Reminders go out by text and email automatically. Nothing to do here unless one is stuck.
Your book of business
Clients
👥
No clients yet
Add your first client to start tracking rounds, results, and updates.
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Client
Level
Documents
Round
Monitoring
Billing
Last seen
Joined
Page 1 of 1
Results & output engine
Enter round results
Start typing to find anyone — or tap the box to see who needs attention.
Leave empty if this round hasn't gone out yet.
Round results
Automated rule check
Live
?
Decent Results
del≥3 · pts≥15 · $≥1000
?
Bonus not yet offered
bonus_offered == FALSE
CTEMPLATE C
Patience-focused update
No bonus offer included
Client update · email + SMSTemplate C
How this connects at launch: DisputeFox sends new results to n8n, n8n updates the
GoHighLevel contact fields, and the prepared email lands in your approval queue above.
You tap approve, GoHighLevel sends the email + text. Full steps in
docs/AUTOMATION-GUIDE.md.
Review queue
Documents
0 waiting
Waiting on you
0
Review these first
Sent back
0
Waiting on the client
Still missing
0
Never sent
Approved
0
Done
Waiting for your review
Oldest first
Testimonials to confirm
Grants a free round
Bureau mail from clients
Feeds your next round
Send this back
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A specific note means they get it right the second time.
Money
Finances
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SMTWTFS
Pick a start day
Business
In the selected range · vs the period before
Collected
$0
Refunds & payouts
$0
Net
$0
New clients
0
Avg per paying client
$0
Expected monthly recurring
$0
active + behind plans, per month
Overdue right now
$0
Referral payouts owed
$0
cash-choosers, less what's been paid
Money collected
Period
Collected
Client outcomes
What the work produced in the range · not revenue
Debt cleared for clients
$0
Items deleted
0
Score points gained
+0
Transactions
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Date
Client
Type
Amount
Note
Record a payment
Manual · automatic at launch
Behind on payments
Tap to open the file
Due in the next 14 days
Plan payments
Partner
My Referrals
Your referral code
Share this with anyone you send our way. When they sign up they can
enter it, and they are added to your list automatically.
People you referred
Their progress, so you know how they are getting on.
Your payouts
What has been paid to you so far.
Partners
Affiliates
Your affiliates
Each affiliate has their own rate. Commission is earned when a client
actually pays — never on money you have not collected.
White-label
Company Settings
Your brand
N
Your logo replaces the name at the top of every screen, sign-in included. A wide logo on a see-through background (PNG) looks best. Under 200KB. No logo? The Credit Recovered logo shows instead.
One word. Used in each client's coaching email address and the browser-tab icon.
Everything in the portal recolors to match — buttons, charts, even the browser tab icon.
Business details
Used to build each client's personal coaching email address.
Use a business line like Google Voice — never your personal number. The portal never offers a Call button.
This is your referral link — you earn the commission through it.
Leave it blank and it goes back to the default rather than disappearing.
Paste your Loom or YouTube link. Leave this blank and the button is hidden.
Leave the phone or email blank to hide that button on the client's dashboard.
The countdown clients see. Usually 45.
Days after monitoring lapses to text + email the client. Day 0 = the moment it goes off.
Preview only. Real sign-in security comes from GoHighLevel or Supabase at launch.
Demo mode
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Demo and real clients are kept completely separate. Nothing you do in demo mode touches your real book, and nothing in demo mode is ever saved to the cloud.
Cloud connection
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To go live: put your Supabase URL and publishable key in src/js/env.js, run supabase/schema.sql once, and rebuild. Steps in docs/SUPABASE-SETUP.md.
Reset options
Starting fresh for a real business? Clear the sample clients first.
Wipes everything and reloads the demo clients. Handy while you're testing.