Contractor Account Management Dashboard

The contractor dashboard gives contractors a single, authenticated view of their work and finances with a letting or estate agency. It is accessible at:

/:company/accounts/contractor/:contractorId

The dashboard is organised into five tabs: Overview, Jobs, Pending Payments, Statements, and Account.

Navigation

Desktop: Persistent sidebar listing all five tabs.
Mobile: Dropdown selector at the top of the page.
A Back to Accounts link is present on all tabs, returning the user to the accounts list.

Overview Tab

Displays five KPI cards summarising the contractor's current status at a glance:

Card	Description
Total Assigned Jobs	Lifetime total, with active vs. completed split
Active Jobs	Jobs currently in progress, with trend indicator
Completion Rate	Percentage of completed jobs out of total assigned
Pending Payments	Total value of payments awaiting settlement
Total Earned	Lifetime earnings from completed work

Trend indicators (↑ / ↓) are shown on relevant cards based on current values.

Jobs Tab

A paginated list of all maintenance jobs assigned to the contractor.

Filtering

Use the status filter to narrow the job list:

All — every assigned job
Open — jobs not yet started or in progress
Completed — finished jobs
Additional statuses returned by the AgentOS API are also available

Job Cards

Each job card displays:

Title and property address
Description
Priority badge (Urgent / High / Medium / Normal)
Status badge
Reported date and completed date (if applicable)
Cost, category, and access details

Actions

Mark Complete / Reopen

Toggle a job's completion status directly from the dashboard without leaving the page. The job list refreshes automatically after the update.

Add Note

Expand the inline note form on any job card to add a progress note. Submit the note and the form collapses; the job list refreshes to reflect the update.

Pagination

Jobs are loaded 20 per page. Use the previous / next controls at the bottom of the list to navigate.

Pending Payments Tab

Tracks all remittance items awaiting payment from the agency.

Summary Banner

Displays the total pending amount and number of outstanding entries at the top of the tab.

Submit Invoice

A form is provided to submit a new invoice against a job:

Field	Description
Job ID	The AgentOS job reference
Invoice Number	Your invoice reference
Amount	Invoice total
Description	Brief description of the work

Pending Entries Table

Lists all outstanding payment entries with:

Date
Description
Invoice number
Status
Amount

A Total Pending footer row summarises the outstanding balance.

Statements Tab

Provides a historical view of financial activity between the contractor and the agency.

Date Range Filter

Filter transactions by a from / to date range. Use the Clear button to reset the filter and view the full statement history.

Summary Cards

Four summary cards appear at the top of the filtered view:

Opening balance
Closing balance
Total credits
Total debits

Transaction Table

A full ledger showing each transaction with:

Date
Description
Invoice reference
Debit amount
Credit amount
Running balance

Account Tab

Displays the contractor's profile information as held by the agency.

Account Details

Company name
Email address
Phone and mobile numbers
Registered address
Active / Inactive status badge

Trades

The contractor's registered trades are shown as tag pills (e.g. Plumbing, Electrical, Gas).

Business Details

VAT number
Company registration number

Contacts

A grid of primary and secondary contacts associated with the contractor account, each showing:

Full name
Role
Contact details

Data & Availability

All data is fetched in real time from the AgentOS API via existing tRPC procedures. There is no mock or cached data. All currency values use the symbol configured for the agency.

Loading states: Skeleton placeholders are shown while data is being fetched.
Error states: An error banner is displayed if a request fails, with a Try Again button to retry.
Empty states: Informational messages are shown when a section contains no data.