Asset card
Asset history
Service history
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Jobs
Open workload
Documents
Compliance
Offline queue
Pending actions
Records
Customers
0 selected
Field operations
Live jobs map
Active job sites and engineer positions
Active job
Engineer
En route
Capacity
Operational footprint
Exceptions
Requires attention
No critical exceptions right now.
Delivery Centre payments
Applications for Payment (AFP)
Group mature, completed work orders by Delivery Centre into a weekly AFP.
Loading due period…Checking the one-week maturity window.
Ready to group
Eligible work orders
Only completed and approved work orders at least one full week old are shown.
| Delivery Centre | Work order | Job / site | Completed | Amount |
|---|
Loading eligible work orders…
0 selected
AFP register
Recent AFPs
| AFP | Delivery Centre | Period | Work orders | Status |
|---|
Loading AFPs…
AFP
AFP details
| Work order | Job | Site | Completed | Amount |
|---|
Weekly customer billing approval
Pre-Approvals (Pre-Apps)
Review completed work, create one workbook per job type, then record the client's response against each row.
Extinguishers are kept separate.
An extinguisher used during maintenance belongs in Fire Extinguishers; any other extra parts from that visit remain in Additional Parts Used at Maintenance Jobs.
Weekly review
Eligible completed work
Every eligible completed job is included. Review its workbook category and cost split before creating the immutable batch snapshots.
Loading eligible work…
Pre-App register
Batch history
| Batch | Customer | Workbook | Week | Rows | Total | Status |
|---|
Loading Pre-App batches…
Client decisions
Sent Pre-App jobs
Filter the submitted rows, select the client’s queried or approved jobs, then apply the decision in bulk. Approved rows must share the same saved client batch number before they can become one draft invoice.
| Job / docket | Site | Workbook | Pre-App batch | Client batch | Total | Status | Invoice |
|---|
Loading sent Pre-App jobs…
Pre-App
Batch details
Client response (workbook columns K:R)
Save the batch number, decision and coding returned by the client against each individual row.
| Docket / source | Workbook | Total | Batch Number | Batch Received Date | Agreed (Y/N) | Payee | Comments | SSS Cause Code | Client Cost Code | Account Code |
|---|
Resource planning
Schedules
Review scheduled work, locate gaps and drag jobs between days or the unscheduled queue.
Loading schedules…
Working hours
Available
Job
Time off
Appointment
Microsoft 365
Planned maintenance
Maintenance Planner
Manage customer assets, forecast service dates and turn due work into grouped jobs.
Visit totals use one job group per site, exact due date, discipline, visit type and scheduling group. Candidate and known-blocked counts are preliminary; the generation preview is authoritative. Date scope: KPIs and the capacity forecast use the selected period only unless a buffer is applied.
Resource forecast View capacity
Capacity
Assigned-resource forecast
Booked schedule time is measured against the estimated effort for active maintenance in this view. Date scope: this forecast uses the selected period only.
Required0 min
Scheduled coverage0 min
Remaining gap0 min
Jobs needing time0
| Due date | Disciplines | Demand | Generated | Assigned | Scheduled coverage | Gap |
|---|
No active maintenance workload is in this period.
| Resource | Control |
|---|
No maintenance is due in this period.
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Open generated jobs on this page 0
| Due | Customer / site | Service | Resource | Job |
|---|
No generated maintenance jobs on this page await completion.
| Asset | Type | Discipline | Customer / site | Identification | Service schedule | Status | Action |
|---|
No customer assets have been registered.
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| Plan | Customer / site | Template | Recurrence | Billing | Assets | Status | Action |
|---|
No site maintenance plans have been created.
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Operational safety
Customer and site alerts
Instructions shown here are also frozen onto generated jobs. Acknowledging an alert records that you have read it; it does not remove a generation block.
Create operational alert
No operational alerts are visible in your customer and site scope.
