Company setup
Add the business, broker, brokerage, contact, service area, agent, and profile facts first.
Active business
Start with reviewed business facts, then work through Presence Audit, Fix Queue, Reports, and Fix Assistant.
Start by saving the reviewed business facts. The dashboard will stay empty of audit results and cleanup recommendations until your own workspace creates them.
Add the business, broker, brokerage, contact, service area, agent, and profile facts first.
Check public profile and website signals against the reviewed source of truth.
Prioritized cleanup actions appear here after audit findings are reviewed.
Create a shareable report after the audit has enough reviewed findings and fixes.
Generate review-ready correction copy from selected fixes after the queue has work.
The dashboard stays clean until your business facts and audit work create real pilot data.
Add reviewed business facts before auditing public profiles or generating cleanup actions.
Start company onboardingNewest saved owner-pilot report snapshot.
Create a report from Presence Audit after reviewing the facts, profile checks, findings, and fixes.
Only pilot-created or manually saved fixes appear here. Seeded sample recommendations are not shown on this clean dashboard.
Run Presence Audit, review findings, and add the real cleanup actions you want to track.
This dashboard is intentionally quiet until real owner-pilot data exists.
The dashboard reads saved business facts, audit runs, generated fixes, and the active Live Pilot session. It does not display seeded sample data or old customer data.
Public-facing recommendations still require review before changing brokerage relationships, contact information, credentials, reviews, market claims, neighborhood claims, or listing copy.