Welcome back
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Worksheet Inbox
Review, accept and reject engineer worksheets from the field
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Unassigned
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Awaiting Review
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Scheduled
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Need Invoicing
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Open inbox
Quotations
Build and send professional quotations — track approvals, revisions and accepted quotes in one place
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Draft
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In Progress
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Sent
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Won
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Needs Action
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Open quotations
Preferred Suppliers
Browse approved suppliers by trade category — goods and services partners with contact details and specialisms
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Categories
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Suppliers
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Goods
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Services
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Open supplier directory
Service Line Planner
Plan and manage service lines, resources and schedules
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Planned
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Variable
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Clients
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Open planner
Client Reports
Create, manage and publish client reports
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Total
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Published
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Drafts
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Open reports
Project Planner
Create and manage project plans — assign to clients, track progress, open the plan viewer or editor
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Plans
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Active
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Completed
Business Actions
Track open actions — assign to team members, set priority and due dates, monitor progress
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Open
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Overdue
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Mine
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Manage actions
Manage Clients
Add clients, users, projects and account settings
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Total
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Active
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Users
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Go to clients
System Settings
Quotation rates, worksheet config, reporting targets, SLP dropdowns and global portal settings — all in one place
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Systems
1
Live
4
Migrating
Open settings
Staff Management
Manage your engineers, subcontractors and admin team — skills, availability, compliance and assignments
⏳ Coming Soon
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Engineers
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Active
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Compliance Due
Invoices
Generate invoices from approved quotes — manage outstanding, paid and overdue billing with full audit trail
⏳ Coming Soon
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Raised
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Outstanding
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Overdue
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Total Clients
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Active
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Total Projects
Client Management
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Total Users
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Admins
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Client Users
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Active
User Management
👁 Preview as Client — Admin QA Tool
Client user rows show a teal 👁 Preview Client View button in the Actions column.
Click it to open that client's dashboard in a new tab — exactly as the client sees it — so you can QA-check the view before deploying. No password needed.
Email Templates
Customize email templates for sending client credentials and notifications.
Activity Log
System Settings
Auto-Logout / Session Timeout
Users are automatically signed out after the set period of inactivity. A 2-minute warning countdown is shown before sign-out, giving users the option to stay signed in.
Default: 30 minutes — recommended for client-facing portal
Default: 60 minutes — admins work longer sessions
Dashboard Reset Password
Security: This password is required to use the Reset All Data option in the Dashboard Editor. Keep it private. Default is
NLS@Reset2025!
Service Line Defaults
Master list used by all clients in the Service Line Planner. Changes apply on next client load.
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Data Backup & Restore
Important: Regularly backup your data to prevent loss when clearing browser cache. Export creates a JSON file with all clients, users, and dashboard data.
Export All Data
Download a complete backup of all clients, users, dashboards, and settings as a JSON file.
Last backup: Never
Import Data
Restore all data from a previously exported backup file.
Accepts .json backup files
⚠️ Backup Recommendations:
- Export data after adding or updating clients
- Keep backup files in a safe location
- Import will replace ALL current data
- Consider weekly backups for active systems
Current Data Summary
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Clients
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Users
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Dashboards
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Activities
Automatic Backup History
Auto-backups are created automatically when you add/update clients, users, or dashboards. They're stored in your browser for quick recovery. For permanent backup, use the "Export Data" button above to download to your computer.
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Scheduled Daily Backup
● DisabledHow it works: When the Admin Portal is open, a background timer checks every minute whether a backup is due. At the scheduled time it automatically downloads a full JSON backup for each client to your computer. Keep the portal open in a browser tab during scheduled hours.
Last backup: Never
Scheduled Backup History
| Date & Time | Type | Files | Size (KB) | Duration | Status |
|---|---|---|---|---|---|
| No scheduled backups yet | |||||
🚀 Release Manager
Complete every step in order — from coding session to live clients
PRODUCTION
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STAGING
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STEP 1
Start New Release
Format: DD-MMM-YYYY-X
STEP 2
Download Fresh Files & Upload to Staging
1. Download fresh files from the Publish tab in this coding session
2. Go to Ionos File Manager → open
/public/staging/
→ upload these files in order:
Start a release in Step 1 to see the file list.
STEP 3
Test on Staging — Complete Checklist
🔗 Open Staging Site
Opens staging login — sign in with your admin account to test
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🧪 Staging Test
📊 Data & Content
🖥 Console & Errors
🔖 Version Control
✅ Sign-Off
🕐 Release History
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All items must be ticked before sign off is available
STEP 4
Upload Files to Production
Go to Ionos File Manager → open
/public/
(the root folder — NOT staging) → upload these same files in order:
Complete testing and sign off first.
STEP 5
Go Live — Update version.json & Upload
⚠️ Read before clicking — 3 actions required
- Click Log Release below
- Copy the version.json text shown and save the file
- Upload version.json to
/public/on Ionos