IHInfinity Ops — Field Guidelives at /guide · updates with every release
WHAT'S NEW — August 2026
Earlier updates — July 2026
  • 🔑 Sign in with Google (NEW): if you have an @infinityhospitality.net, @dreameventsandcatering.com, or @infinitypropertiesmanagement.com account, use the Google button — one tap, no PIN to remember. Your access level is set for you.
  • 🚚 Combine any run onto any other run (NEW): Combine is now run-to-run — fold a run onto any other run, including one that already belongs to a multi-truck event, and even on a different day. Pick the target run in the Combine list (its day is shown). Split un-combines it.
  • 🎭 Stage size & height on runs (NEW): runs now show the actual stage, e.g. “Stage: 8×16 · 12in”, pulled from the event team's Stage Needs — not just a Yes/No. Shows on the board, event page, and your run text.
  • 📋 Event tasks show under the run (NEW): when a task is linked to an event, it appears automatically under that event's run — with its item breakdown — so the crew see exactly what to bring. Breakdowns keep their line-by-line list.
  • ⚠ Missing item — clearer buttons: a missing item walks a simple path: Claim it → send it on a run or a new run → Mark delivered or Call it off. Once you claim it, everyone else sees “you're on it”; if two people grab it at once, the second is told who has it. It stops flashing the moment it's handled.
  • 🏠 Properties desk (NEW): Baylee's page — Property Brain chat, property maintenance filed straight to David, and the whole portfolio's watch list. Hub → Properties.
  • 📋 Planning Dashboards: every designer and coordinator gets their own live book — events, readiness rings, one-tap doc links.
  • 🔧 Report an Issue (NEW): maintenance, vehicle, or property problems — file from the hub, pick the venue, done. No sirens: these travel silently and you get email updates as yours moves. Check the "already in play" list first so we don't double-file.
  • New look: every screen now wears the Infinity brand. Nothing moved — same buttons, same places.
  • Missing-items central queue: flag a missing item from the events dashboard; dispatchers claim, resolve, or send a run.
  • Deliver & collect: a delivery run can now pick up a past event’s rentals at the same venue on the same trip — no solo pickup runs. Set it from either the leftover event or the delivery run (Event page → “Pickups”).
  • 🐞 "Something wrong?" button on every page — report bugs or weirdness in 10 seconds, straight to the help desk.
  • Culinary standing links: /schedule/current = this week; /schedule/upcoming = next week (send while building it — the link never changes even if you edit and re-post).
  • Warehouse standing links: /warehouse/current = this week; /warehouse/upcoming = next week — same publish-and-bookmark flow as culinary. Publish the warehouse week to light them up.
  • My Schedule: tap your name on the culinary schedule for your personal week.
  • PIN update: shared PINs are now view-only (crew) and report-only (events). Use YOUR last-4 to make changes.

The basicsevery single person, office or field

🏠 The Hub — your one link

Everything lives behind one address: /hub. Bookmark it on your phone. It routes you to the Crew Board, Events Dashboard, Kitchen & Warehouse boards, the Culinary Schedule — and this guide.

🔑 Logging in — four doors, pick the one that's yours

  • Have a company Google account (@infinityhospitality.net, @dreameventsandcatering.com, or @infinitypropertiesmanagement.com)? Use the Google button — one tap, no PIN, and your access level is already set for you.
  • No company account — everyone else's main door: tap your name from the type-ahead list (start typing, pick yourself), then enter your PIN. First time ever logging in? Your starting PIN is the last 4 digits of your own cell — the app will ask you to pick your own permanent PIN right then, so from that point on it's yours alone, not something anyone could guess from your phone number. Five wrong tries locks it 15 minutes; "Forgot your PIN?" texts you a reset code — no admin needed unless your phone itself changed.
  • No phone on file at all? This name-and-PIN door isn't set up for you yet — tell your manager to add your cell number, or ask for an admin-issued temporary PIN to get started.
  • Managers: the shared Manager PIN (kitchen/warehouse) still works, unchanged, for the shared role logins.
  • The old shared crew PIN (posted in the warehouse) still exists as a fallback, view-only for a shared tablet — but it's no longer the front door. If you land on a screen offering a bare 4-digit box instead of "type your name," that's this older fallback; use the name-and-PIN door above for anything that should carry your own name. On the fallback specifically, if your last-4 matches someone else's, it'll still ask "which one are you?" — this is the one place that collision can still happen.
  • The honest fine print on phones: your starting PIN and text alerts both come from the cell number on your staff record. Most of those numbers were never independently re-checked after being loaded — if you've been asked "is this still your number?" after logging in and said yes (or fixed it), yours is confirmed; if you haven't been asked yet, it's still running on the original, unverified number. Wrong PIN that should be right, or no run texts at all, both trace back to this — tell your manager to check/update your number either way.

