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

Plans Required Checks

Expected Column(s) Resolved Column Status
customer_id / client_id customer_id OK
property_id / home_id property_id OK
plan_name / name / title plan_name OK

Plans Optional Checks

Optional Column(s) Resolved Column Status
status / plan_status status Found
start_date / effective_date Not found Missing
end_date / expiration_date / expires_at Not found Missing
monthly_price / monthly_amount / monthly_rate monthly_price 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.

Plans Preview

plans
ID Title / Reference Status Date
1 4 P’s Standard Protection Plan active