GSF migration
Reviewed CSV import
Previewing never changes live records. Review is bound to the displayed SHA-256 checksum, and apply rechecks every mapping inside one transaction.
Preview
Import review
- Preview SHA-256
Source rows 0
| Row | Intent | Source key | Customer / site | Asset / template | Due | Cost / sell | Review notes |
|---|
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Projected job groups 0
| Due | Site | Discipline / visit | Rows / assets | Cost / sell | Blockers |
|---|
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Audit trail
Import history
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Commercial controls
Maintenance eligibility and pricing
Rules are versioned and date-effective. Generated jobs retain immutable commercial evidence even after a rule is retired.
Price rules
Choose a customer before loading or adding rules.
Add price rule
| Scope | Template | Effective band | Commercial | Billing | Status | Action |
|---|
Select a customer to review its rules.
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Contract coverage
Coverage dates must sit within the contract and cannot overlap for the same scope.
Select a contract to inspect its maintenance coverage.
Asset library
Asset types
Create reusable equipment categories such as Fire Alarm or Emergency Lighting.
Service levels
Maintenance intervals
Define how often each asset type needs a particular test or service.
| Status | Severity | Customer / site | Asset / failure | Recommendation | Source | Rectification | Action |
|---|
No maintenance defects match these filters.
Run a report to view maintenance data.
Planner defaults
Job generation
Defaults apply when office users create jobs from due occurrences.
Resource preferences
Preferred technicians
Asset rules take precedence, followed by service level, site, customer and asset type.
Contract & maintenance billing
Billing Planner
Review recurring contract charges and completed maintenance before creating native invoices.
0 selected
| Date | Status | Customer / source | Site / discipline | Service period | Amount | Invoice |
|---|
No billing sources match these filters.
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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.
Inventory control
Stock & Fleet
Live warehouse and van balances, job issues, stocktakes and an immutable movement audit.
| Product | Location / van | On hand | Min / max | Value | Codes |
|---|
No stock balances yet. Record a receipt to begin.
| When | Reference | Type | Product | Quantity | From | To / job | User |
|---|
No stock movements recorded.
| Reference | Location | Status | Progress | Variances | Started |
|---|
No stocktakes yet.
| Code | Name | Units | Value | Status |
|---|
| Fleet no. | Registration | Vehicle | Assigned to | Units / value | Status |
|---|
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.
Open reporting portal
Checking the reporting portal configuration…
Records
Delivery Centres
0 selected
Administration
Settings
Core controls for branding, workflow, shared libraries, forms and communications.
Accountability
Audit log
A permanent record of successful changes, showing who changed what and when.
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Super admin
Feedback inbox
Review feedback from every tenant and the global workspace, and track progress toward a resolution.
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 tags
Reusable labels for organising and filtering jobs.
Workflow controls
Job tags
Reusable labels for organising and filtering jobs.
Engineer arrival check
GPS distance required before an engineer can mark a job on site.
Engineer arrival check
GPS distance required before an engineer can mark a job on site.
Workflow controls
Priority SLAs
Response and completion targets by priority.
Workflow controls
Priority SLAs
Response and completion targets by priority.
Set customer and discipline overrides using SLA rules in the customer record.
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.
Commercial defaults
Default labour billing terms
Set the billing block and minimum charge inherited by new customers in this tenant.
Commercial defaults
Default labour billing terms
Set the billing block and minimum charge inherited by new customers in this tenant.
Libraries
VAT & tax codes
Tenant defaults and reusable tax codes, with customer, site, catalogue, pre-build and job-line overrides.
Libraries
VAT & tax codes
Tenant defaults and reusable tax codes, with customer, site, catalogue, pre-build and job-line overrides.
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 sending
Connect Microsoft 365 for customer emails in this workspace.
Communications
Email sending
Connect Microsoft 365 for customer emails in this workspace.
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
0
Sending
0
Sent
0
Failed
0
Status
New status
Skill
New skill
Role
New role
Contacts
People
Sites