👑 Admin Tasks
Personal admin task board
🎯 Lead Funnel
Track prospects from inquiry to client
📧 Email Inbox
Clients
All client accounts
| Display Name | Legal Name | Shipping Address | Technician | Day | Invoice / mo | Hrs / wk | Guarantee | Reps / yr | Notes |
|---|
No clients yet — click "Add Client" to get started.
Accounts Weekly
Hours per technician, per week
Map
Client locations
Team Members
Manage your technicians, portals and access
⚙️ Settings
App configuration, automations & maintenance
Notifications
Everything that happened — pushes are just the interruptions
🔔 Notification settings
What buzzes your phone — the bell always keeps the full log
Tech Tasks
Manage team tasks
Salaries
Pay period records per technician + parking expenses
🗓️ Scheduler
Coverage resolution + manager visit planning
📈 Profitability
Company P&L, per-tech ROI, per-client margins
🌴 Time Off
PTO balances, time-off entries, holidays
🔍 Service Intelligence
GPS verification, service issues & reporting
Replacements
Plant replacement requests
Chats
Team messaging
🤖 AI
Talk to your agents
Calendar
View
Calendars
Event Type
Tags