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General Manager
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General Manager
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VantageIQ
The operating layer for your business

Run your whole business
from one place.

Customers, money, people, inventory, suppliers, sales, the front-counter sale — one connected system, with a co-manager that reasons across all of it so nothing falls through the cracks.

No card required. Set the whole thing up with one form.
VantageIQ · Daily Operating View LIVE
Revenue · MTD
$0
▲ 12.4% vs plan
Gross margin
0%
▲ 3.1 pts
At-risk / mo
$0
7 renewals lapsed
Orders · today
0
▲ steady
Revenue vs plan · 30 days+12.4%
GM
3 things need you today
Ranked by impact across 6 specialists.
⚠️
7 renewals lapsed
$1,140/mo at risk · save list started.
📦
2 SKUs below reorder
PO drafted to your usual supplier.
Specialists👥📊👤⚙️📦💰⚖️🎯+ 3
See it at a glance
Your whole business on one screen — and the one thing that needs you, impossible to miss.

Nine specialists, one axis each, around your Business Health. Solid reads gold-and-green at a glance — and where you've got room to grow, the specialist that owns that axis shows you exactly what to do.

Live signal 9 of 9 connected
Business Health
69
Improving
Mostly solid · 1 needs you now
📊
Financial
CFO
61%margin · on plan
Cash positive; runway healthy.
👥
Members
CRM
40894% kept
Retention strong.
👤
People
Ops / HR
2shifts short Fri
Coverage thin weekends.
💰
Sales
Growth
$18.2k+14%
Pipeline growing.
📣
Marketing
Brand
−1channel quiet
Posting lapsed on one.
⚙️
Operations
Inventory
97%in-stock
No stockouts.
🛒
Procurement
Sourcing
1price drift
Supplier creeping above terms.
⚖️
Legal
Compliance
Allon track
Waiver prepped early.
🛡️
Risk
Resilience
80%on one supplier
Single point of failure.
⚠ Needs you now
🛡️
Risk
Resilience
Needs you now
One supplier covers 80% of a core product. If they slip — a delay, a price hike, a closure — most of your supply stops with them. A single point of failure, flagged before it bit.
GM
Here's what I'd do
Qualify a second supplier. I've found 2 comparable-cost alternates who can cover this product — ready to contact. Split ~30% of volume to remove the single point of failure.
Approve outreachDraft the requestSnooze
GM
Your business is mostly solid — Business Health 69, improving. A few areas have room to grow, and one thing needs you now: Risk — 80% of a core product rides on a single supplier. Here's what I'd do: qualify a second source — I've lined up 2 comparable-cost alternates, ready to contact.
The co-manager
It connects the dots. You make the call.

Watch one signal travel across the business and resolve into a decision — the thing other tools leave you to do in your head.

01

Sees the whole picture

Every specialist reads the same data, so a churn signal becomes a revenue number becomes a staffing plan — automatically.

02

Computed, not guessed

The math is deterministic on your real data. The reasoning is the layer on top — never the numbers.

VantageIQ · Co-manager · reasoning THINKING
CUSTOMERS👥7 members lapsed past renewal this week.
FINANCIAL📊That's $1,140/mo — 4.8% of recurring revenue.
PEOPLE👤Friday's short-staffed — the win-back call has no owner.
GM
Recommended call
Hand the win-back list to Dana before Thursday. She has capacity today, and acting now protects most of the $1,140/mo.
ApproveDraft the outreachSnooze
VantageIQ · Assistant · Composer DRAFTED FOR YOU
To Jordan Avery · lapsed memberIn your voice
We've missed you at the studio

Hi Jordan — it's been a few weeks and we wanted to reach out personally.

Your spot's still here whenever you're ready. If a quieter time of day would help, just say the word and we'll sort it out.

Either way, no pressure — we'd just love to see you back.

SendEditSchedule
Kept organized
👤
Contacts
One graph · 412 people
📝
Notes → actions
5 turned into follow-ups
📅
Calendar
Win-back call · Thu 2pm
Stays organized
It keeps you organized — and writes the emails for you.

