Subscriptions
| Customer | Location | Service | Tier | Status | Setup | Recurring | Created |
|---|
Tasks
| Customer | Location | Service | Task type | Status | Period | Attempts | Scheduled for |
|---|
Applications
| Name | Phone | Desired zip | Notes | State | Progress | Applied |
|---|
Features
Switch a feature off and it leaves the portal — nav link, page and API. Anyone holding a bookmark gets a 404. Nothing is deleted; switching it back on restores it as it was.
Playbook
Open the playbook →
post markdown articles for the agents to read and search.
Prospects
Open the full prospects list →
moved to its own page to keep the console compact.
Agents
| Name | Phone | Capabilities | Goal | Territory | Onboarded |
|---|
Messages
| Subject | Lane | Urgent | State | Opened |
|---|
Territory sizing
| Zip | Total | Invisible | Unclaimed |
|---|
NC-wide prescan
| Zip | Total | Invisible | Scanned |
|---|
Score map
Cron jobs
| Job | Schedule | Started | Status | Detail |
|---|
Nightly reports
| Night | Business | Trigger | Queued | Status | Score | Detail |
|---|
Ledger
| Type | Status | Count | Total |
|---|
| Payee | Status | Count | Total |
|---|