Jobs
Open workload
Documents
Compliance
Offline queue
Pending actions
Records
Customers
Overview
Dashboard
Snapshot
Key metrics
Registered sites
Logged-in engineers
Delivery centres
Active jobs
Pending quotes
Outstanding invoices
Pending quote value
Outstanding invoice value
Finance
Accounting actions
Prepare controlled exports for the finance workflow.
Sage 50
Export sales invoices
Creates an Audit Trail Transaction workbook ready for Sage 50 Accounts.
Each invoice is exported as an SI transaction and then marked Exported to Sage. The customer’s Sage account reference must already exist in Sage and contain no more than eight letters or numbers.
Analytics
Reports
Explore reporting data, answer questions and build dashboards with Metabase.
4MZ reporting portal
Build reports and dashboards
Open the reporting workspace to use Metabase's visual query builder, SQL editor and dashboard tools.
- The reporting connection is read-only and limited to curated business views.
- Your operational application data cannot be changed from Metabase.
- Metabase uses a separate reporting account and will ask you to sign in.
Checking the reporting portal configuration…
Administration
Settings
Core controls for branding, workflow, shared libraries, forms and communications.
Foundation
Brand & access
Brand identity and access control.
Brand & access
Branding
Company details, app identity, colours and assets.
Brand & access
Branding
Company details, app identity, colours and assets.
Brand & access
Roles
Roles, permissions and super-admin access.
Brand & access
Roles
Roles, permissions and super-admin access.
Operations
Workflow controls
Statuses, visit types and SLA targets.
Workflow controls
Statuses
Lifecycle stages for jobs, quotes, invoices and orders.
Workflow controls
Statuses
Lifecycle stages for jobs, quotes, invoices and orders.
Workflow controls
Job types
Visit categories used by planning and reporting.
Workflow controls
Job types
Visit categories used by planning and reporting.
Workflow controls
Delivery centres
Businesses that can receive and manage assigned jobs.
Workflow controls
Delivery centres
Businesses that can receive and manage assigned jobs.
Workflow controls
Priority SLAs
Response and completion targets by priority.
Workflow controls
Priority SLAs
Response and completion targets by priority.
Reusable standards
Libraries
Reusable skills, scripts and disciplines.
Libraries
Skills
Engineer capabilities used for staffing and reporting.
Libraries
Skills
Engineer capabilities used for staffing and reporting.
Libraries
Scripts
Reusable quote and scope text snippets.
Libraries
Scripts
Reusable quote and scope text snippets.
Libraries
Disciplines
Service disciplines used for rules and form mapping.
Libraries
Disciplines
Service disciplines used for rules and form mapping.
Automation
Forms & automation
Templates and discipline-based form mapping.
Forms & automation
Form templates
Versioned templates used by the builder and app.
Forms & automation
Form templates
Versioned templates used by the builder and app.
Forms & automation
Discipline → form mapping
Map each discipline to the correct form template.
Forms & automation
Discipline → form mapping
Map each discipline to the correct form template.
Audit trail
Communications
Review every outbound email attempt made by this application.
Communications
Email log
Search application email attempts, then open an entry for its safe delivery metadata.
Communications
Email log
Search application email attempts, then open an entry for its safe delivery metadata.
Sensitive data is protected. Credentials, access tokens, reset tokens, attachment contents and raw provider payloads are never shown here.
All attempts
Sending
Sent
Failed
Status
New status
Skill
New skill
Role
New role
Contacts
People
Sites