Your admin dashboard
Visit /admin after signing in. This page is your daily home base. The top of the page is an org-wide stat row, then a client list with per-client cards, then your archived clients.
The org-wide stat row
Eight at-a-glance numbers across the top, in money-flow order: who's working, what's collected, what's owed, what needs action.
| Card | What it counts | Color cue |
|---|---|---|
| Clients | Total active clients in your org. Sub-line shows how many haven't onboarded to the portal yet. | Neutral |
| Active Sessions | Work sessions currently running across all clients. Sub-line names how many clients are on the clock right now. | Green when running |
| Total Collected | Lifetime sum of every payment received across every client. Pulled from BillingSnapshot.amountPaidCents. Refunds are not subtracted here (those show separately on the payment history page). | Green when there's revenue |
| Outstanding | Open invoices the customer can pay right now (Stripe status open or payment_failed) minus any partial payments. Does NOT include draft completion invoices waiting on you to send. | Red when there's a balance |
| Balance Pending | Draft completion invoices waiting for you to click Finalize & Send. The amount moves to Outstanding once you send. Click the card to see the list and jump into the contract page. | Yellow when there's a draft queued |
| Approvals Needed | Billable work currently blocked because a budget/overage/surcharge approval is pending. Until the client approves, the related project can't accrue billable hours. | Red when > 0 |
| Open Quotes | Dollar value of quotes sent but not yet accepted, declined, or expired. Revenue waiting on a signature. Sub-line shows how many distinct quotes are pending. | Yellow when there are open quotes |
| Surcharges /mo | Monthly run-rate of active recurring surcharges across every project. Quarterly fees get divided by 3, annual by 12, so everything reads as $/month. One-time fees aren't counted here. | Green when there's recurring revenue |
The client list
Below the stat row is a card per client with name, onboarding status, working status, and seven mini-stats (Outstanding, Balance Pending, Open Quotes, Unbilled, Surcharges /mo, Hours, Budget). Click anywhere on a card to drop into that client's workspace.
The mini-stats use the same definitions as the org-wide row but scoped to that single client. Hover any stat to read the full description.
Onboarding pair (top right)
Two paired CTAs above the notifications bell:
- Add Client for manual setup with no customer signature. Use for ongoing relationships, known referrals, or anything you've agreed to outside the portal.
- Send Quote for the customer-signs-priced-agreement path. Line items and totals are mandatory; the customer signs and pays a deposit before work begins.
Hint text under each spells out who signs so the difference is obvious at a glance.
What to do with each color
- Red (Outstanding, Approvals Needed): clear it. Each red card represents money you're owed or work that's stuck waiting on a client decision.
- Yellow (Balance Pending, Open Quotes): chase it. These are dollars almost yours if you take one more action (send the draft, follow up on the quote).
- Green (Active Sessions, Total Collected, Surcharges /mo): keep doing whatever's working. These are revenue indicators, not action items.
- Neutral (Clients): context, not signal.
Pending invoices banner
If you have draft completion invoices that need finalizing, a banner appears above the stat row listing them by client + project. Click any row to jump into the contract page where the Finalize & Send button lives.
Health alerts
Sometimes work on a client is blocked because of an approval state, a missing onboarding step, or an expired contract. Those alerts show up as a list under the Usage Monitor dropdown at the top right. Click any alert to jump to where it can be resolved.