Jobs
Open workload
Documents
Compliance
Offline queue
Pending actions
Records
Customers
Overview
Dashboard
Snapshot
Key metrics
Registered sites
Logged-in engineers
Distribution centres
Active jobs
Pending quotes
Outstanding invoices
Pending quote value
Outstanding invoice value
Administration
Settings
Core controls for branding, workflow, shared libraries and forms.
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
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.
Status
New status
Skill
New skill
Role
New role
Contacts
People
Sites