â ī¸ Action Required
⥠Quick Access
đ¨ Emergency Contacts
Quick access to staff emergency information.
đ Admin Dashboard
Administration and management â restricted access
Add holiday for a staff member
Create leave on behalf of someone else. You can save as pending or approve immediately.
Pending Holiday Requests
| Staff | Dates | Days/Hours | Type | Status | Actions |
|---|
Holiday Allowances
Set each employee's annual allowance. Use hours for staff with irregular hours (UK law); otherwise days. The leave-year start controls when the balance resets.
| Staff | Allowance | Unit | Leave year start | Current balance | Actions |
|---|
đˇ Accountant Portal
Holiday balances and payslips
Employee Holiday Balances
Adjust annual allowance, unit (days or hours) and leave-year start. Balances reflect approved holidays only.
| Staff | Allowance | Unit | Year start | Balance | Actions |
|---|
Tasks
Team task management
Holidays & Time Off
Request and manage leave
Request Time Off
Callbacks & Missed Calls
Customer callbacks and inbound/missed call records
| Customer | Phone | Due Date | Assigned | Priority | Status | Actions |
|---|
Training & CPD
Training records and professional development
| Staff | Course | Provider | Date | CPD Credits | Actions |
|---|
Compliance Centre
Renewals, NAPIT notifications, and electrical certificates
These run against the schedule (not this tab). Use when NAPIT / EIC / EICR rows are missing or stale after job type changes. The same buttons also appear under NAPIT Portal and Electrical Certs.
Incident Logging
Accidents and near-miss reporting
| Date | Type | Description | Action Taken | Severity | Near Miss | Staff | Actions |
|---|
Invoices
Billing management
| Invoice # | Customer | Date | Due Date | Net | VAT | Total | Status | Actions |
|---|
Automated Reminders
Invoice follow-up configuration
âī¸ Settings
Check for overdue invoices on login
Available tags: {{customer_name}} {{invoice_number}} {{amount}} {{due_date}}
đ§ Send Reminders
Opens your email client pre-filled for each overdue invoice. Each send is logged in History.
đ Estimates & Quotes
Create and send quotes to customers â push directly to Xero
| Quote Ref | Customer | Date | Expiry | Total (inc VAT) | Status | Xero | Actions |
|---|
Customer Database
Search and manage clients
đĻ Products & Stock
SKU-based stock by location with full audit trail
| SKU | Item | Brand | Colour | Variant | Unit | On hand (selected) | Total (all) | Actions |
|---|---|---|---|---|---|---|---|---|
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Recent movements
| When | Action | SKU | Qty | From | To | By | Note |
|---|---|---|---|---|---|---|---|
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đ Quick Links
Frequently used tools and supplier sites
đ Regulatory & Certification
đ Suppliers
đ¨ Emergency Contacts
Staff emergency contact information â view only
đŦ Message Board
Team messages, questions and announcements
Job Scheduling
Plan and assign jobs to the team
đ Issues & Requests
Report bugs or submit feature requests â admins can triage and respond.
| Title | Type | Severity | Status | Submitted by | Created | Actions |
|---|
đ Policies
Company policies and acknowledgements â same workflow as the mobile app.
How to acknowledge a policy
Download each policy PDF, sign it (on screen, or print â sign â scan), then upload your signed file. An admin will review it.
- Click Open policy PDF on the card.
- Complete or sign the PDF.
- Click Upload signed PDF on the same card and choose your file.
Signed policy acknowledgements
Staff download each policy PDF, sign it, then upload the signed file from the cards above. Review pending items or remove a stored signed PDF (admin only).
đ Site Surveys
Create customer survey links and view submissions by job.
Create a survey link
Admin only â generates a customer link via SurvHey.
Recent invitations & submissions
Admins can type part of a job ID. Other staff: use the full job ID (easiest â open Jobs â Survey â Open).
| Job | Template | Invite status | Submitted | Actions |
|---|
Settings
Notification preferences, integrations, and configuration
Portal Configuration
Electrical Calculators
BS 7671 (IET Wiring Regulations) tools for domestic electricians
Voltage Drop Calculator
Electrical Toolkit
BS 7671:2018+A2:2022 Reference & Calculators
Voltage Drop
Cable Rating (Iz)
Loop Impedance (Zs)
Danger Notification
Issue an immediate notice for C1 (Danger Present) conditions
â ī¸ IMMEDIATE ATTENTION REQUIRED
Legal Note: This notice is issued in accordance with BS 7671. The condition(s) listed above are considered Danger Present and require immediate remedial action to prevent risk of death or serious injury.
đ Vehicles & Checks
Fleet management, safety checks and defect reporting
| Name | Registration | Status | Added | Actions |
|---|---|---|---|---|
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đˇ Site Photos
Job site photos uploaded by staff
đĻ Supplies Wishlist
Request supplies and track order status
| Item | Qty | Notes | Requested By | Status | Actions |
|---|---|---|---|---|---|
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đŧ Jobs
All scheduled jobs â use the Schedule page to create new jobs
| Date | Time | Customer | Job Type | Address | Assigned To | Status | Survey | Actions |
|---|
đ Calendar
Jobs, holidays, and compliance due dates at a glance