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⚠️ Contracts Expiring Soon
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🔄 Renewals Expiring Soon
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📋 Recent Visit Reports
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📅 Upcoming Scheduled Visits
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📊 Asset Health by Customer
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🏷️ Top Issue Tags
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Clients
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Admin Users
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Contracts
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Visit Reports
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Status Definitions
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Asset Summary
Tags appear as checkboxes in visit reports when a section is marked FAILLoading…
🖼️ Portal Logo
⏱️ Session Timeout
hours of no re-login
Enforced in the browser (Supabase's server-side session limit requires a paid plan). Applies the next time each user's browser checks in.
🌐 GitHub Hosting
Lets clients publish website updates from their own Website tab. The portal commits directly to each client's connected repo — set the token here once, then connect each client's repo from Clients → Website. Requires the server-side setup in
supabase/HOSTING_SETUP.md to be completed once.
💾 Database Backup
Downloads every table's data as a .zip of JSON files, straight to your computer. Excludes SMTP/GitHub credentials — those are re-entered, not restored.
📈 Vercel Analytics
Lets clients see their site's visitor stats from their own Website tab. Set the token here once, then connect each client's Vercel project from Clients → Website.
🌐 GoDaddy DNS
Lets clients view their domain's DNS records from their own Hosting → Domains tab (read-only — the token should be scoped to read access only). Set the token here once, then connect each client's domain from Clients → Website. Requires the server-side setup in
supabase/DOMAINS_DNS_SETUP.md to be completed once.
✉️ Email Alerts (SMTP)
Sends automatic reminder emails to admins, the customer, and their staff when a contract or software renewal reaches one of the day thresholds below. Requires the server-side setup in
supabase/SETUP.md to be completed once.
Sends 2 sample emails (one contract-style, one software-renewal-style) using the exact same template real alerts use, clearly marked as tests.
📣 Send Marketing Email
Upload an Excel (or CSV) file — every cell that looks like an email address is picked up automatically, regardless of column layout. Anyone who has unsubscribed before is skipped, and an unsubscribe link is added to every email automatically. Sent via the SMTP account configured above, so keep lists reasonably sized.
0 recipient(s) found
Campaign History
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