Dashboard
Jobs Today
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Open Jobs
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Billing MTD
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AR Outstanding
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Fleet Service Due
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Agreement MRR
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Parts On Order
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Techs Active Today
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Activity
0Workflow
Job Workflow
Automation Rules
WHEN Job enters → THEN createRecord + notify
Active · local
WHEN Job date condition (scheduledDate-1hour AND status=Scheduled) → THEN notify
Active · local
WHEN Vehicle date condition (nextService-14days AND status=Available) → THEN notify
Active · local
WHEN Invoice date condition (status=Sent) → THEN setField + notify
Active · local
WHEN Job created → THEN escalate + notify
Active · local
Schedule
Jobs Calendar
Jobs Board
Jobs
Jobs
| ID | customer | title | category | priority | scheduledDate | assignedTech | vehicle | status | Actions |
|---|
Customers
Customers
| ID | name | type | phone | serviceNotes | status | Actions |
|---|
Service Agreements
Service Agreements
| ID | customer | description | visitFrequency | monthlyFee | startDate | endDate | status | Actions |
|---|
Invoices
Invoices
| ID | customer | job | amount | taxAmount | dueDate | status | Actions |
|---|
Invoices
| ID | customer | job | amount | dueDate | status | Actions |
|---|
Part Orders
Part Orders
| ID | supplier | description | amount | job | orderDate | expectedDelivery | status | Actions |
|---|
Fleet
Fleet
| ID | rego | make | model | year | assignedTo | nextService | status | Actions |
|---|
Fleet Servicing
Fleet Services
| ID | vehicle | serviceType | serviceDate | odometer | cost | nextDue | status | Actions |
|---|
Technicians & Staff
Technicians & Staff
| ID | name | role | trade | phone | hourlyRate | licenceExpiry | status | Actions |
|---|
Timesheets
Timesheets
| ID | employee | job | date | hours | travelHours | status | Actions |
|---|
Leave
Leave Requests
| ID | employee | type | startDate | endDate | days | status | Actions |
|---|
Settings
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Import from spreadsheets
Drop a CSV exported from Excel, Notion, Smartsheet or Airtable. Columns are matched to fields by name; statuses and links are validated, bad rows are skipped with reasons.