Greenridge Grounds / Growth plan

Settings

Company controls

New customer

Demo tenant guard: Greenridge Grounds · role-scoped actions are enforced in this workspace.

Company settings

Tenantgreenridge
SubscriptionGrowth / Active
Active roleAdmin

V1 readiness

Demo/local mode is usable now. Live production only needs the external account setup listed here.

4 setup items

Demo mode

Ready

Connected

4/8

External setup

4

Review integration details

Neon Postgres

Stores production tenants, customers, work, invoices, and payment records.

Connected

Demo fallback

Demo data and browser state keep local workflows usable.

Live use

Persistent multi-company production data.

Clerk auth

Controls real users, company membership, and role-based access.

Needs setup

Demo fallback

The role selector exercises owner, admin, office, and crew permissions.

Live use

Production sign-in and tenant membership.

Missing: NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY, CLERK_SECRET_KEY

Stripe payments

Collects invoice card and ACH payments and verifies webhook updates.

Connected

Demo fallback

Checkout redirects to a customer-friendly demo payment state.

Live use

Real invoice collection and webhook reconciliation.

Stripe Billing

Powers SaaS subscription tiers for YardLedger company accounts.

Connected

Demo fallback

Subscription tier labels and limits remain visible in demo data.

Live use

Live company subscription checkout and plan changes.

Google Maps

Supports map display, geocoding, travel time, and route optimization.

Needs setup

Demo fallback

Routes use deterministic ordering and a non-key map fallback.

Live use

Live maps, route optimization, and address validation.

Missing: NEXT_PUBLIC_GOOGLE_MAPS_API_KEY, GOOGLE_MAPS_API_KEY

Vercel Blob

Stores real crew job and project photos.

Needs setup

Demo fallback

Work photo metadata and existing demo thumbnails remain usable.

Live use

Production photo upload and retrieval.

Missing: BLOB_READ_WRITE_TOKEN

Resend email

Sends estimate and invoice email instead of recording demo send history only.

Needs setup

Demo fallback

Estimate and invoice send records can be created without delivery.

Live use

Real transactional email delivery.

Missing: RESEND_API_KEY, RESEND_FROM_EMAIL

Public app URL

Builds stable customer portal, estimate approval, invoice print, and checkout links.

Connected

Demo fallback

Local links fall back to localhost during development.

Live use

Production-safe customer-facing links.

Workflow readiness

Evidence from the current demo state for the full 12-step operating cycle.

12/12 ready

Internal workflow

Complete

Ready steps

12/12

Needs data

0

Review workflow evidence
1

Add customers and properties

Ready

5 customers / 5 properties

Open customers
2

Create project opportunities

Ready

3 leads linked to customers

Open leads
3

Build estimate versions

Ready

3 estimates with lines / 5 catalog items

Open estimates
4

Share approval links

Ready

2 public links / 1 send record

Review sharing
5

Convert approved estimates into work

Ready

1 approved estimate / 1 work order

Open work board
6

Schedule recurring visits and projects

Ready

3 active plans / 3 scheduled visits / 0 scheduled projects / 1 project ready for planner

Open scheduling
7

Assign work to crews

Ready

3 active crews / 4 assigned work items

Open planner
8

Capture field status, notes, and photos

Ready

3 updated work items / 1 photo

Open field view
9

Move completed work into billing

Ready

1 completed item / 3 linked invoices

Open invoicing
10

Create, send, track, and manage invoices

Ready

3 invoices / 1 send record / 1 payment

Review invoices
11

Let customers view invoices and payment actions

Ready

5 portal customers / 3 invoices

Open portal
12

Show owner and admin reporting

Ready

6/6 reporting signal groups populated

Open reports

QA coverage

Primary browser journeys with current demo evidence and quick entry points.

10/10 ready

Primary journeys

10

Ready

10/10

Needs review

0

Review QA journey evidence

Admin navigation and search

Ready

12 workflow steps mapped from the sidebar

Open admin

Customer operations profiles

Ready

5 customers / 5 properties / 3 timeline events

Open customers

Lead and estimate workflow

Ready

3 leads / 3 estimates / 3 follow-ups

Open leads

Public estimate approval

Ready

2 share links / 1 signed approval / 1 send record

Review estimate

Work board scheduling

Ready

1 route / 3 scheduled visits / 1 project

Open work board

Crew planner and field updates

Ready

3 crews / 4 assigned items / 1 photo

Open crews

Crew equipment readiness

Ready

3 equipment records assigned across crews

Open equipment

Invoicing and payments

Ready

3 invoices / 1 send record / 1 payment

Open invoicing

Customer portal invoice view

Ready

5 portal customers / 3 invoices / 1 payment

Open portal

Reports, setup, and runbook

Ready

4/8 live integrations connected; 4 external blockers documented

Open settings