📅 Calendar
📋 What's Coming Up This Week
📝 Report Writer
Enter a job number to generate a professional client report.
💷 Quote Writer
Enter a job number to generate a priced quote from engineer notes.
If ticked, the visit charge is absorbed into the quote price. It will not appear as a line item.
💰 Invoice Writer
Enter a job number to generate an ALL CAPS invoice description.
💬 Ask Bella
Ask about company procedures, pricing, or look up SM8 jobs by number (e.g. "tell me about job 46013").
📋 Daily Completed Jobs
⏳ Unscheduled Jobs
Jobs with status "Work Order" that haven't been scheduled yet.
🗺️ Route Checker
Check if an engineer's route is efficient for a given day.
🔔 Chase Tracker
👥 Staff Directory
| Name | Birthday | Started | Years |
|---|
🏖️ Time Off
| Name | From | To |
|---|
🚐 Fleet Vehicles
| Reg | MOT | Tax | Status |
|---|
📋 Compliance
Manage staff compliance records and generate compliance documents.
✅ CO Alarm Pre-Approved Agents
These letting agents have given pre-approval to install CO alarms without separate authorization.
💷 Create Invoice
Enter a job number to pull all data and generate a draft invoice in ServiceM8.
📋 Invoice List
Completed jobs with £0 balance — awaiting invoicing. Sorted by completion date.
Click "Load List" to fetch completed jobs awaiting invoicing.
🔒 Operations Access
Enter your personal PIN to access Operations tools.
🚀 Dispatch Centre
Live schedule monitoring — tracks engineer progress, flags delays, and suggests actions.
Click Refresh to load today's schedule.
📋 Tender Opportunities
Public sector housing maintenance opportunities from Contracts Finder and Find a Tender.
📚 Training Hub
Company guides, procedures, and training materials. Complete each guide and pass the quiz to mark it off.
📧 Inbox
🔒 Settings
Enter PIN to access settings
🔄 Job Continuation — Further Works
Enter the previous job number. The system pulls all details, notes and photos — then builds a clean continuation job with no pricing visible to engineers.
📄 Work Order Processor
Upload a work order PDF/image or paste email text. The AI will extract all details and create the job in ServiceM8.
📷 Supporting Photos
📋 Quote Generator
Create a branded PDF quote document to attach to your emails.
What was found on site — these appear as bullet points in the quote.
Each section is a block of work with its own title, line items, and pricing.
📄 Report PDF Generator
Paste your report content, add photos, and generate a branded Super Efficient PDF.
Paste your full report. Bullet points, headings, and pricing lines are auto-formatted.