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Partner Dashboard
Tester Walkthrough

A short, guided run through the new reputation management dashboard. Pick your team, follow the steps in order, and flag anything that looks off right where you find it.

Reputation Management Test environment
Walkthrough
0 / 5 done0 issues flagged

The Partner Dashboard is your single place to see everything your tradies see in their own app. Use it to answer tradie questions and to spot upsell opportunities. The sections below are shared by everyone. When you reach the walkthrough, your team is set in the bar above, Sales or Service, so follow your steps in order. As you go, mark each step and capture anything confusing, broken, or simply not quite right.

Logging an issue

What to capture, and how serious it is

When you mark a step as "Found an issue", the page asks you for a severity and a short note, then submits it straight to the issue log for you. Please include:

  • What you expected vs. what happened
  • A severity, using the scale below
  • Your login, set once in the bar above
BlockerYou cannot continue. A core function is broken.
MajorAn important function is broken, but there is a way around it.
MinorCosmetic only: wording, layout, spacing, alignment.
SuggestionNot a fault, an idea or a "nice to have". Please keep these separate from bugs.

Not live yet

These are expected for this round. No need to report them.

  • Insights & Competitor (AI) report is not switched on for this round and is not in the dashboard yet.
  • Impersonation (acting on behalf of a tradie) is not switched on for this round, so the tradie views you reach through it, Monitor and Solicit, are not testable yet either.
  • Posted replies flowing back may not show as "posted" yet, the live connection is still being finalised.
The walkthrough

Follow your steps in order

Your focus is getting around the dashboard, the reporting, and overall clarity. You do not need to work the moderation queues in depth, that is the service team's pass. Skim them if you like, but spend your time on the screens below.

1

Dashboard home

The landing page you see first: the headline tiles (Total Accounts, Total Locations, New Locations, Total Reviews, Response Rate %, Avg Response Time, Awaiting Response) plus Recent Activity, New vs. Closed Locations, and Review Sentiment. The tiles are also shortcuts into the screens behind them.

Try this
Read each tile and widget. Hover the small "i" icon on each tile to read its tooltip, then click each tile and check it lands where it should: Then, in the Recent Activity box, try refreshing it and marking an item as read.
Looks right if
Tiles load with sensible numbers, every tooltip reads clearly in plain English, each tile opens the screen named above while New Locations stays put, the charts render, and Recent Activity refreshes and lets you mark items as read.
2

Review Feed

Every review across all tradies, in one place. Filter by date, account (the parent), location (a single store), site (the review platform), rating, and status, with a per-publisher rating summary at the top.

Try this
Open Review Feed, then work each control and confirm the feed responds: Then open a few reviews. On a hipages review, hover the experience answers (Punctuality, Quality, Value, Professionalism) and check a tooltip appears, and on a review marked Responded, open it and read the response. Finally, run Export to Excel and Export to PDF.
Looks right if
Each control changes the feed as described, the location and experience-answer tooltips read clearly, responded reviews open to show their response, the per-publisher rating reads sensibly, and the exports run.
3

Performance Report

Performance reporting across all active tradies. This is the value story you will be telling tradies.

Try this
Open the Performance Report, then work each control and confirm the report responds: As you read it, ask yourself whether you could spot an upsell angle from this view.
Looks right if
Each control changes the report as described, the account, location and date selections drive the numbers, the column filter shows and hides columns, both exports download cleanly, and the report tells a story you could use in a conversation.
4

Dormant Accounts

A read-only archive of accounts and locations that have been deleted under your partner, together with their archived reviews.

Try this
Open Dormant Accounts. Use the search to find an archived location, then open a row to inspect its details and browse its archived reviews.
Looks right if
The search responds, and opening a row shows the location's details and its archived reviews. Note this list can be empty if nothing has been deleted in the test data.
5

Clarity & browser check

A final pass for the things a tradie would notice.

Try this
Note any label, button, or tooltip that is confusing or reads awkwardly. If you can, repeat a screen or two in a second browser (for example Chrome and Safari).
Looks right if
Wording is clear throughout and the dashboard looks and behaves the same across browsers.

You are the primary operators of this dashboard, so your pass is the deep one. Work the moderation queues, the escalation handling, and the credential and account tools thoroughly. The detail that matters most is the per-review action menu, so take your time on each option.

1

Dashboard home

The landing page: headline tiles (Total Accounts, Total Locations, New Locations, Total Reviews, Response Rate %, Avg Response Time, Awaiting Response), New vs. Closed Locations, Review Sentiment, and the Recent Activity feed, all across every tradie from one place. The tiles are also shortcuts into the screens behind them.

Try this
Read each tile and widget. Hover the "i" icon on each tile for its tooltip, then click each tile and confirm it lands where it should: Then, in the Recent Activity box, try refreshing it and marking an item as read, and confirm it reflects recent changes.
Looks right if
Tiles and charts load with sensible numbers, every tooltip reads clearly, each tile opens the screen named above while New Locations stays put, and Recent Activity is current, refreshes, and lets you mark items as read.
2

Review Feed

Every review across all tradies and all monitored sites, in one place, and your starting point for finding anything. Filter by date, account (the parent), location (a single store), site (the review platform), rating, and status, with a per-publisher rating summary at the top.

