PropTech AI Staff Portal

Staff Portal

Times shown in

User	Status	Focus today	Idle today	Break today	Total time	Login / start time	Last end tracking

← back to team

Account

Email American name — used in the dialer's automatic emails, texts and call script Seniority

Seniority is what controls chat reach, not the title. Leads, Managers and Heads can start a conversation with anyone; Staff are limited to their own department.

New password

Account status

Deactivating blocks this person from signing in to the dashboard or extension — tracking history, screenshots, and leads are all kept, and reactivating restores access immediately. This is different from Delete below, which is permanent.

Active

Danger zone

Permanently deletes this user's login and all of their tracked time, screenshots, and leads. This cannot be undone.

Schedule & limits

Employment type

Daily limit (min)

Weekly limit (min)

Daily break allowance (min)

Daily idle limit (min) — blank = no limit

Tab-switch grace (sec) — blank = extension default (20s)

Pay model

Hourly rate — for payroll reports

Break types — what they pick from in the extension

Minutes per day for each type, taken in one go or split. A used-up type is greyed out in the extension, and a break that runs past its type's minutes ends there (the rest counts as idle). Leave the list empty for one plain "Break" using the daily break allowance.

Sales bonus (optional) — on top of the hourly rate above

Leave "Target leads" blank to disable — an agent with no target just gets hourly pay, exactly as before. Only leads marked accepted on the Leads tab count toward the target and bonus.

Target leads (per month)

Bonus type

Bonus rate ($ per lead)

Extra target (optional) — stretch bonus for beating the target by a margin

Each row pays a bonus once accepted leads exceed the target above by at least that many "extra" leads — e.g. 10 extra leads → 50, 20 extra leads → 150. Only the highest tier the agent qualifies for is paid (not stacked), on top of the base target bonus above.

Working days

Saturday Sunday Monday Tuesday Wednesday Thursday Friday

Enforce a fixed shift window (blocks Start outside it, auto-stops tracking when it ends)

Shift start

Shift end

Timezone

Day boundary (cutover hour)

Today (toward limit): — Today's break: — Leads today: — This week (toward limit): — Leads this month: —

00040812162024

View & edit timesheets

From

User

Select a user to see their daily timeline

Project / Task	Status	Activity	Duration	Time	Shots

Reports

Month

Users

Currency

Day/month boundaries are computed in each agent's own schedule timezone, not your browser's — an overnight shift is split at that agent's local midnight, so hours land on the day they'd actually recognize.

Suspicious activity

From

User

Flag type

Heuristic signals only, not proof of anything — a flag is worth a quick look (e.g. that day's screenshots), not an automatic conclusion. Scanning goes minute-by-minute, so a week or two at a time is usually plenty; very wide ranges will be slower.

Pick a range and hit Scan.

User	Date	Type	Detail

Leaves

Who's off S SickU UnpaidDay offWaiting

Leaves

Person	Type	Dates	Working days	Status	Booked by
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Leads

Needs attentionright now

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From

This is the analysis period for the insights below. Queue Review, Tickets Review, PrimeHome Buyers, and All Queue each have their own independent date filter on their own subtab — widening one of those no longer requires widening this range too.

Total submitted

—

Accepted

—

Pending

—

Rejected

—

Leads Queue Review

—

Leads Queue Review — PrimeHome Buyers

—

Status breakdown

Leads by day

Top campaigns

By agent (accepted leads)

Submit a lead

Not tied to a campaign/task — pick whichever form fits this lead. Built and maintained under Campaigns → Lead Forms & Templates.

Form

User

From

Seller Name

Phone

Campaign Name

Status

Showing

—

Pending

—

Accepted

—

Rejected

—

Leads submitted through the Ticket form (Submission Forms → Lead Submission). Accepting one asks which real campaign it belongs to, then sends it to that campaign's client for a Yes/No on their Tickets tab — a Yes brings it back here as a normal pending lead (recording required to Accept); a No rejects it directly. Rejecting here never reaches a client.

User

From

Seller Name

Phone

Tickets

User	Submitted at	Seller Name	Phone	Campaign	Stage	Status	Actions

Seller name or phone

Leads on the Dream Champs lead form. Attach the call recording, score the call and check the answers. Then open Dream Champs' own form, already filled in (the recording goes as a link), click their Submit Lead and mark the lead sent here.

