PLATMETRIX
System Overview

How Platmetrix Works

The whole platform on one map — what the offering is, how it's designed, and how a change becomes something a client can use.

User Handbook
Intended forEveryone
Section 01

What Platmetrix is

Platmetrix is a commercial real-estate intelligence and operations platform. It does two distinct jobs for two kinds of customer, on one shared foundation.

1 — Bespoke due diligence, delivered as a portal

The consulting side answers the question in front of an investor: should we commit capital to this site? Platmetrix runs a structured path — scope the question, gather and verify, analyze and pressure-test, recommend and hand off — and delivers the result as a protected report a client reads and downloads. Offerings span market analysis, site intelligence, ordinance review, third-party proposal management, financial analysis, lender packages, and investment reports. The live product surface is the Market Intelligence Portal, sold per market and unlocked in stages as the client pays.

2 — Operator tools for running what gets built

The operations side is a suite of apps for property companies: PropIQ (property management — maintenance, leasing, banking), AssetIQ (asset & portfolio performance), LoanIQ (loan & debt tracking), and the Resident Portal (payments, requests, documents for tenants). A Design Studio (Unit Studio, Site Planner, Facade Studio) supports the development side.

The one-line version

Platmetrix helps people decide where to put capital, then gives operators the tools to run it — market intelligence on one side, operating software on the other, one login and one permission model across both.

Section 02

Who it's for

Built for the people who have to commit capital, and the people who run the result.

AudienceWhat they getWhere they live in the product
Developers & investorsScoped due diligence to chase fewer, better sites and underwrite with a second set of eyes.Market Intelligence Portal — reports in viewer.html.
Property operatorsSoftware to run properties, portfolios and debt.PropIQ, AssetIQ, LoanIQ.
Regional & property managersDelegated control of their own staff and properties.The Operational Platform Admin + PropIQ.
On-site staffTask-scoped access — tickets, calendars, leasing.PropIQ, scoped by capability.
ResidentsPay, request maintenance, read documents.Resident Portal, one unit.
Platmetrix adminsRun the whole platform — accounts, access, paywalls, content.Admin Console + Operational Platform Admin.
Section 03

The system on one map

Three layers. People use a front end hosted on Netlify; every page reads and writes through Supabase, which enforces who-can-see-what; a handful of Edge Functions reach outside services for money, messaging and rates.

PEOPLEDevelopers &InvestorsPropertyOperatorsRegionalPMsPropertyStaffResidentsAdmins FRONT END · NETLIFYMarketing & Loginindex.htmlClient Portalhome · viewerOperator ToolsPropIQ·AssetIQLoanIQ·ResidentAdminadmin·platform-adminDesign StudioUnit·Site·Facade SUPABASEAuthsessions·is_adminPostgres + RLSprofiles·page_accessproject_access·propertiesStorageprotected-pagesresident-docsEdge Functionsbilling·resetnotify·rates EXTERNAL SERVICESStripeQuickBooksTwilioFRED sign in & use read/write · RLS calls

People use the Netlify front end; every page reads and writes through Supabase, where Row-Level Security decides what each account may see; Edge Functions reach the outside services.

The key idea

The front end holds no secrets and makes no access decisions. It asks Supabase, and Supabase's Row-Level Security answers based on the signed-in account. That's why access can change instantly with no redeploy — the rules live with the data, not in the page.

Section 04

Who does what

One permission model spans both business lines. Each role has its own handbook; this overview is the map that ties them together.

RoleAssigns others?Its handbook
Master & Platform adminYes — master grants assignabilityPlatform Admin Console
Sales adminNo(Quote Builder)
Enterprise ownerYes (its users)Market Intelligence
Regional managerYes (managers & staff)PropIQ / AssetIQ / LoanIQ
Property managerYes (its staff)PropIQ
On-site staffNoPropIQ (role-scoped)
ResidentNoResident Portal
How the pieces connect

Assignability flows down a tree: master → platform → regional → property manager → staff. Everyone sees only their own branch, enforced by Supabase — the same scoping whether you're granting a market or a maintenance capability.

Section 05

How a change takes effect

Before the specific journeys, the rule that governs all of them: on Platmetrix, access and content are data, not code. Almost every change an admin or manager makes is a write to a Supabase table that takes effect on the next page load. The only thing that needs a Netlify redeploy is a change to the page files themselves.

