Dashboard
PolyFab Admin
Total Clients
Active
Suspended
Basic Licenses
Professional
Enterprise

Recent Clients

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No clients yet

All Clients

CompanyContactIndustryTierStatusExpiresActions
No clients

Hardware Orders

Shops that chose Purchase via PolyFab at signup appear here. Basic plan shops and shops that sourced their own hardware are excluded.

Total Orders
Total Value
Extra Devices
Shop Contact Plan Bundle + Scanners + Printers Total Signed Up
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RFQ Queue — Cross-Project Material

Pending
Approved
Total Value
RFQ # Profile / Job Material Owner Bill to Qty Unit $ Total Status Actions
No RFQs yet

User Management

Portal access & test mode status per shop
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Admin Settings

Shop Display Boards

Generate a URL for each TV board. Open it on any browser — no login required. URLs expire after 30 days of inactivity; click Generate to refresh.

Change Admin Password
Tier Definitions

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.

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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.

Server Links

Activity Reports

Date & Time User Role Action Detail Project Portal
Select filters and click Refresh.
Report Permissions
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.
Active Connections
No connections yet. Invite a partner to get started.

Admin Console — User Guide

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.
💬
⬡ PolyFab Assistant