🌿 Zippy Admin

Pending Applications

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Started, not submitted 0

People who filled in the first screen of the Pro application in the last 30 days but never submitted it β€” worth a call or a text to see if they'd like to finish.

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Verification Issues

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Active Pros

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Promo Codes

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Percent off the pre-tax services subtotal on one booking. Zippy absorbs the discount (Pro pay unchanged). Not available on multi-property bookings.

Gift Cards

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Total Sold
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Total Redeemed
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Outstanding Liability
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Total Gift Cards
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Pro Store Orders

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Orders
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Revenue
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Shipped
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Needs Attention
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Support Tickets

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Property Damage Claims

Damage reports customers submitted through the portal claims page or the Genie (Terms §9). Zippy shares the report with the pro and facilitates contact — Zippy assumes no liability. Update the status as you work each claim.

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Bookings by Source

Which ad or referring site brought each booking (ZD-411). First-party only: the campaign tags on the link the customer clicked (utm_source / utm_medium / utm_campaign / utm_content), the ad platform's click id, or the referring site. Tag every ad link with UTM parameters or it lands in "(none)". Zippy Market jobs are excluded.

Financial Report

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Net Profit
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Total Revenue
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Pro Payouts
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Stripe Fees
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Sales Tax
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Profit Margin
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Transactions
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Avg Order Value
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Total Refunds
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Cancelled Value
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Cancelled Bookings
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Cancelled Recurring

Breakdown by Period

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Tax Center

Upcoming Filing Deadlines

Quarterly Tax Summary

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Total Revenue
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Transactions

1099 Year-End Report

Annual payouts per connected account, split into Zippy Pros (services) and Zippy Market sellers (goods), flagged at the $600 reporting threshold. A working hand-off for your CPA β€” not an official IRS filing.

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Pros to Report (≥$600)
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Pro Payouts (total)
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Sellers to Report (≥$600)
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Market Sales (gross)

πŸ‘· Zippy Pros β€” Services (1099-K)

πŸ“¦ Zippy Market Sellers β€” Goods (1099-K)

Basis: Pro figures are the total actually settled to each Pro's Stripe account during the year β€” across every payout type (service completion, tips, team-up splits, rush handoffs), net of any reversals (read directly from Stripe transfers). Market figures are gross sale prices from paid orders. Because all payouts are card-settled, both groups are most likely 1099-K (NEC only applies to direct, non-card-settled payments).

Threshold: Flagged at $600 (conservative). Confirm the exact current-year federal and state thresholds with your CPA.

Stripe Reports

Download official reports from Stripe for your accountant and tax filings.

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Balance Summary

Monthly summary of charges, refunds, fees, and payouts.

Open in Stripe
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Payout Reconciliation

Detailed breakdown of each payout to your bank account.

Open in Stripe
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Tax Documents (1099-K)

Official tax forms for IRS reporting (available after year-end).

Open in Stripe
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All Reports

Access all available Stripe reports and downloads.

Open in Stripe
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Pro Payout Records

All transfers to Pro connected accounts (for 1099s).

Open in Stripe
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1099 Tax Forms

Stripe-generated 1099-NEC forms for Pros earning $600+.

Open in Stripe

How to Download Stripe Reports:

  1. Click any button above to open Stripe Dashboard
  2. Select the date range (match it to your tax quarter)
  3. Click "Download" or "Export" (usually top-right)
  4. Choose CSV format for your accountant

For Texas Sales Tax: Use the "Balance Summary" report - the "Gross" column shows total revenue collected.

For Federal Taxes: Download the 1099-K from Tax Documents after January (covers previous year).

Filing History

Work Orders Map

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Age (Pending):
< 1 hour
1-4 hours
4-12 hours
> 12 hours

Work Orders List

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πŸ›’ Market

Listings the AI moderator flagged for human review. Approve to release for the seller to drop off and activate. Reject to cancel and free the locker.

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πŸ“ Market Interest

Pros and customers OUTSIDE the service area who asked for Zippy where they live β€” from the forms on pros.zippydoes.com and zippydoes.com, and from the Pro Genie. A market needs both sides: customers to book and pros to claim.

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