Waa Hosting • Customer Workflow

Waa Hosting • Customer Workflow

Firebase Login • Cloud Workflow DB • Onboarding → Content → Draft → Revisions → Launch
No automation tasks due today
Reminders and follow-up emails will appear here when they are due.

Pipeline & Filters

Today
—
Total clients
—
Total leads
—
Need follow-up
—
Lead → Client conversion
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Launched
—
Avg days to launch
Automation Center Activity
0
Reminders set
0
Follow-up emails
0
SMS sent
0
Due today
Cloud login enabled. After you sign in, workflow data saves to Firestore and loads from any device.

Clients

No clients yet. Click + New Client to begin.
Emails are sent from your email app (you should send using support@waahosting.com).
Select a client
Client details, timeline, and actions appear here.
Internal Alerts
Follow-ups + launch date reminders
No alerts.
AI Assist (Optional)
Local-only rewrite suggestions (no API).
Tip: Backup downloads a JSON file. Backup to Folder saves into a folder you choose (Chrome/Edge).

Client Portal Manager

Control products, renewals, invoices, payment links, and portal preview from Customer Workflow.

Admin Control Center for Client Dashboards

Select a workflow client, then add the services and billing items they should see inside their private client portal.
Products Renewals Invoices Pay Now Links

Add Product / Service

Website package, hosting, care plan, SaaS system, domain, or add-on.

Add Renewal

Track upcoming renewals for hosting, domains, care plans, and SaaS subscriptions.

Add Invoice

Add payment links for due invoices so clients can pay from the portal.

Client Portal Settings

Create the same email/password in Firebase Authentication, enter the same Portal Login Email here, then click Save Portal Settings + Publish Client Portal Record. This now syncs like SmartClientPro: the client portal record is saved inside this workflow user's Firebase path.

Client Portal Preview

This preview shows what the selected client would see after login.

Global Client Message Board

Post announcements, flyers, sale images, promotions, new products, and general messages to client portals. Admin can review, activate, inactive, edit, and delete every post after publishing.
Posted Messages
Every saved post appears here. Use Active, Inactive, Edit, or Delete to manage client visibility.

Support Center

Admin inbox for support tickets submitted from the Waa Design Studios Client Portal.

Client Support Inbox

Tickets submitted from the client portal save to the selected client record. Admin can update status, set priority, add replies, and mark tickets resolved.
Open Tickets: 0 In Progress: 0 Resolved: 0

Ticket Inbox

Newest tickets appear first.

Ticket Details

Select a ticket to view details.

Automation Templates

Edit subject + body. Variables: {{ClientName}} {{UploadLink}} {{DraftLink}} {{RevisionLink}} {{LiveLink}}

Launched Clients

Clients at 100% plus existing clients that were already launched
Launched List
These clients are removed from the active workflow list. Existing already-launched clients do not count in Pipeline & Filters launched KPI.

Team Tasks Dashboard

Assign tasks to team members, connect work to clients, track weekly reports.
Total Tasks
0
Completed
0
Completion Rate
0%
Linked Clients
0
Task Board
Tasks save automatically in this browser. Drag cards between columns.
TO DO0
IN PROGRESS0
COMPLETED0
End of Week Submission
This opens an email to support@waahosting.com and includes completed tasks.

Website Intake Submissions

Live website intake submissions synced from Firebase into this Workflow account.
0
New submissions
0
Imported
0
Reviewed
0
Total submissions
Submission Inbox
Import creates or updates a workflow client by email and marks the client as Onboarding Form Submitted.

User Login

Sign in to load your Waa Hosting Customer Workflow from any device.

Create the regular user first inside Firebase Authentication. After login, this dashboard opens immediately and then loads the full workflow database from Firestore under the signed-in user UID.