💬 The status language — same everywhere

ScheduledLoadingReady🚚 DepartedArrived✓ CompleteKilled

Every run moves through these. A killed run is cancelled but never erased — if you see one struck through, it's history, not a mistake. The same words and colors appear on your phone, the wall TVs, and the office dashboard: when you tap Arrived, the warehouse TV flips at the same moment.

📱 Texting with the system

  • You'll get a text when your run should depart. Reply 1 (or "departed"), 2 (or "here") when you arrive, 3 (or "done") when complete — the boards update instantly.
  • Tastings never text anyone. They're schedule-only, by design. Don't wait for a tasting text.

⚠ Missing something at an event?

Don't call around — flag it. On your run (crew) or the events dashboard (events/culinary): pick FOOD / ALCOHOL / RENTAL / other, add a note and your name. The right people get texted, it lands on the wall boards, and dispatch can send a run with the item. You'll see it resolved in the queue.

🐞 Something broken or weird?

Every page has a "Something wrong?" button. Tap it, say what you expected vs. what happened, send. It goes straight to the help desk with a snapshot of the page — and the Brain reviews every report nightly. If you left your number, you may get a status text when it's fixed. Please use it — a 10-second report beats a rumor that "the app is broken."

🔧 Something broken at a venue? Report an Issue

Hub → Report an Issue: pick the venue or building, say what's wrong, done. It goes to Kevin for approval, then onto the fix list with an estimated date. No sirens, no texts — it travels silently and you get email updates. Check the "already in play" list first so we don't double-file.

🧭 Which door do I use?

Every single page — Dispatch, Planning, Property Brain, Sales Brain, Org Chart, all of it — now carries the SAME dropdown in its header to every other door in the company. You don't need to remember which app hosts what anymore; open the dropdown from wherever you already are. Still: the Hub (/hub, bookmark it) is the front door and the dropdown's own top link · Field Guide (this page) · Report an Issue for anything broken at a venue · the 🐞 "Something wrong?" button on any page when the APP itself misbehaves (that one goes to the fix-it queue, not maintenance).

📅 My Day & my own dashboard

/me is your personal base — your own out-of-office requests (submit and see your history right there, no more asking someone else to enter it for you), plus whatever else your tier unlocks. /dash is your own modules-and-kudos dashboard. Both are open to every signed-in person; what you see on each scales to your access level automatically.

Warehousedrivers · loaders · warehouse leads

📺 The warehouse board (the TV)

Today's runs, live: truck, crew, depart-by time, status chips. Standing/recurring runs sit in their own labeled section below the event runs. If a row pulses, it just changed.

🚚 How runs work

  • Runs can be parents with children or consolidated — one truck, several stops. Check the run card, not your assumptions.
  • Run date ≠ event date. A Friday load-out for a Saturday wedding shows Friday. Work the run date.
  • Depart-by times are computed from real drive time. If an address changes, times recalc for the day being viewed.
  • The second rentals truck is real. Two similar runs on one event usually means two trucks — never assume duplicate.

👤 My Day — your runs on your phone

The depart text carries your link, or go Hub → Crew Board → My Day. Your stacked assignments for the day: tap Departed → Arrived → Done as you go, see tasks, flag a missing item right from the run.

📦 The Warehouse Schedule — your week & your day

From the Hub tap Warehouse Schedule (or bookmark /warehouse/current) — no login, it opens straight to Whole Week: the full crew and every run going out, same as the culinary schedule. Want just your own shifts and runs? Tap My Day and enter the last 4 of your cell (same last-4 as everywhere else; if two people share the last 4, just tap your name).

