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Customers
Tickets
Teams
Users & Access
Schedules & Routes
Invoices
Service Jobs
No completed jobs yet.
Customer Communications
Analytics
Tickets by Status
Tickets by Priority
Revenue by Month
Invoice Status Breakdown
Jobs Completed per Agent
Schedules by Status
Top Customers by Tickets
Jobs by Service Type
Settings & Configuration
Menu Modules (Admin Control)
Enable or disable navigation tabs. Hidden tabs are inaccessible to staff users.
Dashboard Widgets
Control which widgets appear on the Dashboard home screen.
Service Types
Add your business's service offerings. Toggle them on/off to control what appears in customer profiles and job forms.
Appearance
Switch between dark and light color themes. Your preference is saved per-browser.
User Management
Overview of your team and quick access to user administration. Visible to Admin only.
Role-Based Access Control
Configure which navigation tabs are available for each role. Changes are saved locally and applied immediately.
SLA Configuration
Set response and resolution time targets per priority level. Tickets exceeding these thresholds will be flagged. (Admin & Manager only)
Bulk Import
Import customers or users from a CSV file. Admin only. Download a template to get started.
Activity Log
Click Refresh to load activity.