This guide covers everything you need to manage new SONAN store locations from day one through grand opening and beyond.
Visit launchpad.sonantech.com. The app is protected by Cloudflare Zero Trust Access — you will be prompted to verify your email address with a one-time code.
If your administrator has enabled the fallback password login, go to /login.html and enter the shared admin password.
The dashboard (/index.html) is your home screen and gives a full picture of all active location openings at a glance.
At the top you'll see six stat cards:
| Stat | What it means |
|---|---|
| Total Locations | All non-archived locations in the system |
| Active Openings | Locations not yet marked Open or Archived |
| Due Today | Tasks whose due date is today, not yet Done |
| Overdue | Tasks past their due date that are not Done — shown in red if >0 |
| Critical Tasks | Open tasks with Critical priority across all locations |
| Blocked | Tasks currently marked Blocked — need attention |
Each active location appears as a card showing:
Click View → on any card to open the Location Detail page for that location.
The Locations page (/locations.html) lists all locations including archived ones. You can filter by status using the chips at the top.
| Status | Meaning |
|---|---|
| Planning | Location identified, not yet committed — lease negotiation in progress |
| Lease Signed | Lease executed, full onboarding begins |
| Buildout | Construction / tenant improvement work in progress |
| Pre-Opening | Construction done, final inspections, staff training, inventory |
| Open | Store is live and trading |
| Archived | Hidden from dashboard — location cancelled or historical reference |
Click the ✏️ Edit button on any location card (Locations page) or the Edit Location button inside Location Detail to update any field, including changing the status.
Click View → on any location to open its detail page. This is your primary workspace for managing a specific location. It has five tabs: Tasks, Reminders, Lease Dates, Budget, Progress.
The Tasks tab is where you manage the full onboarding checklist for this location.
Each row has an inline status dropdown. Click the dropdown in the Status column and select the new status — it saves automatically without a page reload.
| Status | When to use |
|---|---|
| Not Started | Default — task has not been worked on yet |
| In Progress | Actively being worked on |
| Waiting | Waiting on a third party (contractor, vendor, landlord, city) |
| Done | Fully complete — counts toward progress % |
| Blocked | Cannot proceed — flag for management attention |
| Priority | Meaning |
|---|---|
| Critical | Legal deadlines, rent commencement, health & safety, opens/permits with hard dates |
| High | Important but not legal deadline — signage, technology setup, key vendor confirmations |
| Normal | Standard onboarding tasks |
| Low | Nice-to-have, can slide if needed |
Above the task table, use the filter dropdowns to narrow the list:
Click ✏️ on any task row to open the edit modal, or 🗑 to delete. You will be asked to confirm before deletion.
All tasks belong to one of these 13 categories:
The Reminders tab shows all reminders linked to this specific location. You can add, edit, or delete reminders directly here without leaving the location page.
Click + Add Reminder to create one. See the Reminders Page section below for full details on reminder fields.
This tab displays the key financial and legal dates for the lease:
These are read from the location record. To update them, click Edit Location at the top of the page.
The Budget tab shows all budget items for this location with a live summary at the top.
Furniture · Fixtures · Equipment · Signage · Electrical · Plumbing · HVAC · IT/Technology · Permits/Fees · Professional Services · Contingency · Other
Click ✏️ Edit on any row to update it, or 🗑 to delete. Mark items as Paid and enter the payment date once invoices are settled.
Shows a visual progress bar for each of the 13 task categories, so you can see at a glance which areas are on track and which need attention. Each bar shows completed tasks vs. total tasks in that category.
Navigate to Tasks in the sidebar to see every task across all locations in one table.
Use the pill-shaped filter chips at the top to narrow results:
Active filters turn navy blue; the Overdue toggle turns red. Click any chip again to clear that filter.
Navigate to Reminders in the sidebar for a global view of all reminders across all locations.
Reminders are date-based alerts for recurring or one-off obligations — lease renewals, rent payments, insurance renewals, HVAC service appointments, permit expirations, and more. Unlike tasks, reminders can recur automatically.
Custom · Task · Lease Deadline · HVAC · Rent · Insurance · TI · Utility · Signage · Gross Sales
| Status | Meaning |
|---|---|
| Active | Open and upcoming — will appear in the calendar and email digest |
| Done | Completed — removed from upcoming views |
| Dismissed | Acknowledged but not actioned — hidden from active views |
| Cancelled | No longer relevant |
Use Generate Reminders (on the Reminders page) to bulk-create standard reminders for a location based on its lease dates. This creates reminders for rent payments, HVAC services, gross sales reports, and lease expiry warnings — pre-configured with the correct dates and priorities.
A daily email digest is sent each morning listing reminders due soon. Email intervals per priority are set in Settings.
Navigate to Calendar in the sidebar for a visual month-based view of all tasks and reminders.
Each day cell shows up to 3 events (tasks or reminders) with colour coding:
Click any event to see its full details in a popup.
Click on any day cell (the blank area, not an event) to open the Add Event dialog with that date pre-filled:
Click List next to the Month/List toggle to see all events for the current month as a sorted list instead of a grid.
Above the calendar grid, use the Filter and Sort chips to narrow or reorder events:
The All Locations chip in the top-right filters the entire calendar (and the Upcoming Reminders section below) to a single location.
Below the calendar grid, all active reminders for all locations (or the selected location) are shown sorted by earliest date first. Each card shows the date badge, title, location, type, and priority. Click any card to see full details.
Navigate to Budget in the sidebar for a cross-location budget overview.
Select a location from the filter chip at the top to filter budget items and summary stats to one location. You must select a specific location before the + Add Budget Item button becomes active.
The five stat cards show: Total Estimated, Total Actual, TI Eligible total, Non-TI (out-of-pocket) total, and Variance (actual minus estimated).
Click ✏️ Edit on any row to modify it. Click 🗑 to delete (confirmation required). Update the Paid field and enter the Payment Date once an invoice is settled.
Navigate to Reports in the sidebar. Use the Report Type selector to switch between five report views:
| Report | What it shows |
|---|---|
| Location Overview | Progress %, task counts, target opening, rent start, and overdue count for every location |
| Overdue Tasks | All tasks past their due date, sorted by location — use this for weekly review meetings |
| Critical Items | All open Critical priority tasks — focus list for management |
| Tasks by Category | Count of tasks in each status per category — shows where work is concentrated |
| Budget Summary | Aggregated budget: estimated vs actual, TI eligible, paid status per item |
Use the Location filter to scope any report to a single location. Click 🖨 Print to print or save as PDF.