Dashboard

Overview of your farm operations

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Team

Manage your farm's team members — invite, disable, or change roles

Departments

Organize your team into departments — assign members, managers, and purchase limits

Farm Preferences

Configure settings for this farm — owners only

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Owner Only

Only farm owners can change these settings. Changes affect all users and automated reports for this farm.

Farm Details

Farm Name

Farm Time Zone

Used to send scheduled reports at the correct local time.

Auto-Create Maintenance Tickets

Automatically create a ticket this many days before a maintenance schedule is due. Set to 0 to disable.

days before due (0 = disabled)

Inventory Costing Method

How unit cost is calculated when new stock is received.

Purchase Order Number Prefix

Prefix for PO numbers (e.g. "PO" → PO-1001, "CAF" → CAF-1001).

Next PO Number

The next PO will use this number. Increase to skip ahead, do not decrease.

Parlors

Set how many parlors this farm has and name each one.

Number of Parlors

Asset Categories

Categories used to organize maintenance assets for this farm.

Hauler Form URLs

Share these links with your milk haulers. Each parlor has its own unique URL.

Report Settings

Configure automated email reports — times are based on your farm's time zone set in Farm Preferences

Per-Submission Alerts

Receive an email every time a milk pickup form is submitted.

Enabled

Daily Summary

A daily summary of all loads, weights, and flagged activity including charts.

Enabled

Send time (farm local time)

Weekly Summary

A weekly rollup every Monday morning with trends and charts.

Enabled

Send time on Monday (farm local time)

Monthly Summary

Sent on the 1st of each month covering the previous month's full data with charts.

Enabled

Send time on the 1st (farm local time)

Additional Recipients

Add extra email addresses for people without a login. Choose which reports each person receives. Visible and editable by all farm owners.

Name / Email

Submission

Daily

Weekly

Monthly

Test

Add a new recipient:

Submission Alerts Daily Summary Weekly Summary Monthly Summary

Dashboard

Quick Actions

Recent Activity

Team

Departments

Farm Preferences

Farm Details

Parlors

Asset Categories

Hauler Form URLs

Report Settings

Per-Submission Alerts

Daily Summary

Weekly Summary

Monthly Summary

Additional Recipients

Edit Load Record

Delete Load Record

⚠️ Overdue Tasks

New To Do