Barely Artificial Console

Dashboard

Administrator

Overview

Welcome back, Paul

Your customer portal management area. This is where customers, projects, library items and bookings will be managed as the product grows.

Customers0Live data
Projects0Live data
Library items0Live data
Bookings0Live data

Recent activity

Placeholder
  • Customer list structure added
  • Console foundation approved
  • Customer portal access foundation tested

Next steps

  1. Build the live Library and customer visibility model.
  2. Connect records to Firebase later.
  3. Connect the Customer Portal to the live Library in v0.2.6.

Leads

Lead pipeline

Track prospects through Cold, Warm and Hot, then promote a Won lead into a real Customer and Project.

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Lead Customer Project Status Projected income Action

Customers

Customer management

Manage live customer organisations, access status and contact information stored in Firestore.

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Company Status Projects Users Owner Last updated Action

Projects

Project management

Track customer projects, status, ownership and customer projects using live Firestore data. Library access is managed separately.

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Project Customer Status Type Library items Time Last updated Action

Library

Library management

Upload a file or add a useful link once, then control whether it is internal, available to every customer, or shared with selected customers.

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Library item Category Source Visibility Status Last updated Action

Bookings

Booking management

Review training sessions, AI advice calls and project meetings. Add a booking here once it's arranged in Calendly (or another way) to keep a record.

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Booking Customer Type Status Date Time Action

Time Tracker

Log time

Log time spent per customer and project, and see totals, budget and remaining time at a glance. Click a project for its full session history.

Billing day length

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Project Customer Time Action

Reports

Reporting

Customers4Active records
Projects6Sample data
Library items—Live data shown on Dashboard
Bookings3Upcoming

Report Exports

Export functionality will be connected in a future release.

Date Range

Reporting uses sample data in this release.

Settings

Console settings

Control the basic configuration for the Console and Customer Portal. These settings are placeholders for now and will be connected to Firebase later.

Your account

Internal

Portal branding

Placeholder

Booking

Calendly

Admin access

Live

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Firebase

Connected
AuthenticationConnected
FirestoreConnected
StorageConnected

Notifications

Future
Email alertsOff
Booking confirmationsHandled by Calendly
Customer updatesNot connected yet

About

v0.1.6
Console versionv0.2.13 – Admin Invites
Customer Portal versionv0.2.1 – Firebase Authentication
Build typeFirebase-backed application