π Calendar
π What's Coming Up This Week
π Report Writer
Enter a job number to generate a professional client report.
π· 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.
π° Invoice Writer
Enter a job number to generate an ALL CAPS invoice description.
π¬ Ask Bella
Ask about company procedures, pricing, or look up SM8 jobs by number (e.g. "tell me about job 46013").
π Daily Completed Jobs
β³ Unscheduled Jobs
Jobs with status "Work Order" that haven't been scheduled yet.
πΊοΈ Route Checker
Check if an engineer's route is efficient for a given day.
π Chase Tracker
π₯ Staff Directory
| Name | Birthday | Started | Years |
|---|
ποΈ Time Off
| Name | From | To |
|---|
π Fleet Vehicles
| Reg | MOT | Tax | Status |
|---|
π Compliance
Manage staff compliance records and generate compliance documents.
β CO Alarm Pre-Approved Agents
These letting agents have given pre-approval to install CO alarms without separate authorization.
π· Create Invoice
Enter a job number to pull all data and generate a draft invoice in ServiceM8.
π Invoice List
Completed jobs with Β£0 balance β awaiting invoicing. Sorted by job number.
Click "Load List" to fetch completed jobs awaiting invoicing.
π Operations Access
Enter your personal PIN to access Operations tools.
π Dispatch Centre
Live schedule monitoring β tracks engineer progress, flags delays, and suggests actions.
Click Refresh to load today's schedule.
π Tender Opportunities
Public sector housing maintenance opportunities from Contracts Finder and Find a Tender.
πΌ My Tenders
Tenders we're actively pursuing. Auto-added when you mark a feed tender as Interested or Bidding, or add manually here.
π Training Hub
Company guides, procedures, and training materials. Complete each guide and pass the quiz to mark it off.
π§ Inbox
β To Action
π₯ Gas List Processor
π Settings
Enter PIN to access settings