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Admin Dashboard

Admin Active
Overview
Everything that needs your attention, at a glance. Click a tile to jump to it.
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Pending Applications
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New Orders
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Contracts Awaiting Countersign
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Unpaid Invoices
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Active Services
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Pending Tasks
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Open Tickets
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Active Vendors
Recent Activity
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Applications
Review and manage incoming business applications.
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Total
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Pending
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Approved
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Rejected
Name Email Industry Date Status Actions
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Shop Orders
Plans submitted from the Build Your Plan configurator.
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Total
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New
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Contacted
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Closed
Customer Contact Services Total Date Status Actions
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Support Tickets
Respond to and resolve tickets raised by customers in the portal.
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Total
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Open
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In Progress
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Resolved
Customer Subject Category Date Status Actions
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Site Content
Basic Details
Logo
No logo
Social Links
Bank Account

Shown to customers/counterparties as payment details on invoices (portal.html Billing), signed contracts, and the published client roadmap. Leave blank to hide it everywhere.

Zelle QR Code

Upload a QR image (e.g. exported from your bank's Zelle screen). Shown alongside bank details wherever those appear — portal.html Billing, signed contracts, and the published client roadmap. Leave blank to hide it.

No QR uploaded
Site Content
Global Pricing
Promo Codes
Site Content
All Services
#ServicePhPriceType
Customers
Change Admin Password

Updates the password of the admin account you're signed in with.

Customers (Portal Users)

Click a customer to open Customer 360 — assign a product/service or draft a contract for them from there.

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Site Content
Manage the three team member profiles shown on the main site.
Team Member 1
Team Member 2
Team Member 3
Partners
Third-party vendors used to outsource services, and the markup rules applied when pricing their costs for a customer.
Markup Rules

Used by "Apply Rule-Based Markup" in a questionnaire report — service-level override wins over phase-level, which wins over the default.

Vendor Directory
Portfolio Margin

Vendor cost vs. client price across every saved questionnaire report, so margin isn't only visible one report at a time.

Service Management
Assign services to customers, configure parameters, and manage service lifecycle.
Assign Service to Customer
Check one or more — each becomes its own service assignment using the settings below.
Active Services
Customer Service Phase Progress Status Start Date Task Details Actions
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Tasks
The backbone for all work — create, assign, and complete tasks here. Completing a priced task automatically invoices the customer.
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Pending
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Overdue
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Unassigned
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Completed
Task Due Assigned Status Actions
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Invoices
Bill customers for completed or in-progress work. Customers see these in their portal Billing tab.
Create Invoice
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Total
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Pending
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Overdue
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Paid
Customer Description Amount Due Date Status Actions
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Questionnaires
Build a discovery questionnaire for a customer, send them the link, and review their answers when they're done — no login required on their end.
Each questionnaire is its own document, so questions can be different for every customer — build one from scratch or start from a template and edit freely.
Title Customer Status Date Actions
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Contracts
Build reusable contract templates, then generate a signed engagement for a customer or a 3rd-party vendor — each side signs via its own link, no login required.
Every contract is generated from a template, then customized per engagement — parties, effective date, delivery dates, and every clause can be edited before sending.
TitleTypeCounterpartyStatusEffective DateActions
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System
View activity history and changes across the system.
Filter
Timestamp User Action Resource Changes
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System
Configure email and SMS notification preferences.
Email Notifications
Notification Recipients
SMS Notifications (Pending Cloud Functions)