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

Payments Required Checks

Expected Column(s) Resolved Column Status
invoice_id invoice_id OK
payment_reference / reference_no / reference / payment_no Not found Missing
amount / payment_amount / amount_paid amount OK

Payments Optional Checks

Optional Column(s) Resolved Column Status
customer_id / client_id customer_id Found
status / payment_status status Found
payment_date / paid_at / received_at payment_date Found
method / payment_method / method_name payment_method 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.

Payments Preview

payments
ID Title / Reference Status Date
1 Record #1 completed