BILLING OPERATIONS
Every inspection. Accounted for.
One workspace for client fees, saved-card status, inspection charges, refunds, failed payments and billing activity.
View client accounts ↗Frontend preview only. No live billing provider, GHL, card vault or Cloudflare Worker is connected. All totals are unavailable. Do not enter card details, credentials, or real client information.
CLIENT BILLING
Client accounts
Review fee per inspection, card status, failures and each client's billing history.
Add-client fields planned: Client name · Fee per inspection (USD) · Optional slug · Optional billing email
| CLIENT | FEE / INSPECTION | CARD STATUS | BILLED | REFUNDS | ACTIONS |
|---|---|---|---|---|---|
| Connect the secure backend to load client records and enable Change fee, New link, Pause, History, GHL and Delete. | |||||
TRANSACTION ACTIVITY
Charge and refund history
Per-appointment transactions will appear here after payment provider integration.
No live transactions connected
AUTOMATION RULES
How billing will work
01Booked inspection
Charge the agreed inspection fee once per appointment.
02Cancelled or no-show
Refund the corresponding inspection charge.
03Failed charge
Retry once per day, up to three attempts; flag failures for review.
04Card needs updating
Generate a secure client-facing card-save link through the payment provider.
These are planned behaviors from the Crestline blueprint, not active automations.
SYSTEM READINESS
Connections and security
GHL client provisioning Not connected
Secure billing provider / card vault Not connected
Cloudflare Worker API Not connected
Team-only access control Not activated
Booked inspection billing webhooks Not connected