Contacts, notes and your calendar live in one place, and the everyday outreach gets drafted in your voice. You read it, tweak if you like, and hit send.

01

One place for everything

Contacts, notes that turn into actions, and your calendar — connected, not scattered across apps.

02

Drafts your routine emails

Reminders, win-backs, replies and outreach — written in your voice. You approve; it sends. (The everyday composer — legal instruments stay counsel-gated.)

VantageIQ · Intelligence · you vs your market LIVE
Competitive map · price vs reputation
price →↑ reputation
You
You vs industry average
Gross margin61% · +9 pts
Avg. ticket price$54 · +12%
YoY growth14% · +6 pts
Marketing spend / rev7% · −2 pts
Intelligence & benchmarking
Stop guessing where you stand. See it against your peers.

VantageIQ researches your market continuously and measures your real numbers against industry averages — so the things you used to estimate become things you can see.

01

Your market, mapped

Competitors, demographics, pricing and regulatory signals — researched and kept current, not Googled.

02

You vs the field

Margin, pricing and growth against peer averages. Know whether you're ahead or behind — and by how much.

It pays for itself
Catches what you're overpaying. Hands clean books to your accountant.

VantageIQ reconciles your bills against your agreements, flags mispriced charges, finds money you're owed — then packages it all up so sending it to your accountant is one click.

01

Mispriced charges, caught

Every invoice checked against your contracted terms. Overcharges flagged the moment they post — not at year-end.

02

Send everything to your accountant

Reconciled books and statements bundled into a clean period package. One click and they have access — no email attachments, no scramble.

VantageIQ · Financial · reconciliation LIVE
Found this month
$0
across overcharges + recoverable credits
⚠️
Supplier invoice #2241
Billed $1.42/unit · agreement says $1.18
Overcharge+$412
⚠️
Card processing fees
Rate drifted above your negotiated tier
Mispriced+$268
⚠️
Duplicate software charge
Billed twice on the same cycle
Duplicate+$149
📤
June package — ready for your accountant
Reconciled books + statements, clean and complete.
P&LBalance sheetReconciliationGST/HST
✓ Shared · they have access
Small Business Digital Grant
up to $2,400
You qualify · application prepped
Hiring / training credit
~$1,800
Eligible · 1 doc needed
Watches your back
Tracks your compliance. Flags risk before it bites.
VantageIQ · Legal & Compliance · obligations MONITORING
⚖️
Liability waiver — renewal
Counsel prep ready to send
9 days
🧾
GST/HST remittance
Figures already reconciled
June 30
🛡️
Insurance certificate
On file · current
Current
👤
Staff certification — 2 expiring
First aid · renewals flagged
3 weeks
⚠️ Risk flagged early
One supplier covers 80% of a core product.
A single point of failure in your supply — surfaced now, while there's still time to add a backup source. Risk watches for the things that quietly become problems.
Single point of failureContinuity
★ The store

A storefront of one-off services, on demand.

Beyond the platform you run every day, the store holds the occasional things — bespoke design, document help, one-off services — that don't belong in a monthly plan. Browse free; everything gets sharper once you're signed in.

Stop running your business across twelve tabs.

One operating layer. One co-manager. One form to set it all up. See what it does for your business in five minutes.

Store
The VantageIQ Store
Open to everyone — no account needed to browse

One-off services for the occasional jobs.

The things you need now and then — design work, document help, a website refresh — without adding them to a monthly plan. Browse signed-out; sign in and everything plugs into the business you already run here.

AllDesign & brandDocuments & legalWeb & storefrontGrowth & outreach

Design & brand

Hands-on creative work — the higher-effort items that don't belong in a monthly plan.

🎨
Bespoke

Bespoke brand design

A logo, palette and identity system built for your business and saved to your brand assets.

Coming soonComing soon
📸
Bespoke

Photo & content pack

On-brand imagery and a month of drafted posts your content engine can schedule.

Coming soonComing soon
✨
One-off

Brand refresh sprint

Tighten your existing identity across your storefront, posts and documents in one pass.

