Jobs This Week
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Engineers Active
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Documents
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Completion Rate
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This month
SLA Compliance
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This month
Engineer Utilisation
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This month, working days
RAMS Pending Review
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Active Permits
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Certificates
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PAT Testing
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PPE Inspections
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Active Jobs
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My Jobs
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Timesheets
My Timesheets
| Period | Type | Total Hours | Status | Actions |
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Tue
Wed
Thu
Fri
Sat
Sun
All Jobs
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Engineering Team
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Machinery & Tools
| Name | Type | Serial No. | Status | Currently On | PAT Due | Actions |
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Vehicles
In date
Due within 4 weeks
Due within 2 weeks / overdue
| Reg Plate | Make / Model | Assigned To | MOT Due | Tax Due | Insurance Due | Actions |
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RAMS & Documents
| Document | Type | Status | Linked To | Uploaded | Expiry | Actions |
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Upload Document
Drop files here or click to browse
PDF, DOCX, XLSX, JPG, PNG — up to 25 MB
Document Details
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User Management
| Name | Role | Linked Engineer | Joined | Actions | |
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Permits to Work
| Permit | Job / Site | Issued To | Valid From | Valid To | Status | Actions |
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Certificates
In date
Due within 4 weeks
Due within 2 weeks
| Certificate | Status | Linked To | Uploaded | Expiry | Actions |
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PAT Testing
In date
Due within 4 weeks
Due within 2 weeks / overdue
| Tool / Equipment | Serial No. | Last Tested | Next Due | Actions |
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PPE Inspections
In date
Due within 4 weeks
Due within 2 weeks / overdue
| Item | Assigned To | Last Inspected | Next Due | Status | Actions |
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Text your customers
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Money
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Quotes
| Quote | Client | Amount | Status | Created | Actions |
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Planned Preventative Maintenance
Each schedule creates a real job automatically ahead of every visit, with the engineers, equipment and standard checklist already attached. Jobs appear on the Schedule like any other.
| Schedule | Repeats | Next visit | Latest job | Status | Actions |
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Route Planner
Uses the postcode in each job's Site Address. Leave the start blank to begin at whichever job suits best.
Pick an engineer and a date
Then press Plan best route to see the shortest order to visit their jobs.
My Route
Uses the postcode in each job's Site Address.
Pick a date and plan your route
Shows the best order to visit your jobs, with a link to Google Maps.
Settings
Text messages
Texts you send from the Messages page come from your own mobile, so customers know it's you and can reply straight to your phone. We'll text you a code to check the number is yours.
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Clients
The customers you do work for. These appear in the Client drop-down when you schedule a job or a PPM visit. Add a mobile number to be able to text them from the Messages page. If someone replies STOP or asks not to get offers, tick No offers.
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Branding
Replace the default logo and accent colour shown in the sidebar with your own — useful if you're white-labelling this for a client.
Xero Integration
Connect your Xero account to create draft invoices straight from a completed job. Nothing is sent to your client automatically — invoices land as drafts in Xero for you to review first.
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FreeAgent Integration
Connect your FreeAgent account to create invoices straight from a completed job. Invoices are created unsent, so you can review them in FreeAgent before they go to your client.
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📦 Archive Old Jobs
Free up storage by archiving documents and photos from completed jobs over 12 months old. The job record, checklist, and history stay fully visible in the app forever — only the large files get removed, and only after you've downloaded and safely stored them yourself.
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Audit Log
| When | Who | Action | Item |
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