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Connecting to the database…

Database

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Connecting…

Sync

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Records on file

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accounts · account visits · site visits · plans · shifts

Connecting to the database…

Bring data in

Importing replaces what is in the database.

Tap to choose a workbook or database file

SOSFieldSupervisorCRM.xlsm, or a .sqlite / .zip database saved from this app. You can also drop the file here.

Take data out

Writes the database into a copy of your workbook. Only typed cells change; formulas, charts, dropdowns and macros stay as they are.

Where to go

How saving works

Portfolio Dashboard

Live roll-up of every account, visit, action item, opportunity and shift. Nothing here is typed by hand.

Account scorecard

Tap a column heading to sort. Tap a row to open its Account Card.

Portfolio analytics

Account Record Card

Pick an account — every field, visit, action item, opportunity, shift and pain point for that account assembles below.

Select account

Weekly Review Pack

Pick a week. This assembles the one-page management summary — visits, findings, actions, next steps — in slide order.

Week commencing

Week of

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Weekly Schedule — Full Day View

Every hour of every day for one site: who is on, where the gaps are, and which positions are unfilled. Built from the recurring Coverage pattern.

Select site

Visit Plan

Forward planning: when you next meet each client, whether it is booked, and what to raise. Saving a visit within a fortnight of a plan closes the plan automatically.

Action Items

One row per commitment. Overdue items flag themselves and roll back to the account's health. Close an item here and the Accounts, Dashboard and Weekly Review follow.

Account

Owner org

Search

Account Visit Entry Form

The scheduled meeting with the client’s management team. Fill this in from the questionnaire, then press Save Visit Record. The Visit ID is assigned automatically; each action item and opportunity row becomes its own record tagged to the visit.

Action items committed during this visit

Each row with an action item becomes a row on ActionItems, tagged to this visit.

Opportunities identified during this visit

Each row with a description becomes a row on Opportunities.

Site Visit Entry Form

An ad hoc spot check of the Banneret officers on post for one shift — uniform, equipment, credentials, Light-Out and THERMS reporting, post orders, position and alertness. Saving writes the visit, one check per officer, and any action items. Account Visits with the client’s management team stay on the Account Visit Form.

Planned spot check (optional)

Officers checked

One card per officer on post. Rate every standard; tap “All meet standard” when nothing was wrong.

THERMS IO site visit report

Paste the report exactly as you copied it from THERMS IO

Draft report writes the Supervisor Site Visit Report layout from what you entered above, ready to paste into THERMS IO. Edit it freely — whatever is in the box when you save is what is stored.

Action items committed during this visit

Each row with an action item becomes a row on ActionItems, tagged to this site visit.

Account Profile Form

Pick an Account ID and press Load to edit an existing record, or press New Account to create one. The Accounts row holds current state, not history — the Visits sheet keeps the timeline.

Account ID

Schedule — Week View

One site, one dated week. Generate it from the Coverage pattern, then edit what actually happened — call-outs, backfills, no-shows and actual hours.

Select site

Week commencing (snaps to Monday)

Register

Account

Search

Showing

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Portfolio

Select

Weekly Coverage Board

Pick a site to see every shift we cover there, day by day, with the officer assigned to each. Built from the recurring Coverage pattern.

Select site

Officer Schedule — Weekly Hours by Site

Pick an officer and a week. Every site they work, the hours each day, and how the week compares with the weeks before and after. Hours come from the dated Schedule; the recurring Coverage pattern is shown below it.

Select officer

Week commencing

Shift Entry Form

Describe the post once, list the officers who work it, tick the days it runs — one Coverage row per officer per day. A post staffed by three officers is three slots.

Shift pattern — applies to every officer and every day below

Officers on this post

Leave a slot's officer blank and set its status to Open — Unfilled if the position is not filled yet.

Days covered

Leave the time columns blank to use the pattern above. Fill them in when one day differs.

$ Opportunity Value

RESTRICTED. What each opportunity is worth, weighted by probability. Mirrors the Opportunities sheet row for row — only the estimated bill rate is typed here.

Opportunities

Monthly = hrs/week × rate × 52 ÷ 12 · Weighted = annual × probability

$ Account Financials

RESTRICTED. Contract value, weekly bill, cost, margin and pipeline per site — all calculated from the Rate Card, Officer Pay, Coverage, Schedule and Opportunity Value sheets.

By account

Inactive / Lost accounts are hidden

Lists

Every dropdown in the workbook. Add a value here and it becomes selectable on every form, and in Excel when you export the workbook.

About & License

A SOS Protection Services, LLC product. Proprietary and confidential.

Product

Field Supervisor CRM

Version

1.2 (October 2026) · web edition with database · Site Visits

Owner

SOS Protection Services, LLC

Creator / Developer

Willie G. Smith Jr.

Copyright

Ownership

This workbook — its structure, field taxonomy, calculation logic, macro code, forms, dashboards and visual design — is the intellectual property of SOS Protection Services, LLC, created and developed by Willie G. Smith Jr. It is a proprietary work product: not open-source, not public domain, and not licensed for resale, redistribution or derivative commercial products. Client data entered into this workbook belongs to the organization that entered it. The system that holds the data does not.

Permitted use

Use is granted by SOS Protection Services, LLC on a named-user basis. If you were given a copy, you were given permission to use it for the work it was issued for — nothing more. Do not forward, copy, publish or upload this file outside the organization it was issued to. Do not remove, alter or obscure this page, the branding on any sheet, or the copyright notice. Do not resell it, rebrand it, or use its structure as the basis of a competing product. Report suspected misuse to Willie G. Smith Jr. at SOS Protection Services, LLC.

Confidentiality

This workbook holds client account intelligence, site security arrangements, officer assignments, post schedules and commercial rates. In the wrong hands that is an operational security risk to the sites it describes, not just a commercial one. Treat a populated copy of this file as sensitive: do not email it to personal accounts, leave it on shared drives with open permissions, or open it on unsecured public networks. Officer names, license numbers and pay rates are personal data — handle them accordingly.

Support

Questions & changes: Willie G. Smith Jr. — SOS Protection Services, LLC.