Service Jobs
Schedule, document, photograph, sign off, and invoice service calls.
Technicians
Per-technician performance, workload, service history, inventory, and operational reporting.
| 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 | Today Hours | Today Gross | Last 14 Days Hours | 14-Day Gross | This Month Hours | Monthly Gross | Jobs This Month |
|---|
Gross payroll is an operational estimate based on recorded technician hours × pay rate. Taxes, overtime rules, benefits, reimbursements, and deductions are not calculated here.
Historical Email Import
Paste a technician service email, review the parsed fields, then import it as a historical record.
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 |
|---|
Projects
Track approved work against actual visits, labor, materials, expenses, cost, and margin.
Approved / Planned
Actual / Real-Time
Visits / Jobs
Calendar
Month, week, and day scheduling.
Client Orders
Printers, ink/toner, computers, surveillance, access control, and hardware requests.
| Client | Item | Qty | Status | Needed | Est. Total |
|---|
Inventory
Track hardware assigned to technicians.
| Item | SKU | Qty | Technician | Notes |
|---|
Reports
Live company performance from the production database.
Technician Resources
Field utilities and vendor tools.
User Administration
Users, roles, and technician availability.
| Name | Username | Role | Availability | Active |
|---|