Upload a CSV (merchant_id, title, body) to link notes to merchants via UUID.
Inject rules manually, upload documents, or crawl URLs to train JARVIS's knowledge base.
Securely store and update third-party API keys (HighLevel, Postmark, etc.) without touching code. AES-256-GCM encrypted at rest.
View, rename, merge, and delete companies. Fix duplicates like FlexCharge and yourPOSguys.
Run a full system scan — database integrity, access control, failed logins, operational health. Send reports to configured email addresses.
View all API keys issued to partners. Upgrade tiers (free → standard → enterprise) and revoke or reactivate keys.
Upload a CSV of pre-app (Salesforce) equipment deployments. Matches merchants by MID, estimates terminal types from serial numbers, and enables RMA filing for legacy hardware.
Upload a GHL CSV export to onboard multiple partners at once. Reviews mapping before committing any changes.
Pull all existing notes from GoHighLevel for every partner already in the app. Safe to run multiple times — skips notes already synced.
Connect PayProTec to Slack, Zapier, or any custom webhook. Configure which events fire and monitor delivery history.
Manage recipients and schedules for automated email reports — Partners & Merchants stats and Inventory/Deployments/Returns ops reports.
Full visibility into every email sent by the system — invites, 2FA codes, ticket updates, reports, partner alerts, and more.
Add, rename, reorder, or deactivate terminal types. Changes apply instantly across Inventory, ROI, and Repair Queue.
Fix incorrectly entered MIDs by merging duplicate merchants. Moves all notes, tasks, deployments, returns, and tickets to the correct record, then permanently deletes the duplicate.
Manage who receives "Can't see the partner?" reports from the Partners Dashboard.
Generate the JavaScript snippet to install in GoHighLevel. Adds a "View in Portal" button to every contact page that deep-links to the partner's record.