Manage Record
Platform operations
Track account health, plan distribution, and tenant activity across the SaaS from one founder-level workspace.
Recent Platform Activity
Tenant management
Review account status, plan alignment, billing health, and open the active tenant workspace when you need to drop into operations.
Tenant Accounts
Tenant detail
Review plan fit, account status, billing health, and usage before entering the tenant workspace or handing off to support.
Plan catalog
Keep plan packaging, included features, and tenant distribution visible from a founder-level commercial view.
Founder activity
Review cross-tenant audit history for support, accountability, and founder oversight without leaving platform mode.
Founder usage
See which parts of the product are being used most, where people are spending time, and how usage breaks down across roles and tenants.
Top Used Areas
Usage by Role
Recent Usage
Billing oversight
This founder view is ready for future finance integrations. For now it surfaces billing posture, overdue exposure, and renewal placeholders.
Platform settings
Founder-level configuration categories are staged here so the platform shell has a clear administrative home above tenant settings.
Retention Policy
Policy Visibility
Tenant Defaults
Provisioning RulesFuture defaults for tenant onboarding, trial duration, and initial workspace settings.
Template DefaultsFuture report/output defaults that can be rolled out platform-wide.
Future Platform Controls
IntegrationsBilling, CRM, and internal tooling touchpoints will land here.
Custom FieldsPlatform-wide field policy and schema governance placeholder.
PreferencesFounder-layer defaults for shell behavior, notifications, and future governance.
Operations at a glance
Use the shell to move between active inspections, client records, and account settings without leaving the workspace.
Platform Snapshot
Inspections
| Inspection # | Company | Location | Status | Inspection Date | Report # | Actions |
|---|
Selected Inspection
Select an inspection from the left to view details.
Related Profiles
Linked Inspection Context
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DRAFT
Edit Notes / Comments
Add Inspection Asset
Add Deficiency
Add Image Record
Deficiency Summary Rows
Add Deficiency Summary Row
Inspections
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Inspection
Back to Inspections
Search Results
Search across the main tenant records and jump directly into the right workspace context.
Companies
| Company | Location | Contact | Status | Actions |
|---|
Contacts
| Contact | Company | Title | Email / Phone | Status | Actions |
|---|
Locations
| Location | Company | Site Code | Address | Status | Actions |
|---|
Assets
| Asset Name | Asset Tag | Company | Location | Equipment Type | Manufacturer / Model | Status | Actions |
|---|
Profile settings
Keep your working identity current so the platform reflects the right operator context across the app shell.
Profile Details
Account Context
Privacy Preferences
Essential activity records are always retained for security and support. Product-improvement analytics remain optional and follow both tenant-wide and user-level consent.
System settings
This section is the future entry point for tenant configuration and platform administration. Existing preferences remain available below while deeper settings are staged.
Available Now
Notifications
Adjust inspection, assignment, and report delivery preferences.
Security
Review login identity and maintain current password settings.
Planned Categories
Tenant SettingsOrganization-level identity, defaults, and report behavior.
OfficesFuture multi-office structure and operational organization.
Custom FieldsReport and inspection-specific metadata extensions.
IntegrationsExternal systems, exports, and automation touchpoints.
PreferencesWorkspace-level defaults and user-facing behavior controls.
Privacy & Analytics
Essential operational activity is always retained for security, accountability, and support. Product-improvement usage analytics are optional and only record when tenant analytics is enabled.
Tenant Activity
Notification preferences
Tune the signal level for inspections, assignments, and report milestones without changing operational workflows.
Security controls
Review the current login identity and maintain local account security settings in one place.
Login Identity
Change Password
Interim local handling only until full authentication flows are added.