Roadmap

A look-back at how the Customer Portal grew, month by month. Each milestone below corresponds to a real release.

January 2026 — Foundations

Skeleton & login page. The portal exists. Users can sign in.
User roles. Admin, supervisor, and customer roles introduced — each sees a different slice.
User invitations. Admins and supervisors can invite new people via email.
Teams. Teams can be created. Team members can be added and removed.
Companies. The contractor company is now a first-class record.
Trades. Service categories (plumbing, HVAC, etc.) can be defined and attached to companies.
Profile & company member management. Users can update their own profile. Companies can have multiple members with different roles.
Branded emails. Outbound emails (invitations, password resets, confirmations) get the CIC look.
Two-factor authentication. Optional 2FA via authenticator app for extra security on every account.

Recordings. The integration with Five9 lights up. Every call CIC handles starts flowing into the portal automatically.
Dashboard statistics. First version of the call dashboard — totals, trends, breakdowns.
First production deploy. Pre-launch UI cleanup, error tracking via Sentry, captcha on sensitive forms, and the first push to a live environment.
Call audio. Recordings now include the actual audio file from Five9, playable in the browser.
Localized timestamps. Times shown on the page now match the viewer's browser timezone instead of always showing server time.
CSV exports. Customers can download their call data to a spreadsheet.

Organizations. A new top-level concept — an "organization" can own several contractor companies. Useful for franchises and groups.
Stripe usage billing. Calls are now metered and pushed to Stripe so usage-based invoicing works end-to-end.
Self-serve payment setup. Customers can add and update their card directly in the portal.
Notifications. A first-class notification system — bell-icon, unread count, per-user preferences for what to be alerted about.

Stripe invoices. Invoices generated by Stripe show up natively in the portal. Customers see what they owe and what's been paid.
Playbooks. Each contractor company gets a written playbook — the operating manual CIC agents use when answering their calls.
Abnormal call-volume detection. The system watches each company's call patterns and alerts admins when volume looks unusual.
Call volume forecasting. A forward-looking view: based on history, here's how many calls to expect over the coming days.
Playbook versioning. Every change to a playbook is preserved. You can see how a contractor's playbook has evolved over time.
Inbound numbers. The portal now tracks the actual phone numbers tied to each company, with full audit trail.

The recent direction — anomaly detection, forecasting, playbook versioning, audit trails on phone numbers — points toward two themes:

Proactive intelligence. The portal increasingly tells you what's about to happen or what just went wrong, instead of waiting for you to look.
Auditability. As more contractors and organizations rely on the portal for billing and operations, every meaningful change is being preserved and traceable.

For ongoing changes, see the Changelog. If you have feedback on what should come next, the portal team would like to hear it.