4-Digit PIN Security: Access to the Web App is locked behind a personal 4-digit PIN verified against the Users spreadsheet tab.
Role-Based Access Control:
Workers: Have access to the Log Entry tab only. They see only their assigned clients and their own logged entries.
Admins: Have full access to both the Log Entry tab and the Business Operations Dashboard.
Date: Pre-filled with today’s date (New York Time). Adjust if logging past work.
Client / Category: Select the target client from your assigned list.
Note: Selecting a client displays a banner with their current Available Hours (and hourly rate for Admins).
Hours Worked: Enter the exact decimal hours worked (e.g., 1.25 for 1 hour and 15 minutes).
Time Tracker Helper (Stopwatch):
Click Start to begin tracking time live.
Click Pause or Stop when finished.
Stopping automatically calculates decimal hours into the Hours Worked field and appends the start/stop time stamp (e.g., [Time: 9:00 AM - 10:15 AM]) directly into your Notes field.
Notes: Enter a brief summary of the work completed.
Phase Checklists: Select a status (Yes, No, Pending, or N/A) for at least one phase column:
Strategy, Design & Production (Column E)
Phase 1: Compliance (Column F)
Phase 2: Budget (Column G)
Phase 3: ePHI & Data Guard (Column H)
Click Submit Entry.
The entry is saved to the Log sheet tab as a negative decimal value (deducting client hours).
User name and email are automatically stamped into Column D for audit trails.
Cell formatting (borders, background color, fonts) is automatically copied from the previous row.
Displays your 10 most recent entries at the bottom of the page, pre-sorted with the most recent date first.
Displays aggregate metrics (Total Retainers Billed and Total Labor Hours Worked) dynamically adjusted to match your active date range filters.
Purpose: Credits additional retainer capacity to a client.
Procedure: Select Payment Date, Client, and enter Payment Units / Hours (e.g., 10.00).
Effect: Appends a positive row directly to the Log sheet tab (increasing available balance) and tags the note with [Retainer Deposit Received].
Procedure: Enter User Email, Full Name, 4-Digit PIN, Role (WORKER or ADMIN), and Assigned Clients (ALL or comma-separated names). Saves instantly to the Users tab.
Procedure: Enter Client Name, Initial Hours, and Hourly Rate. Saves directly to the Business Operations & Cash Flow tab and immediately updates all client dropdowns across the Web App without refreshing.
Date Presets: Quick-select options for Last 7, 14, 30, 60, 90 Days, All Time, or Custom Range.
Client & User Filters: Isolate entries for specific clients or individual team members.
Live Row Editing: Click Edit on any table row to modify Client, Hours, or Notes directly from the interface.
📥 Export CSV: Downloads a clean .csv spreadsheet file containing all rows currently shown in your filtered view.
📄 Generate Statement:
Opens a new browser tab with a printable, client-ready Retainer Statement.
Formatted with company header (KoopzyIO LLC DBA Privacy First Digital), high-level metric cards, and a 5-column itemized activity table sorted chronologically (oldest first).
Automatically opens the system print dialog to save directly as a PDF or send to a printer.