Welcome
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Nieuwe aanvragen
In behandeling
Afgerond
Totaal aanvragen
Aanvragen overzicht
Status overzicht
Overige aanvragen
Recente aanvragen
| Aanvraag | Partner | Status | Laatst bijgewerkt |
|---|
Activiteiten
Request Funnel
Conversion overview of your request process.
Requests Over Time
Overview of requests over the selected period.
Status Overview
Other Requests
Top Business Clients
Based on completed requests
| Client | Requests | Completed | Revenue |
|---|
Revenue & Margin Overview
Financial overview of the selected period.
Advisor Performance
Based on completed requests
| Advisor | Completed | Avg. per Day | Avg. Lead Time | Revenue |
|---|
Active Employees
Active Advisors
Assigned Active Requests
Unassigned Requests
Staff Management & Performance
Manage Employees and Advisors, monitor workload and open their assigned requests.
| Staff member | Role | Advisor type | Active workload | Completed | Last login | Status | Actions |
|---|
Removed Requests
Cancelled website and registration requests. See when each item was removed.
| Type | Request | Contact | Details | Submitted | Removed at | Status | Action |
|---|
Private Label Requests
Website homepage form requests marked as Private Label.
| Request | Client | Address | Submission | Property | Status | Action |
|---|
New Requests
Newly submitted requests that still need review or initial handling.
| Request | Client | Address | Submission | Property | Status | Action |
|---|
Requests In Progress
Quotes, accepted assignments, inspections and registrations currently being processed.
| Request | Client | Address | Submission | Property | Status | Action |
|---|
Completed Requests
Finished requests move here automatically when their status is changed to Completed.
| Request | Client | Address | Submission | Property | Status | Action |
|---|
Cancelled Requests
Requests cancelled by an administrator or account manager. They are excluded from every active list and can be restored.
| Request | Client | Address | Cancelled | Reason | Status at cancellation | Action |
|---|
Quotes
Your claimed requests with an open Moneybird quotation awaiting acceptance.
| Request | Client | Address | Quote | Status | Action |
|---|
Private Customers
Private requests you can access (unclaimed new requests and your claimed workload).
| Request | Client | Address | Status | Action |
|---|
Business Customers
Business requests linked to Company Accounts in your accessible workload.
| Request | Client | Company | Status | Action |
|---|
Call Appointments
Claimed requests that still need a customer call or follow-up contact.
| Request | Client | Phone | Status | Action |
|---|
Inspections
Your claimed requests with an inspection date from Bessy planning.
| Request | Client | Inspection | Advisor | Status | Action |
|---|
Support
Need help with a request or portal access? Send a report to operations.
Your report is sent to the Energielabelspecialist operations team. Admins review reports in Support Inbox.
My Inspections
Jobs assigned to you via Bessy.
| Request | Address | Inspection | Status | Action |
|---|
Schedule
Upcoming inspections assigned to you.
| Date & Time | Request | Address | Status | Action |
|---|
Documents
Energy Label PDFs and documents for your assigned jobs.
Self-Billing Invoices
Your self-billing invoice records. Automatic amount calculation is not enabled until fee base rules are confirmed.
| Invoice | Request | Completion | Fee % | Total | Payment |
|---|
Support
Need help with an inspection or portal access? Contact operations.
Support tickets are handled by the Energielabelspecialist operations team. Admins review them in Support Inbox.
Support Inbox
Issue reports from employees, advisors and portal users. Admins review and follow up here.
| When | From | Role | Subject | Status | Action |
|---|
Registration Requests
Review website registration/application form submissions. You can open details or approve and create a user account when needed.
| Applicant | Contact | Property | Reason | Status | Action |
|---|
Business Customers
Create a Company Account once, reuse it for future requests and automatically apply its billing settings to Business invoices.
| Customer # | Company | Type / KVK | Primary Contact | Requests | Invoices | Portal | Actions |
|---|
Invoices
Manage invoices and payment statuses.
| Invoice Number | Request Number | Client | Date | Amount | Status | Action |
|---|
Advisors with completed inspections
Completed inspections
Total for invoicing
Invoices generated
Advisors & completed inspections
Select advisors to include, expand a row to review inspections.
| Advisor | Completed | Customer incl. btw | Fee % | Amount for advisor | Status | Action |
|---|
Configuration
Calculation basis is locked to customer price including VAT × advisor fee (55/60/65%).
Portal Activity
Everything that happens across the portal — by administrators, account managers, advisors and customers.
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Request Confirmation
Sent when a partner submits a request.
Status Update
Sent whenever request progress changes.
Completion Email
Sent after registration and completion.
User Portal Branding
Set the logo and colors for a partner company so their user portal feels personalized.
Admin Account Security
Change your own admin password from here. Other open sessions will be logged out.
Connection Settings
Use the same backend API for both domains so admin updates appear in the user portal.
Request Pipeline Diagnostics
Check the live production database, request counts, recent request IDs, runtime support, and storage without leaving the Admin Portal.
Not run yet.
Re-link Bessy Advisors
Bessy plans the advisor and sends it here. A request stays unlinked if its inspection was planned before that advisor's Bessy user ID was filled in on their staff record. Run this to re-read those tasks from Bessy and link them. Safe to run repeatedly.
Not run yet.
Connected Portal Modules
Connected modules for the portal setup.
Partner pricing
Manage pricing notes for partner accounts.
Manual user creation
Create partner user accounts directly from the admin portal.
CRM connection
Connect partner and request data to your internal CRM when required.
External form connection
Allow your WordPress website form to send registration requests into this admin portal.
Partner branding
Set logo, colors, and display names for partner accounts.
Bulk upload
Import multiple property requests when bulk processing is enabled.
Statistics dashboard
Partner and internal analytics for reporting.
Appointment scheduling
Connect inspection planning with calendars.
Project progress
Request updates are shown as the workflow moves forward.
My Details
Your certifications and self-billing details as they appear on your invoices. Contact an administrator to change anything here.
Account Settings
Change your password. Other open sessions will be logged out.