User

From

Seller Name

Phone

Campaign Name

Status

PrimeHome Buyers

Sent via

Sent by

Sent from

Sent to

Imported

Narrows what's already loaded by the date/user/status filters on Leads Dashboard above — doesn't fetch anything new. "Sent by" is whoever actually clicked Send, which can differ from the submitting agent shown in "User". The one exception is Imported, which re-fetches: it shows every lead that upload created or updated, ignoring the date range above — an updated lead keeps its original submitted date, so a date filter would hide it.

Showing

—

Not sent

—

Sent

—

Send failed

—

Sent to gyhomes

—

Sent to PrimeHome Buyers

—

Awaiting gyhomes decision

—

Leads — PrimeHome Buyers review

0 selected

Sent volume by sender

Successful sends only, matching whatever's currently filtered above.

From

Queue

User

Status

Combines every lead (Leads Queue Review, PrimeHome Buyers, Tickets Review), every Dispute/Feedback thread, and every raw Client Submission (Client Qualification Form / Data Form) in one list — mainly for housekeeping and bulk cleanup. "Details" shows everything submitted on that record — the same full picture the client or the staff subtab it came from would see, not just the summary columns here. Delete is permanent and Owner/Admin only.

Queue	Name / Contact	Phone	Campaign / Form	Submitted	Status	Details	Actions

Sent back by a reviewer instead of Accept/Reject — claiming one is exclusive, so it disappears from this list for everyone else the moment you pick it up.

	Seller Name	Phone	Campaign Name	Reason	Fields to confirm	Sent back

My claimed call backs

	Seller Name	Phone	Campaign Name	Reason	Fields to confirm	Claimed

Campaigns

Submissions — show

Total Submissions

—

This Week

—

This Month

—

Forms

—

Submissions by form

Submissions in the last 14 days

Most common answers

A quick read on market/criteria trends — the field(s) clients fill in most consistently, broken down by their most common values.

Niche List (Data order Form) and Skiptracing submissions, plus the data-pulling fields of any Cold Caller package (Criteria + Data) Form submission — which also appears on Client Qualification Form below, since that package covers both.

Caller only (Criteria) Form submissions, plus the criteria fields of any Cold Caller package (Criteria + Data) Form submission — which also appears on Data Form above, since that package covers both.

Everything people send on the website: the homepage and contact page forms, the text opt-in page and Iva’s chat form. Call or email them within 1 working day. A call, text or email from the dialer counts by itself; otherwise tap Mark as contacted. Desouky posts each new form in the Sales team group and reminds it while nobody has acted.

Campaign progress

Live per-campaign dialing progress, built from ReadyMode's own call-result webhook as calls actually happen — not a manual export. "Leads pushed" comes from our own push audit log (Integrations → ReadyMode → Lead push history); a campaign whose leads were uploaded manually in ReadyMode (not through this dashboard) will show 0 pushed even while calls are happening, since we only know what we ourselves sent. ReadyMode's own file-level "Leads remaining/Health/Round" numbers still aren't available via their API — this is a different, always-current view built from the real-time call events instead.

Import ReadyMode progress export

In ReadyMode open the Lead File and use Export a progress file, then upload the CSV here. It carries per-lead Status and Times Called, which is what makes these cards agree with ReadyMode's own screen — the live call-result feed below can only see leads that produced a dispositioned call. The campaign is read from the file's own "Lead File Campaign" column.

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Upload list for ReadyMode — dedupe check

Upload a raw property list (DealMachine, BatchLeads, skip-trace or similar export — CSV or Excel) before loading it into ReadyMode's dialer. Every address is checked against two sources: leads already known to iSpeedToLead (any PrimeHome Buyers submission, any status), and every lead this dashboard has already pushed into a ReadyMode channel. The first stops agents cold-calling a property already in the pipeline; the second stops the same property being dialled twice because two lists overlapped. If either check cannot run, the whole check is refused rather than reporting everything clean. Direct upload straight into ReadyMode isn't wired up yet — their inbound Channel/TPI API access is still pending from their Integrations team — so this produces a cleaned CSV for ReadyMode's own manual upload in the meantime.