Coming soonComing soon

Documents & legal

Occasional, high-value work the platform preps and an expert finishes.

⚖️
Included

Document audit & grade

Upload a contract or waiver and get a graded review of what's missing or weak.

Coming soonComing soon
📄
One-off

Generate a document

Waiver, safety plan or policy drafted from your business — counsel-reviewed before you sign.

Coming soonComing soon
🎁
One-off

Find money you're owed

Scan for grants, credits and tenders you qualify for — and prep the application.

Coming soonComing soon

Web & storefront

When you want a site — or to turn one of your redesigns into a real store.

🌐
Included

Website audit & redesigns

Score your site, then get three redesign concepts — tailored to your brand when you sign in.

FreeRun
🛍️
One-off

Build my webstore

Turn a redesign into a live store wired to your inventory, prices and sales.

Coming soonComing soon
🔗
One-off

Connect a custom domain

Point your own domain at your VantageIQ storefront with guided setup.

Coming soonComing soon
Set up your AI co-manager

One form. Then the system takes over.

Use a long, memorable passphrase. Avoid common patterns (e.g., "password", repeated digits).
Be specific — this drives all AI analysis. The more detail, the better the intelligence.
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Setting up your dashboard…

Our AI is researching your market right now. This takes 2–4 minutes.

1
Determining research scope
2
Market context & demographics
3
Competitive landscape & customer segments
4
Pricing & financial benchmarks
5
Marketing channels & regulatory
6
Risks, opportunities & market assessment
7
Compiling final report
0%

Research hit a snag — will retry automatically in the background.

Welcome to VantageIQ
Setting up your business intelligence. Cards fill in as we research your market — review or skip each one as it's ready.
🎯
Market Scope
Determining your market…
🏢
Competitors
Waiting…
—
📊
Market Structure
Waiting…
—
📣
Channels
Waiting…
—

Marketing Plan Draft

Review each section below. Request revisions on any section, or approve the plan to activate your content engine.

Draft

Plan Viewer

Good morning
Pinned
More on your dashboard
Content Calendar
View and manage your scheduled social media content. Driven by your approved marketing plan.
📅

The content calendar activates after your marketing plan is approved. You'll see a monthly view with scheduled posts, a review queue, and a post editor — all generated automatically from your plan.

Edit Post
No photo suggestion yet.
Specialist Tools
Direct access to standalone agents. Your General Manager (in the sidebar) delegates to these automatically — but you can also open them here for deep work.
📈

Marketing Manager

Plan composition has moved to the integrated Plan Composer.

For marketing-PLAN composition (Marketing plans, positioning sections, channel plans, etc.), use the integrated Plan Composer — it composes complete plans against your Business Understanding with the Marketing Manager character calibrated in.

Competitive analysis, brand strategy, pricing strategy, opportunity briefs, and pressure-tests continue to be owned by Marketing Manager. The dedicated Marketing Manager specialist wrapper ships in Phase 2 (per §8.1.10); until then, this standalone tool remains your access path for those on-demand functions.

Partial migration
📱

Social Media Agent

Post creation and content ideas. Knows your business, audience, and tone.

Live
📍

Local SEO & Reputation

Google Business Profile audit, review strategy, and local search optimization.

Live
🔎

Website Audit

Comprehensive website analysis with AI-powered redesign samples.

Live
📄

Business Plan

Generate a complete business plan from your Intelligence Layer data.

Planned
📑

Contract & Legal

Upload a contract, get a plain-language risk summary.

Planned
Agent

Filing Cabinet

Everything your business uploads — auto-sorted by what it is and what it's for. You never file anything by hand.
0Documents
0Temporary
0Categories
Ask soon
Bookkeeper & year-endBundle your records, or roll over to a clean year
Finish setting up your filing cabinet
Drag your whole shoebox in — bank statements, contracts, receipts, photos — and I'll sort every page into the right place. You never file by hand.
0%

Documents that need your review

Uploads that need a quick look

—

Coverage

Which months have a document and which are missing — by year, source by source.
0Sources tracked
0 of 0This month — in so far
0Missing
Uploaded Missing — a gap month with no document —— outside this source's active span
Connect a source Link QuickBooks, your bank, or GymMaster and the documents file themselves — no uploading.
Documents file themselves — sorted by what they are and what they're for.

