| Ticket ID | Date | Name | Department | Title | Description | Priority | Module | Link | Email Addressee | Category | Status | YouTrack Reference | Dev Team Status | Ticket Related | Notes | Log | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Company
Manage company records, contacts, and lifecycle
| Company ID | Verification | Company Name | Type | Industry | Status | Main Email | Main Phone | Country | City | Created Date | Actions |
|---|
Contacts
Manage and organize your contacts
Filters
| Contact ID | Full Name | Company | Job Title | Department | Phone | Primary Contact | Status | Actions |
|---|
AI Assistant
Ask read-only business questions based on your allowed data.
- Android: Open installed PWA (not a regular browser tab).
- Android: For best background delivery, install from Chrome and open from the app icon.
- Android: Notification channel must be Alerting, not Silent.
- Android: Open Chrome site settings and allow notifications.
- Android: Android Settings → Apps → Chrome or InCheck360 MonitorCore → Notifications → Allow.
- Android: Set battery to Unrestricted / not optimized.
- Android: Turn off Do Not Disturb / Focus mode.
- Android: Allow background data for Chrome/InCheck360 app.
- Android: In-app sound works only while the app is open and after you enable it.
- Android: Use Test this device on the Android subscription row.
- Android Chrome install steps: 1) Open the site directly in Chrome. 2) Tap ⋮. 3) Tap Save and share. 4) Tap Add to Home screen or Install app.
- iPhone: iOS 16.4+ required.
- iPhone: Install app from Safari using Add to Home Screen.
- iPhone: Open app from Home Screen icon, not Safari tab.
- iPhone: iOS controls banner/sound behavior for background pushes.
- iPhone: In-app sound works only while the app is open and after you enable it.
- iPhone: iOS Settings → Notifications → InCheck360 MonitorCore → Allow Notifications.
- iPhone: Use Test this device on the iOS PWA subscription row.
- iPhone: Push will not work from a normal Safari tab like installed PWA push.
Resolved endpoint: — Is proxy: — Raw rows: 0 Normalized items: 0 Mode: all Search: — Sample: - —
| Title | Message | Type | Priority | Created | Status | Action | Open |
|---|
| role_key | role_name | description | is_active | updated_at | Actions |
|---|
| Module / category | Permission action | roles | description | updated_at | Actions |
|---|
Link tickets to a release plan
CSM Daily Activity Tracker
| CSM | Tasks | Minutes | Avg / Task | Clients |
|---|
| Timestamp | CSM Name | Client | Agreement | Location | Time Spent (Minutes) | Type of Support | Effort Requirement | Support Channel | Status | Notes | Actions |
|---|
| name | username | role | is_active | created_at | updated_at | last_login_at | Actions |
|---|
Leads
Manage your sales pipeline and follow-ups
Filters
Status Distribution
| Lead ID | Created At | Contact Name | Company Name | Phone | Country | Lead Source | Service Interest | Status | Priority | Estimated Value | Currency | Assigned To | Next Follow-up | Last Contact | Notes | Updated At | Actions |
|---|
Lead Details
Deals
Manage your sales opportunities and pipeline.
Filters
Stage Distribution
Assignee Breakdown
Top Services / Lead Sources
| Deal ID | Lead ID | Contact Name | Company Name | Phone | Country | Lead Source | Service Interest | Stage | Next Follow-up | Last Contacted | Priority | Estimated Value | Currency | Assigned To | Converted At | Converted By | Notes | Created At | Updated At | Actions |
|---|
| Company Name | Legal Name | Locations | Agreements | Invoiced | Paid | Due | Status | Last Activity |
|---|
Proposals
Manage proposals and customer quotations.
Filters
| Proposal ID | Ref Number | Proposal Title | Customer Name | Deal ID | Status | Currency | SaaS Total | One Time Total | Grand Total | Proposal Date | Valid Until | Generated By | Actions |
|---|
Agreements
Manage contracts, signatures, and active agreements.
Filters
| Agreement ID | Agreement Number | Title | Customer | Proposal ID | Deal ID | Start Date | Agreement Length | Billing Frequency | Payment Term | Currency | Grand Total | Status | Updated At | Actions |
|---|
| Client | Unique Client Key | Agreements | Locations | Active Onboardings | Completed | Assigned CSM | Overdue | Last Request Date |
|---|
| Agreement No | Client | Locations | Onboarding Status | Assigned CSM | Requested At | Days Open |
|---|
| Agreement No | Client | Locations | Status | Assigned CSM | Days Open | Notes |
|---|
| CSM Name | Active Agreements | Unique Clients | Total Locations | Completed Agreements | Overdue Items | Avg Completion Days |
|---|
| Onboarding ID | Agreement ID | Agreement Number | Client Name | Signed Date | Onboarding Status | Requested By | Requested At | Assigned CSM | Number of Locations | Service Start Date | Service End Date | Billing Frequency | Payment Term | Updated At | Actions |
|---|
| Invoice # | Customer | Agreement # | Invoice Date | Due Date | Currency | Grand Total | Status | Updated At | Actions |
|---|
| Receipt # | Invoice # | Customer | Receipt Date | Currency | Received | Payment State | Status | Updated At | Actions |
|---|
| Credit Note # | Date | Client / Customer | Invoice # | Description | Currency | Credit Amount | Status | Actions |
|---|
Receivables Control Center
Monitor scheduled cash flow, collection risk, overdue balances, and client follow-ups.
Monthly Renewal Forecast
Forecast Annual SaaS invoice-item renewals by service end date. Invoice dates, due dates, payment schedules, and agreement rows are never used as renewal opportunities.
Upcoming Renewals
One Annual SaaS row equals one renewal opportunity.
Mark as No Renewal Needed
Are you sure you want to mark this renewal as No Renewal Needed?
Payment Forecast Details
Follow-up Activity
Biners Control Center
Track external outsourcing payable amounts by client, location, module, license length, and scheduled payments.
360 Analytics
Unified lifecycle, finance, renewal, and onboarding analytics from Supabase data.
| Open | Client / Account | Current Stage | Lead→Deal→Proposal→Agreement→Invoice→Receipt | Agreement Value | Total Invoiced | Total Paid | Total Due | Locations | Next Renewal | Payment State | Onboarding | Last Activity |
|---|
| Resource | Current | Next | Allowed Roles | Approval Roles | Annual SaaS Limit | Annual SaaS Hard Stop | One-Time Fee Limit | One-Time Fee Hard Stop | Hardware Limit | Hardware Hard Stop | Active | Actions |
|---|
| Resource | Role | Max % | Hard Stop % |
|---|
| Resource | Record # | Company | Requested By | Current | Requested | Discount | Approval Roles | Status | Actions |
|---|
| Date | Resource | Record | Action | Old | New | User | Allowed | Reason |
|---|
Proposal Catalog
Reusable products and services for annual SaaS, hardware, and one-time fee proposal items.
Proposal Catalog
Reusable proposal items for annual SaaS and one-time fee entries.
| Catalog ID | Status | Section | Category | Item Name | Default Location | Unit Price (USD) | Discount % | Quantity | Sort Order | Updated At | Actions |
|---|