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Board governance with separate departments.

The suite contains four independent browser applications: the Department Heads Board, Field Operations, Diesel Services, and Finance & Administration. Each system has its own local database, users, settings, records, and backup.

Leadership and authority

Leader	Company role	Final working authority
CJ	Owner / Board Chair	Company direction, final pricing, discounts, refunds, security, banking, debt, equity, contracts, and owner approvals.
Chris	Vice President	Company-wide execution, cross-department coordination, and board action follow-through within CJ-approved policy.
T3	Head of Field Operations	Day-to-day Field Operations execution, technician direction, documentation, quality, and pricing recommendations. Final pricing remains with CJ.
Sid	Head of Diesel Services	Day-to-day Diesel execution and recommendations within CJ-approved company pricing and policy.
MoMo	Head of Finance/Admin	Finance/Admin records, assignments, reconciliation, and reporting; owner-reserved money decisions remain with CJ.

Board Center workflow

CJ calls a board meeting; Chris may support scheduling and execution.
T3, Sid, and MoMo submit department summaries rather than raw department records.
The board builds the agenda, records discussion, votes, and final decisions.
Finalized minutes become the official leadership record.
Decisions are converted into action items with an owner, due date, and status.
The Board Center backup is exported separately from all department backups.

Open Board Center or read V4.3-BOARD-GOVERNANCE.txt.

Three-button role standard

Every Operations, Diesel, and Finance/Admin role card now uses the same controls:

Button	Purpose
View Role	Opens duties, reporting line, requirements, authority, limits, and KPIs.
Application	Opens or downloads the application owned by that department.
Update	Edits assignment, hiring status, onboarding status, and department notes. The department head is the final saving authority.

Department boundaries

Portal	Roles	Applications	Department systems
Field Operations	33	32	5,000-service catalog, intake, estimates, customers, vehicles, dispatch, field packets, approvals, reporting, and Operations hiring.
Diesel	10	10	5,000-service catalog, repair orders, job packets, pricing/labor matrix, parts, QC/warranty, fleet PM, fabrication, and Diesel hiring.
Finance/Admin	11	11	Finance packets, billing, AR/AP, payroll prep, job costing, bookkeeping, administration, HR/onboarding, document control, compliance, and Finance/Admin hiring.

Role data and application files are physically absent from the other department folders; they are not merely hidden by a filter.

Diesel catalog and pricing performance

Sid’s Diesel catalog contains 5,000 presets across 67 categories. The interface uses search, category filters, and paginated rendering instead of displaying all records at once. Sid alone saves Diesel labor rates, matrix rules, and service overrides. Those values feed the Diesel Digital Menu and Quick Quote Builder.

See diesel/DIESEL-PRICING-LABOR-MATRIX-GUIDE.txt.

Controlled handoffs

Operations and Diesel export approved Finance Handoff files. Finance/Admin imports and processes them, then exports a Finance Update to the originating department. This workflow shares only the packet data needed for the job and never gives one portal direct access to another portal’s browser database.

Required setup order

Extract the complete ZIP and open index.html.
Change all starter passwords in Board, Operations, Diesel, and Finance/Admin.
Review rates, settings, approval thresholds, role assignments, and payment information.
Create sample records in every work center.
Test role View/Application/Update controls in every department.
Export and re-import one backup from each of the four systems.
Test both Finance handoff directions.
Call and finalize a sample board meeting.

Data safety

Records are stored in local browser storage on the device being used. Clearing browser data, using a different browser profile, or losing the device may remove access to records. Export dated backups daily and keep copies in two secure locations. Do not use starter passwords for live operations.