Gmail & Notifications
Manage the LienTrackIt business Gmail connection and notifications.
✉ LienTrackIt Gmail Notifications
Business inbox: lientrackit@gmail.com
Connect lientrackit@gmail.com securely to show recent inbox sender, subject, date, and unread count. Email bodies and attachments are not accessed.
Partnership Dashboard
Separate oversight for Partner licenses, Partner customer companies and LienTrackIt commissions.
Sign in as Master Owner and refresh to check actual Partner records. Stripe billing is not yet integrated.
Partnership Management
Choose a section to review the planned licensing and revenue structure.
Partner support credits, technician charges and support revenue belong to each Partner and are excluded from LienTrackIt commission reporting.
Partner Accounts — Including Pending
Partner records will load from Supabase.
Affiliate Management
Generate individual referral codes and links. Affiliate commissions are separate from Partner licensing.
Generated links currently lead to the early-access interest form, not a paid signup. Referral attribution, verified Stripe commissions and payouts are not yet connected. Do not promise earned commissions until those features are tested.
Referred registrations: Not connected · Paying referred customers: Not verified · Commissions pending/earned/paid: Not verified. These figures will be populated only after customer referral attribution and verified payment ledger integration.
Affiliate Commission Policy — V15.11.6
Regular subscribers: Commission is based on the original Basic and state package selected at first signup, and on eligible renewals only when the Affiliate agreement is recurring. Later upgrades, added states, improvements, templates and other service fees are excluded.
Partner referrals: Commission applies only to LienTrackIt’s eligible revenue portion of the referred Partner’s own $799/month or $7,990/year license. The Affiliate never earns on that Partner’s customers. Partner referral rates and revenue allocation must be verified before payment automation is activated.
Payment status: Referral signup attribution, verified Stripe commission ledger, payout onboarding and automatic transfers are still under development. No commission payments are initiated by this test build.
Existing Affiliate Accounts & Referral Links
Create New Affiliate / Edit Selected Affiliate
Partnership Accounts
Partnership licenses are separate from standard subscribers and from monthly or annual billing cycles.
Partner activation, agreements, transfers, enrollment links and Stripe Connect are not yet connected. No Partner accounts are represented as active by this screen.
Partner License
$799 monthly or $7,990 annually. Not published on the public pricing page.
Each Partner manages their own paying customer companies, internal staff and support services.
Required before activation
Signed agreement, approved customer assignments, secure enrollment, payment verification and Master Owner approval.
Add New Partner
Create a pending Partner account. No login, Stripe subscription, or billing is activated automatically.
Convert Existing Customer to Partner (Pending)
Select an existing Customer Account already marked Partner Account. This links the same company file to Partner Management. It does not activate a subscription, change state access, or grant Partner Admin permissions.
Partner Accounts on File
Propose Customer Assignment
Choose Whitmore Construction or another existing company. This creates a pending assignment; their current subscription, login and state access stay unchanged.
Return Customer to Direct LienTrackIt Subscription
Request a return to the basic one-state plan. This logs the request for review. It does not switch billing or remove state access. Confirm the Partner is fully paid and verify Stripe billing before completing any transfer.
Partner Customers
Partner customer companies are distinct from their Clients, debtors, and property owners.
The Partner-customer association and enrollment backend has not been deployed. Existing Whitmore Construction and Whitmore Financial records have not been moved or changed.
Planned hierarchy
Partner → Paying customer companies → Each company's Clients, invoices, lien workflows, notices and calendars.
Partners control their own support credits, technician rates and support packages. LienTrackIt receives no commission on Partner support services.
Partner Commissions
Commissions on verified Partner customer subscription and state-upgrade payments only.
Stripe Connect payment confirmation and commission ledger are not implemented. No fabricated earnings or payment totals are shown.
Commission schedule by enrollment cohort
| Paying Partner customers | LienTrackIt share |
|---|---|
| First 50 | 15% |
| 51–100 | 10% |
| 101+ | 5% |
Each customer retains their original cohort rate. Partner-provided support services are excluded (0% commission).
Partner Revenue Projection — Illustration Only
Model the progressive marginal commission on $199/month per paying customer. This is not connected to Stripe and does not represent earned revenue.
Good morning, Veronica!
Here’s what’s happening with your LienTrackIt business today.
Review subscriber/Partner packets, sandbox planning, and test-account safety requirements. Production sandbox and account deletion are not yet enabled.
Open Onboarding Preparation ↗ Sandbox & Cleanup Planning ↗Needs My Attention
Open the appropriate working queue. Partnership and commission reporting are not yet connected.
