Operations Hub · Family-owned since 1998
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TasksConnecteam · across all entities
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Onboarding & OffboardingConnecteam
OnboardOffboard
New employee
Step 1Employment agreement
Step 2 · PlaceholderPlaceholder terms. Replace with T-CO's real agreement before real use.
Phase 1 creates the Connecteam user and a signed contract. QuickBooks and Microsoft 365 filing light up once a T-CO admin connects them.
QuickBooksEmployee sync
Connection
Checking…
What syncs to QuickBooks
Employees Live
Created automatically when you onboard someone, and set inactive when you offboard them.
Estimates Live
Create an estimate for a customer from the Billing tab, drafted straight into QuickBooks.
Purchase orders Live
Create a purchase order for a vendor from the Billing tab.
Invoices Live
Create an invoice for a customer from the Billing tab, ready to send.
Connection uses the environment shown at the top. The sandbox writes to Intuit's test company, not the real books. Switch to production keys when ready to go live.
H2A ComplianceConnecteam · HR & Skills
H2A Workers
8
active this season
Documents
6
current
Expiring soon
1
within 30 days
Expired
1
needs renewal
Document Expiration Tracker
| Worker | Passport | Visa | License |
|---|---|---|---|
| Carlos Ramirez | Mar 2028 | Dec 2026 | Jun 2027 |
| Miguel Torres | Aug 2029 | Sep 2026 | Jan 2027 |
| Jose Martinez | Nov 2027 | Dec 2026 | Jul 2026 |
| Luis Hernandez | Feb 2028 | Dec 2026 | Apr 2027 |
| Pedro Sanchez | May 2029 | Dec 2026 | Oct 2027 |
| Alejandro Diaz | Jul 2028 | Dec 2026 | Sep 2027 |
| Ricardo Lopez | Jan 2028 | Dec 2026 | May 2027 |
| Fernando Castillo | Sep 2027 | Dec 2026 | Feb 2027 |
Housing Assignments
Unit A
Carlos, Miguel, Jose, Luis
4 workers · main bunkhouse · inspected 08/01
Unit B
Pedro, Alejandro, Ricardo, Fernando
4 workers · second bunkhouse · inspected 08/01
Vehicle Assignments
Truck 1
2019 Ford F-350
Carlos · hay delivery route
Truck 2
2021 Chevy 2500
Pedro · farm ops
Van
2018 Ford Transit
Crew transport · Miguel drives
3/4 Hour Guarantee CalculatorDOL H-2A requirement
Weekly Hours Check
H2A employers must offer at least 3/4 of the total contract hours per 12-week period. Enter the contract and actual hours to check compliance.
Enter actual hours worked and click Check compliance.
EvaluationsConnecteam Forms
Upcoming Evaluations
Next due1
Carlos Ramirez Due Aug 25
90-day review · started May 27
2
Miguel Torres Due Sep 1
90-day review · started Jun 3
3
Jose Martinez Due Sep 15
90-day review · started Jun 17
Document dates, housing, and vehicles shown are placeholder data. These will connect to Connecteam custom fields once the HR hub is upgraded to Expert.
Billing & OrdersQuickBooks
Create in QuickBooks
Creates the document in the connected QuickBooks company. Estimates and invoices attach to a customer; purchase orders to a vendor (created automatically if new). Sandbox writes land in the test company.
ClaudeAI Assistant
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