The dashboard provides real-time updates and acts as a central hub for monitoring field activities. It offers a live feed of events and operations in the field, making it particularly valuable for managers overseeing remote teams. All real-time field activities are dynamically updated on the dashboard, providing a live feed of information. On the left-hand side, you'll find a navigation panel that conveniently lists all business-related activities, ensuring quick access and streamlined management.

The Jobs section functions as a robust ticket management system. Here, you can track and manage all client-initiated jobs or tickets. The system allows you to monitor the status of each ticket and access detailed information about them, facilitating efficient job documentation and management. Overview Counts: Upon opening the jobs portal, Bob is greeted with an at-a-glance view that displays key job statistics. These include: Total Number of Jobs Open Jobs (To Be Done) Closed Jobs (Completed) Archived Jobs Job List: Below the summary counts, Bob sees a comprehensive list of all the jobs associated with the business. Detailed View: For each job in the list, Bob can access detailed information by clicking on the "eye" button. This detailed view provides an in-depth look at the specifics of the job. Edit and Management Options: Within the detailed view, Bob has several management options: Edit: Bob can make necessary changes or updates to job details, such as scheduling, job descriptions, or customer information. Raise Quote: Bob can generate quotes for the job, estimating costs and pricing for the service. Invoices: Bob has the ability to create and manage invoices related to the job, ensuring accurate billing. Spare Parts: If any components or parts need replacement as part of the job, Bob can add and track them within the system. Revenue Potential Assessment: Bob can also utilize the jobs portal to assess the revenue potential associated with each job listed. This feature helps him evaluate the financial impact of the jobs in his queue, aiding in decision-making and resource allocation. In summary, when Bob accesses the jobs portal, he is presented with a convenient and comprehensive platform that not only provides an overview of job statuses but also allows him to delve into job details, manage job-related tasks, and evaluate revenue potential – all within one user-friendly interface.

The Dispatch Board offers a calendar view that simplifies team scheduling. You can easily view daily, monthly, and weekly job assignments, reschedule tasks, and reassign them based on his field agent's proximity, performance and ratings etc. This feature optimizes task allocation and scheduling, ensuring smooth field operations. Creating and Assigning Jobs: To create and assign a job, Bob simply clicks on the "Create Job" button. A form opens up, allowing him to input all the necessary job details. Once the job details are filled in, Bob can easily assign it to agents using a straightforward drag-and-drop action. Job List for the Month: On the right side of the interface, a navigation bar displays all jobs scheduled for the particular month. Bob can efficiently reschedule any job by dragging and dropping it to a different date or time, making scheduling adjustments a breeze. Capacity Bottleneck Check: For efficient resource management, Bob can assess the capacity of each agent working under him. By clicking on the "Capacity" feature, Bob gains insights into the workload and availability of agents, helping him identify any potential bottlenecks and allocate tasks accordingly. In summary, using the dispatch board is a straightforward and visually intuitive process for Bob. He can create, assign, and reschedule jobs with ease, all while keeping a close eye on agent capacity to ensure optimal workflow management.

In the Organizations section, you can centralize client-related data. This includes information about client organizations, customers, quotes, invoices, contracts, and employee details. By consolidating this information, you can streamline client interactions and data management. Organizations Overview: Within the organizations section, Bob can access a comprehensive list of all the organizations that fall under his preview. This list provides an overview of the organizations served by his team. Detailed Organization View: By clicking on the "eye" button, Bob can access a detailed view of any organization listed. In this detailed view, he can examine all aspects of the organization, including its profile and specific details. Managing Organization Details: In the detailed organization view, Bob has the capability to perform various tasks: Add Customers: Bob can add new customers associated with the organization, maintaining an up-to-date customer database. Add Jobs: Bob can create and assign jobs related to the organization, ensuring efficient service delivery. Raise Quotes and Invoices: Bob can generate quotes and invoices, streamlining financial transactions. Create Contracts: He has the option to create contracts specific to the organization, establishing clear terms and agreements. Adding New Organizations: To expand the list of organizations, Bob can easily add a new organization by clicking on the "Add Organization" button. A form will appear, allowing him to input all the necessary details about the new organization. In summary, the organizations section provides Bob with a comprehensive view of the organizations he oversees. He can access detailed information, add customers, manage jobs, create quotes and invoices, establish contracts, and expand the list by adding new organizations through a user-friendly form.

