Admin Dashboard
Admin ActiveOverview
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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Open Tickets
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Pending Tasks
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Unpaid Invoices
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Active Services
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
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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.
Industry WhatsApp Routing
Each application's quiz report is sent via WhatsApp to the number responsible for that industry — e.g. the team member or group handling that sector. Leave a field blank to skip routing for that industry.
Site Content
Global Pricing
Promo Codes
Site Content
All Services
#ServicePhPriceType
Access Control
Change Admin Password
Updates the password of the admin account you're signed in with.
Customers (Portal Users)
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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
Site Content
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.
| Title | Type | Counterparty | Status | Effective Date | Actions |
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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)