This Week
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πŸ“… Calendar

πŸ“‹ What's Coming Up This Week

πŸ“ Report Writer

Enter a job number to generate a professional client report.

Fetching job data and generating report...

πŸ’· 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.

Fetching job data and generating quote...

πŸ’° Invoice Writer

Enter a job number to generate an ALL CAPS invoice description.

Generating invoice...

πŸ’¬ Ask Bella

Ask about company procedures, pricing, or look up SM8 jobs by number (e.g. "tell me about job 46013").

Hi! I'm your Super Efficient assistant. I can help with company info, procedures, and I can look up ServiceM8 jobs by number. What do you need?
Thinking...

πŸ“‹ Daily Completed Jobs

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⏳ Unscheduled Jobs

Jobs with status "Work Order" that haven't been scheduled yet.

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πŸ—ΊοΈ Route Checker

Check if an engineer's route is efficient for a given day.

Analysing route...

πŸ”” Chase Tracker

Scanning ServiceM8 job notes...

πŸ‘₯ Staff Directory

NameBirthdayStartedYears

πŸ–οΈ Time Off

NameFromTo

🚐 Fleet Vehicles

RegMOTTaxStatus

πŸ“‹ Compliance

Manage staff compliance records and generate compliance documents.

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Staff Compliance
Gas Safe, DBS, training records & expiry tracking
πŸ“
RAMS Generator
AI-powered Risk Assessment & Method Statements
♻️
Waste Transfer Note
Duty of Care compliant WTN generator with PDF export

βœ… CO Alarm Pre-Approved Agents

These letting agents have given pre-approval to install CO alarms without separate authorization.

πŸ’· Create Invoice

Enter a job number to pull all data and generate a draft invoice in ServiceM8.

πŸ“‹ Invoice List

Completed jobs with Β£0 balance β€” awaiting invoicing. Sorted by completion date.

Click "Load List" to fetch completed jobs awaiting invoicing.

πŸ”’ Operations Access

Enter your personal PIN to access Operations tools.

πŸš€ Dispatch Centre

Live schedule monitoring β€” tracks engineer progress, flags delays, and suggests actions.

Click Refresh to load today's schedule.

πŸ“‹ Tender Opportunities

Public sector housing maintenance opportunities from Contracts Finder and Find a Tender.

πŸ“š Training Hub

Company guides, procedures, and training materials. Complete each guide and pass the quiz to mark it off.

πŸ“§ Inbox

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βœ‰οΈ
Select an email to read

πŸ”’ Settings

Enter PIN to access settings


πŸ”„ Job Continuation β€” Further Works

Enter the previous job number. The system pulls all details, notes and photos β€” then builds a clean continuation job with no pricing visible to engineers.

πŸ’‘ The AI detects if the quote had multiple options and will ask you to confirm which was approved.

πŸ“„ 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.

πŸ“„
Drop or click to upload work order
PDF, PNG, JPG β€” any agent format

πŸ“· Supporting Photos

πŸ“·
Click or drag photos the agent sent

πŸ“‹ Quote Generator

Create a branded PDF quote document to attach to your emails.

What was found on site β€” these appear as bullet points in the quote.

Each section is a block of work with its own title, line items, and pricing.

πŸ“„ 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.

πŸ“·
Drag photos here or click to browse
JPG, PNG β€” photos appear at the end of your report
Ask Bella anything
πŸ’¬
Ask Bella
AI Assistant
Hi! I'm Bella, your AI assistant. Ask me anything about jobs, procedures, or the system.