Today
Needs Attention
Contracts
Performance
Financial
Upcoming Renewals
Sites & Systems
Orange = maintenance · red = callout
| Customer | Sites | Systems | Contact | Status | Maintenance | Monitoring | Renewal | Actions |
|---|
Customer & Contract
Upcoming Visits
Maintenance Agreements
Callouts & Fault Calls
Documents
Audit Trail
Service History
| Date | Site | System | Engineer | Outcome | Notes |
|---|
Customer Notes
| Customer | Site | System | Level | Visits / Yr | Frequency | Maintenance | Monitoring | Renewal | Status |
|---|
Month
| Date | Customer | Site | System | Engineer | Service | Accounts | Contact | Action |
|---|
Visits requiring booking/contact
| Due | Customer | Site / System | Contact | Calls | Emails | Last Contact | Escalation | Booking | Customer Notification | Actions |
|---|
Callout & Fault Register
| Reported | Customer | Site / System | Fault | Engineer | Response | 4 Hour KPI | Resolved? | Job Ref | Action |
|---|
| Customer | Renewal | Days | Current Value | Uplift | New Value | Contract | Action |
|---|
| Customer | Site | Inspection | Status | Defects | Notes | Action |
|---|
| Raised | Customer | Site / System | Defect | Status | Quote | Value | Action |
|---|
| Customer | Site | System | Type | Provider / ARC | ARC Ref | URN | Customer £ | Tek Cost £ | Margin |
|---|
| Customer | Site | System | Make / Model | Serial | Communicator | Installed / Takeover | Battery Due | Notes |
|---|
Maintenance Billing Register
| Visit | Customer | Site / System | Engineer | Value | Invoice | Status | Action |
|---|
Maintenance Revenue by Level
Annual Planned Visits
Engineer Workload (Current Year)
Estimated Recurring Gross Margin
Company / Contract Defaults
Maintenance Levels
These descriptions are inserted into generated customer agreements.
Backup / Restore
Download a complete JSON backup before major changes.
Import Existing Customers
CSV columns supported: Customer, Contact, Phone, Email, Site, Address, Postcode, Engineer, System, Level, Visits, FirstVisit, Maintenance, Monitoring, MonitoringType, Provider, MonitoringCost.
Email Templates
Access / Role View
Local role view for testing the future multi-user workflow.
Backup Health
No backup recorded yet.
Demo Data
Load an example multi-site customer.