (Excel or CSV) -- it doesn't need to match a particular format. Don't have one yet? Download a blank template.

Or choose the quote or invoice this pull sheet is for. Only jobs with inventory-tracked items still left to pull are listed.

Breakdown

New expense