Dashboard
Admin account sees all broker production. Broker accounts see their own profile.
Broker Overalls
Ari admin viewTrips saved under Ari, Benny, Jay, Mark, or Barry automatically funnel into this main admin dashboard.
| Broker | Trips | Revenue | Profit | FET | Client Unpaid | Operator Due |
|---|
Open Action Items
Auto-built from trips + CRMMonthly Performance
Current dataTop Operators
Pipeline
Sourcing
Enter the basic trip details, then build a clean operator quote request you can copy/paste into email.
Operator Match Helper
Miles TBDEnter trip details and click Source / Build Request. Suggested operators with saved emails will appear here.
Request Quote Form
Copy + paste to operatorsThis static version creates a polished request and can open Gmail. True automatic mass-emailing requires a backend email service/Gmail API connection.
Add / Edit Trip
Trip Filters
Import Trips CSV
Paste Google Sheets rows or upload CSV. Matching column names are auto-detected.
Trip Board
| Date | Client | Route | Aircraft | Cost | Sold | FET | Total | Profit | Commission | Payments |
|---|
Flight Schedule / Calendar
Upcoming flights + payment datesFlight Email Alerts
Creates alert emails for 7 days before, 1 day before, and day of trip. Static mode opens ready-to-send emails; fully automatic sending requires SendGrid/Postmark backend.
Departure / Arrival Weather Briefing
Next few hoursSelect an existing scheduled trip or type departure and arrival airport codes/cities to create a client-ready weather briefing. Example: TEB to OPF, VNY to LAS.
Upcoming Flights & Incoming Payments
| Date | Type | Client | Route | Amount | Status | Reminder |
|---|
Quote Builder
Quote Preview
Fill the quote builder and click Build Quote.
Markup % Calculator
Broker pricing helperEnter the operator/detail price and compare common markup options. This is a pricing aid only; final pricing should account for market, urgency, relationship, aircraft scarcity, and client sensitivity.
Suggested Markup Options
10 / 15 / 20 / 25%Enter a base price to see markup options.
Aircraft Finder
Recommendation
Charter Aircraft Database
Type-to-search enabled across the appHow to Use
- Type a city like Miami and select OPF, MIA, or TMB.
- Type a code like TEB to confirm the city and airport.
- Airport dropdowns are connected across Trips, Quotes, Empty Legs, CRM, and Itineraries.
- Use the airport chips for quick private aviation defaults.
This is a curated built-in charter airport database. For a production database, connect OurAirports/FAA data through a backend.
Add / Edit Client
Client List
Preferred Routes
Pulled from CRM client profilesEvery route you save in a client profile will automatically show here so you can quickly see who likes TEB-PBI, HPN-OPF, Bahamas routes, ski routes, etc.
Operator Database
135 / charter notesOperator Lookup by State
State filterSelect a state/region and the matching operators from your database will populate below. National operators are shown separately when relevant.
Add Empty Leg
Auto Import Operator Emails
Gmail → Review → BoardDaily auto-posting needs the Netlify backend + Gmail connection in this ZIP. Use Gmail filters to label operator emails as Empty Legs, then this importer can pull them into your board.
Empty Leg Board
Client Match Alerts compare each empty leg route against CRM preferred airports and preferred routes.
Passenger Itinerary Maker
Itinerary Preview
Fill in the trip details, add image URLs, and print/save as PDF.
Email / Text Templates
Generated Message
Open in Gmail creates a ready-to-send Gmail draft with the subject and body filled in.
Google Sheets / Excel Import
CSV / XLSX / copied sheet rowsUpload exported Google Sheets, Excel files, CSVs, or paste rows from a sheet. Choose where the data belongs, preview it, then import.
Preview / Lead Database
0 leadsNo sheet loaded yet.
Imported Lead Lists
Organized by list nameReceivables / Client Payments
Money coming in| Client | Trip | Invoice | Amount | Method | CC Hold | Due | Received | Status |
|---|
Payables / Operator Payments
Money going out| Operator | Trip | Invoice | Amount | Method | CC Hold | Due | Paid | Status |
|---|
Quarterly FET Tracker
7.5% filing control| Period | Gross | FET Collected | FET Sent | Date Sent | Status |
|---|
Non-FET Trips
Tax-exempt / non-FET controlsTrips marked Non FET on the Trip Board appear here for review and quarterly backup.
| Date | Client | Route | Aircraft | Sold | Notes |
|---|
Commissions
Referral / broker payouts| Recipient | Trip | Client | Amount | Due | Sent | Status |
|---|
Accounting From Trip Board
Auto summaryThis pulls from your saved trips so you can quickly see client money owed, operator money due, and accrued FET without re-entering everything.
Use this as an internal tracker only. Reconcile with your bank, operator invoices, and tax professional before filing.
Live Flight Tracking
Placeholder for API laterThis section is ready for future FlightAware/FlightRadar/ADS-B integration. For now, enter tail numbers or flight notes manually and track links here.
Tracking Board
Manual now / live laterOperator Quote Inbox / Comparison
Mini AvinodePaste or upload an operator quote reply. The tool extracts the major fields and compares quotes side-by-side.
Quote Comparison
AI Client Matching
Trips · Empty Legs · OperatorsMatches clients by labels and preferences: whale, ski, Bahamas, empty-leg hunter, pet-friendly, preferred aircraft/operator, HPN-only, fuel-stop sensitivity, and more.
Matches
0Instant Quote Calculator
Fast pricing aidSuggested Pricing
Client Portal Preview
Premium client viewSelect a client and generate a clean portal-style summary with itineraries, invoices/payment status, weather briefings, tracking links, favorite aircraft, and past trips.
Company Settings
Data Safety / Upgrade Helper
This app keeps your trips, clients, and empty legs in your browser storage for the current Netlify domain. Deploying to a brand-new Netlify URL will look blank unless you export/import a backup. This version keeps the same v12 storage keys so same-site upgrades do not wipe data.
Broker Management
Admin only. Create broker accounts and reset passcodes. Default passcode is 0000.
What This Version Includes
- Trip CRM with payment tracking, FET, profit, CSV import/export
- Quote builder with printable quote/PDF workflow
- Aircraft class recommender with pax, baggage, range, payload logic
- Client CRM with follow-up dates and stages
- Empty-leg board with copy-ready grouped post format
- Email/text templates for broker outreach
- Local backup import/export so your data is portable
Next professional step: move this into React/Next.js with login, database, Google Sheets sync, email sending, and PDF generation.