Drop your shoebox

Upload anything — bank statements, contracts, receipts, a CSV export, a Word or Excel file. I read each one, work out what it is and who it's for, and file it into your cabinet. You only step in when I'm not sure.

Drag your shoebox here, or browse

Let go — I've got it

One file or a whole mixed pile — I read each one, work out what it is, and file it. Drop it all; I sort it.
Release to drop. I'll start reading the moment these land, and tell you where each one's going.
PDF (with text) CSV / TSV Word Excel Photos / images (JPG, PNG) iPhone photos (HEIC) Email (.eml) Outlook email (.msg) ZIP archive (files itself) Web page (HTML) Rich text (.rtf) OpenDocument (.ods) batches fine
VantageIQ · Document ingestion — every file is read, screened, and classified by the live engine.
Settings / Business Profile

Business Profile

Owner & Contact

The person VantageIQ reports to

Operating Hours & Public Presence

Logo, hours, and web presence
Coming soon

A logo, per-day operating hours, and your web & public presence links will live here. We're wiring the engine that backs them — they're not yet stored, so we're not showing a placeholder you can't save.

Settings / Account & Security

Account & Security

Change Password

Update the password you use to sign in

Change Email

The address you sign in with and receive alerts at

Two-Factor Authentication

A second factor each time you sign in

Disable 2FA or regenerate your recovery codes. Both actions require you to confirm your current password.

Active Sessions

Devices currently signed in to your account
Coming soon

A list of the devices currently signed in to your account — with the ability to sign each out remotely — is coming. The backend already tracks sessions; the device-list view is being wired.

Settings / Team & Access

Team & Access

Loading your team…

Settings / Integrations

Integrations

Connect an Account

Link providers so VantageIQ can pull in your data

Connect your business accounts so VantageIQ can pull in your data automatically. Your account credentials are never stored by VantageIQ — connections use the provider's own secure sign-in and return only an access token.

Email

Your mail server and the mailboxes that use it
Settings / AI & Automation

AI & Automation

Welcome Tour

A guided overview of how VantageIQ works

Want to see the VantageIQ welcome tour again? It covers what the platform does, how your General Manager works, and how intelligence turns into plans and content.

Action Authorization

How much autonomy VantageIQ has per action class

Control how much autonomy VantageIQ has when it identifies a way to improve your business. Each action class is independent — you can let content posting run on full auto while keeping plan changes on approval.

Settings / Notifications

Notifications

Notification Preferences

How VantageIQ alerts you
Coming soon

Per-channel notification preferences (in-app, email, SMS) are coming. We're not showing toggles that don't yet persist — they'll arrive with the preference engine that stores them.

Settings / Plan & Billing

Plan & Billing

Plan & Billing

Your VantageIQ plan, usage, and invoices
Coming soon

Your VantageIQ plan, usage, and invoices will live here once billing goes live. Nothing to manage yet.

Settings / Data & Privacy

Data & Privacy

Backups & Retention

On-demand backups and a data-retention policy
Coming soon

On-demand backups and a data-retention policy are coming. Your data is already dual-written to the backend, but an operator "back up now" control and a retention schedule are not yet wired — so we're not showing snapshot timestamps that don't exist.

Settings / Operator Tools

Operator Tools Internal

Platform / dev diagnostics — not part of owner settings. Reached via #ops/<tool> or __opsSettings('<tool>').

Executive Team

9 specialists, one axis each, around your Business Health
Live signal Not yet connected — connected
VantageIQAccountant Portal
Multi-client portal
1Clients in your book
B
BookkeeperBookkeeper
Log out
Your clientsSorted by attention needed
Foundation dependency · cross-account access One login managing many businesses requires a cross-account access-grant layer on top of VantageIQ's per-account isolation (each client invites you; you accept; the grant is logged and revocable by the client). That layer is not yet built — today a session resolves to exactly one account. This portal is the design target the access layer will serve.

