Client Portal
Sample Mechanical Services Co. (fictional) · what the client sees
Example contract math (example only):
$11,000 gross − $250 audit credit = $10,750 net
Deposit $5,375 (50%) + Progress $3,225 (30%) + Final $2,150 (20%) = $10,750 check sum ✓ matches net
Milestones
- Deposit verifiedVerified
- Build milestonesIn Progress
- PilotLockedLocked: Build milestones not yet reviewed in portal and verified by admin in Client OS.
- ProductionLockedLocked: Pilot not signed off; Progress payment not verified in Square/Mercury.
- Final acceptanceLockedLocked: Production not yet reviewed and verified by admin.
- WarrantyLockedLocked: Final acceptance not given; Final payment not verified.
A stage unlocks only when the previous stage is reviewed in the portal AND verified by an admin in Client OS AND any payment gate is verified in Square/Mercury. Never by percent complete, never by a portal click. A page view is not approval.
Payments
Failed, refunded or reversed payments go to human review. They never advance a milestone automatically. No live payment connection in this demo.
Jobs and evidence
Submitted is not Verified. Verified means an admin reviewed it in Client OS, with a date and name. No evidence in this seed is Verified.
Agreement — View Only
SAMPLE — NOT SIGNEDStandard Implementation — Core Operating Record. Signing happens in Documenso, not here.
Change requests
Support
Mon–Fri 9am–5pm ET. Normal: 1 business day · High: 4 business hours · Critical: acknowledgement within 1 hour during warranty.
Times are for acknowledgement only. Not 24/7, and not a guarantee of a fix.
Export my data
Your records are yours. No lock-in.
Warranty is not maintenance. Maintenance is $1,000/mo, a separate opt-in only — never added automatically.