Operations Dashboard
A concise view of service activity, staffing, workload, and items requiring attention.
Daily Activity
Who's In & Out
Active technician coverageTop Work Orders by Hours
Jobs Overview
Current Jobs
Attention Required
Unassigned, overdue, and billing-ready workService Jobs
Schedule, document, photograph, sign off, and invoice service calls.
Unassigned Jobs
| Date | Client | Location | Primary Tech | Secondary Tech(s) | Service | Status | Hours | Invoice |
|---|
Technicians
Per-technician performance, workload, service history, inventory, and operational reporting.
Technician Availability
Completion by Technician
Today's Workload
| Technician | Availability | Jobs | Completed | Completion | Redo Rate | Hours | Mileage | Expenses | Inventory |
|---|
Service Performance
Operational Totals
Recent / Matching Jobs
Assigned Inventory
Payroll
Private technician hours and estimated gross payroll. Super Admin only.
| Technician | Pay Rate | Range Hours | Range Gross | Range Jobs | Today Hours | Today Gross | Last 14 Days Hours | 14-Day Gross | This Month Hours | Monthly Gross | Jobs This Month |
|---|
Timesheet Entries
Automatically populated from assigned service jobs and technician time entries.
| Date | Technician | Client / Job | Start | End | Hours | Mileage | Tolls | Parking | Expenses | Gross | Action |
|---|
Gross payroll is an operational estimate based on recorded technician hours × pay rate. Taxes, overtime rules, benefits, reimbursements, and deductions are not calculated here.
Service Job Imports
Bulk import Excel service logs or import individual technician emails.
Bulk Service Log Import
Upload the LunaSupport Excel service log. Only actual service dates from March 1, 2026 through July 27, 2026 are included.
1. Paste Technician Email
Historical imports are marked as imported records and do not create Square invoices automatically.
2. Review Import
Clients
Search and maintain client master records.
| Client | Primary Location | Contact | Phone | Jobs | Orders | Status |
|---|
Account Information
Locations / Sites
Authorized Contacts
Service Jobs
Projects
Estimates
Bulk Hours & Service Logs
Orders
Materials / Hardware History
Projects
Track approved work against actual visits, labor, materials, expenses, cost, and margin.
| Project | Client | Location | Status | Visits | Contract | Actual Cost | Cost to Complete | Forecast Final Cost | Invoiced | Projected Margin |
|---|
Approved / Planned
Actual / Real-Time
Deposit & Progress Billing
Draft, publish, and track staged invoices without exceeding the approved contract.
Project Payments
Record cash and other offline payments. Apply a receipt to a project invoice or retain it as unapplied project credit.
Open a project to load its payment history.
Visits / Jobs
Calendar & Dispatch
Switch between scheduled jobs and technician availability.
Client Orders
Printers, ink/toner, computers, surveillance, access control, and hardware requests.
| Client | Item | Qty | Status | Needed | Created By | Est. Total |
|---|
Invoices
Search all service-job, project, prepaid-hours, product, and standalone invoices.
| Invoice | Date | Client | Title / Project | Type | Total | Status | Due | Actions |
|---|
Inventory
Track and filter hardware assigned to technicians or the warehouse.
| Item | SKU | Qty | Technician | Notes | Actions |
|---|
Reports
Searchable operational reporting for jobs, technicians, clients, projects, and inventory.
Attention Required
Overdue, unassigned, and billing-ready service calls.
| Date | Client / Site | Issue | Technician | Status |
|---|
Service Operations
Jobs and field activity during the selected period.
| Date | Job | Client / Site | Technicians | Service | Status | Hours | Materials | Action |
|---|
Technician Performance
Workload, completion, redo, hours, travel, and inventory assignment.
| Technician | Jobs | Completed | Pending | Completion | Redo | Hours | Mileage | Tolls | Parking | Expenses | Inventory | Estimated Labor Cost |
|---|
Client Service Activity
Client workload, locations, completed work, redo activity, and hours.
| Client | Primary Location | Jobs | Completed | Completion | Redo | Hours | Last Service |
|---|
Project Performance
Approved work compared with visits, hours, costs, invoices, and margin.
| Project | Client / Site | Status | Visits | Hours | Approved | Actual Cost | Invoiced | Paid | Margin |
|---|
Inventory & Material Assignment
Current hardware assigned to technicians or the warehouse.
| Item | SKU / Model | Quantity | Assigned To | Notes |
|---|
Estimating
Build multi-scope estimates for LunaSupport projects and service work.
