Dashboard
Monitor referrals, invoices, payments and local data health.
Saved locally
Invoice Status
Calculated from payments and due datesRecent Activity
Top Referral Partners
| Partner | Referrals | Invoiced | Outstanding |
|---|
Local Data Health
Download a backup regularly. Browser storage can be cleared by the user or browser settings.
Choose Palette
Preset and custom themes
ACTIVE THEME
Charcoal Gold
Dashboard, forms, buttons and invoices update together.
ActiveSecondary
Custom Branding Colors
Pick colors or paste HEX values.
Typography Management
Separate headings and paragraph/interface stylesHeadings
Paragraph & Interface
LIVE PREVIEW
EZ Transitions
Referral partner profiles, invoices, payments and reports use your typography settings.
Agent / Company Information
Invoice Defaults
Defaults are encrypted and reflected on the invoice.Payment Instructions Builder
Create formatted, print-safe payment instructions for invoices.
Live Invoice Preview
EZ
Partner Types
Categories
SourceExcel Workbook
| Partner Type | Category | Search Terms | Best Phase(s) | Why It Matters |
|---|
| ID | Partner | Business | Category | Default Fee | Referrals | Invoiced | Outstanding | Status | Actions |
|---|
Add Partner
Your unfinished referral is saved automatically in localStorage. Creating a referral does not create an invoice until you choose “Create Invoice” in Records.
New Referral
No draft changes
| ID | Partner | Client / Job | Date | Job Amount | Fee | Status | Invoice | Actions |
|---|
Manage Invoice Payment
| Payment ID | Invoice | Partner | Date | Amount | Method | Reference | Actions |
|---|
Your application data is protected by an encrypted local vault. Manage credential settings, lock behaviour, and recovery options here.
Security Settings
AES-GCM encrypted local vault with password/PIN protection.
CredentialPassword
Maximum session72 hours
Current session expires—
Last authenticated—