Platform admin
SaaS operator panel for tenants, revenue, billing risk, integrations, security, and global controls.
Tenant support access
Open a time-limited support session as a tenant company admin. A reason is required and every session is audited.
Support access history
Platform invoicing
Manual tenant billing ledger for monthly and annual contracts; live payment collection stays blocked until the provider gates pass.
| Tenant | Package | Contract | Billed so far | Yet to bill | Next invoice | Status |
|---|---|---|---|---|---|---|
|
Demo Trade Co
#1001 · demo@example.test
PF-2026-1001-002
|
Growth Monthly
Monthly package
|
GBP 1,188.00
2026-05-01 to 2027-04-30
|
GBP 198.00 | GBP 990.00 |
GBP 99.00
2026-07-01
|
Trial Conversion Due |
|
Harbor HVAC Ltd
#1002 · ops@harbor-hvac.example
PF-2026-1002-001
|
Scale Annual
Annual package
|
USD 2,989.88
2026-01-01 to 2026-12-31
|
USD 2,990.00 | USD 0.00 |
USD 0.00
2027-01-01
|
Fully Billed |
|
Northline Electrical
#1003 · billing@northline.example
PF-2026-1003-005
|
Growth Monthly
Monthly package
|
CAD 2,148.00
2026-02-01 to 2027-01-31
|
CAD 895.00 | CAD 1,253.00 |
CAD 179.00
2026-07-01
|
Auto Invoice Ready |
|
Metro Maintenance Group
#1004 · accounts@metro-maint.example
PF-2026-1004-001
|
Scale Annual
Annual package
|
AUD 4,589.82
2026-04-01 to 2027-03-31
|
AUD 2,295.00 | AUD 2,294.82 |
AUD 2,294.82
2026-07-01
|
Manual Review |
|
Spark & Flow Services
#1005 · owner@sparkflow.example
No invoice issued yet
|
Starter Monthly
Monthly package
|
GBP 468.00
2026-06-01 to 2027-05-31
|
GBP 0.00 | GBP 468.00 |
GBP 39.00
2026-06-15
|
Trialing |
|
Northern Gas Compliance
#1006 · admin@northerngas.example
No invoice issued yet
|
Pro Monthly
Monthly package
|
GBP 360.00
2026-06-01 to 2027-05-31
|
GBP 0.00 | GBP 360.00 |
GBP 30.00
2026-07-01
|
Auto Invoice Ready |
|
Coastal Facilities NZ
#1007 · owner@coastalfacilities.example
No invoice issued yet
|
Growth Monthly
Monthly package
|
GBP 1,188.00
2026-06-01 to 2027-05-31
|
GBP 0.00 | GBP 1,188.00 |
GBP 99.00
2026-07-01
|
Auto Invoice Ready |
|
Solo Spark Basic
#1008 · owner@solospark.example
No invoice issued yet
|
Basic Monthly
Monthly package
|
GBP 0.00
2026-06-01 to 2027-05-31
|
GBP 0.00 | GBP 0.00 |
GBP 0.00
2026-07-01
|
Auto Invoice Ready |
|
Expired Trial Plumbing
#1009 · owner@expiredtrial.example
No invoice issued yet
|
Pro Monthly
Monthly package
|
GBP 360.00
2026-06-01 to 2027-05-31
|
GBP 0.00 | GBP 360.00 |
GBP 30.00
2026-07-01
|
Auto Invoice Ready |
Manual override
Adjust or pause the next automatic invoice without changing the contract.
Platform accounting connection
Site admins can link the platform billing entity to the accounting system used for tenant invoices and payment reconciliation.
Tenant operations
Monitor subscription state, usage, and support risk across customers.
| Tenant | Plan | Status | MRR | Usage | Risk | Support | Detail |
|---|---|---|---|---|---|---|---|
|
Demo Trade Co
#1001 · demo@example.test
United Kingdom · seen Today
|
Growth | Trialing | $99.00 |
3 users
20 jobs this month
|
Watch | Start support | View tenant |
|
Harbor HVAC Ltd
#1002 · ops@harbor-hvac.example
United States · seen 11 minutes ago
|
Scale | Active | $299.00 |
18 users
284 jobs this month
|
Healthy | Start support | View tenant |
|
Northline Electrical
#1003 · billing@northline.example
Canada · seen 34 minutes ago
|
Growth | Active | $179.00 |
7 users
141 jobs this month
|
Healthy | Start support | View tenant |
|
Metro Maintenance Group
#1004 · accounts@metro-maint.example
Australia · seen Yesterday
|
Scale | Past Due | $459.00 |
22 users
619 jobs this month
|
High | Start support | View tenant |
|
Spark & Flow Services
#1005 · owner@sparkflow.example
Ireland · seen Today
|
Starter | Trialing | $45.00 |
2 users
38 jobs this month
|
Healthy | Start support | View tenant |
|
Northern Gas Compliance
#1006 · admin@northerngas.example
United Kingdom · seen 3 days ago
|
Pro | Suspended | $30.00 |
5 users
64 jobs this month
|
High | Start support | View tenant |
|
Coastal Facilities NZ
#1007 · owner@coastalfacilities.example
New Zealand · seen 2 hours ago
|
Growth | Active | $199.00 |
9 users
173 jobs this month
|
Watch | Start support | View tenant |
|
Solo Spark Basic
#1008 · owner@solospark.example
United Kingdom · seen Today
|
Basic | Active | $0.00 |
1 users
8 jobs this month
|
Healthy | Start support | View tenant |
|
Expired Trial Plumbing
#1009 · owner@expiredtrial.example
United Kingdom · seen 6 days ago
|
Pro | Expired Trial | $30.00 |
4 users
21 jobs this month
|
High | Start support | View tenant |
Plans
Current catalog, currency, trial, and tenant distribution.
