Admin Dashboard

Manage the full energy label request workflow from intake to completion.

ADAdmin User

Total Requests

0
All partner submissions

Needs Review

0
New or under review

Inspections Scheduled

0
Planning queue

Completed

0
Registered and finished

Operations Queue

Priority view for today’s request work.

Quote approval waitingFollow up with partners where status is Quote sent.
Inspection planningSchedule open cases after quote acceptance.
Registration checksConfirm completed inspections are registered.
Completion emailsSend final status updates and invoice reminders.

Email Notifications

Email alerts are sent for important portal events.

Request submittedPartner receives immediate confirmation.
Status changedPartner is notified whenever admin updates progress.
Inspection scheduledPartner and client can receive appointment details.
CompletedFinal completion and invoice notification.

Request Management

Review submissions, assign advisors, update statuses, add notes, and schedule inspections.

RequestClientAddressSubmissionPropertyStatusAction

Registration Requests

Review website registration/application form submissions. You can open details or approve and create a user account when needed.

ApplicantContactPropertyReasonStatusAction

Partner Companies

Every business partner has its own company account.

CompanyContactPhoneActiveCompletedAccount StatusActions

Invoice Management

Optional invoice module for viewing payment status and downloads.

InvoiceRequestClientDateAmountStatusAction

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.

ELS
Company PortalPortal branding preview

Admin Account Security

Change your own admin password from here. Other open sessions will be logged out.

Password must include uppercase, lowercase, number, and special character.

Connection Settings

Use the same backend API for both domains so admin updates appear in the user portal.

User portal domainhttps://user-domain.com
Admin portal domainhttps://admin-domain.com
Shared API base URLSet in assets/portal-config.js
Branding dataLoaded from the shared backend API

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.