Dashboard
| Document | Workflow | Completion | Filed / Required | Progress |
|---|
Processing queue
| Title | Type | Waiting on | Source | Arrived |
|---|
Document Reviews
Repairs App Vendor Invoice
| PO | Vendor | Invoice # | Total | Kind | Status | Sent | Actions |
|---|
Drivers
| Name | Status | TLC | Bank Info | OCR | Bekman | Files | Latest Close | Contact ID |
|---|
Salesforce Sync
| Status | Source | Started | Finished | Vehicles | Medallions | Contracts Uploaded | Contracts Skipped | Error |
|---|
Bekman Sync
| Status | Source | Started | Finished | Processed | Updated | Skipped | Errors |
|---|
Bank Form Activity → Salesforce
| Status | Source | Started | Finished | Scanned | Synced | Unchanged | Errors |
|---|
Bank Document OCR
| Status | Source | Started | Finished | Processed | Extracted | No match | Errors |
|---|
Tickets
Payment status
Owed to the city — Awaiting first city sync| Violation date | Created | Driver | Medallion | Plate | Type | Reason | Fine | Status | City status | City due | City paid | City fine | Judgment | SMS | Ack | Approval | Receipt ID | SF Case | Enrichment | Summons |
|---|
Violation Payments
| Summons | Plate | Medallion | Violation date | City status | City payment | Judgment | Driver charge | Receipt ID | Driver | Reason | Paid detected |
|---|
Scanned documents
| Document | Parse | OCR chars | Extracted | Match | Linked ticket | Imported | Actions |
|---|
SMS queue
| Driver | Phone | Tickets | Oldest ticket | Batch age | Status | Send error | Message preview | Actions |
|---|
Who approved sends, cleared the queue, or removed batches.
| When | Who | Action | Details |
|---|
Violations Snowflake Sync
TAXI_DW.PUBLIC.FCT_TICKETS into MongoDB.| Status | Source | Started | Finished | Fetched | Inserted | Warnings | Filter |
|---|
Violations Open Data Sync
nc67-uf89 into MongoDB violations.openData.| Status | Source | Started | Finished | Selected | Updated | Outstanding | Notes |
|---|
Document Queue
Add individual files, a whole folder, or a ZIP. Each upload creates one batch you can track below.
The server reads each file, extracts text, and assigns a document type. This runs automatically about every 5 minutes.
Classified documents become file records. Confident matches link to drivers, medallions, or vehicles; others appear under Unclassified.
Classification and ingest run on a schedule. Use Run ingest now below if you want to pull in results immediately after a batch finishes.
Upload documents
PDFs, images (PNG, JPG, TIFF, WebP), or ZIP archives.
No files selected yet.
Upload batches
Track what you uploaded and whether classification has picked it up.
| Batch | Status | Uploaded | Files | Size | By | Note |
|---|
Ingest runs
When classification output is ready, ingest creates or updates file records in the library.
| Status | Source | Started | Finished | Scanned | Linked | Unclassified | Failed |
|---|
Medallions
| Name | Status | Liability Policy | WComp Policy | Vehicle | VIN | Drivers | Medallion ID |
|---|
Vehicles
| Name | VIN | Status | Vehicle ID |
|---|
Integrations
Google Drive
Read, download, and upload files.
| Account | Status | Connected |
|---|
Gmail
Read messages and attachments. Sign in as the mailbox itself, for example receipts@signaltaxi.com.
| Account | Status | Connected |
|---|
File type requests
Settings
Driver portal documents
Choose which driver-linked document categories appear on the portal. Unclassified files and violation scans are never shown.
Repairs App Vendor Invoice review
Needs review, Rescan requested, and the dashboard count include an invoice or purchase order dated on this day or later. Earlier ones stay in Invoice scans and Purchase orders. Move the date earlier to review older history.
Permissions
Choose who can approve a new file type proposed from Classify. Until someone is listed here, nobody can approve.
Locations
Places the dispatcher can pick. Retiring a place hides it from new requests. Existing requests keep showing it.
| Name | Address | Coordinates | Status |
|---|
MCP access
Connect Claude
In Claude, open Settings, then Connectors, then Add custom connector. Paste this address and sign in with Salesforce or Clerk. Only an email on the People list can get in. Nothing is emailed to them.
Revoke this user's current session so the new permissions apply now?
The new permissions are saved. They sign in again in Claude and get the updated tools and documents.