Subscription Snapshot
Your recurring membership business at a glance.
Affiliate Program
Owner-only referrals, accounts and commission reporting
Needs Attention
Items that may need your review.
Lien & Notice Activity
Current workflow activity across customer companies.
Support Queue
Open support work by status.
Customer Overview
Customer account status.
Customers
Quick Actions
Go directly to the work you need to do.
Recent Activity
Latest Owner and platform events.
Customer Setup
Accounts moving through onboarding.
Support Overview
Support usage and financials.
Managers & Employees
Manage LienTrackIt internal team roles separately from customer-company users.
Managers and Employees are LienTrackIt personnel. They are not automatically members of any customer company. Company access and financial visibility are separate permissions.
Platform Team
Managers and Employees will be managed here as the platform's back-office team.
| Name | Role | Status | Financial View | Action | |
|---|---|---|---|---|---|
No platform staff records have been created yet. | |||||
Support Operations Hub
Access tickets, technicians, credits and authorized customer support from one place.
Owner Support Mode
Select a company only when you need to assist it. The active company remains identified while Support Mode is in use.
Company access is restricted by existing authorization rules. Exit Support Mode using the persistent banner.
Support Management Dashboard
Manage tickets, technicians and Managers from one workspace.
Ticket Workload
View all tickets or narrow the list to one technician or Manager.
Team Roles & Rates
Add Support Tech access to your account or an existing Manager without replacing their role.
Support Team
Adding a Support Tech record does not create a login. Managers must already have their own verified sign-in to work tickets. Bank details stay with Stripe.
Support Techs
Manage Support Techs, their active status, assignments, and support work access.
A Support Tech does not own a customer company. Deactivation or replacement removes the Tech's access/assignment without deleting or orphaning company records.
Support Tech Roster
Assignments remain tied to support work, not company ownership.
| Name | Status | Assigned Companies | Open Tickets | Action | |
|---|---|---|---|---|---|
No Support Tech records have been created yet. | |||||
Support Credits
Control credit periods, usage, rollover, additions, deductions, expiration, and balances.
Credit Ledger
| Date | Type | Amount | Reason | Period |
|---|---|---|---|---|
No credit ledger records available yet. | ||||
Support Tickets
Manage the support queue, assignments, status history, messages, and work recorded against support credits.
Support Queue
| Ticket | Company | Subject | Status | Assigned Tech | Credits | Action |
|---|---|---|---|---|---|---|
No support tickets available yet. | ||||||
Upgrade Requests
Handle account, state-access, subscription, administrator, and other customer requests directly from the Master Owner portal.
Request Queue
Approve state access and account changes here. Every decision is recorded.
| Request | Company | Requested | Submitted | Status | Action |
|---|---|---|---|---|---|
No customer requests available yet. | |||||
Prospective Customer & Partner Documents
Owner-controlled information packets to share with interested applicants before approval or onboarding.
LienTrackIt Partnership Opportunity & Break-Even Presentation
Branded three-page presentation explaining the Partner business model, the $799 monthly platform fee, fixed $199 customer subscription, five-customer break-even example, progressive 85% / 90% / 95% Partner shares, and Partner responsibilities.
Audience: Prospective Partners · Stage: Before final onboarding · Master: Owner controlled
↓ Download Master Partnership PresentationThis is the standard master PDF. Personalizing a recipient's name and sending the document are not yet automated. Download and personalize before sharing. No email is sent by this action.
Prospective Customer Applications
New applications submitted from LienTrackIt.com. Separate from active customer Upgrade Requests and technical Support Tickets.
New Customer Registration Requests
Prospective customers who joined the pre-launch waitlist or requested registration.
| Company | Contact | Plan | Billing | States | Submitted | Status | Action |
|---|---|---|---|---|---|---|---|
No registration requests available yet. | |||||||
Subscription & Revenue
See recurring membership revenue, state add-ons, package mix, upcoming payments, cancellations, and billing history in one place.
Customer Memberships
Current package, add-ons, billing cycle, next payment, and account status.
| Company | Package | State Add-Ons | Monthly | Annual | Billing | Next Payment | Status |
|---|---|---|---|---|---|---|---|
Loading billing records… | |||||||
Subscription Event Ledger
Package changes, state approvals, billing changes, and account events are retained for audit and customer support.
| Date | Company | Event | Amount | Billing Status | Payment Due | Notes |
|---|---|---|---|---|---|---|
No subscription events recorded yet. | ||||||
Profit, Margin & Operating Costs
See support profitability, recurring operating costs, and the monthly cost of running LienTrackIt.
