Dashboard
Jobs
Quotes
Invoices
Agency Invoices
Team Feed
Company updates and team news
My Profile
A clear headshot works best. JPG or PNG, up to 6MB.
Personal Details
Change Password
Biometric Login
Use Face ID, Touch ID, Windows Hello, or fingerprint to sign in without a password.
Request Holiday
Engineers
Manage your team
Certifications
Add Certification
Customers
Complaints Register
Track and resolve customer complaints
Service Reminders
Automated annual service follow-ups
GDPR Data Management
Export or anonymise customer data on request
Customer Lookup
Intelligence Hub
Revenue Forecast
Service Type
Booking Velocity
Busiest Days
Top Postcodes
Projected Revenue by Week
Average Job Value by Service
Revenue by Postcode
Service Revenue Breakdown
Service Volume
Engineer Earnings
Performance Tracker
Schedule Utilisation
Capacity by Engineer
AI Analysis
Rule-based insights generated from your live booking data
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Engineer Ratings
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Recent Feedback
Rating Breakdown
Revenue Reports
Financial overview - paid invoices only
Alerts & Automations
Manage automated messages, reminders, and alert templates.
These templates pre-fill the message shown when you update a job's status. You can still edit the message before sending.
Available variables:
Available variables:
{{name}} Customer or agency name, e.g. "John" or "Sowerbys"{{engineer}} "our engineer Homer" (or "our engineer" if unassigned){{engineer_has}} "Our engineer Homer has" - for starting sentences{{property}} Agency property name/address (agency templates only){{date}} Booking date, e.g. "Wednesday 16th July"{{time}} Booking time slot, e.g. "09:00 - 10:00"{{service}} Service type, e.g. "Boiler Repair"{{address}} Property address{{eta}} Estimated arrival time, e.g. "and should arrive at around 2:30 PM"{{review_link}} Link to your review page{{booking_link}} Link to your booking page
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Service Prices
Changes save immediately and update the booking form, pricing page, and invoice presets.
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Schedule Settings
Manage time slots, service durations, and block out time. Changes affect customer and agency booking availability.
Toggle slots on/off to control what customers and agencies can book. Drag to reorder.
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Add New Slot
Agency Accounts
Manage B2B property management partners
Archive
Complete record of all bookings, invoices, quotes, agencies and customers
Select a category and search to view records.
System & Engineer Notification Settings
Database backups, audit trail, and notification preferences
Notification Settings
Get alerted when new bookings or maintenance requests come in.
70%
Play sound on new bookings
Push notifications (even when portal is closed)
Database Backups
Daily automatic backups are stored in R2 for 30 days. You can also trigger one manually.
Audit Log
Record of logins, engineer changes, and cert actions across both portals.