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AM Probable Technologies
Project Platform
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AM Probable Technologies  ·  Project Platform v2.0
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AM Probable Technologies
AM Probable Technologies
AM Probable Technologies
Project Platform v2.0
Workspace
OW
Owner
Admin
⋮
Dashboard Construction
📋
0
Projects
🎉
0
Events
👷
0
Team members
📄
0
Contracts
💵
$0
Total revenue
⏳
$0
Payments owed
June 2026
Today
No events today
💰 Financial summary
⚡ Recent activity
Task
Project deadline
Event
Contract / Payment
Overdue
Projects
0 projects
Contracts & Payments
Set payment trigger per contract
⚡ Default payment trigger
✅
On task completion
Payment releases when contractor marks task done
🏁
On milestone reached
Payment releases when project milestone is complete
👁
On owner approval
Owner manually reviews and approves each payment
📄 Active contracts
Team Directory
0 members
Tasks
Financial Overview
Audit Log
Every action timestamped automatically
Events Overview
🗓
0
Events
🎟
0
Tickets sold
⭐
$0
Sponsor revenue
🤝
$0
Donations
💸
$0
Expenses
📈
$0
Net profit
Sponsor Directory
0 sponsors
Donations
Expenses & Vendors
Invoice Generator
Create, save and print client invoices
📋 Saved Invoices (0)
No invoices yet
From — Your Company
🏢 Invoice logo
PNG, JPG or SVG · Appears top-left on invoice
To — Client
Invoice Info
Line Items
DescriptionQtyRate ($)Total
Totals
Notes & Payment Info
Live Preview INV-001 Draft
📢 Announcements
Company-wide updates visible to everyone
💬 Chat
Message your group or team lead directly
Conversations
💬
Select a group
Choose a conversation from the left
👈 Select a group to start chatting
📢 New Announcement
📋 New Project
👤 Add Team Member
📄 New Contract
✅ New Task
👁 View only. You can read this task, add a comment, mark it complete, flag an issue, or open documents below.
💬 Comments
📎 Documents
📎 Documents
Send a document
Documents
⚙ Workspace Settings
Shown in the header and on invites, so your team knows whose workspace they're in.
Used on invites — "Alex at R3 Visual Design invites you…".
🔐 Access & Roles
Choose what each role can see, and rename roles to fit your team (e.g. "Accountant"). The Owner always has full access. Changes apply on their next load.
✏️ Rename "Team"
Call your team whatever fits your organization — Crew, Staff, Volunteers, Roster, Squad. This updates everywhere in the app.
👥 New Group
🎉 New Event
⭐ Add Sponsor
🤝 Record Donation
💸 Add Expense
💵 Record Payment
Team Member
👤 My Profile
📥 Import & Export
📥 Import is coming soon.
Spreadsheet import (projects, team, tasks, events, sponsors, expenses) is still being built. For now, add records directly in the app — Export works today via the Export tab.
🏗
Projects
👥
Team
✅
Tasks
🎉
Events
⭐
Sponsors
📦
Full Import
Choose your accounting software, format, and what to include.
Accounting software
💚
QuickBooks Online
IIF + CSV
📗
QuickBooks Desktop
.IIF file
🌊
Wave Accounting
CSV import
📘
FreshBooks
Invoices + expenses
🔵
Xero
CSV bank feed
📊
Excel / Google Sheets
.xlsx multi-tab
Format
Include
✓
Projects & P&L
✓
Contractor payments
✓
Event financials
✓
Expenses & vendors
Full audit log
🔒 Audit-ready. Every payment includes who approved it, when the trigger fired, and timestamp.
💾 Backup & Restore
Save a full snapshot of everything to a file before any update. Restore brings back your device-only data (chat, announcements, profile) if it ever gets cleared. Your cloud records (projects, tasks, team, events, financials) are always safe on the server.
❓ Help Guide

🚀 Getting Started — 4 steps

1️⃣
Set up your profile
Click your name at the bottom-left of the sidebar. Set your display name and choose your personal team color. Your color appears on all your tasks, contracts, and avatars throughout the app.
2️⃣
Add your team first
Go to Team Directory and add all team members before creating projects or contracts. Each member needs a name, role, and color. Add email, phone, and hourly rate for payment tracking.
3️⃣
Create a project or event
Use 📋 Projects for any work project — construction, admin, consulting, IT, anything with a team and a budget. Use 🎉 Events for parades, galas, fundraisers, festivals, and community events.
4️⃣
Assign contracts and tasks
Create contracts to define how much a team member earns and when payment triggers. Add tasks to track the actual work. Both link to projects and team members with color-coded avatars.

📋 Projects Module

📋
Any type of project
Not just construction. Use this for admin work, client deliverables, renovations, IT projects, consulting, services — anything with a team, budget, and tasks to track.
📄
Contracts & Payments
Create one contract per team member per project. Choose the payment trigger: automatic on task completion, when a milestone is reached, or manual on owner approval. The Pay button appears automatically when payment is due.
✅
Tasks
Add tasks to any project or event and assign to a team member (shown by their color). Set due dates and priority (urgent, high, medium, low). Tasks group automatically by overdue, today, upcoming, and completed.
💰
Financials
Auto-calculated from your contracts, payments, and expenses. Shows income vs expenses and net profit by project and by event side by side. Export to accounting software at any time.