Detailed Customer View: Within the customer portal, Bob has access to a comprehensive view of all the customers associated with the organizations served by his agents. This view provides detailed information about each customer, allowing Bob to gain insights into their profiles. Adding a Customer: Bob can effortlessly add a new customer to the system by clicking on the "Add Customer" button. When he selects this option, a form opens up, enabling Bob to input all the necessary customer details. Once he fills in the required information, he can save the customer's details within the system. Downloading Customer Details: To efficiently manage customer data, Bob has the option to download customer details as needed. This feature allows him to export customer information for various purposes, such as reporting or analysis. Customer Search Functionality: Bob can easily locate a specific customer by using the search bar. This search functionality enables him to quickly find and access customer profiles, making customer management more convenient and efficient. In summary, the customer portal offers Bob a robust set of tools for managing customer information. He can view customer details comprehensively, add new customers, download customer data, and efficiently search for specific customers as needed.

The Contracts section provides a comprehensive list of all active contracts, containing detailed information for each one. Bob has the ability to initiate the contract creation process by selecting the "Add Contract" button. A form will appear, enabling Bob to independently input the necessary details for the new contract. Within the Invoices section, a compiled list of all invoices is readily available. Bob can conveniently generate a new invoice by selecting the "Add Invoice" button and subsequently completing the associated form independently. In the Quotes section, a repository of all existing quotes is accessible. By selecting the "Add Quote" button, Bob can effortlessly contribute a new quote, simply by filling out the provided form. These sections enable you to efficiently manage the financial aspects of your business. You can create and track quotes, issue invoices, and maintain contracts with clients. This centralizes financial transactions, ensuring accuracy and facilitating financial record-keeping.

The Employees section is designed for managing information about your team members. It simplifies employee data management, aiding in human resource processes.

There is an "Assets" section which helps Bob to help track and manage equipment, tools, or resources used in field operations. He can add an asset by himself by clicking on the add asset button.

The analytics tools within the platform allow you to generate comprehensive reports. These reports offer insights into various aspects of your business activities, helping you make data-driven decisions and identify areas for improvement. In the analytics platform, Bob has access to a live dashboard with several key sections for comprehensive insights: Location Intelligence: Bob can track real-time updates of agent locations. He can monitor live routes and location activities. Bob can view the distance traveled by agents and their expenses for reimbursement. Customer Metrics: Bob gains access to detailed information about his customers. Leaderboard: Within this section, Bob can see the agent leaderboard based on various criteria. This includes rankings based on customer ratings, jobs completed, overall hours worked, and the total value of quotes. Jobs Dashboard: Bob can explore analytics related to the jobs under his purview. Jobs Optimization Dashboard: This dashboard offers a comprehensive analysis of completed jobs. Bob can examine metrics such as overall job completion, average job duration, agent time allocation, and agent productivity based on average time spent. Information about completed and pending tickets, popular feedback forms, customer pending issues, and average customer ratings by job type is available here. Contract Dashboard: Bob can review contract-related metrics, including overall contract value, approved contract value, and pending contract value. The dashboard displays contract renewal statuses and upcoming renewals for the next few months. Contract categories, such as maintenance contracts, consulting engagements, renewals, service agreements, and support contracts, are also categorized here. Revenue Dashboard: In this section, Bob can access a clear invoice dashboard. He can view agent-wise and month-wise invoice generation data, along with an overview of overall invoice details for customers. Information regarding payments collected based on the source of payment is also accessible. Expenses and Leave Dashboard: Bob can track employee leave records. He can view expense histories categorized by employees, along with month-wise and category-specific expense breakdowns. These individual sections within the analytics platform offer Bob a comprehensive view of various aspects of the business operations, allowing for informed decision-making and management.

The Customers section provides clients with a self-service portal. Clients can create service requests, monitor ticket statuses, access quotes, invoices, contracts, and current activities. This portal enhances the client experience by offering transparency and control over their interactions with your organization. Customer Portal: The Customer Portal is a user-friendly interface designed for clients. It empowers them to initiate service requests, review their history, and monitor the status of their tickets. Key features of the Customer Portal include: KYC Information: Clients can conveniently access and review their Know Your Customer (KYC) information. Ticket Management: This section enables clients to track the status of their raised tickets, view quotes, invoices, contracts, and current activities all in one place. Request Creation: Clients can easily create new service requests, categorize them, and set priority levels, estimated completion times, and due dates. Customizable Form: The form used by customers is highly adaptable, allowing organizations to tailor it to their specific requirements. Calendar View: Clients can monitor the progress of their jobs through an intuitive calendar view. Customer Portal Access: Clients are provided with unique logins and passwords, ensuring secure access to the portal for managing their interactions with the organization