Business Overview
Report a Problem
Photograph the problem, fill in what the office needs, submit. Everything below is set by your manager — anything marked * has to be filled in before this will send.
Date and time are read from the photo itself where the camera recorded it — you don't type them.
Settings
This is what a technician fills in on the 📸 Report tab. Tick a box to make that answer compulsory — the app then refuses the report until it's filled in, on the phone and at the API. Nothing else here needs setting up.
Team
Everyone who can log in. Each person gets their own private link — technicians only ever see their own jobs.
Follow-up progress
These go out on their own — the app runs this check once every day without anyone touching it. The button is only here so you don't have to wait until tomorrow to see the result.
Email Delivery
Attaching a real sending account is restricted. Enter the operator passcode to continue.
Clients
Every building you look after, the equipment in it, and when each item is next due. Use “Full history” for everything you've quoted and billed them.
Work
Deficiencies
Quotes
Invoices
Pricing & Estimates
Your price next to a typical industry benchmark for each service type — a general estimate to sanity-check against, not a live lookup of local competitor pricing. These rates are what you pick from when adding a line to a quote or invoice by hand. Automatic estimates are built from the two sections below — your cost basis and your parts catalog.
Your Rates & Markup
The numbers auto-estimates are built fromWhen a technician's field report is turned into a quote, these are the rates the app multiplies out. Change them here and every future estimate follows.
Parts Catalog
A part number captured in the field is matched against this list to price the material and the labor hours automatically.