Jobs This Week
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Engineers Active
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Documents
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Completion Rate
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This month
SLA Compliance
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This month
Engineer Utilisation
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This month, working days
RAMS Pending Review
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Active Permits
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Certificates
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PAT Testing
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Active Jobs
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My Jobs
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Timesheets
My Timesheets
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All Jobs
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Engineering Team
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Machinery & Tools
| Name | Type | Serial No. | Status | Currently On | PAT Due | Actions |
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Vehicles
In date
Due within 4 weeks
Due within 2 weeks / overdue
| Reg Plate | Make / Model | Assigned To | MOT Due | Tax Due | Insurance Due | Actions |
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RAMS & Documents
| Document | Type | Status | Linked To | Uploaded | Expiry | Actions |
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Upload Document
Drop files here or click to browse
PDF, DOCX, XLSX, JPG, PNG — up to 25 MB
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User Management
| Name | Role | Linked Engineer | Joined | Actions | |
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Permits to Work
| Permit | Job / Site | Issued To | Valid From | Valid To | Status | Actions |
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Certificates
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Due within 4 weeks
Due within 2 weeks
| Certificate | Status | Linked To | Uploaded | Expiry | Actions |
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PAT Testing
In date
Due within 4 weeks
Due within 2 weeks / overdue
| Tool / Equipment | Serial No. | Last Tested | Next Due | Actions |
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Quotes
| Quote | Client | Amount | Status | Created | Actions |
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Settings
Branding
Replace the default logo and accent colour shown in the sidebar with your own — useful if you're white-labelling this for a client.
GoHighLevel Integration
Paste a GHL "Inbound Webhook" trigger URL here to fire GHL automations whenever a RAMS is submitted or reviewed, or a permit is issued or about to expire.
Xero Integration
Connect your Xero account to create draft invoices straight from a completed job. Nothing is sent to your client automatically — invoices land as drafts in Xero for you to review first.
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FreeAgent Integration
Connect your FreeAgent account to create invoices straight from a completed job. Invoices are created unsent, so you can review them in FreeAgent before they go to your client.
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QuickBooks Integration
Connect your QuickBooks Online account to create invoices straight from a completed job.
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📦 Archive Old Jobs
Free up storage by archiving documents and photos from completed jobs over 12 months old. The job record, checklist, and history stay fully visible in the app forever — only the large files get removed, and only after you've downloaded and safely stored them yourself.
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Audit Log
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