Dynamic Audio Video
Customers
Notes
Files
Job History
Work Order #
Customer Info
Time & Crew
Materials Used on Project
Materials Needed to Complete
Description of Work
Notes
Serial Numbers & WiFi / Passwords
Site Photos
Billing / Invoice
Sending an invoice auto-schedules a payment follow-up (7 days later, or just before the due date) so unpaid invoices get chased.
Work Order Info
Customer Info
Time & Crew
Materials Used on Project
| Description | Qty | Cost | Sell |
|---|
Materials Needed to Complete
| Description | Qty | Cost | Sell |
|---|
Description of Work Performed
Notes
Serial Numbers & WiFi / Passwords
Billing Overview
Customer Follow-Up
Pending quotes, callbacks and check-ins. Nothing falls through the cracks.
Add Follow-Up
Customer Documents
Upload PDFs and file them under a customer. Search by name to find them.
Calendar
Show all jobs (list)
Calendar
Job Requests
Customer requests awaiting review. Approve to turn one into a work order.
+ Add a calendar event
Calendar
Local calendar — no external accounts. Jobs appear on their scheduled date automatically.
Phone subscription (optional): /api/calendar.ics
Recent Sign-ins
Crew Members
Customer Book (QuickBooks)
Your full customer list comes in through your Portal.io → QuickBooks connection — no extra setup. Pull it here so techs can find any customer by name with address, phone and email filling in automatically.
Invite Links
Generate a link, text it to a tech. They pick their own email + password — no admin setup needed.