# SSDIWorkflow User Manual SSDIWorkflow is a local-first iPhone web app for SSDI work evidence and risk tracking across gig work, self-employment, and part-time work. It does not connect to work, mileage, or other private accounts. It uses your entries, exports, statements, mileage reports, and saved evidence files. ## Main Goal The main goal is organized SSDI work documentation: - Track gross earnings, expenses, miles, and work hours. - Split total work time into active work and waiting/available time. - Track work source and work type. - Warn before conservative SSDI risk points. - Keep official proof organized for SSA, taxes, or benefits review. The app does not guarantee SSDI approval, protect benefits by itself, or make SSA decisions. It helps you know what you worked, what you earned, what evidence you have, and what needs review before SSA asks. ## Private Vault And Lock The first screen asks you to create a passphrase. SSDIWorkflow uses that passphrase to encrypt work records, notes, imports, evidence names, settings, and timer data on this device. Do not forget the passphrase. The app cannot recover encrypted records without it. Use Lock before sharing the phone or computer. Use Hide to blur dollar amounts, mileage, notes, review text, and entry details when someone is nearby. Hide is only a privacy screen; Lock is the real protection. Evidence files should stay in iCloud, Files, or another private folder. SSDIWorkflow records names and paths so you can find them later; it does not securely store the original screenshots or documents. Export CSV and Backup JSON monthly, then keep those files somewhere private. Backup JSON is readable by whoever has the file. ## Supported Work Sources The app can track: - Delivery app - Package delivery - Rideshare - Grocery delivery - Retail delivery - Freelance work - W-2 job work - Other work The delivery activity CSV importer remains available as an optional source-specific tool. ## iPhone Install 1. Host the `dist` folder on a static host such as Netlify, GitHub Pages, or Cloudflare Pages. 2. Open the hosted URL in Safari on iPhone. 3. Tap Share. 4. Tap Add to Home Screen. 5. Open SSDIWorkflow from the Home Screen. ## Daily Work Flow 1. Select your SSDI status. 2. Tap Start work. 3. Select work source and work type. 4. Start mileage tracking if mileage applies. 5. Work in the relevant app or job. 6. Save screenshots/statements/time records if available. 7. Return to SSDIWorkflow and tap End work. 8. Enter gross pay, expenses/fees, miles, active time, wait time, and notes. 9. Use the hour/minute selectors for Active time and Wait time, or enter time as `hh:mm`. Start + End fills Total time; if Active time is entered, Wait time can auto-fill. 10. Choose auto percentage or manual tax set-aside. 11. Check evidence boxes and tap Save. ## Tax Set-Aside Use tax set-aside to reserve money after each 1099 or self-employment session. - Auto percentage: uses a percentage of gross pay minus cash expenses, so you can set money aside after each work session. - Manual amount: uses the exact amount you enter. - Estimated self-employment tax: uses the IRS self-employment tax rate of 15.3% against 92.35% of positive self-employment tax profit. This is planning only. It does not replace a tax return, Schedule C, Schedule SE, or advice from a tax professional. ## Common Fees Track common gig-work costs separately: - Gas. - Oil / maintenance. - Phone / data. - Platform / service fees. - Tolls / parking. - Supplies / phone / other fees. - Other business expenses. These cash expenses reduce SSDI net estimate and tax profit estimate. Mileage deduction is tracked separately for 1099/self-employment work. If you use the IRS standard mileage deduction, do not treat gas/oil as a separate tax mileage deduction. The app tracks gas/oil as cash outflow and evidence, while mileage deduction remains separate. ## Saving And Verifying When you tap Save work, the entry is saved locally inside the app and should appear in the Entries tab. iPhone web apps cannot automatically open the Files folder after a local save. To verify file-based evidence: 1. Save the work entry. 2. Open Entries and confirm the entry appears. 3. Use Export CSV, Export CSV to Files, or Backup JSON. 4. For iPhone, use Export CSV to Files when you want the native share sheet and folder picker. Use Export CSV if you want the browser download folder. ## Package Delivery For package delivery work, select: - Work source: Package delivery. - Work type: 1099 / gig work. Recommended package delivery workflow: 1. Tap Start work before your block. 2. Track business miles for the block. 3. Tap End work after the block. 4. Enter block pay as gross pay. 5. Enter miles, tolls, parking, supplies, and any other costs. 6. Use auto tax set-aside, commonly 20% to 30% until your tax preparer gives you a better rate. 7. Save work screenshots/statements as evidence. ## Older Work Without Mileage App Records For older work from before you tracked mileage, enter the pay/time evidence and label the mileage gap clearly. Do not make up mileage. Use: - Work source: Delivery app, Package delivery, Rideshare, Grocery delivery, Retail delivery, or Other. - Work type: 1099 / gig work. - Gross pay: official work app or pay record total. - Active time: official active/work time if shown. - Total/wait time: Dash time minus active time. - Mileage source: No mileage record, unless work app, odometer, or map evidence is available. - Evidence saved: Earnings screenshot/statement checked. - Mileage app entry: unchecked. - Older work before mileage tracking: checked. If you have a reasonable map or odometer