Green Oak Dashboard

Green Oak

Dashboard

Green OakCommand Center

Green Oak · greenoak.team
One app · phone & desktop

Green Oak

Dashboard

⬇ Export receipts

Project Status Date range

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Columns: date, project, payee, category, vendor, amount, paid-by partner, 1099, photo link. Excel adds a Summary sheet (by category / partner / project).

Unreviewed

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receipts pending

Today's Spend

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all submissions today

Add Receipt

OR FILL MANUALLY

Worker Name Job Site Amount ($) Store Name Items Bought

⚙ Settings

🏪 Vendors

Manage vendors Claude recognizes when scanning receipts.

🔔 Notifications

Get inspection alerts and crew requests on this device.

🗑 Empty Trash

Permanently removes only the receipts you already trashed. Everything else stays.

⚠ Wipe Everything

Removes all receipts — trashed and non-trashed. Use only to start completely fresh.

🔑 Account

Change your password or sign out in My Account.

👥 Team

People

Crew log in to the field app at greenoak.team/company. Deactivating blocks login but keeps history.

➕ Add a person

📜 Activity log

Logins and account changes (last 30 days).

Tap Refresh to load.

👤 My Account

Signed in as

🔒 Change password

Session

Sessions last 30 days if "Remember me" was checked, otherwise 1 day.

🛠 New Project

Project Name * Job Site Address

Purchase Price ($) Rehab Budget ($) — your cost target ARV ($) — expected resale value

Project

$0 of — budget

0

Receipts

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Avg / Receipt

$0

This Week

📷 Scan Payment Schedule

Take a screenshot of the payment schedule from your DocuSign contract, then upload it here. Claude will read the milestones automatically.

✏️ Add Milestone

Milestone Label * Amount ($) *

✅ Mark as Paid

Amount Received ($) Payment Method Date Received Notes (optional)

Create Invoice

Bill To

Date

Due

Line Items — check what to bill

Payments Received

Preview

Change order title *

Original contract date

Group into sections

Scope of work — description + amount; tap ⚙ for unit/qty/cost or “Owner Provide”

Discount $

Type

Minor
Just logged, rolls onto next invoice Major
Generates a document, can need a signature

Signing details

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