Triage & deadlines

Every filing date and open exception across your whole book, in one cockpit — sorted so the soonest and the riskiest float to the top. Switch between the deadline calendar and the exception queue; act on any row to drop into that client's workspace with the item already open.

Clients:All clients
Types:All types
This period:This month

 

Tax Close Payroll Review Receipts
SunMonTueWedThuFriSat
Payroll paydays are shown from this client's pay cadence. Tax, close, review, and receipts deadline tracking is still pending its data connections and is not shown yet.

Next up

soonest 8
Group by
Both the calendar and the queue are read-derived from each client's own data — reconciliation passes, chart-of-accounts gaps, and each business's own deadline calendar. Acting on a row drops you into that client's workspace with the item already open. VantageIQ never moves a client's money or files on its own — every action is yours to take, inside the access each client granted.

Practice reports

How your practice is doing across your book — workload, deadlines, book health and fees in one place. Read-derived from each client's own data; nothing here moves a client's money.

Period
Scope
Practice at a glanceYour book today
Workload & capacityHours logged + budget per client

Effort per client

white tick = monthly budget · bar = logged + WIP
Logged this quarter
—
Budgeted
—
Utilization
—
Over-budget clients
—
Capacity left
—
Deadline calendarNext 6 weeks · all clients

Filing & close calendar

no filing dates tracked yet
Tax / GST Period close Payroll Overdue
Client health matrixThe state of your whole book
Client Status Reconciled through Period close Next deadline Open exceptions Last activity
Realization & book economicsPractice fees & realization

Fees by client

this quarter · realization vs effort

Practice revenue

Billed this quarter
—
not tracked yet
Avg fee / client
—
not tracked yet
Blended realization
—
not tracked yet
Revenue trend · last 6 quarters
Exceptions trendOpen exceptions across the book

Open exceptions over time

weekly history not tracked yet
Practice reports aggregate read-derived signals across the clients you've been granted access to — reconciliation state, close locks, deadline calendars and exception counts pulled from each client's own VantageIQ workspace. Today your book is one client (cross-account access is a foundation dependency — see the portfolio). Fees & realization are honest-empty until you bill engagements through VantageIQ. VantageIQ never moves a client's money or files on its own.

Firm profile & branding

Your practice's identity. This is how your firm appears to clients when you request access, and on the reports and exports you send them.

Firm identity

Practice mark Shown to clients and on exported PDFs. PNG or SVG, square, min 256px.
Saving firm details ships in a later session (a practice-profile store is on the roadmap).

Fiscal & regional defaults

applied to new client workspaces you onboard
These are the defaults used when you start a fresh workspace for a client. Each client can override them inside their own account — these never silently change an existing client's settings.
Fiscal defaults persistence ships in a later session.
How clients see youlive preview

When you request access to a client's books, or send them a report, this is the firm card they see. It's drawn from your real practice identity — keep the name, designation, and contact details current so a client approving your access request knows exactly who they're granting it to.

Clients always see your real firm identity on an access request — VantageIQ never lets an advisor request books anonymously. The grant they issue names your firm and the specific team member.

Team members

The people who work in your practice — your own staff. This is separate from any one client's internal users: these are your bookkeepers, each assigned to the clients they handle. The clients each member can open is still gated by the grant that client issued.

Practice staff

1 member · you
MemberRoleAssigned clientsStatus
Right now your practice is just you — the cross-account practice-team roster (additional bookkeepers, each assigned to the clients they handle) ships with the multi-user practice store, a foundation dependency. Practice roles will decide what a member can do inside your portal; they are not the same as the scope a client grants — client grants always win.

Access grants

Every client account that has granted your practice access — who granted what, to which of your team, and at what scope. Each grant was issued by that client's owner and can be revoked by them at any time. This is your view of "who granted me what"; the client holds the master switch.