estimate, select Map estimate or Odometer and explain it in notes. For SSDI evidence, clean pay/time proof with a clearly labeled mileage gap is safer than guessed mileage. ## SSDI Status Selector Benefit program: - SSDI only: use SSDI work-risk markers and evidence tracking. - SSI only: use the app for work records and SSI wage-reporting reminders; SSDI warnings may not apply. - Both SSDI + SSI: show SSDI risk markers plus SSI wage-reporting reminders. - Not sure: keep records and confirm your program/status with SSA or a benefits counselor. Applying / claim pending: - Use while your SSDI application is still under review. - The app warns conservatively because work during a claimed disability period can affect SSA's decision. Reconsideration / appeal pending: - Use while appealing or waiting for reconsideration/hearing decisions. - The app uses the same conservative SGA caution style as claim-pending mode. Awarded - before/during trial work period: - Use after award if trial work period months may matter. - The app warns around the 2026 trial work amount and 80-hour self-employment marker. Awarded - trial work period used / EPE: - Use after the trial work period when SGA comparisons may affect payments. Not sure: - Use this if you do not know which SSDI work rule period applies. - The app shows stricter caution messages until your status is confirmed. ## Warning Logic The app uses these 2026 reference controls: - Conservative net warning: $1,000. - Trial work amount: $1,210. - Self-employment hour marker: 80 hours/month. - Conservative SGA warning: $1,400. - 2026 non-blind SGA: $1,690. - 2026 blind SGA: $2,830. These are tracking estimates, not SSA decisions. Reporting requirements, deductions, IRWE, subsidies, unsuccessful work attempts, and other facts can matter. ## SSI Scope Note SSDIWorkflow is primarily an SSDI work-evidence tracker. SSI has different income-counting and reporting rules. If you receive SSI or both SSI and SSDI, keep using SSA's official reporting methods. SSA asks SSI wage reporters to report monthly wages early in the following month, and it separately asks people to report self-employment or other income changes by the tenth day of the month after the change. Keep pay stubs, self-employment records, and receipts with your app exports. The app can help organize SSI-related work records, but it does not calculate SSI payment reductions, deeming, in-kind support, resource limits, or state supplement rules. When SSI or Both SSDI + SSI is selected, the Checklist tab asks you to mark SSI wage-reporting proof as saved. Add an Evidence note after reporting wages, such as an SSA Mobile Wage Reporting confirmation, pay-stub report note, or other wage-report record. If a warning appears, reduce or pause future work, save official proof, check expenses, export records, and consider contacting SSA or a benefits counselor. Do not delete or falsify true entries. ## Delivery Activity CSV Import Use the Import tab with an available delivery activity CSV export. The app estimates: - Active order window: order created to delivery. - Pickup wait/order handling: order created to pickup. - Pickup-to-delivery time. - Possible waiting gaps between order windows. - Session window by day, rolled up by month. This is activity evidence only. It is not official pay proof. ## Universal Work Evidence Import Use Import > Universal Work Evidence Import for delivery app, package delivery, rideshare, grocery delivery, retail delivery, mileage app, other work screenshots, or manual evidence text. Leave Source app on Auto-detect for the Shortcut workflow. The web app does not secretly read other iPhone apps and does not send screenshots to a server. On iPhone, open the screenshot in Photos, use Live Text to copy the visible text, paste it into SSDIWorkflow, then tap Fill work log for review. You can select multiple screenshot files in the Import tab to keep their names with the review notes. The web version still needs OCR text from iPhone Live Text or the Shortcut; selecting image files by itself does not read text from screenshots. Every import separates what the evidence appears to prove: - Pay evidence. - Work time evidence. - Mileage evidence. - Delivery/order or route activity evidence. - Confidence: verified, estimated, missing, user-entered, or reconstructed from records. Work app screenshots can help prefill earnings, total time, active time, and miles when visible. Package delivery screenshots can help prefill block pay, block time, and visible route miles. Mileage app screenshots are best for mileage, expenses, and mileage/tax evidence; review carefully because mileage app text is usually mileage proof, not official income proof. If the Shortcut text contains `MILEAGE TEXT:` and `EARNINGS APP TEXT:`, Auto-detect separates the sections and merges mileage evidence with the earnings app work log. Use Import mode to control matching: - Auto-detect: best default for Shortcuts. - Weekly summary: use work app weekly summary with mileage weekly summary for the same date range. - Per-shift detail: use one work session detail with one matching mileage trip/drive detail. Do not mix a single work session with a weekly mileage summary. If a weekly work app date range is detected, the app stores the range in notes and uses the range start date for the required Date field. Always review and correct the filled Log fields before saving. OCR can misread decimals, dollars, and time. Confirm gross pay carefully: mileage deductions and tax-savings estimates are not income and should not be added to gross pay. Never assume one screenshot proves pay, miles, and