Internal — Staff Only
Operations Board
Enter the team access code to open the calibration & invoicing board and unlock the Cal Form on this device.
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This board holds client invoicing and calibration data, and it is the way in to the field Cal Form app. Need access? Contact the office →
Calibration & Invoicing
Operations Board
Every client engagement — contacts, purchase orders, invoice status and calibration recalls — alongside the standing customer list the office works from.
Cal Form — field certificate app
Capture calibration certificates on site, online or off. Opening it from here issues a 12-hour field pass to this device, so the app unlocks without re-entering the code.
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Where the saved records live
Everything Trace 1 has on file, and the screen that holds it.
| What you want | Where |
|---|---|
| Engagements — invoicing & recalls | Purchase orders, invoice sent/paid dates and the 30/60/90-day triggers. |
| Customer directory | The standing list of businesses, searchable across every field. |
| Saved calibration certificates | /reports Sign in with a staff (admin) login to see every client, or pick one from the list. |
| Client documents | /portal Sign in with a staff (admin) login to upload and assign files to a client. |
| Capture a new certificate | /cal-form Released from this board only — the nav link appears once the board is unlocked. |
About this board: the access code is a light gate, not verified sign-in — anyone who knows the code can open it. For an audit trail and per-staff logins, the board can be upgraded to secured sign-in with Netlify Identity. Invoice triggers (30/60/90 days) and calibration recalls are calculated automatically from the dates you enter. The customer list is the standing directory of businesses you work with — starting an engagement from it copies the contact and address you already hold, so the same details reach every certificate. The mail icon on an engagement card or a customer row opens a message to that customer, already addressed and signed off as David Henry (David@trace1fs.com) — it composes in this device’s mail app, so that app should be signed in to the Trace 1 account for the message to leave from it. The W-9 button on the same rows opens Trace 1’s Form W-9 with the customer already written into the requester block, ready to print or save as a PDF for their accounts payable team — enter the taxpayer ID once and this browser remembers it, so the number is never stored in the site itself. To deliver certificates and records to a client securely, sign in to the Client Portal with a staff (admin) account — the upload tools assign each file to a client login. Field technicians capture certificates in the Cal Form app, which is released from this board — it asks for the same access code unless this device is holding a field pass, and clients build their own recall schedules and registers in the report dashboard.