ChangeWhat actually happensRedeploy?
Unlock a paid reportRaise page_access.tierNo
Grant a toolInsert a project_access rowNo
Change a staffer's rightsEdit project_access.capabilitiesNo
Add a market reportNew pages row + file in StorageNo
Reset a passwordSupabase recovery (email) / OTP (phone)No
Edit a page's layout or codeNew file in the deploy bundleYes
Section 06

Three journeys, end to end

The clearest way to understand Platmetrix is to follow a change from the moment someone makes it to the moment someone else can use the result. Three journeys, each from trigger to output.

Journey 1 — A market study, sold and delivered

1Prepare

An admin builds the market in market-editor, stores the report file, and prices it in the Quote Builder.

2Pay & unlock

Client pays the deposit (Stripe) or invoice (QuickBooks); the admin raises page_access.tier.

3Enforce

Supabase serves the study or full file only at the client's tier — the gate is server-side.

4Consume

Client signs in at index.html, sees the unlocked card in home.html, opens viewer.html.

The output the client usesA protected report open in the viewer — site scorecards, comps, Go/No-Go radar and underwriting for their market — readable on screen and downloadable. Awaiting deposit shows a payment prompt; deposit-paid unlocks the desktop study; paid-in-full unlocks the whole report.

Journey 2 — A maintenance ticket, start to finish

1Trigger

A resident submits a request in the Resident Portal — it writes a work-order row.

2Work it

A maintenance tech sees it in PropIQ (their rights: view & close-to-supervisor), does the work, closes & routes up.

3Escalate

The supervisor closes & routes to property management (their rights: schedule, assign, close-to-PM).

4Notify

A notify Edge Function confirms back to the resident.

The output the users useProperty management sees a resolved, audited work order in PropIQ; the resident gets a confirmation in the Resident Portal. The same ticket moved through three roles, each seeing only what their capability allows.

Journey 3 — A permission change

1Trigger

A Regional PM opens the admin console, drills to a property, expands a staffer, and toggles a capability.

2Write

The toggle upserts that person's project_access.capabilities for that tool and property.

3Enforce

RLS confirms the RPM is in the same subtree and may assign; the write commits — no redeploy.

4Take effect

On the staffer's next load, PropIQ shows or hides that action.

The output the user usesThe staffer's PropIQ now offers exactly the actions they're allowed — e.g. "Assign ticket" appears or disappears — because the app reads the capability set and RLS guards the data behind it.
Section 07

The technical spine

Two systems run everything. Netlify serves the front end; Supabase holds identity, data, access rules, files and the small server functions.

Netlify

Static hosting for every page. A manual deploy replaces the whole site, so pages ship as one bundle with config.js (the Supabase URL and publishable key). No page contains a secret.

Supabase

Auth (sign-in, sessions, is_admin); Postgres with Row-Level Security (the profiles, page_access, project_access, properties tables that decide access); Storage (private buckets for reports and resident documents); and Edge Functions (billing/reconciliation, password reset, work-order notifications, the FRED rates feed) — the only place third-party secrets live.

The rule that keeps it safe

The publishable key in config.js is public by design; RLS is what protects the data. Every secret — Stripe, Twilio, service-role — lives only in Edge Function config, never in a page. If a secret ever appears in a file, rotate it.

Section 08

The handbook library

This overview is the map. Each surface has its own step-by-step handbook for the person who works in it day to day.

HandbookForCovers
Platform Admin ConsoleMaster & platform adminsAccounts, tools, paywalls, access levels, account lifecycle, Netlify/Supabase operations.
PropIQRegional / property managers, staffMaintenance, leasing, banking; client admins, properties, per-user rights.
AssetIQ / LoanIQAsset & debt managersPortfolio performance; amortization, DSCR, lender packages.
Resident PortalResidentsPayments, requests, documents.
Market IntelligenceEnterprise owners & clientsReading and sharing market reports.
Start here, then go deep

Read this overview to see how the whole platform fits and how a change becomes a usable output. Then open the handbook for the surface you work in for the click-by-click detail.

PLATMETRIX · How Platmetrix Works User Handbook · Console reflects seed data; your live screens show your own accounts.