⚡ SLA Alerts
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💊 Client Health Scores
● Healthy (70+)
● At Risk (40-69)
● Critical (<40)
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Client Book
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Total Clients
Clients By Type
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| Client Name | Type | Primary Contact | Address | Telephone | Status |
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Job Queue
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Jobs
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| No. | Job Name | Client | Location Address | Team | Assigned To | Created | Scheduled | Date Due | Job Stage | Categories | Job Status | Quote | Invoice | Cost | Sell | Margin % | Value Inc Tax |
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Projects
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Total Projects
| Name | Client | Status | Start Date | End Date | Budget |
|---|
Task Queue
0
Open Tasks
| Complete | Title | Client | Assigned to | Due Date | Document |
|---|
Ticket Queue
0
Open Tickets
Tickets By Status
| # | Subject | Requester | Group | Assigned | Priority | Status | Created |
|---|
Quotes Pipeline
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Total Quotes
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Quotes By Status
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| Quote # | Client | Status | Date Quoted | Total | Valid Until |
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Tonight's Risk Board
Documents
| Name | Client | Location | Category | File Type | Created |
|---|
| Product Code | Name | Category | In Stock | Min Level | Unit Cost | Unit Sell | Location |
|---|
<30
30-60
60-90
90+ km/h
Live Alerts
Unscheduled Jobs
Insight Reports
Job Reports
Jobs by stage, client, team member, date range
Revenue Reports
Revenue by client, job type, team member
Team Performance
Completions, response times, workload
Quote Reports
Win rates, conversion, value by period
Invoice Reports
Outstanding, paid, overdue analysis
Client Reports
Activity, job history, revenue by client
Payroll Export
Export guard hours to CSV for Sage, Xero or Excel
Form Builder
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New Quote
Quote Description
Setup Description Template| Product Code | Service / Product | QTY | Unit Cost | Unit Sell | Tax (%) | Amount |
|---|---|---|---|---|---|---|
| 0.00 |
Client Message
Total Unit Cost:£0.00
Margin:£0.00
Subtotal:£0.00
Tax:£0.00
Total:£0.00
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Settings
General Settings
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|---|---|---|---|---|---|---|---|---|
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Total Documents
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Expired
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| Guard | Document | Reference | Issued | Expiry | Status |
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Incidents
| Occurred | Type | Severity | Site | Description | Reported By |
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Site Check-ins
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Fire Audit
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