Four28
Four28

Operations Platform

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Four28

Operations Platform

Awaiting approval

You're signed in as , but an admin needs to grant you access before you can use the portal.

You'll be let in as soon as someone on the team approves your account. This usually doesn't take long.

Dashboard

Active clients
0
Outstanding
$0
Collected (MTD)
$0
MRR
$0

Needs attention

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Recent activity

No recent activity.

Proposals

Total
0
Pending
0
Signed
0
Executed
0
All
Sent
Opened
Signed
Executed
ClientLinkCounter-signActivityStatus
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Sent Documents

0 documents
Client / DocumentLinkStatusActivity
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Employment Contracts

0 contracts
Employee / DocumentLinkStatusActivity
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Uploaded contract files

EmployeeFileUploadedSize
No files.

Strategy Documents

TitleClientFileUploaded
No strategy documents.

Other Files

NameCategoryFileUploaded
No files uploaded.

Projects

Active
0
Onboarding
0
Paused
0
Completed
0
ClientProjectStatusPhaseStartedRevenue
No projects yet.

Activity Log

No activity logged yet.

Onboarding

0 clients
Total clients
0
In onboarding
0
In build
0
Deployed
0
Pipeline
Forms
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Onboarding

Register form

Use this when you've deployed a custom onboarding HTML for a client. Registering links the form to the client and lets you track entries here.

URL:

New client

Remove this entry?

Are you sure? This will move the entry to the trash. You can recover it later from Settings → Trash if needed.

Move document

Sync from Stripe

This pulls all your customers, invoices, subscriptions, and payments from Stripe into the dashboard. Use this for first-time setup or to recover from any missed webhook events. Existing data is updated, not duplicated.

Form Permissions

Choose which roles can view entries for each form. Owners always have access regardless of these settings.

Project Review

Reset project overview

This wipes all decisions, comments, signature, and submission from 's review document. The doc record stays in Firestore (so the URL still works) but all data is cleared. This cannot be undone.
To confirm, type the client slug below:

Assign entry to client

Once assigned, this entry will appear under that client's profile in the Onboarding tab.

Edit client

Project Overviews

0 documents

Project review documents are client-facing pages where clients approve, discuss, or reject key strategic decisions. Each lives at /<client-slug>/project-overview?t=<token> and stores decisions in the client_overviews collection.

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All Clients

0 clients
ClientProjectStageFormLast activity
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Form

Open form ↗

Client

Overview
Onboarding
Project Overview
Proposals
Documents
Billing
Activity
Notes

Billing

Collected
$0
Outstanding
$0
Overdue
$0
Active subs
0

Recent invoices

AmountStatusCustomerDescriptionCreated
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Invoices

All0
Draft
Open
Past due
Paid
TotalStatusNumberCustomerMethodDueCreated
Create invoice
DescriptionQtyPriceAmount
Subtotal$0.00
Amount due$0.00
Preview
Invoice
#DRAFT
Issued:
Due:
Four28 Marketing
$0.00
DescQtyPriceAmt
Sub $0.00
$0.00 USD

Subscriptions

Active
0
MRR
$0
Cancelled
0
CustomerProductStatusAmountFreqNext
No subscriptions.

Customers

NameEmailInvoicesSpendCreated
Back

Subscriptions

Invoices

Details

ID
Phone
Campaign
Spend$0
Since

Transactions

All
0
Succeeded
0
Outstanding
0
AmountStatusDescriptionCustomerMethodDate

US Payroll

Employees
0
Monthly
$0
YTD
$0
NameRoleTypeSalaryFreqStatus
No US employees.

Overseas Payroll

Contractors
0
Bi-weekly total
$0
This cycle
$0
YTD paid
$0
Create a pay cycle to get started.

Contractors

NameRoleCountryBi-weeklyCurrencyWise IDTypeStatus
No contractors.

Commissions

Reps
0
Revenue mgd
$0
This month
$0
YTD
$0

Reps

NameDealsRevenueEarnedOverride
No reps.

Deals

ClientRepValueMonthlyUpfrontDate
No deals.

HR / PTO

Team
PTO
Documents
NameRoleTypeLocationStartStatus
Populates from payroll.

All Employees

0 employees
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Overview
Contracts
PTO
Payroll
Reimbursements
Documents
Performance
Notes

Contracts

0 contracts

Every employment contract, in one place — drafts, sent, viewed, signed, and executed. Edit or delete drafts, archive older ones, and click any contract to open it.

All 0
Draft 0
Sent 0
Viewed 0
Signed 0
Executed 0
Archived 0
Trash 0
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Reimbursements

0 submissions

Expense submissions by employees. Approvers can mark items as approved and paid.

