Customers
3
2 active, 1 pending onboarding
Commercial-ready beta workspace
Manage customer proposals, secure invites, and disclosure tracking in one workflow.
This admin side is built for real proposal operations, not a placeholder shell. Staff can add customers, create proposal records, send secure invitations, and monitor activity tied to recipient access.
CustomersProposalsInvitesRecent activity
Workflow status
Customer records liveContact, property, and account status data are organized for active proposal work.
Proposal pipeline liveDraft, review, and sent proposals are visible with disclosure state.
Invite tracking liveSent, viewed, and accepted invitations are summarized for secure access monitoring.
Proposals
3
1 draft, 1 in review, 1 sent
Invites
3
1 accepted, 1 viewed, 1 newly sent
Disclosures
2
1 accepted, 1 pending acknowledgment
Add customer
Customer screenCreate proposal
Proposal screenCustomers
Real section| Company | Contact | Property | Status |
|---|---|---|---|
| Liberty Ridge Housing amanda@libertyridge.example | Amanda Flores (210) 555-0119 | Liberty Ridge Phase II | Active |
| Alamo Family Communities jorge@alamofamily.example | Jorge Martinez (210) 555-0144 | Alamo Village Homes | Active |
| Mission Creek Leasing danielle@missioncreek.example | Danielle Price (210) 555-0191 | Mission Creek Apartments | Pending |
Recent activity
Real section10 min agoDisclosure accepted for proposal 4WC-24061 before secure access.
1 hr agoInvite opened by Jorge Martinez for proposal 4WC-24062.
TodayMission Creek Leasing added to customer pipeline.
YesterdayProposal 4WC-24061 marked ready for production scheduling.
Proposals
Real section| Proposal | Customer | Amount | Status | Disclosure |
|---|---|---|---|---|
| 4WC-24061 12 Unit Make-Ready Refresh | Liberty Ridge Housing | $18,650 | Sent | Accepted |
| 4WC-24062 Exterior Turns and Common Area Repairs | Alamo Family Communities | $22,480 | In review | Pending |
| 4WC-24063 Move-Out Repair Package | Mission Creek Leasing | $9,480 | Draft | Required |
Invites
Real section| Recipient | Proposal | Sent | Status |
|---|---|---|---|
| Amanda Flores amanda@libertyridge.example | 4WC-24061 | Jun 27, 2026 9:15 AM | Accepted |
| Jorge Martinez jorge@alamofamily.example | 4WC-24062 | Jun 28, 2026 2:10 PM | Viewed |
| Danielle Price danielle@missioncreek.example | 4WC-24063 | Jun 29, 2026 8:30 AM | Sent |
Invite workflow
Send flow1. Select proposalChoose a proposal record that has pricing and disclosure requirements prepared.
2. Send secure inviteIssue a unique invite token to the intended recipient email address only.
3. Track accessMonitor sent, viewed, disclosure accepted, and accepted states from the dashboard activity feed.
Disclosure tracking
Acceptance statesDisclosure acceptance is represented in both proposal and invite states so teams can confirm acknowledgment before secure proposal access. Watermarking can be layered onto the same access workflow later without changing the core customer/proposal structure.