INVOICE HISTORY

EXISTING SECURE DOCUMENTS

To connect a client's public website contact form directly into their Vanquish CRM Pipeline, attach the following JavaScript payload to their form submission event.

HTML Structure

<form id="vanquishContactForm">
    <input type="text" id="vName" placeholder="Full Name" required>
    <input type="email" id="vEmail" placeholder="Email Address" required>
    <input type="tel" id="vPhone" placeholder="Phone Number">
    <textarea id="vService" placeholder="Service Requested"></textarea>
    <button type="submit">Send Request</button>
</form>

Firebase CRM Injection Script

Ensure you replace CLIENT_EMAIL_HERE with the exact email address used to provision their dashboard, and insert your Firebase Config.

import { initializeApp } from "https://www.gstatic.com/firebasejs/10.12.2/firebase-app.js";
import { getFirestore, collection, addDoc, serverTimestamp } from "https://www.gstatic.com/firebasejs/10.12.2/firebase-firestore.js";

// Initialize with your Vanquish Firebase Config here
const firebaseConfig = {
    apiKey: "YOUR_API_KEY",
    authDomain: "YOUR_AUTH_DOMAIN",
    projectId: "YOUR_PROJECT_ID",
    // ... other config vars
};
const app = initializeApp(firebaseConfig);
const db = getFirestore(app);

document.getElementById('vanquishContactForm').addEventListener('submit', async (e) => {
    e.preventDefault();
    const clientEmail = "CLIENT_EMAIL_HERE"; // MUST MATCH CRM LOGIN
    try {
        await addDoc(collection(db, "users", clientEmail, "leads"), {
            name: document.getElementById('vName').value,
            email: document.getElementById('vEmail').value,
            phone: document.getElementById('vPhone').value,
            service: document.getElementById('vService').value,
            timestamp: serverTimestamp()
        });
        alert("Lead submitted securely!");
        e.target.reset();
    } catch (err) {
        console.error("CRM Injection Failed: ", err);
    }
});

Phase 1: Create Client Account

1. Go to the Firebase Console and open the Vanquish project.
2. Navigate to Authentication > Users.
3. Click Add User. Create their email and a secure password. (Save this password to send to the client later!)

Phase 2: Provision the Dashboard

1. Log into the Master Admin Panel (here).
2. Click the PROVISION CLIENT button.
3. Fill out all their basic information. CRITICAL: Use the exact same email address you just created in Firebase!

Phase 3: Connect Google Analytics (GA4)

1. Log into Google Analytics and create/open the client's property.
2. Go to Admin (gear icon bottom left) > Property Access Management.
3. Click the + button to add a user and paste the bot email:
   vanquish-analytics-bot@caramel-pulsar-487016-t6.iam.gserviceaccount.com
   Give the bot Viewer access.
4. Go back to Admin > Property Settings and copy the 9-digit PROPERTY ID.
5. In the Vanquish Admin panel, edit the client and paste the ID into the GA4 Property ID field.

Phase 4: Connect Search Console (SEO)

*Skip this step if the client is not paying for SEO services.

1. Log into Google Search Console for the client.
2. Go to Settings > Users and permissions > Add User.
3. Paste the exact same bot email again and give it Restricted access.
4. Copy the exact property URL from the top-left dropdown (e.g. https://example.com/ or sc-domain:example.com).
5. In the Vanquish Admin panel, edit the client and paste the URL into the GSC Property URL field.