Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

When an Innate Fox manager (e.g. Adrianna Prinzo) signs in at service-provider.holace.io, they land on the Investigation Requests dashboard. This is the SP admin’s daily workspace — every incoming request from every firm flows here first. [Screenshot: SP admin dashboard with the request queue table, filter row at top, and stats cards (Pending, Assigned, In Progress, Completed) across the top]

What you see on the dashboard

The dashboard is one big filtered table of incoming investigation requests, plus a filter row to slice it.
Four filters along the top:
  • Search — free-text across property address, tenant, requesting firm, or assigned contractor.
  • StatusPending, Assigned, In Progress, Completed.
  • PriorityStandard, Urgent, Emergency.
  • Contractor (managers only) — pick a single investigator, or Unassigned, to focus on capacity gaps.
The Contractor filter only appears for users with the MANAGER role. Investigators see only the rows they own.
Each row carries everything you need to triage a request without opening it:
  • Property — a thumbnail map of the address (Google Static Maps), the address itself, unit number, and a one-tap Get Directions button.
  • Tenant — the tenant’s name on the request, if provided.
  • Law Firm — the requesting organization (e.g. Woods LLC).
  • Requested By — name and email of the attorney or paralegal who created the request.
  • Assigned To — the contractor working it, or Not assigned in italic muted text.
  • Priority badge — color-coded; emergency is red, urgent is orange, standard is blue.
  • Status badge — yellow for pending, blue for assigned, purple for in-progress, green for completed.
  • Created — date and time the firm submitted the request.
  • ActionAssign Contractor for PENDING rows, View Investigation for everything else.
If the queue is empty after filtering, the table shows a centered “No investigation requests found” message. If filters are active, a hint nudges you to clear them.

Common workflows from the dashboard

1

Triage incoming

Filter to Status: Pending to see only the work that hasn’t been claimed. Sort mentally by priority (emergency first) and proximity (address column groups regional work).
2

Assign

Click Assign Contractor on a pending row. The assignment modal opens — pick your investigator, set a scheduled date, add internal notes. The status flips to ASSIGNED and the contractor sees it instantly on their dashboard.
3

Track active work

Switch to Status: In Progress to watch field work. The investigation page (View Investigation) shows uploaded photos, completed categories, and submission status without you needing to call the contractor.
4

Audit completed

Filter to Completed to confirm the report was submitted to the firm and that no follow-up revisions are pending.
Two dashboard variants exist. Investigation firms (Innate Fox, companyType: INVESTIGATION_FIRM) see the request-queue dashboard described above. Other provider types (legal services, medical, property management) see a generic service-assignment dashboard. Both pull from the same underlying InvestigationRequest and service-assignment data.

Performance signals

Hard metrics aren’t pinned to the dashboard yet — they live one click away on the per-investigator page. But the queue itself is your live performance signal: a growing Pending count means you’re under-staffed; a stale Assigned count means a contractor is sitting on work without starting. For team-level capacity and assignment patterns, jump to Managing Investigators.