Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

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Rollout

Rollout Room Command Center Readiness Status Review Summary

Imports

Review import-ready datasets, file placement guidance, table readiness, and pre-import checks for 4 P’s.

Exports Audit System Status
Customers
1
Properties
1
Plans
1
Inspections
8
Claims
1
Invoices
1
Payments
1
Customers Properties Plans Inspections Claims Invoices Payments

Customers Required Checks

Expected Column(s) Resolved Column Status
full_name / name / customer_name / display_name Not found Missing
email / email_address email OK

Customers Optional Checks

Optional Column(s) Resolved Column Status
phone / phone_number / mobile_phone phone Found
status / customer_status status Found
notes / note notes Found

Import Rules

  1. Put imported PHP pages in the same main 4 P’s folder as your other app pages unless paths are intentionally rewritten.
  2. Verify the destination table exists before attempting any import routine.
  3. Prefer stable IDs for related records, especially customer_id, property_id, plan_id, inspection_id, claim_id, and invoice_id.
  4. Check required columns first, then optional columns, before importing batches.
  5. Back up your database before running large imports.
  6. Use system-status.php and audit.php after imports to confirm the data chain is complete.

Customers Preview

customers
ID Title / Reference Status Date
1 Record #1 active