Dashboard

Revenue and site portfolio at a glance

Total revenue collected

$0

Outstanding invoices

$0

Active client sites

0

Sites needing attention

0

Revenue by period

Sites flagged for maintenance

Lead Building

Find local businesses that don't have a website yet

Location (city, state)

Zip code (optional — use instead of city)

Type of business

Searches Google directly (Places API) — this doesn't use any Claude usage. Needs a Google Places API key set in Settings.

Saved Leads

Businesses you've bookmarked — no repeat Google searches needed

Client Sites

Every site Southline has built or maintains

AI Site Builder

Draft a full site for a client, then save it to their record

Client (optional — links the draft to a record)

Business name

What does the business do? Who's it for? Any must-have sections or vibe notes.

Invoices

Track what's billed, sent, and paid

Invoice	Client	Amount	Status	Date	Due

Team

Everyone with access to this console

Name	Email	Role	Joined

Only admins can add new teammates — ask an admin to add you.

This is a lightweight team gate for internal use — good for keeping the console tidy to Southline staff, not a substitute for enterprise-grade security. Don't reuse sensitive passwords here.

Settings

Connect the outside services this console uses

Google Places API key

Used by Lead Building to search Google directly for local businesses — no Claude usage involved. Create a key in Google Cloud Console with the "Places API (New)" enabled, then paste it here.

Netlify API token

Used by "Publish website" on a client's site to deploy it live and attach a custom domain. Generate a personal access token from your Netlify account settings.

Netlify team slug (optional — leave blank for a personal account)

If you're on a Netlify Team plan, published sites go to your personal account unless you set this. Find your team's slug at Netlify → Team settings → General → Team details.