Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

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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

Invoices Required Checks

Expected Column(s) Resolved Column Status
customer_id / client_id customer_id OK
invoice_number / number / invoice_no / reference_no invoice_number OK
total_amount / invoice_total / total total_amount OK

Invoices Optional Checks

Optional Column(s) Resolved Column Status
property_id / home_id property_id Found
claim_id claim_id Found
inspection_id Not found Missing
status / invoice_status status Found
balance_due / amount_due / remaining_balance balance_due 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.

Invoices Preview

invoices
ID Title / Reference Status Date
1 INV-1001 paid