You always act as yourself — never as the client. VantageIQ never logs you into a client's account as them. When you open a client's books you do it under their grant, scoped to what they allowed, and every action you take is written to that client's own activity log, attributed to you by name. A client can revoke any grant in one click; access ends immediately.
Read-only View & export payroll, statements, reports, COA. No changes.
Books manager Categorize, reconcile, prepare & file — acts in the books.

Grants on your book

1 account · your own today
Client accountGranted toScopeGranted byGranted onStatusManage
Your book is one account today — the cross-client grant ledger fills in as clients invite you and you accept (cross-account access is a foundation dependency). A pending grant means you've requested access — it isn't live until that client's owner approves it from inside their account. Scope (Read-only vs Books manager) is set by the client at grant time and only the client can elevate it.

Billing & subscription

The accountant workspace (Mode 2) is a paid VantageIQ product. You're billed per active client on your book — pending invites and clients with no books connected don't count until they go live.

Accountant Workspace

Practice plan — per active client

Billed monthly per active client
Billing for the accountant workspace ships in a later session — your plan, usage and next charge will show here once billing is wired to this portal.

Payment method

No payment method on file yet — adding a card ships with billing in a later session.
Plan optionsswitch any time
Current

Per-client

$12 / client / mo
  • Pay only for active clients
  • Unlimited team members
  • Cross-client triage & reports

Practice — flat

$99 / mo
  • Up to 15 active clients
  • Best value past 9 clients
  • Priority onboarding support

Firm — unlimited

$249 / mo
  • Unlimited active clients
  • White-label client reports
  • Dedicated practice manager
Invoices
InvoicePeriodActive clientsAmountStatusReceipt
No invoices yet — billing history fills in once the accountant workspace is billed through VantageIQ.

Integrations

Connectors that speed up your practice work. Bank feeds and ledger imports run per client under that client's grant — connecting QuickBooks here sets the import path; the actual data still lands in the client's own account, scoped to what they granted.

Bank & ledger
Bank feedsPlaid / Flinks aggregated feedsNot connected
QuickBooks OnlineImport trial balance & COANot connected
XeroImport ledger & chart of accountsNot connected
Payroll & documents
Payroll (Wagepoint)Pull run summaries & source deductionsNot connected
Document inboxForward receipts & statements to a practice inboxNot connected
Calendar syncPush client deadlines to Google CalendarNot connected
Integration connections ship in a later session. When connected, an integration here connects it for your practice, but it only pulls a client's data where you hold an active grant on that client — and read/write follows the grant scope. A Read-only grant can import statements for viewing but never writes back to the client's books.

Notifications & security

How you're alerted, and how your practice login is protected. Because one login reaches every client who granted you access, strong security here protects all of their books.

Account security

Security management (2FA enrolment, password change, recovery codes) is reached from your account settings — those flows aren't wired into this portal view yet.

Notification preferences

Deadline alertsEmail me when a client tax / close / payroll deadline is within 14 days.
Exception alertsNotify me when a client's books raise an exception — out-of-balance feed, uncategorized spike, duplicate bill.
Client grant changesAlert me the moment a client issues, elevates, or revokes a grant on my practice.
Weekly practice digestA Monday summary across your whole book — what's reconciled, what's due, what needs a hand.
Product & billing emailsReceipts, plan changes, and occasional VantageIQ product updates.
Notification preferences ship in a later session (a practice-prefs store is on the roadmap) — these are shown for reference and aren't switchable yet.

Login & session activity

this device
This deviceCurrent session
This device
A full device/session history (other browsers, team members) ships with the multi-session store in a later session.
Your sessions here are your practice login only. They never appear in a client's account — what shows in their activity log is your named actions under their grant, not your device list. The two are kept separate by design.
Bring a client onto VantageIQTwo honest paths — invite an existing client, or onboard a new business you keep books for.

Invite an existing client

Send a client who already runs on VantageIQ an access request. They approve it from their own account — you never see their data until they say yes, and they can revoke any time. The grant shows up here as a new card in your book.

Onboard a new business

Set up a fresh VantageIQ workspace for a client who isn't on it yet — books, chart of accounts, reconciliation, the whole co-manager. They take ownership; you stay attached as their bookkeeper. This is how the system spreads: one accountant who likes it pulls a whole book of clients in.

