Billing Portal ↗
Client fees, payment method status, card-save links, charges, refunds and history.
CRESTLINE / INTERNAL WORKSPACE
New environment BUILD PREVIEW
YOUR OPERATIONS COMMAND CENTER
One place.
Every part of Crestline.
Your central home for onboarding, billing, client setup, campaign operations and team resources. This is a new environment being rebuilt from the Crestline system blueprint.
06Core modules
01Unified workspace
NEWIsolated environment
01 / CORE SYSTEMS
Operations portals
Client Setup Portal ↗
Provisioning status, ZIP service areas, account verification, banners and setup checks.
Growth Snapshot
Sales-call calculator for roofing economics, lead volume and conversion projections.
Calculator rebuild pending ↗
02 / KNOWLEDGE BASE
Guides & resources
Operations Manual ↗
End-to-end business process, client lifecycle and exception handling.
16-Step Client Setup Guide
Account verification, funnel setup, tracking and launch checklist.
Ads Manager Playbook ↗
Meta dataset, campaign setup and creative deployment.
03 / IMPLEMENTATION
Rebuild progress
✓
HQ frontend
DEPLOYEDDeployed and linked to the Client Setup preview
2
Access protection
PLANNEDPlanned before production launch or storing operational data
3
Cloudflare Worker + database
PENDINGSecure API services and client provisioning
4
GHL and billing integrations
PENDINGConnect workflows, payment provider and verification