📋 Load plans & pack-outs

Weekly pack-out sheets drive what goes on the truck. Building the schedule itself? The written how-to lives with the ops docs (ask a manager for Trung's schedule guide).

📱 Mobile Inventory Count (NEW)

Go to /inventory-count on your phone, log in the same name-and-PIN way as everywhere else, tap your location. Enter a count for each item, or hit Can't find it if it's genuinely not there — never guess a zero. Every value saves the moment you stop typing; you can lock your phone and pick back up later with everything still there.

Honest state right now: the "Par" line reads live from the actual Master Inventory Sheet (or the Warehouse Sheet, for the monthly Warehouse count) — that connection went live 2026-08-10. Counts you enter are NOT reaching the sheet yet, though: Dispatch can read the sheet but write access hasn't been granted (confirmed Viewer-only as of this writing). Your counts are saved safely in Dispatch either way and will start mirroring to the sheet automatically the moment write access is granted, no re-entry needed. All 8 locations are built: Bell Tower, Bridge Building, Cherokee Dock, Saddle Woods, Saint Elle, The Cordelle, Estelle, Catering Kitchen, plus the monthly Warehouse count.

Golden rule: if a run looks wrong — duplicated, misdated, phantom — don't delete anything. Flag it with the bug button. Runs are killed, never deleted, and "duplicates" have burned us before.

Catering & Culinarykitchen · chefs · catering leads

🔖 ONE link to remember: /schedule/current

/schedule/current is always the current approved week; /schedule/upcoming is always the next posted week — send that one while you build next week and it never changes, even through edits and re-posts. Bookmark once and stop chasing new links.

📅 The schedule, on your phone

  • Day-by-day, grouped by event & venue, with day quick-nav.
  • The MOD is on every card — tap to call. That's your who-to-ask.
  • Tap your own name → My Schedule: your whole week — events, kitchen shifts, and any dispatch runs you're on, folded together.
  • Humanity owns shifts. The schedule displays them; shift changes happen in Humanity, not here.

📺 The kitchen board (the TV)

Today's food runs with hot-food and late-night flags, plus standing runs in their own section. Same status chips as everywhere else.

⚠ Shorted or missing food/alcohol?

Flag it from the events dashboard (events PIN + your name — every flag has a name on it). It texts the right people and enters the central Missing queue where dispatch can send a run.

Tastings never text. They live on schedules only. If you're waiting on a tasting SMS, stop waiting — check the schedule.

Events Teamcoordinators · designers · on-site leads

📊 The events dashboard

Three tabs: Today · This Week · Missing. Each event card shows crew size, depart times, and a clipboard indicator — 📋✓ means the day-of rollup has been opened by the team; 📋⌛ means not yet.

📕 The event page — one event, everything

  • On-Site Team card sits on top — who's in charge — with Event Staff below it.
  • Docs drawer: floorplan, packlist, BEOs (food & alcohol), service timeline, allergy sheet — whatever's attached to the deal.
  • Set Times: if you see the amber "Times not set" warning, confirm the timeline — that drives every depart calculation.
  • Staffing warnings: OOO / OUT / OFF badges next to names come straight from the schedule — catch conflicts before day-of.
  • Closeout: complete the event and leave closeout notes at the end of the night — that's what feeds the morning reports.

⚠ The Missing queue — how a flag becomes a fix

Report (anyone, with their name) → Claim (a dispatcher/manager takes it) → Resolve or Send-Run (a real run is created to deliver the item) → history. Reporting works with the events PIN; claiming/resolving/sending needs your own PIN — those actions carry your name.

📋 Your Planning Dashboard (launching this week)

Your book, live: every upcoming event you're on, a readiness ring (8 checks: team, final count, times, floorplan, packlist, BEO, timeline), and real links to every doc. If a number looks wrong there, it's wrong on the HubSpot deal — fix the source and the page follows. When something breaks, use its 🐞 button — don't text it in.

Everything here reads from HubSpot's deal — venue, guest count, docs. If an event looks wrong on the dashboard, it's usually wrong on the deal. Fix the source.