Accounting Center
Follow LunaSupport work from approved scope through billing, collections, job costs, payroll review, and profitability.
Estimate to Collection
Live LunaSupport billing workflow
Work to Profitability
Costs and labor from completed work
Export Center
Download the selected-period registers for review or reconciliation.
Revenue & Collections
Actual Costs
Projects & Estimating
Search, review and export accounting records
Job Financial Detail
| Date | Client / Site | Status | Invoice | Invoiced | Paid | Outstanding | Uninvoiced | Labor Cost | Materials Cost | Mileage | Tolls | Parking | Other | Expenses | Total Cost |
|---|
Invoice Register
Service-job and LunaSupport invoices in the selected period.
| Invoice | Date | Due | Client | Source | Status | Total | Paid | Outstanding |
|---|
Accounts Receivable Aging
Open invoices grouped by age.
| Invoice | Date | Due | Client | Status | Total | Paid | Outstanding | Age |
|---|
No-Charge Jobs
Completed $0 service work. These jobs create no invoice revenue or A/R, while labor, material, and expense costs remain recorded.
| Date | Client / Site | Job | Billing Plan | Reference | Classification | Actual Cost | Reason |
|---|
Project Profitability
Approved value, actual costs, invoices, and collections.
| Project | Client | Status | Approved | Hours | Actual Cost | Invoiced | Paid | Outstanding | Gross Profit |
|---|
Payroll Cost Review
Operational timesheet hours and estimated gross wages.
| Technician | Jobs | Hours | Mileage | Tolls | Parking | Expenses | Pay Rate | Estimated Gross |
|---|
Accounting References & Tools
Use exports from LunaSupport for reconciliation or review in your accounting system. LunaSupport operational totals do not replace a reconciled general ledger.
Activity Log
Super Admin audit history for user logins and changes throughout LunaSupport.
| Date / Time | User | Role | Type | Action | Area | Record | IP | Details |
|---|
Technician Resources
Searchable field utilities, vendor tools, mobile support, remote assistance, printer drivers, and troubleshooting links.
Printer / Copier Resources
Konica Minolta
Canon
Brother
Epson
QuickBooks / Accounting Tools
QuickBooks Desktop Repair
QuickBooks Downloads & Updates
Remote Support Tools
Quick, Attended Support
Free / Open-Source Remote Support
LunaSupport Session Preparation
Use remote-control tools only with the customer's explicit authorization. Prefer one-time attended sessions; remove or disable unattended agents when the work is finished.
Mobile Device Support — iOS & Android
Apple / iPhone / iPad
Open-Source iOS Diagnostics
Advanced command-line tools. Back up customer data and obtain approval before restore, firmware, or destructive actions.
Android Platform & Screen Tools
Manufacturer Transfer & Support
Microsoft Windows Tools & Tweaks
Remote Support / UAC
Use the UAC-prompt change only during an authorized remote-support session and restore it when finished.
Windows ISOs & Installation Media
Bootable USB / Deployment
Windows Utilities
God Mode & Windows Administration
Review every selected tweak before applying it. Create a restore point and obtain approval before system-wide changes.
Open-Source Support Tools
Useful Technician Utilities
Surveillance, Access Control & Network Field Tools
ANPVIZ / Hikvision Camera Discovery
InVid / ONVIF Camera Tools
AXIS / Hanwha / Uniview Discovery
Access Control — Paxton / HID
Access Control — Suprema / ZKTeco
IP & Network Discovery
Network / Low-Voltage Validation
Software validates connectivity and throughput. Copper/fiber certification still requires an appropriate physical cable tester.
User Administration
Users, roles, technician profiles, and weekly availability.
| Name | Username | Role | Current Status | Weekly Availability | Active |
|---|
Client Bulk Hours
Track prepaid support packages, usage, remaining balances, and job deductions.
| Client | Plan | Purchased | Used | Remaining | Rounding | Expiration | Invoice | Status | Actions |
|---|
Service Log & Hour History
| Date / Time | Type | Job | Site | Service | Technician | Hours | Balance | Note | User | Action |
|---|
