Malcolm's Place Staff

Balances from the Petty Cash sheet. Log what you spend or add - it goes straight into that house's tab.

Pick the house, then tap Yes / No. Every tap saves to the Compliance tab.

Most supplies are on auto-ship. Ask when a few are left - not when you are out - so it is never an emergency. Tell us how many are left and what would help.

Everyone living in the houses now. Tap a name to see or edit their info. Discharge from here too - it follows the Discharge SOP for you.

People willing to be a temporary sponsor. Residents and partners see everyone who is On (first name + phone). New volunteers sign up from the Resident or Partners app and wait here for your OK.

Log what needs fixing. Michael gets an alert, and you can text it to maintenance with one tap. Tick it off when it's done.

From the House Manager Training Checklist. Pick your name, tick items as you finish them, then take the quiz. Everything saves to the HM Training tab.

Trust (escrow) account records. This screen never moves money - it updates the Security Deposits sheet, logs every change, and prepares the note for the bookkeeper for you to send.

House Managers fill in A-G and their commitments; the Director scores H and signs at the weekly review. Every tap saves.

Tap the box when it's done. Tap again under Completed to move it back. Use + Add for new items.

Things the houses need. Tap the box when you get it. Add new requests below.

Tap a topic to open its graph. Tap a point on the graph to see that week's numbers.

Send the flyer by text, email, Facebook and more.

Your HubSpot contacts and companies. Search, tap to call, or add someone you just met.

Same list residents see. Tap Share to send the details and flyer link.

Counted from the Waiting List (Wed to Tue weeks). Blank sources count as Google.

Opens OneStep check-ins for the week you pick (Monday to Sunday). Sign in to OneStep if it asks.

Policies, procedures and forms for staff.