🎉 Events Module

🎟
Ticket sales
Use the +Ticket button on any event to log ticket sales. Set ticket price and total capacity when creating the event. Revenue calculates automatically in the P&L.
⭐
Sponsors — Gold / Silver / Bronze / Community
Track sponsor tier, pledged amount, payment status (paid/partial/unpaid), what they receive, and their contact. Mark as paid with one click. All sponsor revenue flows into the event P&L.
🤝
Donations
Record individual and organizational donations. Track receipt status for nonprofit compliance. Donations feed into the event P&L automatically.
💸
Expenses & Vendors
Log every expense by category (venue, catering, entertainment, marketing, equipment, labor, materials). Link to a project or event. Mark paid when settled. Shows total pending vs paid.

👥 Roles — who sees what

🏢
Owner / Admin — full access
Sees all projects, all financials, all team members, full audit log. Can create projects, manage contracts, approve payments, and export data.
📋
Project Manager
Sees their assigned projects, team, tasks, and contracts. Cannot see other managers' work or the full audit log.
🔧
Subcontractor / Coordinator
Sees tasks assigned to them and event overview. No access to financials, contracts, or other team members' data.
👷
Helper / Volunteer
Sees only their assigned tasks. Simplest view — built for field workers and event volunteers on mobile phones.
👤
Viewing as a specific team member
After selecting a role in the sidebar "Viewing as" dropdown, a second dropdown appears listing team members with that role. Select one to preview exactly what they see — their name and color appear in the sidebar footer.

🌙 Theme, Display & Data

🌙
Dark / Light mode
Click the moon/sun icon in the top bar to switch themes. Your preference is saved in your browser automatically.
📱
Mobile friendly
All screens work on phones and tablets. Use ☰ to open the sidebar on mobile. Large tap targets and readable text are designed for field use.
💾
Your data is saved in your browser
All data stores in browser localStorage right now — persists across refreshes. Use Export → Excel to back up weekly. When the Supabase cloud database is connected, data syncs across all devices in real time.
ℹ️ About & License
AM Probable Technologies
AM Probable Technologies
Project Platform v2.0  ·  2026

📄 License Agreement

AM Probable Technologies — Project Platform
Copyright © 2026 AM Probable Technologies. All rights reserved.

This software is proprietary and confidential. It is licensed for use exclusively by AM Probable Technologies and its authorized clients and team members.

Permitted: Licensed users may use this platform for business operations including project management, event planning, contractor payments, and financial reporting.

Not permitted: (a) Copying, distributing, or reselling this software or access to it; (b) Reverse engineering or decompiling any part of the code; (c) Removing or altering any copyright or license notices; (d) Using this platform for any purpose other than the licensed business operations.

Data ownership: All data entered into this platform belongs exclusively to the licensed user. AM Probable Technologies does not share, sell, access, or store your business data on its own servers unless expressly agreed.

No warranty: This software is provided "as is." AM Probable Technologies makes no warranty, express or implied, regarding fitness for any particular purpose.

For licensing inquiries, support, or to report issues: contact your AM Probable Technologies representative.

🛠 Technology

🗄️
Supabase (live)
PostgreSQL database powering cloud storage and multi-device access. Access is verified server-side in Edge Functions using R3 Auth.
☁️
Cloudflare Pages
Global edge hosting for the frontend. Fast worldwide, DDoS protection, free SSL, and your custom domain.
🛒
WooCommerce (coming next)
Shared user accounts with your store. Customers who purchase a plan get automatic platform access — same email, same password.
🔤
Inter — Google Fonts
Typography by Rasmus Andersson. Used under the SIL Open Font License 1.1.

🗺 What's Next — Roadmap

✓ Complete
Supabase cloud database
Live PostgreSQL backend. Projects, tasks, team, contracts, payments, events, sponsors, donations and expenses are stored in the cloud — no longer browser-only.
✓ Complete
R3 login, sessions & team invites
Single sign-on via R3 Auth. Owners/PMs add team members and send email invites; roles enforced server-side in Edge Functions.
✓ Complete
Save-a-draft team member, invite when ready
Add a member's details now and send their invite later, instead of the moment you type their name.
✓ Complete
Full project & event management
Projects, events, contracts, tasks, team, payments, sponsors, donations, expenses, financials, audit log — with create, edit and delete.
✓ Complete
Owner/PM permission gating
Create and edit of projects and events limited to owners and project managers, in the UI and on the server.
✓ Complete
Accounting exports — 6 formats
Real CSV download for QuickBooks, Xero, Wave, FreshBooks, Excel, and JSON.
✓ Complete
Invoice generator
Create client invoices from project and contract data. Print to PDF and share.
✓ Complete
Role viewer, light/dark & team colors
Preview the app as any team member; theme toggle and per-member color coding on tasks and avatars.
→ Up Next
Team member edit screen
Edit an existing member's details and change their role (synced to both R3 and the database).
→ Up Next
Team chat backend
Move chat to the cloud so messages sync between people. Unlocks direct messages, unread badges, and live updates — today chat is local to each device.
→ Up Next
Login reliability
Fix the session-drift that occasionally forces a re-login; the app now recovers gracefully in the meantime.
→ Up Next
Invite email branding
Show the inviting company/client name in the invite email greeting.
◦ Planned
Real-time updates & push notifications
Live updates when tasks, messages, payments or contracts change — plus phone notifications.
◦ Planned
Spreadsheet import
Import projects, team, tasks and events from Excel/Google Sheets with column mapping. (Export already works.)
◦ Planned
Install on your phone (PWA)
Add to home screen on iPhone and Android; offline task viewing.
◦ Planned
Document & paperwork sharing
Send forms/documents to a member or the whole team; field workers submit paperwork back for review.
◦ Planned
WooCommerce sync
Purchase a plan → automatic platform access via webhook.
◦ Planned
Photo attachments & sponsor pitch PDF
Attach job-site photos to tasks from the phone camera; auto-generate a branded sponsor package PDF.
Built for AM Probable Technologies · Project Platform v2.0 · 2026