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Add employee

Edit employee

Where this employee's contract and offer emails are sent. Edit anytime — independent of any admin sign-in.
Required to send an employment contract — it appears in the contract's legal terms.

Review email

This is exactly what will be delivered. Review it, then send.

From
To
Subject
Body

Add contract

Upload signed PDF

Link existing contract page

The path on dashboard.four28.com where the contract page lives. Leading slash recommended.
AI Contract Editor — describe what you want and I'll edit the HTML directly. Try:
"Fix the white text on the Exceed section" "Add a benefits section after Schedule" "Build me a contract for a Project Manager from scratch" "Change the cover title color to gold"
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Version History

PTO

Time-off balances, requests & approvals

PENDING REQUESTS
EmployeeTypeDatesDaysReasonSubmitted
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TEAM BALANCES
EmployeeVacationSickPersonalYTD UsedNext Reset
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MY REQUESTS
TypeDatesDaysReasonStatusSubmitted
No requests yet.
ALL REQUESTS
EmployeeTypeDatesDaysReasonStatusDecided bySubmitted
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📅 PTO Calendar

Approved time off across the team

THIS MONTH
EmployeeTypeDatesDays
No approved PTO this month.

Users

New people sign in with Google and land in Pending approval — they can't see anything until you approve them here. Choose a role to grant access; each role unlocks exactly its own tools. Use Revoke access to send someone back to pending.

UserEmailRoleFirst sign-inLast active
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Role permissions

OwnerEverything + Finance (financials, net worth, AI advisor)
AdminFull access — billing, payroll, settings, users
ManagerProposals, billing, projects, activity, HR
EmployeeDashboard, own payroll info, PTO requests, training

Profit & Loss

Balance Sheet

Cash & Runway

Your cushion
0
months of runway
Cash on hand$0
Monthly burn$0
Keep 3+ months. Under 2 means one lost client could hurt.
Save for taxes
$0
set aside this month
Based on profit$0
YTD set aside$0
28% estimate for pass-through LLC. Confirm with your CPA.

Accounts

Ledger holdings

Your Ledger is a hardware wallet with no API, so enter its coins here. One per line as SYMBOL AMOUNT — e.g. BTC 0.5. They're valued at live USD prices on every refresh.

Crypto exchange keys

Paste read-only keys (Kraken: Query Funds; Coinbase: View). They're stored securely server-side and never shown again — leave a field blank to keep its current value. Saving runs a balance sync immediately.

Kraken — API Key
Kraken — Private Key
Coinbase — CDP Key Name
Coinbase — CDP Private Key (PEM)

Income & Expenses

to
all accounts · within the selected dates

Can I Afford It?

Quick gut check on a hire or new spend
Proposed monthly cost
$5,000/ mo
$500$15,000
Try it: another account lead, more ad spend, a new tool.
New monthly profit
$0
New runway
0 mo
Verdict

Net Worth

What am I worth?
$0
Net worth
$0
Liquid
$0
accessible now
YoY change
$0
Monthly income
$0
all sources
Net Worth — Last 12 Months

Assets by category

Liabilities

DebtBalanceMonthlyRate

Integrations

Deploy to production

Checking helper…

Push your local public/ changes live to dashboard.four28.com. Runs firebase deploy --only hosting via the local helper daemon.

Stripe

Payments, invoicing, subscriptions

Wise

International contractor payments

QuickBooks

Checking connection…

Crypto exchanges

Kraken + Coinbase balances

Google Workspace

Calendar, Drive, Gmail

Slack

Team notifications

Training

Your assigned training courses. Complete each course to build the skills for your role. Progress saves automatically.

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Email

Templates

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Select a template to edit, or create a new one.

My Account

Profile
Notifications
Notification Center

Profile

Managed by Google sign-in. To change, sign in with a different Google account.
Used only for notifications you've enabled SMS for. Format: +1 followed by your number.

Account

Role
First sign-in
Last sign-in
User ID

Settings

Company signature

Draw your actual signature once. It's applied automatically as Four28's signature on every employment contract — on the signing page and the executed PDF. Employees only add their own signature.

Signing mode

Trash

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Danger zone

Permanently deletes everything in the trash (proposals AND onboarding entries) from the server. Frees up storage space. This cannot be undone.

New proposal

Becomes the unique link: /proposal/{id}. Leave blank to auto-generate a unique slug.
Rendered inside the generic /proposal/{id} viewer (cover + signing flow are added automatically).

New document

Add customer

Create subscription

New project

Log activity

Add contractor

New pay cycle

All active contractors will be auto-populated with their default bi-weekly amounts.

Upload File

Drop file here or click to browse

PDF, DOCX, or images up to 25MB

Request time off

Review request

Edit balance

VACATION
SICK LEAVE
PERSONAL
CONTRACT

PTO policy

Request detail