PIC is your audit trail — every action records who ran it. No emails are sent; the button does the work directly.
Open a master list
Jump to any month's CE Master List in Zoho Sheet
Pick a year, then tap a month — it opens that month's master list in a new tab.
Is this job recorded — & fully updated?
Key a container / job / BL / booking no. — see if it's recorded AND complete
Paste any reference — a container no., job no., BL no. or booking no. It checks the master list and, if found, shows the job number, the WorkDrive folder, and a link to open that month's master list. It then runs a completeness check — flagging any job (especially ones marked complete) where the cost / revenue / profit were never filled in, or the WorkDrive folder is empty (docs not uploaded yet).
Record a new job
Adds the row + creates the WorkDrive folder
Just the customer + ports — it routes the tab, assigns the job number, writes the row, and creates the customer's WorkDrive folder with a shareable link. One tap.
Loading customers from the master list…
+ optional details (carrier, qty, BL, booking, desk, month)
Leave both on Auto normally. Set the desk to force routing; set the month to backdate to the POL-departure month. (RE-EXP is recorded by James.)
Reminders
Follow-ups — due & overdue show first
Folder for a job
Track a job's folder by job no, BL no. or container no.
➕ Add by batch
One ref per line — job no, BL no. or container no.
Job already has a folder? Find & link it — search by job no, BL no. or container no. (matched by BL + container, then written to the row).
Swap customer
Change a job's customer + move its folder
Recorded a job under the wrong customer? Enter the job no. and the correct customer — it updates the CUSTOMER cell and moves the WorkDrive folder under the new customer (the DOCS link still opens). Works even if no folder is linked yet.
Update the master list
Change any field(s) on an existing job
Pick a field from the list. STATUS & PIC use safe dropdown values. The 📦 box only updates CONT. NO. Money fields are draft-only (use Issue invoice / cost).
Move job to another desk
Wrong tab? Re-file it — new job no., carry the folder, delete the old row
➕ Move by batch
One ref per line — all move to the desk + month picked above. New job no. each, folder carried, old row deleted.
Two-step: preview shows the new job no. + what carries, then confirm. Money is not carried (re-enter on the new row). RE-EXP is handled by James.
Cancel a job
STATUS → Cancelled + archives the folder (recoverable)
Recorded a job that's now cancelled? Enter the job no. — it sets STATUS to Cancelled and archives the WorkDrive folder to ZZ CANCELLED (nothing is deleted — restorable anytime, and the DOCS link still opens). Asks you to confirm first.
Job control — move / cancel
Find a job by job/BL/booking, then act on its folder
For a job that changed or was cancelled. Find it, then move its folder to another customer, rename it, list its files, remove the link, or cancel it (archives the folder — never deletes).
P&L & paid status
Who paid you + true profit — pulled from QuickBooks onto the sheet
Read-only preview. Writeback only adds/updates a PAID? column — never a money column, never QuickBooks.
Record supplier cost
What you paid the shipping line / trucker — onto the master row
⚠ Money. Preview first — nothing is written until you Confirm. Writes the cost column + a COST PAID? flag (no QuickBooks).
Sweep — audit & fix folders
Find rows missing data · auto-create every missing folder
Issue a QuickBooks invoice
Creates the AR invoice + writes it to the sheet
⚠ Creates the invoice — does NOT email the customer. Send the customer copy yourself after review.
Loading QuickBooks customers…
➕ Invoice by batch
One invoice per line: ref, amount, description — ref = job/BL/container (customer pulled from the job). Uses the currency selected above. Existing QuickBooks customers only.
Money dashboard
Who owes you (AR + aging) · profit & unpaid suppliers per desk
🤖 Ask Hermesalways-on ops assistant on the Mac Mini — opens the full chat
Ask in plain words — job status, where a document is, which carrier, what to do next. This opens the full Ops Chat, where your Mac-Mini Hermes reads the live master list and replies. Anything needing documents or money is handed to the ops desk — never posted from here.
⌘/Ctrl + Enter to open. Hermes replies in the chat from the Mac Mini — documents & money are handled by the ops desk.
How it works
Each button calls the Control Tower backend, which acts directly on the Zoho master list / WorkDrive and QuickBooks — no email, no waiting for a sweep. The result (job number, folder link, invoice number) appears right under the button. Money rule: the invoice is created for review and is never auto-emailed to the customer.