This reporting area is Master Owner-only by default. A Manager can receive view-only access only through an explicit Owner-controlled permission, and the Owner can revoke it.
Operating Cost History
Every amount change is preserved so past months are not rewritten when today's cost changes.
| Effective | Cost | Category | Amount | Recurring | Changed By | Change Reason |
|---|---|---|---|---|---|---|
No operating cost history yet. | ||||||
Financial Reports — Print / PDF / CSV
Recorded support financial entries and operating costs for the selected period. Subscription MRR is a forecast, not recognized cash revenue.
Accounting note: This is a recorded-data report, not a certified complete P&L. It excludes subscription receipts and expenses that are not recorded as financial entries, and it does not infer payments from MRR or subscription events. CSV is a review/mapping worksheet, not an automatically posted QuickBooks journal.
Support Financial Entries
| Date | Type | Description | Revenue | Cost | Profit |
|---|---|---|---|---|---|
No support financial entries available yet. | |||||
Master Template Library
Maintain the central document templates used by customer workspaces. Customer access is controlled by approved state access.
Templates are maintained once here. Customers do not edit the master library. When a template changes because requirements or source material change, update it here and publish the new version to the applicable customer state access.
All Master Templates
You can review, edit, deactivate, and update every template from this Owner-only area.
| Template | State | Type | Version | Status | Generation | Updated | Action |
|---|---|---|---|---|---|---|---|
Loading templates… | |||||||
State Lien Law Library
Maintain state-specific public lien rights and statutory requirements. Draft records are not visible to customers.
All 50 States · 22 research reports received
Select a state to review, edit, and publish. Publishing changes the customer-facing Lien Rights reference; it does not approve a filing template.
| State | Statute | Status | Revision | Last reviewed | Action |
|---|---|---|---|---|---|
| Loading… | |||||
Owner Settings
Master Owner controls for access, customer classification, support permissions, and protected platform administration.
Customer Types
Click a category to open Customer Accounts filtered to that customer type.
Access Controls
Open the actual role-management area for each platform role.
Audit & Security
These are working links to the protected records and audit log.
LienTrackIt Company Profile
Master Owner only. Saved securely to your Supabase company profile.
My Master Owner Password
Change your own LienTrackIt login password at any time while signed in.
Audit & Security
Master Owner view of recorded support and platform activity.
Audit records are read-only here. They identify the action, customer company when applicable, related ticket, details, and timestamp.
Security & Support Activity
| Date / Time | Action | Company | Ticket | Details |
|---|---|---|---|---|
No audit activity has been recorded yet. | ||||
Good afternoon.
Here's what needs your attention today.
What needs attention?
LienTrackIt keeps the most important account activity in front of you.
Priority Queue
Items requiring attention
Lien Workflow
Current account activity
Pending Invoice Drafts 0
Unfinished invoices saved for this company — not included in billing or statements
Recent Invoices
Latest account activity
| CLIENT | DEBTOR | INVOICE | STATE | DUE DATE | AMOUNT | STATUS |
|---|
Payment Calendar
Track payment due dates and upcoming lien actions.
September 2026
Upcoming Actions
Payments and lien workflow items requiring attention
Select a Date
Payment activity for selected date
Incoming Actions
Invoice List
Clients
Manage contractor accounts, debtors, terms, assignments, and project relationships.
| Client | Contact | Phone | Open Invoices | Open Balance | Status | Action |
|---|
Debtors
One debtor account across all associated Clients, invoices and Notices of Assignment.
| Debtor | Associated Clients | Open Invoices | Outstanding Balance | NOA Attention | Action |
|---|
Debtor Account
Receivables, Client relationships, assignment notices and communications. Client lien workflows remain on the Client account.
Notice of Assignment Tracking
One record for each covered Client–Debtor relationship, not one notice per invoice.
| Client | Debtor | NOA Status | Sent | Acknowledged | Expiration | Action |
|---|
Client Account
Client and debtor relationship record.
Client
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Debtor / Property
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Company Settings
Upload your company logo and letterhead for statements and generated documents.
Company Information
These details appear on printed statements and document headers.
Company Profile
Customer legal identity and mailing contact, stored in the customer profile.
Users & Permissions
Review users assigned to this customer account. New logins must be provisioned securely; do not share passwords.
Invite a Company User
Invite a user using their own email address. They will choose their own password. Do not share passwords.
Company Logo
PNG, JPG, JPEG, WEBP, or SVG. The logo is used on printed statements and generated documents.
