Haida Consulting
Dashboard
Everything that needs your attention today, in one place
Calendar
Who's scheduled and who's on leave, across every client, next 14 days — plus anything your team adds
Clients
Manage all active and onboarding clients
ClientNichePackageStatusReportsLocationActions
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Add Report
Submit a report for a client — add niche-specific spot-check fields only when you choose to
Pick this independently of the client selected — e.g. run a café-style spot check on any client, not just café clients.
Invoices
Create, track, and manage all client invoices
InvoiceClientSubtotalVATTotalPaidBalanceDueStatusActions
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Complaints
Log, track, and resolve client or customer complaints — 3-strike escalation model
Action Tracker
Internal tasks and client-submitted requests, tracked separately
ActionClientOwnerDuePriorityStatusActions
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📁 Projects
Pipeline, tasks, timelines, risk, benefits and health — across every project, company and client
HR — Client Staff
Staff records, org structure, applicant pipeline and workforce health, in one place

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Contracts
Contract dates, renewal alerts, and retainer tracking per client
ClientTypeValueStartEnd / RenewalDays LeftStatusActions
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Documents
SOPs, handbooks, policies, and other documents shared with clients
DocumentClientTypeDate AddedLink / NotesActions
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Compliance & Infection Control
Regulatory bodies by jurisdiction · Staff health testing · Facility hygiene · Client-visible reports
Compliance & Infection Control
Regulatory bodies by jurisdiction · Staff health testing · Facility hygiene · Client-visible reports
📚 Master Library — Reference only. Edit body details here. To assign bodies to a client and track compliance, go to the client's profile → Compliance tab.
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Event Planner
Manage events Haida is planning or coordinating — inventory, production, vendors, timeline

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Client Onboarding
Track every step from first contact to first report — fill this in live on a call
Pending Approvals
Review and approve or reject edits made by your admin

No pending approvals.

Food & Staff Training
Independent training clients — sign in separately, request training, track status and renewal dates
Talent Pool
Everyone who's applied, not attached to any client yet — your standing bank of candidates on file
Courses
General, industry and role training progress — across every candidate and staff member
Interviews
Every interview session, its questions and the candidate's actual answers
Screening Tests
Sent as a standalone link — candidates never get portal access, just a one-off test
My Work — All Your Clients
Everything that needs your attention, across every client you support — no need to open each one separately
Payroll & Tax
Nigeria Tax Act 2025 (effective Jan 2026) — PAYE, pension, and NHF handled automatically. Confirm figures with your accountant as guidance on the new law settles.
Remittance Schedules (for tax/pension audits)
Accounting & Bookkeeping
Per-client books — visible only to the client themselves, the accountant, and you
Activity Log
Everything your admin and clients do, in order — visible only to you
My Details
Fill this in once — it's stored privately. Nobody on the team can see it, only Haida.
Personal Information
Agreed Schedule
Agreed Duties / Responsibilities
Guarantor
Next of Kin
Staff Records
Personal details, agreed schedule/duties, and guarantor info submitted by your team — visible only to you
Expenditure Tracker
Log all business spending — salaries, software, fuel, client expenses, and more
ItemCategoryVendorDateAmountClientNotesActions
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Income Tracker
Money coming into the company — paid invoices plus any other income, so you can see profit or loss against Expenditure
From Paid Invoices
Other Income

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