WS Safety WS Safety
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WS Safety WS Safety
🏠 Dashboard
Compliance
🏢 Clients —
👷 Workers —
📜 Certificates —
🚗 Vehicles —
🌐 ISN / ComplyWorks
📤 Portal Submissions
🚀 Onboarding Wizard
✅ Readiness Check
📊 Monthly Report
Operations
💰 Sales Calculator
🤝 Sales Rep Agreements
📋 Requests —
💳 Invoices
📁 Documents
🔔 Alerts —
👤 Portal Users
💼 Commission Log
📄 Contracts
🛡️ Services Reference
📋 Client Intake Form
⚙️ Price Editor
Internal
🧑‍💼 My Team
✔️ Tasks
📅 Calendar
🔎 Audit Log
✉️ Email Clients
💬 Team Chat
🏢 Microsoft 365
📊 Finance Dashboard
Important Resources
📦 Network Partner Promotional Material 💰 BIS Software Pricing
Landing Pages
📋 Digital Forms & Inspections 🔧 Equipment & Asset Management 🗣️ Toolbox Talks 🚨 Incident Management 📊 Training Matrix 📁 Training Records 🚛 Driver Management ☁️ Digital Folders 🎓 Learning Management System 📈 Reporting & Analytics 🌐 Online Orientations 📱 SafeTapp Mobile App 📅 Classroom Calendar 🏢 Corporate Client Portal 🏆 Employee Rewards 🔗 API & Single Sign-On 💰 Course Owners 🔗 Linked Assets
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Dashboard

Good morning

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Active Clients
—
Workers
—
Expired Certs
Active Clients →
—
companies managed
Total Workers →
—
on roster
Certs Valid →
—
up to date
Expiring Soon →
—
within 30 days
Expired →
—
need renewal
Open Requests →
—
awaiting action
Monthly Recurring Revenue
—
from active clients
Annual Recurring Revenue
—
projected yearly
Outstanding Invoices
—
unpaid balance
Paid This Year
—
YTD collected
⚠️ Expiring / Expired Certificates
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💰 Top Clients by Monthly Value
📋 Recent Requests
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All Clients
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All Workers
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Certificate Tracker
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Service Requests
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Invoices
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Client Documents
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Expiry Alert Centre
Review workers with expiring or expired certificates and notify clients.
Expired
—
need immediate renewal
Expiring ≤ 30 days
—
action needed soon
Alerts Sent (all time)
—
logged in system
🚨 Expired Certificates
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⚠️ Expiring Within 30 Days
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📬 Alert History
Click "Load History" to view sent alerts.
Monthly Compliance Report
New Hire Readiness Checklist
Fleet / Vehicle Tracker
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Portal Users Link user accounts to client companies
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Team Members
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💰 Salary & Payroll Calculator

Tasks
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Month Year

Appointment Task Cert Expired Cert ≤14 days Cert Expiry
Sun
Mon
Tue
Wed
Thu
Fri
Sat

Today

Select a day to see events.

Upcoming (7 days)

Team Members
Select a team member to start chatting
Microsoft 365 — Not Connected
Sign in with your Microsoft account to access Outlook email, Teams chat, OneNote, OneDrive files, and your calendar — all inside this dashboard. The same conversations and files you see in your Teams/Outlook apps.

🔧 Connect Microsoft 365

This is a one-time 5-minute setup. You register a free Azure AD app in your Microsoft admin portal, then paste the ID here. After that, any team member just clicks "Sign in with Microsoft" — no IT required.

1
Sign in to portal.azure.com → Azure Active Directory → App Registrations → + New Registration
2
Name: WS Safety Dashboard  |  Redirect URI type: Single-page application (SPA)  |  URI: https://wsafety.ca/admin
3
API Permissions → Add → Microsoft Graph → Delegated:
User.Read   Mail.Read   Mail.Send   Calendars.Read
Files.Read.All   Notes.Read   Chat.Read   Chat.ReadWrite
4
On the app Overview page, copy the Application (client) ID and paste below
Application (client) ID from Azure portal:

Your data never leaves Microsoft — the dashboard calls Microsoft Graph API directly from your browser.

Good morning

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My Clients
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Contracts Closed
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My MRR
Monthly Commission
—
10% of my clients' MRR
Annual Commission
—
projected this year
Total Client Value (MRR)
—
all my active clients combined
Signed Contracts
—
total agreements signed
🎯 Monthly Commission Goal
Goal: $ /mo
Set a monthly goal above
🧮
Sales Calculator
Build proposals & quotes
🏢
Microsoft 365
Outlook, Teams, OneDrive
💬
Team Chat
Messages & Teams channels
✉️
Email Clients
Send emails to clients
📅
Calendar
Appointments & schedule
📄
Contracts
View signed agreements
📋
Client Intake
New client form + quote
🛡️
Services Guide
Product reference & talking points
💼 My Clients
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🛡️ Services Reference
Click any service card to expand the full explanation and talking points.
Core monthly services — lead with these
Add-on modules — upsell after month 1
One-time fees — charged at signing
📋 Client Intake Form
Section 1 — Company Information
Section 2 — Services Selected

Toggle each service this client is taking. Each selection expands to capture service-specific details.