Company Letterhead
Upload your approved letterhead file. Image letterhead is directly printable; PDF/Word files are saved with this company as the source letterhead template.
How Branding Is Used
Statements and printable documents use the saved company identity. Image letterhead is placed at the top of the printed page, with the logo and company information available as a fallback.
Invoices
Original invoices, balances, payment status, and lien eligibility.
Unfinished Invoice Drafts
Drafts are stored separately from saved invoices and do not affect statements or lien deadlines.
| Invoice | Client | Debtor | Amount | Paid | Balance | Due Date | Buy Back Date | Status | Action |
|---|
Lien Workflow
Track invoices from past due through notice and lien action.
LienTrackIt Workflow
Once an invoice reaches its past-due date, the workflow automatically begins. Payments can stop the process when the invoice is paid in full, while the complete payment and statement history remains preserved.
Lien Workflow Pipeline
The workflow moves through these stages.
▣ Lien TrackIt Calendar
Company-wide lien calendar. It tracks lien dates and actions across all active invoices. The Payment Calendar remains separate.
| Client | Debtor | Invoice | State | Balance | Due Date | Status | Next Action |
|---|
Invoices
Open an invoice to review payment and workflow information.
| Invoice | Client | Debtor | Balance | Due Date | Status | Action |
|---|
Workflow Activity
Recent automatic and user actions
Customer Accounts
Manage the companies that subscribe to LienTrackIt. Your Master Owner account is separate from customer operating data.
You control the LienTrackIt platform. Customer companies are separate accounts and subscriptions. You are not an operating user of their lien data unless you intentionally access their account for support.
Customer Companies
Each company gets its own account, subscription, users, and operating records. Billing and retention status are controlled from this Owner area.
| Company | Account Status | Billing | Next Payment | Seats / Users | State Access | Action |
|---|
Membership & State Access
Master Owner controls each company's onboarding profile, home state, and purchased state packages.
Documents
View the documents already generated for your invoices and lien workflow.
Keep invoices, statements, notices, lien documents, proof of service, and supporting records organized and connected to the correct client, debtor, invoice, and workflow.
State Access
All 50 states are shown. Your package controls which states are active and how additional states are requested.
State Access Request History
Your submitted state requests and Owner responses are kept here as your backup record.
Document Records
| Document | Type | Client / Debtor | Invoice | State | Status | Date | Action |
|---|
History & Reports
Review your lien workflow history, filter the record, and print the selected history to PDF.
Lien Workflow History
Use the filters to create the exact history report you need.
Available Reports
Customer reports will remain tied to your company's records.
Billing & Subscription
Review your LienTrackIt subscription, state package, billing cycle, and payment status.
Subscription Details
Your current subscription cost, state add-ons, billing cycle, and next scheduled payment are shown here. Live automatic payment collection will connect when Stripe is enabled.
Billing & Access History
A permanent record of package changes, state add-ons, approvals, and billing amounts.
| Date | Event | Amount | Billing | Details |
|---|---|---|---|---|
No billing events recorded yet. | ||||
Upgrade Requests
Send state-access, subscription, administrator, or other account requests directly to the LienTrackIt Owner portal.
Your Requests
Requests are handled inside LienTrackIt so you can see their status without relying on email.
| Request | Details | Submitted | Status | Owner Response | Action |
|---|---|---|---|---|---|
No account requests submitted yet. | |||||
Updates & Release History
See what changed in each version, review fixes and improvements, and keep your testing record in one place.
Release History
Release notes remain available after the update notice is dismissed.
Version 15.9.20 Test Checklist
Mark each test as Working, Needs Attention, Not Working, or Not Tested. Add notes so the next fix cycle has a precise record.
Support Center
Submit requests, monitor ticket status, and review the history of support work for your company.
LienTrackIt Support is actively working in this company. Customer operational changes are temporarily paused until the support session ends.
My Company's Support Tickets
Only tickets belonging to your company are shown here.
| Ticket | Subject | Status | Submitted | Last Updated | Action |
|---|---|---|---|---|---|
No support tickets submitted yet. | |||||
Support History
Open a ticket to see status changes and support responses.
User Manuals
Edit both manuals here. Customer chapters appear to customers only when you publish them.
Chapters
Select a chapter
Save Draft keeps changes private. Publish makes customer chapters available in the Customer User Manual. Only Master Owner can edit in this test release. Screenshots can be linked now; direct image upload and delegated editing are not yet enabled.
Customer User Manual
Published instructions from LienTrackIt. Customers cannot edit this manual.