Lead push history

Permanent record of every lead ever pushed to ReadyMode via the "Push clean list to ReadyMode" button above — who pushed it, when, and whether ReadyMode accepted it. Independent of ReadyMode's own optional email notifications.

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ReadyMode call log

Dates Account Agent

Time (CT)	Account	Agent	Contact	Phone	Property	Result	Campaign	Notes
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Email Marketing

Engagement summary

How many delivered emails were opened and clicked in this period.

Performance analysis

Every number counts on the day it happened (Chicago time). Dry runs are left out.

Open rate

Top performing emails

Click a campaign to see every recipient and whether it was sent.

Show statistics in numbers

Orders

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Submitted	Email	Records	Price	Status	Updated	Results	Actions
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Voice calling (WebRTC)

The 📞 call button in chat connects two agents' browsers directly (peer-to-peer), using free public STUN servers by default — this works for most home/office networks but can fail to connect on stricter ones (some corporate firewalls, certain mobile carriers). If calls start failing to connect for some agents, add a TURN relay server.

Using Cloudflare? Cloudflare's TURN Token ID and API Token are NOT static credentials — don't paste them into the fields below (that won't work, and would expose a secret that can mint unlimited credentials). Instead, set them as secrets on the cloudflare-turn-credentials Supabase function (supabase secrets set CF_TURN_TOKEN_ID=... CF_TURN_API_TOKEN=...) and deploy it — calls will then auto-fetch short-lived TURN credentials with no fields to fill in here.

The fields below are for a different kind of TURN server: one that gives you a real static username/password (a self-hosted coturn, or another provider that issues long-lived credentials). They're only used as a fallback if the Cloudflare function above isn't set up. Leave blank to keep using STUN only (and Cloudflare, once configured). Both people still need dashboard.html open in a browser tab to call or receive a call — there's no ringing when the app is closed.

TURN server URL

Username

Credential

Team	Description	Assigned to
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Settings

Client Communications

Client

Show

Clients at a glance

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Timeline

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Type

Status

From

Showing

—

Disputes

—

Feedback

—

Open

—

Accepted

—

Rejected

—

No conversation openPick one on the left. New requests from clients arrive under Waiting.

Iva's note

From

Agent

Direction

Role

Start Time	End Time	Agent	Contact	Direction	Call Status	Disposition	Call Duration	Phone Number	Recording

Sent At	Client	Kind	Message	Sent By

Start Time	End Time	Timezone	Agent	Contact	Appointment Status	Appointment Title	Meeting Location

Date	Agent	Contact	Campaign	Direction	Disposition	Duration	Phone

Date	Agent	Login ID	Shift Start	Shift End	Logged Time	Ready Time	Break + Lunch	Meeting Time	Talk Time	Calls Made

Date	Agent	Ready %	Talk % of Ready	Calls / Ready Hr	Calls / Logged Hr	Calls Made	Calls Connected

Submitted At	Agent	Task	Fields	Status	Actions

Agent	Role	Leads Submitted	Accepted	Rejected	Sent PrimeHome Buyers	Sent gyhomes	Logged Hours

Social media

Ops Health

Errors people hit

Caught automatically in the staff portal, client portal, dialer and time-tracking extension: crashes, error messages shown to someone, failed or refused server calls, live updates that stop, a dialer phone down over 2 minutes, unexpected sign-outs and the sign-in screens; also the public pages (SMS opt-in, unsubscribe, email preferences) and the webhooks Telnyx, ReadyMode, Meta and others call (“Server functions”). The same error counts as one problem. You get a bell and an email when a problem is new, when it comes back after “Mark as fixed”, and the first time a client hits it; everything else is in the 8:00 AM summary. “Ignore” stops a problem from alerting. Kept 90 days.

Time tracking

ReadyMode calls

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Scheduled jobs

Show switched-off jobs

Jobs the system runs on its own (reminders, follow-ups, syncs, clean-ups). Failed counts calls that got an error back in the last 24 hours. Mark as seen clears a job's failures from this screen once someone has looked; it does not re-run anything.