Section 3 — Operator Sites & Portals
Section 4 — Notes & Sales Info
📊 Live Pricing Summary
⚙️ Service Price Editor

⚙️ Edit Service Prices

Changes save to the database and apply instantly across all tabs — service cards, intake form, and sales calculator. These are the prices you charge clients.

BIS platform costs — what you pay per user per month
Training Records (TRMS)
$0.75
/user/month — BIS charges you
Learning Mgmt (LMS)
$3.00
/user/month — BIS charges you
Digital Forms
$3.00
/user/month — BIS charges you
Asset Management
$0.50
/user/month — BIS charges you
Digital Folders
$0.75
/user/month — BIS charges you
Driver Management
$0.50
/user/month — BIS charges you
Toolbox Talks
$0.50
/user/month — BIS charges you
Training Matrix
$0.50
/user/month — BIS charges you
Incident Management
$1.00
/user/month — BIS charges you
Reporting & Analytics
$0.25
/user/month — BIS charges you
BIS platform minimum
$350
/month per client portal
Portal setup (one-time)
$500
per client — one-time
Commission Log

Track sales rep attribution and monthly commissions. Assign a rep to each client in the Clients page. Commission rate: 10% of monthly recurring rate.

Contracts

Every contract generated in the Sales Calculator is saved here. Track draft → sent → signed → active lifecycle.

Contact
Contract Term
Sales Rep
Signed
Services on this contract
Contract Value
Commission Breakdown
ISNetworld / ComplyWorks Tracker

Track your manual submissions to ISNetworld and ComplyWorks on behalf of each client. This is your activity diary — log what you submitted, when, and when renewal is due.

Operator Portal Submissions

Log every worker registration you submit to Suncor Workday, CNRL, Imperial, and other operator portals. Your audit trail if a client ever asks "did you register my worker?"

Sales Calculator
Build quote & generate contract
Client Information
Contract Dates
Services & Pricing
👷
Worker Compliance
Tracking, certs, alerts · $70/worker/mo
Workers:
$700/mo
🚛
Fleet & Vehicle Tracking
Reg, insurance, inspections · $65/vehicle/mo
Vehicles:
$195/mo
🏢
ISNetworld Management
Full portal managed · $350/mo
$350/mo
📋
ComplyWorks Management
Full portal managed · $300/mo
$300/mo
🛡️
Contractor Readiness
Full compliance pkg · $450/mo
$450/mo
📝
Digital Safety Forms
AI forms & reports · $500/form/mo
Number of forms:
$500/mo
🔧
Asset / Equipment Management
Per asset tracked · $0/asset/mo
Assets:
$0/mo
🎓
BIS Online Safety Courses
33% commission · per enrollment
Est. enrollments/mo:
Variable
🚗
Driver Management
Licences, abstracts, pre-trips · $80/mo flat
$80/mo
📁
Digital Folders
Policy storage + sign-offs · $150/mo flat
$150/mo
🗣️
Toolbox Talks
Digital safety meetings + attendance · $150/mo flat
$150/mo
🎯
Training Matrix
Auto-assign certs by role · $200/mo flat
$200/mo
🚨
Incident Management
Reports, investigations, escalation · $200/mo flat
$200/mo
One-Time Fees
⚙️
Platform Setup Fee
BIS portal + onboarding · one-time
$750
🆕
New Hire Onboarding
$85/hire · one-time
New hires:
$0
🏗️
Custom Site Orientation Build
$400 one-time per site
$400
🏷️
Annual Discount
5% off annual contract value
−5%
Deal Summary
Monthly recurring$0/mo
Annual contract value$0/yr
One-time fees$0
GST (5% on annual)$0
Annual discount (5%)—
Final annual total$0/yr
Sales commission (10%)−$0
Your net revenue$0

GST collected from client and remitted to CRA. Commission is 10% of annual value paid monthly over 12 months.

Contract will appear here

Fill in client details, select services, then click Generate Contract.

Client Onboarding Wizard Every step to get a new client fully set up — tracked in real time
Refresh after adding workers, certs, or sending invites to update step status.
Audit Log Every add, edit, and delete — who did it and when
When Who Action Table Record Client Changes
Sales Rep Agreement Generator
Create & email independent contractor agreements
Contractor Information
Commission for This Rep
Legal Terms
Commission Preview
Annual value$8,400
Total commission earned$840
Monthly installment (÷12)$70/mo
Paid 15th of each month$70 × 12 months

Commission paid monthly over 12-month term, not as lump sum. Clawback applies if client cancels and refund is issued.

Prints only the agreement — no dashboard chrome.

Agreement will appear here

Fill in the contractor's details and commission settings, then click Generate Agreement to create the full ready-to-sign contract.