Overview

The admin panel gives BlueClerk administrators a central place to monitor the platform, manage users and customers, and review scraped leads. Access key metrics, filter data, and oversee platform activity across all accounts.

Accessing the Admin Panel

Log in with an admin account
Navigate to /admin/operations/overview
Use the sidebar to access different sections

Sidebar Navigation

The admin panel is organized into four main sections:

Operations

System Health - Monitor platform performance, API status, and system metrics
Overview - Dashboard with key stats and recent activity

Finance

Billing - View subscription statuses, trial expirations, past due accounts, and account credits
Customers - Browse all companies (contractors, builders, homeowners), manage accounts
Users - View all platform users and their account status

QA

Activity Monitor - Track recent platform activity, user actions, and system events

Marketing

Leads - Review scraped contractor leads with funnel statistics and enrichment status

Dashboard Sections

Overview (Operations)

The main dashboard shows:

Total users on the platform
Active companies by type
Recent signups in the last 30 days
Activity metrics - tickets, jobs, invoices created

System Health (Operations)

Monitor platform health:

API status for critical services
Database performance metrics
Background job processing status
Error rates and alerts

Billing (Finance)

Track subscription and payment data:

Subscription status counts - active, trialing, past due, canceled
Trial expirations - upcoming trials ending
Account credits - companies with credit balances
Sort by concern - prioritizes past due and unpaid accounts

Filter by subscription status and click any company to view details.

Customers (Finance)

Browse all companies:

Filter by type - contractor, builder, homeowner, internal
Search by name, email, or location
View details - click any company for full profile
Manage accounts - toggle internal status, adjust credits, delete companies

Users (Finance)

View all platform users:

Search by name or email
Filter by status - active, inactive
See company associations
Track sign-up dates

Activity Monitor (QA)

Review recent platform activity:

User actions - logins, feature usage
System events - job creation, invoice sending
Error tracking - failed operations
Real-time feed of activity

Leads (Marketing)

Manage scraped contractor leads:

Lead funnel stats - total, with email, enriched, pending enrichment
Filter by status - new, contacted, qualified, won, lost
Search and sort leads
View enrichment status and source data

Route Redirects

Old admin routes automatically redirect to new locations:

/admin/dashboard → /admin/operations/overview
/admin/customers → /admin/finance/customers
/admin/customers/[id] → /admin/finance/customers/[id]
/admin/users → /admin/finance/users
/admin/leads → /admin/marketing/leads

Tips

Use filters to quickly find accounts needing attention
Bookmark common views like past due billing or recent signups
Check System Health regularly to catch issues early
Review Activity Monitor to understand platform usage patterns

Questions

Q: What's the difference between Customers and Users? A: Customers are companies (contractor businesses, builders, homeowner accounts). Users are individual people with login credentials - a customer company can have multiple user accounts (team members).

Q: How often are lead stats updated? A: Lead stats update in real-time as new leads are scraped (every 6 hours) and enriched (hourly).

Q: Can I delete a company from the admin panel? A: Yes, from the customer detail page in Finance > Customers. This is permanent and removes all associated data.

Q: What does "Internal" status mean? A: Internal companies are BlueClerk test/demo accounts that don't count toward platform metrics or billing.

Admin Panel Overview