Try this
Open Review Feed, then work each control and confirm the feed responds: Then open several reviews and confirm the detail is complete. On a hipages review, hover the experience answers (Punctuality, Quality, Value, Professionalism) and check a tooltip appears, and on a review marked Responded, open it and read the response. Finally, run Export to Excel and Export to PDF.
Looks right if
Each control changes the feed as described, the location and experience-answer tooltips read clearly, responded reviews open to show their response, the per-publisher rating reads sensibly, the exports run, and review detail is accurate.
3

Moderation · All Reviews

The hipages review list across tradies, with overview tiles (Total Reviews, Average Rating, Pending Flags, Removed (30D)) at the top. Filters sit on the left in four groups (Qualification, Review Period, Moderation, Content), with search, Location, and Rating on the right. Each review shows its platform tag, the job reference, the experience chips (Punctuality, Quality, Value, Professionalism), and the homeowner / service-team note (for example hired, recommended, qualified review).

Try this
Open All Reviews and work through it in five passes:
1 · Header tiles
Hover the i on each tile and read its tooltip: Total Reviews, Average Rating, Pending Flags, Removed (30D).
2 · Search
Use the search box on the right to find a review by reviewer, customer, job ID, or keyword, and confirm the list narrows to the match.
3 · Location & Rating
Filter by Location, then by Rating, and confirm you can choose more than one rating at once and the list responds.
4 · Status filters
On the left, work each group and confirm the list filters: Qualification (Qualified, Non-Qualified), Review Period (Legacy, New (Post-Cutover)), Moderation (Flagged, Suppressed, Excluded from Rating, Hidden from Public), and Content (Profanity, Clean (No Actions)).
5 · Each review
Confirm a review shows its name, the rating where there is one, its labels, and the response. Click the grey clock in the lower-left to see the review's history. Then open the three-dot menu in the lower-left and work each action: Suppress review, Hide from public view, Exclude from rating, and Remove review.
Looks right if
Every header tooltip reads clearly, search finds reviews by reviewer, customer, job ID, and keyword, Location and Rating both filter and Rating accepts more than one value, each left-side group (Qualification, Review Period, Moderation, Content) filters the list, each review shows its name, rating, labels and response, the grey clock opens the review's history, and each action in the three-dot menu does what it says.
4

Moderation · Flag Reviews

Tradie-flagged hipages reviews waiting on your decision, organised into All Flagged, Approved, and Denied tabs. Each card shows the flag reason (for example Major Inaccuracies, Contains Confidential Information).

Try this
Open Flag Reviews and work through it in six passes:
1 · Header tile
Hover the i in the header and read its tooltip for Flag Reviews.
2 · Search
Use the search box to find a review by reviewer, customer, job ID, or keyword, and confirm the list narrows.
3 · Tabs
Move between the All Flagged, Approved, and Denied tabs, and confirm a tooltip appears next to each of the yellow, orange, and grey count indicators.
4 · Each review
Confirm a review shows its name, the rating where there is one, and a label for why it was flagged. Click the grey clock in the lower-left to see its history. Then open the three-dot menu in the lower-left and confirm you can Approve & Suppress, or Deny.
5 · Deny a flag, end to end
On a review, open the three-dot menu in the lower-left and press Deny. A pop-up should ask you to confirm; press Yes, Deny. The review should then appear in the Denied tab.
6 · History records it
Open the grey clock on a review you have approved or denied, and confirm the history records that action.
Looks right if
The header tooltip and the yellow, orange and grey count tooltips read clearly, the All Flagged, Approved and Denied tabs open, each review shows its name, rating and flag reason, Approve & Suppress and Deny both work from the three-dot menu, a Deny prompts a confirmation and then lands in the Denied tab, and the grey clock's history records each approve or deny.
5

Moderation · Profanity Reviews

Every hipages review the profanity scanner flagged, waiting on your decision. Messages are pre-redacted automatically, and the page shows counts for flagged, visible, suppressed, excluded from rating, and removed.

Try this
Open the queue, use the search to find a review by reviewer, customer, job ID, or keyword, read a pre-redacted review, then publish one to the profile and reject another.
Looks right if
The queue loads with its pre-redacted messages, and publish and reject each apply so the review does or does not publish as expected.
6

Performance Report

A snapshot of the numbers: total reviews, average rating, response rate, average response time, and awaiting response, plus reviews by sentiment and review and responses by site. The tradie can see this too.

Try this
Open the Performance Report, then work each control and confirm the report responds:
Looks right if
Each control changes the report as described, the account, location and date selections drive the numbers, the column filter shows and hides columns, both exports download cleanly, and nothing reads as obviously wrong.
7

Resources · Review Site Logins

Where your team manages review-site connections when a tradie asks. The list shows each location with its connection status and can be filtered by account and location.

Try this
Open Resources, then Review Site Logins. Filter by account and location, open a row using its view icon to see that location's connections, and note the Connect Review Sites in Bulk option and the per-row actions.
Looks right if
The list loads, the account and location filters respond, and you can open a row to view its connections.
8

Accounts & Locations

Where your team views the accounts under your partner and their locations. Accounts split into Active and Inactive with plan and location columns. Locations split into Active, Inactive, and an Upload tab for importing.

Try this
Open Accounts. Switch between Active and Inactive, read the plan and location columns, and try the column, filter, and export controls (there is also an Upgrade Selected Accounts option). Then open Locations and do the same across Active and Inactive, and look at the Upload Locations tab, which takes an account and a sample file you can download.
Looks right if
Both pages load, the Active and Inactive tabs switch, the columns and filters respond, and the Locations Upload tab shows the import controls.
9

Clarity & browser check

A final pass on wording and consistency.

Try this
Note any label, button, or tooltip that is confusing. If you can, repeat a screen or two in a second browser.
Looks right if
Wording is clear throughout and the dashboard behaves the same across browsers.