Tenant plan mix
Billing provider readiness
Integration health
Security checklist
Policy, CSP, data request, and tenant-isolation readiness.
Demo management
Seeded demo data, route health, and reset readiness.
Scenario coverage
| Area | Status | Signals | Examples | Open |
|---|---|---|---|---|
|
Job workflow
Pipeline states and field-service blockers are represented.
|
Ready | 6 | blocked, completed, in_progress, invoiced, pending, scheduled | Open scenario |
|
Client lifecycle
Active customer, prospect, and inactive account states are available.
|
Ready | 3 | active, inactive, prospect | Open scenario |
|
Quote workflow
Draft editing, sent locking, approval, decline, and conversion are covered.
|
Ready | 5 | approved, declined, draft, sent, converted_to_invoice | Open scenario |
|
Invoice and payment
Draft, sent, unpaid, partial, paid, overdue, balance due, and payment reference states exist.
|
Ready | 6 | draft, overdue, paid, partial, sent, unpaid | Open scenario |
|
Team and dispatch
Technician skills, availability, crews, conflicts, and unassigned jobs are seeded.
|
Ready | 13 | backflow, compliance, customer-service, electrical, ev, gas | Open scenario |
|
Scheduling and booking
Current-week bookings cover jobs, meetings, reminders, potential clients, and weekend emergency work.
|
Ready | 6 | job, appointment, meeting, reminder, potential_client, weekend_emergency | Open scenario |
|
Recurring PPM
Weekly, monthly, quarterly, and annual maintenance agreement examples are seeded.
|
Ready | 4 | weekly, monthly, quarterly, annual | Open scenario |
|
Inventory and mobile
Catalog, truck stock, material movements, GPS, signature, and offline job scenarios are available.
|
Ready | 5 | catalog, truck_stock, material_usage, gps_check_in, signature | Open scenario |
|
SaaS admin
Tenant states cover trial, active, past-due, suspended, grace-period, and support access cases.
|
Ready | 6 | trialing, active, past_due, suspended, grace_period, support_login | Open scenario |
|
Integrations and AI
Accounting providers, two-way calendar sync, and guarded LLM setup states are represented.
|
Ready | 10 | accounting_10_providers, google_calendar, outlook_calendar, calendar_conflict, llm_guarded | Open scenario |
Import / export
Import jobs, validation reports, failed rows, export jobs, and download logs.
Import jobs
| Tenant | Type | Status | Rows | Undo | Ran by |
|---|---|---|---|---|---|
| Demo Trade Co #1001 |
Customers | Validated | 128 0 failed |
Available | demo@example.test 2026-06-12 09:35:00 |
| Metro Maintenance Group #1004 |
Jobs | Needs Review | 42 3 failed |
Blocked Until Review | ops@metro-maint.example 2026-06-13 15:20:00 |
Validation reports and failed rows
| Failed row | Tenant | Field | Error | Preview |
|---|---|---|---|---|
| #17 Job #4102 |
Metro Maintenance Group | status | Mandatory status is missing. | Office lighting retrofit, Greenwood Properties |
| #23 Job #4102 |
Metro Maintenance Group | client_name | Client name is required for job imports. | Emergency repair, status in_progress |
Export jobs and download logs
| Tenant | Dataset | Status | File | Ran by |
|---|---|---|---|---|
| Demo Trade Co | all | Completed | fieldops-all-export.csv | demo@example.test 2026-06-12 11:05:00 |
| Northline Electrical | invoices | Completed | fieldops-invoices-export.csv | billing@northline.example 2026-06-14 08:10:00 |
System health
App, database, auth, background job, API, storage, and mobile sync readiness.
Mobile / offline status
PWA, Android, iOS, offline queue, failed sync, and app version readiness.