Active Offices
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This restores the entire platform from a nightly full-database backup — every office, every product, all at once. This is not the same as an office's own "restore my data" option in Check-in, Portal, or Notices, which only affects that one office. Use this only when the whole system needs to be rebuilt from scratch.
One-time fix for a bug that stored a literal backslash before apostrophes in client names and other fields (e.g. "Lynn's Construction LLC" saved as "Lynn\'s Construction LLC"). The bug itself is already fixed in the code - this repairs data that was already written before that fix went out. Safe to run more than once; it only touches rows it actually finds a problem in.
Read-only. Scans the database schema directly to find every table that could contain data belonging to a specific office - the first step toward a real "delete this office's data" tool for compliance requests. Doesn't touch or change anything.
Recreates an office from a JSON file previously generated by the Export tool - every original ID is preserved exactly, so all relationships stay intact. Does not restore files/documents (the export never included them). Always run Preview first - Restore stays disabled until it comes back clean.
The Owner is the login tied to the account that purchased the product — they hold every permission automatically, including two things (deleting clients, restoring from backup) that even a regular office Admin can't be granted without the Owner's own say-so, and two things (Stripe Connect, e-sign branding setup) that are never delegable to anyone else at all. This is deliberately the only place ownership can change - not from inside Check-in or Portal themselves, so an office's own Admin can never reassign it on their own.
Ownership didn't exist as a concept before this feature, so every office needs an initial Owner assigned. This scans for offices with none, proposes the earliest active Admin on each as a starting guess, and lets you review or change any of them before anything is committed — nothing is assigned until you click Assign.
Grant or remove KBA credits for an office directly — for correcting a real issue (a missed webhook, a billing dispute) or for testing, without needing to run an actual Stripe purchase. Every adjustment requires a note and is recorded in that office's own credit history, visible to them.
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