Active Transactions
3
All milestones tracked
Due This Week
0
Needs attention
Docs Pending
—
Required items
Pipeline Value
$2.9M
3 transactions
Upcoming Deadlines
Active Transactions
| Property | Client | Type | Price | Agent | Closing | Days | Status |
|---|
All parties involved in this transaction. Click any field to edit.
Buyer(s)
Buyer side — we represent the buyer
Seller
Opposing party
Buyer's Agent
Our agent
Seller's Agent
Opposing agent
Escrow / Title Company
Neutral third party closing agent
Lender / Loan Officer
Financing the purchase
Transaction Coordinator Notes
Internal TC reference — not sent to clients
⚡ Triggered Items — enter trigger date to auto-calculate
💡 Upload your contract in the Upload Contract tab — Claude AI extracts all dates automatically, then download your spreadsheet.
📋
Upload Tip — Best Practice for Accurate Parsing
Upload only the Purchase Contract + Counter Offer — those two documents contain everything Claude needs.
Leave out addenda, disclosures, STR forms, and pre-approval letters — they don't have key timeline dates and make the file harder to parse.
✅ Purchase Contract (HAR RR201)
✅ Counter Offer (HAR RR204)
❌ Addenda, Disclosures, Pre-Approval
Upload Purchase Contract or Counter Offer
📄
Drop contract PDF here or click to upload
Claude AI will extract all dates, names, and amounts automatically
Extracted from contract
✓ High confidence
Or update dates manually
Timeline Preview
💡 The Excel file replicates your exact HAR timeline template — same formula structure, section headers, color coding, and yellow completion date cells. Change B4 or B5 and everything recalculates.
0
Received
0
Missing
0
N/A
💡 Addenda vary by transaction — add, remove, and check off as you receive each one
+ Add Addendum to Checklist
Quick Add — Common Hawaii Addenda
Upload Addenda Files
📎
Drop addendum files here
PDF or DOCX · Upload one at a time or multiple
Uploaded Addenda Files
No addenda files uploaded yet
Upload tip: Upload addenda here separately from your main contract. After uploading, link each file to its checklist item using the "Link" button — this shows you at a glance which addenda have files and which are still missing.
0
Received
0
Pending
0
Total
Uploaded Files
⬆
Upload another document
Filter:
Current TC on File
Add Note
Quick Templates
Live preview — updates as you type
Closing
Urgent
Active
Done
Weekly Status
Week of
Agents
Agent
Property & Offer
Escrow
TC
Live preview
Closed Transactions
| Property | Client | Type | Price | Agent | Accepted | Closed Date | Days to Close | Actions |
|---|
🔔 Notifications & Deadline Alerts
Stay ahead of every HAR milestone — built for 16–30 active transactions
Settings & Team
Manage your profile, company info, team members, and roles
AR
My Profile
Admin
🏢 Company / Brokerage Info
Preview — Email Footer
AssistWorks LLC
tc@assistworksllc.com · (808) 555-0000
www.assistworksllc.com
👥 Team Members
🔐 Role Permissions
Admin
Full access — create, edit, delete transactions, manage team, view all reports
Coordinator
Create & edit transactions, manage timelines, documents, and notes. Cannot delete or manage team.
Agent
View and update their own assigned transactions only. Cannot access other agents' files.
Viewer
Read-only access to all transactions. Cannot edit, create, or delete anything.
⚙ TC Defaults
☁️ Google Sheets Connection
From your Google Sheet: Extensions → Apps Script → Deploy → Copy URL
How to set up in 5 steps:
1. Open your Google Sheet as tc@assistworksllc.com
2. Click Extensions → Apps Script
3. Paste the TxManager_AppsScript.gs script
4. Click Deploy → New deployment → Web app
Execute as: Me · Access: Anyone
5. Copy the URL and paste it above
1. Open your Google Sheet as tc@assistworksllc.com
2. Click Extensions → Apps Script
3. Paste the TxManager_AppsScript.gs script
4. Click Deploy → New deployment → Web app
Execute as: Me · Access: Anyone
5. Copy the URL and paste it above