Managersoffice · dispatchers · directors

🛠 The admin dashboard, tab by tab

  • Map — live runs with real drive times.
  • Week View — the week's runs at a glance.
  • Trucks — fleet & assignments.
  • Forecast — workload ahead.
  • Staff — roster, phones, links. Phone hygiene = login + SMS + identity. Keep it clean.
  • Daily Tasks — pack / load / deliver / setup task types.
  • Dispatch — the day's operation, statuses, kills.
  • Schedule — warehouse week grid; click any person's day for their person-day.
  • Settings — the important one, below.

🔑 Staff sign-in, manager's-eye view

  • Staff PIN v2 is the primary door now for anyone without a Google account — name-first (never a bare PIN lookup), bcrypt-hashed, lockout + self-serve SMS reset built in. The old shared 4-digit crew PIN still exists as a fallback link on the same login screen, not removed yet — that's the one place a last-4 collision ("which one are you?") can still happen.
  • Provisioning a new staffer: a phone number on their Staff record is what creates their PIN v2 row and their starting (last-4) PIN. No phone = no PIN v2 row yet — add the number, or issue an explicit temporary PIN yourself from Staff settings (forces them to choose their own at next login, same as everyone else).
  • Lost/changed phone, locked out: reset from Staff settings — reverts to entry-PIN mode on whatever number is on file now, forcing a fresh choose-your-own-PIN at next login.
  • The phone-verification gap: most staff phone numbers were seeded once and never independently re-confirmed. If someone's PIN or run texts are wrong, check/update their number on the Staff tab first — that's very likely the actual cause.

⚙ Settings — what to know

  • Access PINs: rotate the shared crew & events PINs anytime. Shared = view/report-only by design.
  • HubSpot sync summary: shows exactly which pipelines sync (both Event Planning pipelines) and which don't. "Missing event" checklist: 1) right pipeline? 2) right stage? — that's the cause 99% of the time.
  • System Health: database, HubSpot sync freshness, SMS token age, and every alert the system has raised.
  • SMS alerting: if the token refresh fails you'll see a red banner here and an email — then a text to the owner before SMS dies. If you see the banner, reconnect Salesmsg in Settings.

📋 Inventory count — who's counted, who hasn't (NEW)

/inventory-assignments — a read-only view of all 8 built count locations (the 7 venues + Catering Kitchen, plus Maggie's monthly Warehouse count), who's assigned, and this week's/month's progress (counted / can't-find / total, last activity). Built for Tae, who runs weekly inventory across the venues — but Tae's own account doesn't exist in this system yet (a real, unresolved gap, not an oversight), so for now this page is open to any admin/kitchen-manager-tier login, same gate as the other manager-only screens. Maggie's identity has the same gap; her warehouse row is seeded the same NULL-staff_id way as Tae's.

🧠 The Brain's window

The Infinity Brain reads Dispatch through a read-only door (it can never write). Morning emails, stat cards, and briefings are built from the same data you see here — if the boards are right, the Brain is right.

🔧 After every deploy

Run npm run smoke — health, login, today's board in one pass against prod. (The bare node scripts/smoke.js command by itself now refuses to run at all — it fails loudly and tells you to pass --target=prod explicitly, on purpose, so a smoke test can never silently point at the wrong environment. npm run smoke already does that for you.) Then click through what changed. Small ships, verified live.

🔄 How this guide stays alive (the law)

This page ships in the same codebase as the features it describes. No staff-facing change merges without updating its section here plus one line in WHAT'S NEW. Builders: that's part of the definition of done. Managers: when you approve a feature, ask "did the guide move too?" If you're reading something that doesn't match the app, that's a bug — hit the 🐞 button.

WHAT'S NEW rotates monthly (standing convention, since 2026-08-09): the top box always shows the CURRENT month only (plus a few days' grace into a new one) — it answers "what changed lately," never "what changed once." On first touch of a new month, whatever's on top moves into the "Earlier updates" archive below it, dated, collapsed, never deleted.

Guide born July 3, 2026 · written by Fable 5 as a parting gift · maintained by every build after