Agent:Rules here are injected into every matching agent run above the historical baseline. Promote new lessons from rejected drafts in the Review Queue.
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Integrations
Q
QuickBooks Online
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Sync Review
Click "Load Comparison" to fetch QBO data and compare with ECS.
R
Recorder Portal Credentials
Used by the deed-retrieval / plat-retrieval / chain-of-title agents to fetch documents from authenticated county portals. Stored in app_settings; passwords never leave the server (UI only displays a "set / not set" indicator).
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Email Audit
Every outbound email sent from the app (quotes, invoices, signature requests, @mentions). Includes delivery status + any SMTP error so failed sends are visible without SSH.
★
Google Review Requests 0
Residential projects delivered or paid ≥2 days ago. Every request needs manual approval before the email goes out — nothing auto-sends.
SMS
SMS Reminder Queue 0
Day-before assignment reminders for Residential projects. Every message requires admin approval — nothing auto-sends. Reply STOP in the text auto-opts the client out.
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API Keys & Credentials
Rotate keys in AWS Secrets Manager without SSH access. Values never leave the browser page they're pasted on — the server stores and never echoes them back. Every rotation is logged to the audit trail.
Check employees to import. Employees already matched by email show their existing ECS account. Imported users must change their password on first login.