Job	Status	Last run	Runs (24 h)	Failed (24 h)	How often	Latest problem

Admin

Range

Time	Admin	Action	Details

Import Weekly Transactions Report (xlsx)

agency_transactions report (.xlsx)

From

Product

Exclude non-succeeded rows

Callers

—

Dialers

—

Data records

—

Acquisitions

—

Total profit

—

Profit by category

Data $0.05/record (10k/mo full-time · 7.5k/mo part-time) · Dialer $200/mo/unit · Caller + Acquisition split the remainder

Category	Units	Profit	% of total

Weekly trend

Week of	Callers	Dialers	Data records	Acquisitions	Total profit

Transactions

⚠ highlighted = negative caller remainder

Date	Customer	Product	Cadence	Amount	Callers	Dialers	Data	Acq	Caller $	Dialer $	Data $	Acquisition $

Chat Logs

Owner/Admin oversight — every Communication post, DM, and group conversation company-wide, read-only. Only visible here; nothing about viewing a conversation shows up to the people in it.

Conversation

Message Log

Every email and text the system sends by itself, to sellers, clients and staff, and what happened to each. Messages people type themselves are not here; they are in the dialer's Conversations.

Sent to

Type

Range

When	To	Message	Sent by	What happened

Campaign	Client	Tier	Dialer	Data	Requested	Payment Link
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Code	For	Discount	Redeemed	Status	Works until (Central)
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Campaign pricing

Monthly campaign pricing used at checkout and for add-on changes (caller tiers, dialer, data). Editing here updates the single shared source every pricing calculation reads from — no code changes or redeploys needed. Existing subscriptions are not retroactively changed; a new price only applies to new checkouts and future add-on changes.

Every country pays in US dollars. Leave a UK or Canada box empty to use the US price. The client's country is set on the client (Clients → Edit client) and chosen at sign-up.

	United States	United Kingdom	Canada
Full-time virtual assistant ($/mo)
Part-time virtual assistant ($/mo)
Our dialer ($/mo) US: a ReadyMode iQ seat. UK, Canada: our built-in dialer.
Offer our lists and data	Always	Offered	Offered
Data ($/record)
Data records, part-time (a month)
Data records, full-time (a month)
Offer skip tracing	Always	Offered	Offered

Our lists and skip tracing are US property data. While a country's switch is off, its clients do not see them in the Client Portal or on the website, Iva does not offer them, and checkout refuses them.

Why the price changed (optional)

When a price changes, Desouky posts the old and new price (and this reason) in the Proptech AI Sales team chat, which only Sales, Admins and the Owner see.

Date	Client	Type	Credits	Note
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Taxes

Import Bank Statement (CSV)

Account

Relay statement CSV

Or, in RelayFi: Accounts → Statements → Export → Email statements → send to the connected invoices inbox (Taxes → Invoice Archive shows which address) — then sync it in here. Links expire ~4 hours after RelayFi sends them, so sync soon after.

From

Exclude internal transfers Exclude returned/failed Deductible only

Total Spend

—

Total Deposits

—

Net

—

Total Deductible

—

Transactions shown

—

Spend by category

Category	Amount	% of spend

Monthly trend

Month	Spend	Deposits	Net

Transactions

Date	Account	Payee	Description	Amount	Category	Transfer?	Deductible?

Import invoices from Gmail

Connect one or more Gmail inboxes — they don't need to be the one used for client email, and you can connect more than one (e.g. a personal inbox some vendor bills go to, alongside the shared business one). Each connected inbox is scanned for invoice/receipt/bill emails carrying a PDF or image attachment, archiving every match below automatically. Every archived invoice is also forwarded to RelayFi's receipts inbox so it auto-attaches to the matching bank transaction there. Checks weekly on its own; use "Sync now" to check all connected inboxes immediately.

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Archive an invoice / receipt

File (PDF or image)

Vendor

Amount

Invoice date

Archived invoices

Stripe Income

Every charge, refund, and adjustment actually settled to this Stripe account in the selected range, straight from Stripe's own balance ledger — not reconstructed from this app's own billing tables, so it can't miss a payment path this app doesn't know about.

From

Date	Type	Description	Amount	Fee	Net
Pick a date range and click Run report.