hours. Delivery activity CSV is activity/timing evidence, not pay or mileage evidence. Mileage app text is mileage/tax evidence unless you intentionally confirm manually entered income there. For per-shift work app + mileage app imports, the work app controls pay and work time. The mileage app controls mileage and mileage-trip duration. Clock times such as `12:47 PM` are start/end times, not active-time durations. If work and mileage start/end times are close, the app notes that the mileage trip appears to match the session; if they are far apart, it asks you to confirm the match. If the same day has multiple sessions, save each session as a separate entry; the Entries tab shows daily totals and off-work gaps separately. Duration fields accept the hour/minute selectors, `hh:mm`, `1h 48m`, or `1 hr 48 min`. If you enter a compact value such as `148`, the app stops you and asks for `01:48` so it does not save 148 hours by mistake. Miles accept exact mileage app decimals such as `29.61` or `31.58`. Shortcut options: - Simple: have the Shortcut copy OCR text, open SSDIWorkflow, then tap Paste from Clipboard inside the Import tab. - Semi-automatic: have the Shortcut URL encode the OCR text and open `https://ssdiworkflow.pages.dev/#text=ENCODED_TEXT_HERE`. SSDIWorkflow will fill the import text box, then you tap Fill work log for review. The full iPhone Shortcut build guide is in `SSDIWorkflow_Shortcuts_App_Integration_Generic.md`. Build two shortcuts: Start Workflow and End Workflow. Start Workflow records the start time. End Workflow records the end time, asks for one or more screenshots/proof files, extracts available iPhone OCR text, and opens SSDIWorkflow with a draft for review. Keep the section labels exactly as `MILEAGE TEXT:` and `EARNINGS APP TEXT:` so Auto-detect can separate mileage proof from pay/time proof. ## Shortcut Setup Tab Use Proof > iPhone shortcut setup to copy the exact Cloudflare URL templates, iCloud base folder, and CSV headers into Apple Shortcuts. The Import tab also accepts the three Shortcut CSV files directly: - `Work_Session_Started.csv` - `Work_Session_Completed.csv` - `Import_Queue.csv` Shortcut CSV imports are treated as preliminary review records. They do not silently create final work entries. Use them to confirm that the Shortcuts captured the right dates, sessions, pay, miles, and evidence files before saving the final work log. ## Evidence Tab Use the Evidence tab to save: - General income statements or pay records. - Work app monthly statements. - Mileage/tax reports. - 1099 forms. - Receipts. - Other proof. Evidence records can be separated by source and renamed with a clean pattern. Choose: - Evidence source: Delivery app, Package delivery, Mileage app, Rideshare, Grocery delivery, Retail delivery, Receipt, or Other. - File prefix: `dash`, `package`, `mileage`, `receipt`, or another short category. - Evidence type: pay proof, time proof, mileage proof, receipt, weekly summary, monthly statement, 1099, symptom/work note, or other. - Session number and evidence date. Then tap Generate file name. The app suggests paths like: ```text Evidence/2026/2026-05/2026-05-16/Delivery_app/dash_pay_session-01_2026-05-16.png Evidence/2026/2026-05/2026-05-16/Delivery_app/dash_receipt_session-01_2026-05-16.png Evidence/2026/2026-05/2026-05-16/Mileage_app/mileage_mileage_trip_session-01_2026-05-16.png ``` The web app records the suggested file name and folder path. iPhone Safari cannot silently rename files inside iCloud Drive, so use the suggestion when saving from Shortcuts or Files. Monthly Reconcile compares tracker gross and miles to official evidence records. If official gross is higher than tracker gross, use the official statement amount for SSDI review until corrected. From Entries, tap Use for evidence on a saved work session to prefill the Evidence form. You can then add uploaded file names or iCloud locations and save the evidence record. ## Monthly Checklist Use the Checklist tab before closing the month. It checks whether the selected month has: - Work sessions. - Official income proof. - Mileage proof when miles are logged. - Receipts when expenses or fees are logged. - Delivery activity import when delivery work exists. - Tax set-aside review when tax profit is positive. - Monthly CSV export evidence. - Backup JSON evidence. When something is missing, add the proof in the Evidence tab or export the needed file from the Export tab. ## Tax Features The app estimates mileage deduction using year-specific business mileage rates: - 2025: $0.70/mile. - 2026: $0.725/mile. The tax profit estimate is: Gross earnings - business expenses - mileage deduction This is a planning estimate, not tax advice. ## Backup And Restore Use Export > Backup JSON regularly. This saves: - Work entries. - Delivery activity import summaries. - Evidence records. - SSDI stage settings. Use Restore backup to replace current local app data with a saved backup. Use Export > Danger Zone > Reset all data only when you intentionally want to remove test data from the current device. Export a Backup JSON first. To unlock the reset button, type `DELETE` or `delete`, then confirm the warning. ## Evidence Hierarchy For SSDI and tax review, prefer: 1. Official income statements and 1099s for income proof. 2. Source-specific exports, such as delivery activity CSV, for activity/time estimates. 3. Mileage reports for mileage proof. 4. Receipts for business expenses. 5. SSDIWorkflow for organized monthly review and warnings. ## Privacy Data is stored locally in browser/Home Screen app storage unless you export it. The app does not send your entries to a server.