Business overview

Operations, service reports and financial workflow

Dispatch / tasks

Today's workflow

Business workflow

Task Manager

Live dispatch, intervention and task control.

ID	Client	Task	Priority	Lead / team	Status

Global journal

Append-only operational history from Field Service.

Search

Technician

Client

Event

From

To

When	User	Client	Task / Report	Event	Detail

Clients

Billing details live here; Field Service client codes/names can be imported without overwriting billing defaults.

Code	Client	Currency	Email

Service Reports

Field reports appear here automatically.

Sync diagnostics (normally hidden)

Connection/source detail only. Reports are managed in the single list below.

Service Report	Client	Date	Technician	Summary	Status	Lock	Actions

Invoices

Invoice	Client	Currency	Total	Paid	Status

Payments

Payments may be recorded against a client before you know which invoice they settle. Allocate them later.

Date	Reference	Client	Account	Currency	Amount	Unallocated

Currency transfers

Date	Reference	From	To	Rate	Fee

Settings

Company identity, storage, invoice defaults and bank accounts

Company & branding

Company name

Email

Phone

Website

Address

Logo

Primary colour

Accent colour

Document storage location

Toolbox

Next invoice number

Default invoice date

Moving the invoice counter backwards is blocked if it would duplicate an existing issued number.

Free-text invoice style

Code	Name	Currency	Bank	Account	Default