Operations KPIs
Live performance across work orders, vendors & compliance.
Work Orders
Task management board — every work order, all the way through closeout.
Compliance
Permits, insurance & recurring maintenance across every location.
Approval queue
New requests awaiting your approval. Quotes & final sign-off now live in the Completed tab.
Completed
Work orders that have been approved or closed. Search by location, title, or the person on them.
Locations
All managed locations. Click a card for the full location dashboard.
Invoices & Quotes
Linked to work orders. Repeat work at the same location within 90 days is flagged.
Billing
Users
Everyone with access to this workspace. What anyone can see and do comes from their role; which locations, from their card.
Your team members. Their role decides what they can open and do; their card decides which locations they reach — all of them, or the ones you tick. Open a person to change either.
Equipment
Every unit across your locations, with its specs and open work.
The kinds a unit can be filed under, and the spec fields each kind carries. Every spec is optional on a unit: a blank means not recorded yet.
Portfolio Map
Every location with coordinates, colored by open-task urgency.
Maintenance
Recurring work that renews on completion (HVAC service, parking-lot cleaning, etc.). Manager-only.
Activity feed
Every state change, comment, photo upload, and approval — audit trail.