Loading Dialer Admin…

Submit a candidate

Full name *

Email *

Mobile number *

Contact phone (optional)

Employment type *

Start date *

Address *

Interview summary *

Fit suggestion *

Interview checklist — cold calling (all 5 required to pass) *

Communication / English clarity Objection handling Pitch / script delivery Tone & confidence Closing ability

Result: Not passed

Video recording *

National ID / Passport document *

Your submissions

Candidate	Email	Type	Interview	Start date	Submitted	Status	Reason

Candidate review

Candidate	Email	Mobile	Contact phone	Address	Type	Interview summary	Fit?	Checklist	Video	ID/Passport	Start date	Submitted by	Submitted	Status	Actions

Welcome email settings

Sent automatically when a candidate is approved (unless unchecked in that modal). Placeholders: {first_name} {full_name} {position} {email} {password} {meeting_datetime} {meeting_info} — the last two come from the Approve modal's own date/time picker and the onboarding meeting block below.

Subject CC (comma-separated) Body Onboarding meeting info (reused for every hire — update when the day/room changes)

EGP 0 earned so far

EGP 1,500 per candidate you submitted, once they've been approved, given an employment start date, been active for at least 14 days since that date, and are still an active account. Only candidates approved with a recorded start date appear below.

My commission

Candidate	Start date	Days employed	Account status	Commission status	Amount

Commission & Payroll Liability

What's owed to agents for the period below — basic pay plus any lead bonus/extra-target bonus they've earned (same formula as Reports -> Payroll, see Schedule cards for each agent's target/rate setup). Compare this against the revenue shown elsewhere in Finance for the same range to see real margin, not just revenue.

From

Accepted leads (period)

—

Total commission owed

—

Total basic pay owed

—

Total payroll liability

—

Agent	Accepted Leads	Target	Lead Bonus	Extra Bonus	Basic Pay	Total Owed

Recruiter commission

EGP 1,500 per approved candidate who reached 14 days employed inside the period above and is still an active account — the same rule as HR → Recruiter Commission. Totalled in EGP, separately from the USD payroll above.

—

Recruiter	Candidate	Start date	Qualified on	Amount

Candidate history archive

Every candidate ever submitted, across every status — a permanent audit trail. Approve/Reject stay under Candidate Review; Edit here corrects a candidate's own details (name/email/mobile/etc.) and can replace their video/ID document — same permission as Candidate Review's own Edit.

Candidate	Email	Mobile	Contact phone	Address	Type	Interview summary	Fit?	Checklist	Video	ID/Passport	Start date	Submitted by	Submitted	Status	Reason	Reviewed by	Reviewed	Actions

Account

Schedule & limits

View & edit timesheets

Reports

Suspicious activity

Leaves

Book a leave

Leads

Status breakdown

Leads by day

Top campaigns

By agent (accepted leads)

Submit a lead

Tickets

Send ticket to client for review

Move to another campaign

Leads — PrimeHome Buyers review

Sent volume by sender

Upload CSV / Excel

Preview

My claimed call backs

Claimed by the team

User Management

Users

Task categories

Tasks

Dialer / CRM domains

Extension version

Activity scoring ceilings

Add a user type

Pick somebody on the left

ReadyMode

Lead-posting channels (campaigns)

Agent → ReadyMode mapping

Import ReadyMode reports (CSV)

Automated email imports

Gmail

Campaigns

Submissions by form

Submissions in the last 14 days

Most common answers

Client edit requests

Add resource

Campaign progress

Upload list for ReadyMode — dedupe check

Lead push history

ReadyMode call log

New form

Orders

Buy a list — fulfillment

Clients 360

Send app notification

Recently sent

Staff notifications — who gets notified

Client notifications — activity, SMS & email

Voice calling (WebRTC)

Client Chat Routing

Add a team

Settings

Client Communications

Clients at a glance

Timeline

Social media

Connected accounts

Coming next

Ops Health

Errors people hit

Time tracking

ReadyMode calls

Scheduled jobs

Import Weekly Transactions Report (xlsx)

Profit by category

Weekly trend

Transactions

Chat Logs

Message Log

Pending campaign payments

Discount codes (campaign checkout)

Campaign pricing

iSpeedToLead Postbacks