The value pitch to the accountant is simple: your whole book, one login, every client's books reconciled and every deadline visible — and a co-manager that flags the exceptions before the client calls you about them.

The Assistant

Your desk. Jot a note and I’ll spot the to-do; find any contact in one place; paste an email and I’ll draft the reply — in your voice, on your say-so.
0Notes
0Contacts
0On today

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Pay on account
Billed to your trade account · Net-30 terms · no card required
Pay by card Coming soon
Credit / debit card checkout for one-off retail orders
This order is billed to your account on Net-30 terms. Your invoice is issued when the order ships — nothing is charged today.
Order summary
Subtotal (retail)$0.00
Trade discount−$0.00
DeliveryFREE
Est. tax$0.00
Order total$0.00
Billed to your account · Net 30. No payment collected now.
Secured & on your account terms

Order placed on account

Your order #— is confirmed and headed to fulfillment. A Net-30 invoice will follow when it ships.

Order number
#—
Confirmed · Sent to fulfillment
Billing
On account · Net 30
Invoiced on ship
Delivery
Next available
Free delivery · trade account
Order total
$0.00
Trade pricing applied
Subtotal (retail)$0.00
Trade discount−$0.00
DeliveryFREE
Est. tax$0.00
Total billed to account$0.00
Fulfillment hand-off

Your fulfillment team is next

When staff-app fulfillment ships, a pick task for this order will land in your staff app — the team pulls these items and stages the shipment, all tracked in-app. Coming soon.

Added to cart
Item added at your trade price
Website & Store Audit
Your specialist team
Back to store
--
Your business
No website on file
Signed in
Audit your web presence & find your store opportunity
We'll review your live website across 10 categories and pre-build store-direction options tailored to your brand — no forms, we already know who you are.
Running your audit…
Our specialists are reviewing your site and preparing store directions. This takes 30–60 seconds.
Your website audit
—
/ 100
Analysis complete
Your store directions are ready
Three store designs built around your brand. Click any one to preview, then choose "Make this my store" to go live.
Store direction
×
This is a preview of the store direction. Choose "Make this my store" to make it live.
VantageIQTHE YARD Fitness
On shiftClocked in
Signed in
My time
My Profile
Install app
Log out

Good morning

Quick actions

Today's classes

My tasks

From your manager

No announcements from your manager right now.

My schedule

Your upcoming shifts this week

My tasks

Your open loops

My time

Your upcoming shifts, clock in, confirm what you worked, see your timesheet

Find a member

Search the member directory

Register

Opening the register…

My profile

Your identity, role and time at a glance

Coming to your staff app

Your manager has granted you access

Staff app coming soon

We’re building the staff app for your business type

Your team’s mobile tools — shifts, clock-in, tasks and the day’s work — are being built for your industry. We’ll switch them on here the moment they’re ready. Nothing to set up on your end.

In the meantime, everything else in VantageIQ works as usual from the main app.

Equipment

Floor & maintenance

Equipment

Fleet & downtime

Production

Loads & scaled volume

Safety

Pre-start · cleared to work

My Time

Segmented day · multi-role pay

Receiving

Scan in & stock against a PO

Stock Count

Cycle count · scan, confirm, commit

Order Picking

Pick & fulfill a B2B order

My Route

Deliver & capture proof

Scan Equipment

Point at the QR tag on any machine

Check-in

Front desk & member arrivals

Checked inSaved to the member record

Capture Receipt

Snap it — we read it for you

Inventory

Browse on-hand & reorder

Facility

Opening & closing

Opening completeLogged

My Certifications

Your own training records

Upload certificate

Attach a photo or PDF of your card
Take a photo or choose a file JPG, PNG or PDF · stays private to you + your manager
Coming soonCert upload isn’t wired yet

Mileage Log

Log a trip — you classify it

Add a trip

Enter the trip manually — you classify it
Trip savedSaved to your log

Specialist

Your manager has granted you access