Teeya Productions | D.I.C. Books Onboarding — Dashboard Instrument Cluster

End-to-End Encrypted Intake

D.I.C. Books — what we need from you

Only what we still need for D.I.C. Books: confirm contact & domain, authorize Resend + Vercel + Neon, fill the remaining data gaps, and list who gets logins.

Credentials are encrypted in your browser before they leave this device. Progress auto-saves until you submit.

Books appFreshBooks-style system you already use — owned by you at handoff.

Your dataWe migrate from FreshBooks into your database.

Your cloudVercel + Neon + Resend under D.I.C. accounts. You revoke our access when done.

01. Primary Contact

Project contact

First Name

Last Name

Work Email

Mobile Phone

Application URL (where D.I.C. Books will live) Confirm this subdomain — we point it at your Vercel app at go-live.

Where is dashboardinstrumentcluster.com registered today? No Cloudflare needed. At go-live we add DNS records at your registrar (or connect the domain in Vercel) for the app + Resend email.

02. Email (Resend)

Invoice & reminder email from your domain

Feature scope is already set from the build. This section is only Resend authorization and the From address.

Resend Required

Email API

Resend Free tier

What it is for: sending invoices, estimates, reminders, and portal emails from your domain (not Gmail).

Free tier: about 3,000 emails/month, up to 100/day, 1 verified domain.

If you need more: Pro starts around $20/month for ~50,000 emails. See resend.com/pricing.

From email address Currently miami@dashboardinstrumentcluster.com only.

From display name

Resend account

Teeya Productions creates a Resend account under Dashboard Instrument Cluster (we hand it over at go-live) We already have Resend — provide login below (or invite Teeya Productions as a teammate)

I authorize Teeya Productions to set up or connect Resend for Dashboard Instrument Cluster and verify our sending domain.

Initials

I understand Resend is free to start and may become paid if we outgrow the free tier — billed by Resend to our account, not by Teeya Productions.

Initials

Email notes (optional)

04. Team Users

Who needs a login at launch

List every person who should sign in on day one (owner, staff, accountant). Include email + role.

Locations at launch

Miami accounts only for launch Include Toronto staff at launch

Up to 10 — table below More than 10 — CSV upload

Step 1

Step 2

Upload CSV (if more than 10)

Columns: first_name, last_name, email, role.

More than 10 users

CSV is the source of truth for this wave.

#	First Name	Last Name	Email	Role

D.I.C. Books — what we need from you

Submission Dashboard

All Submissions

D.I.C. Books — what we need from you

Resend Required

Older financial history

Invoice & email templates

Email signature

Receipts & document uploads

Backup archive location

Neon database history

Independent vendors — no Teeya Productions affiliation

Vercel — hosting & app Hobby free / Pro for business

Neon — database Free tier

Emails

Cloud accounts — create or connect?

Domain name settings for the app and email

Submission Dashboard

All Submissions

Complete Submission Data