Dashboard
Today's operational overview.
Attention Required
Items needing action today.
Starts Today
Hires and deliveries beginning today.
Returns Due
Equipment due back.
Deliveries Today
Scheduled deliveries and collections.
Activity
Business history and separately authorised audit observations.
Jobs
Job records and requested dates.
Business proposals
Responsibility and work
Process overview
Schedule
Operational calendar for jobs, hires, deliveries and maintenance.
Timeline
Chronological view of all scheduled events.
Schedule Table
All scheduled items in tabular form.
| Date | Type | Title | Status |
|---|
Assets
Asset register from the Product API.
Categories
Organise related equipment into categories.
Category management will be available when the Product category service is connected.
Equipment Types
Define equipment once, including its category and how it is tracked.
| Name | Category | Tracking | Status |
|---|
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Customers
Customer records.
Quotes
Quote management and acceptance tracking.
| Quote # | Job | Customer | Status | Created | Valid Until | Total |
|---|
Warehouses
Warehouse registry from the Product API.
| Warehouse ID | Name | Status | Location | Country | Revision |
|---|
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Deliveries & Collections
Scheduled movements for jobs.
| ID | Job | Type | Scheduled | Warehouse | Destination | Staff | Status |
|---|
Returns
Expected and actual equipment returns.
Maintenance
Faults and work orders that can block asset availability.
| ID | Asset | Type | Fault | Work Order | Scheduled | Status | Blocks Availability |
|---|
Work Items
Product work and recorded responsibility.
Tasks
Operational tasks, linked to jobs and assigned to staff.
| Task | Assigned To | Due Date | Linked Job | Priority | Source | Status |
|---|
Settings
Workspace preferences and administration.
General
Workspace-level preferences.