Active Cases0No Cases this week
SERVICE OPERATIONS
Dashboard
The most important work, money and updates in one place.
DISPATCH MAP
Field Operations
Case Service Locations
Preparing Service LocationsThe map will show only verified Service Addresses.
Service AddressesTap a pin for customer, Case and appliance details.DISPATCH WORKSPACE
Case Desk
Open a Case, reply, review billing or arrange a visit without leaving Dashboard.
Full Case workspace opens in place0 Cases
CUSTOMER CONVERSATIONS
Active Chats
Close a chat when you’re done. New customer replies bring it back.0 Conversations
Loading conversations…Closed chats stay in Case Chat.
TODAY’S OPERATIONS
Schedule
THIS MONTH
Financial Snapshot
Collected$0.00$0.00 gross sales
CASE PIPELINE
Current Work
PARTS PROFITABILITY
By Case
Parts sales and purchase costs for each Case.
Case / CustomerRevenuePurchase CostGross ProfitMargin
Quotes0Awaiting Authorization
Work Orders0Authorized work
Today's Visits0No visits today
| Case | Customer & Service Address | Appliance | Part | Schedule | Technician | Status |
|---|
No Cases Match These Filters
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Preparing Service LocationsThe map will show only verified Service Addresses.
DISPATCH CALENDAR
Schedule
.
Total Customers0Customer records
Active Customers0With open Cases
Completed Cases0Across all customers
Collected Revenue$0Confirmed payments
Open a customer to view addresses and complete Case history
| Customer | Contact | Primary Address | Cases | Active | Completed | Paid |
|---|
No Customers Match This View
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COMPLETED WORK
Completed Case Value
By the date each Case was marked Complete. Includes tax; separate from invoices issued and payments received.
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Original Case value, counted once. Warranty return visits are not counted again.CASH FLOW
$0 avg. paymentRevenue Trend
PAYMENT MIX
Payment Methods
OPERATIONS
Case Statuses
BILLING
Financial Breakdown
TOP ITEMS
Parts
TOP ITEMS
Labor & Services
Parts in This View0All matching catalog records
In Stock00 available to reserve
Reserved0Included in stock
Inventory Cost$0Saved purchase cost · all matching stock
| Part | Supplier / Location | Purchase Price | Sale Price | In Stock | Reserved | Available | Availability / Installed |
|---|
No Parts in This View
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Invoiced$0Issued in this period
Net Collected$0Payments minus refunds
Receivables$0All Open Balances
Sales Tax$0On period invoices
$0.00
Collected payments minus posted expenses in this period.
$0.00
Posted operating expenses and parts purchases.
0
Invoices with a remaining balance across the company.
Collections by Method
Close Checklist
| Invoice / Case | Customer | Issued | Status | Total | Paid | Balance |
|---|
| Date | Case | Customer | Method | Reference | Amount |
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| Date | Type | Vendor / Description | Case | Method | Tax | Total | Status |
|---|
Estimates - Accountant Review RequiredAll compensation calculations are estimates and must be reviewed manually by an accountant.One fund is shared by the crew. Estimated pay uses successful payments and explicit Service Call/Labor lines. Parts, tax, discounts, tips, fees, unpaid balances and refunds are excluded. The office sets two fund rates and shares totalling 100%. Existing personal rates apply only to legacy single-Lead payments.
| Technician | Visits / Cases | Collected on Cases | Legacy Service Call % | Legacy Labor % | Effective | Eligible Base | Estimated Pay |
|---|
TECHNICIAN STATEMENTS
Statement History
Saved payroll evidence across every technician.
| Technician | Period | Status | Calculated | Adjustment | Total | Payout |
|---|