Dashboard
Live from the Service CEO mirror · data through -
Active customers
-
status Active
Billed - last 12 mo
-
invoiced revenue
Jobs - last 12 mo
-
visits worked
Lifetime billed
-
all invoices
Monthly revenue
last 24 months - invoiced
Invoices per month
last 24 months
Revenue by year
full history - invoiced
Top customers
by lifetime billed
| # | Customer | Type | Status | Billed | Amount | Jobs |
|---|
Schedule
Appointments from the Service CEO mirror
-
-
Appointment
as booked in Service CEO
Notes on this visit
what the crew and office recorded
Services on this visit
the work to be done, as sold
Jobs
Work orders behind completed and booked visits
Receivables
Who owes what, aged from invoice date. Payments count against the oldest invoice first - the same convention as Service CEO's A/R Aging.
Outstanding
-
-
Current (0-30)
-
31-60
-
61-90
-
Over 90
-
| Customer | Balance | Current | 31-60 | 61-90 | Over 90 | Last open invoice |
|---|
Customers
Search by name, city or customer number
| # | Customer | Type | Status | City | Lifetime billed | Jobs | Last job |
|---|
-
-
Lifetime billed
-
Lifetime paid
-
Jobs
-
Last job
-
Service addresses
properties on file
Contacts
names, phones, email
Recent invoices
most recent 25
Recent jobs
most recent 25
Payments
most recent 25
Notes
customer notes on file
Call recordings
calls to and from the numbers on this account
Revenue report
Reproduces Service CEO's Actual Revenue Report - invoiced revenue by invoice date
Original
-
Taxes
-
Total revenue
-
Invoices
-
By day
grouped by invoice date
Invoice detail
every invoice in the period
Admin console
Users, roles, security and system status
CRM users
click a row to edit; changes save immediately
Add a user
leave the password blank and one will be generated
Edit user
role, contact details and access
Permission matrix
tick a box to allow that role to do that thing. Administrator is always full access.
Add a role
start with nothing allowed, then tick what it needs
Roles in use
built-in roles cannot be deleted
Signed in right now
revoking a session signs that person out immediately
Controls
the office agent checks in about once a minute
Settings
changes take effect on the next run
What may be written back
nothing reaches Service CEO unless a table is set to both directions
and the master switch above is on. Manual means a person approves each change;
automatic queues it to go on the next run.
Outbox
every change the cloud wants to send to Service CEO, oldest at the bottom
Recent sync runs
both directions, newest first
Recordings on file
-
Linked to a customer
-
Needs a person
-
shared or unknown numbers
Archive span
-
Import from the archive
reads the file listing only - no audio is downloaded
Recent imports
what ran, and what it found
Calls needing a person
numbers shared by several customers, or not on any customer record - click Assign
Reporting layer
rebuild the summary views after a data load
Server
this application instance
Appointment status labels
Service CEO stores these as numbers and the lookup table has not been supplied yet,
so the labels below are best guesses. Correct any that are wrong - the schedule and jobs screens
use them immediately.
Mirrored tables
approximate row counts from the Service CEO mirror
My account
Your sign-in details
Change your password
at least 10 characters
Your access
what your role allows