Operations Dashboard
Jobs Today0
Completed Today0
Pending / Assigned0
Missed / Overdue0
Service Calendar
Click a job to open Jobs & Assignment.
Scheduled
Assigned
Completed
Missed
Upcoming Jobs
Attention Needed
Customers & Sites
| Customer | Site | Service | Units | Frequency | Service Days | Contract |
|---|
Recurring Service Schedules
Jobs are generated using each customer site's selected service weekdays where provided; otherwise the saved frequency interval is used. Contract dates are respected and duplicate dates are prevented. Completed jobs are protected from bulk deletion.
Jobs & Assignment
| Date | Customer / Site | Service | Units | Assigned To | Status | Action |
|---|
My Daily Tasks
Shows only today's jobs assigned to the selected service-team member.
Today’s Jobs0
Pending0
Completed0
Missed0
Pending Today
Completed Today
Mobile Service Form
Take or select multiple photos. Maximum 50 photos per service job.
0 / 50 photos
Digital Service Reports
Settings
User Management
Create staff logins, assign access roles and link field users to their service-team record.
Only an Admin account can create, edit, deactivate or reset FSM users.
The user can sign in immediately after creation.
Required for Service Team accounts so My Daily Tasks only shows their own jobs.
| Name | Role | Linked Staff | Status | Action | |
|---|---|---|---|---|---|
| Open Settings to load users. | |||||
Service Types
Add, rename or remove the service types used in customer records.
Service Frequencies
The interval controls recurring job generation. You can rename or remove any preset.