These are the default feature sets applied when you assign a tier. Individual features can always be customised per client in the client editor.
Basic — Designer App, RFQ sending only
Professional — Both apps, full RFQ/quote/inventory/invoicing workflow, real-time sync
Enterprise — Everything in Professional + on-demand backup download
License Pricing
Set the monthly price for each portal license. These prices appear on the public "How to Purchase" page.
Base license / mo
🎨 Designer / Project Manager
$/mo
🏭 Fabricator Shop
$/mo
✏️ PolySketch — Field Interface
$/mo
Additional user / mo
🎨 Designer / Project Manager
$/user/mo
🏭 Fabricator Shop
$/user/mo
✏️ PolySketch — Field Interface
$/user/mo
QuickBooks Online
Connect your QuickBooks Online account to automatically create invoices when jobs are completed.
Checking connection…
Realm ID:
Connected:
Auto-Invoice Trigger
Create a QBO invoice automatically when a job reaches this status:
Payment Sync
Pull latest payment status from QBO and mark any fully-paid invoices in PolyFab.
Daily Job Digest Email
Receive an automatic morning summary of active jobs, schedule slips, open change orders, and low inventory.
Directory Listing
When enabled, your company name will appear in search results when other PolyFab users are looking for partners to connect with. You are hidden by default.
Data & Backup
Download a full backup of all shop data as a ZIP archive.
By default only admins can delete records. Enable this to let team members remove their own entries.
Connection Message Logs
Daily saved transcripts of partner communications, with full metadata. Generated automatically at midnight.
Click refresh to load.
Shop Audit Log
Admin-level actions — user additions, removals, PIN changes, and account status changes. Newest first.
Timestamp
Actor
Action
Detail
Click Refresh to load.
Verify Scan Log
Every material verification scan — who scanned, what profile and material, and whether it matched.
Timestamp
Worker
Profile
Material
Job
Result
Detail
Click Refresh to load scan history.
Help Agent Repair Queue
Repair proposals generated by the PolyFab Help Agent when users reported issues. Review each proposal, then Apply or Reject. A backup of any patched file is saved automatically.
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AR Overview
Job
Client
Contract
Type
Amount
Sent
Status
Balance
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Connections
⚠ Important — Review After Connecting
After a connection handshake is completed, all linked or imported information should be carefully reviewed and confirmed by both parties. Existing records matched automatically by the system are based on email and company name — accuracy is not guaranteed. Any corrections, re-assignments, or internal adjustments will need to be made manually by the appropriate users before relying on shared data.
Invite a Designer or Fabricator to Connect
Search by company name — only discoverable PolyFab accounts appear.
— or invite by email if they're not listed —
Pending Invites
Active Connections
No connections yet. Invite a partner to get started.
Need help? Use the 💬 Help Agent button (bottom-right) for instant answers, or download the full Admin Console User Guide above for step-by-step instructions on every feature in this portal.
Add Client
Client Information
Changing this updates terminology in all portals on the client's next login.
License Tier
Basic
Designer app only. RFQ sending.
Entry Level
Professional
Both apps. Full workflow & real-time sync.
Standard
Enterprise
Everything + backup download.
Full Access
Feature Access
Selecting a tier above sets defaults. Toggle individual features here to customise.
Portal Access & Test Mode
Control which portals this shop can access. Enable 🧪 Test Mode per portal to let the shop use it fully while holding all billing — flip it off when they're ready to go live.
Leave blank for unlimited. Set to the seat count the client purchased to enforce their limit.
Shop Users
Users who can log into this shop's portals. Each has a role and a 4-digit PIN.
Add User
Client Login Credentials
Credentials the client uses to sign in at /login.
—
Temp Password — Show Once
Share this with the client. They should change it after first login.
License Key
—
Billing
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Stripe is not configured. Set STRIPE_SECRET_KEY and
STRIPE_PUBLISHABLE_KEY environment variables and restart the server to enable billing.
Stripe Customer:—
Subscription:—
Next Billing:—
Replace these price IDs with your actual Stripe Price IDs from the Stripe Dashboard.
Manual Override
Force-suspend or reinstate this account regardless of Stripe status.
Payment History
Danger Zone
💬
⬡ PolyFab Assistant
🔐 Platform Admin Access Request
Approving allows the platform admin to view this portal in a read-assisted session. All activity is logged.