New Requests
Requests waiting to be assigned. Open one to assign a technician and visit date — sent straight to the CRM.
NEW REQUESTS
Every request in your branch that doesn’t have a technician and visit date yet.
| REQUEST # | TYPE | OPERATION CITY | STATUS | CREATION DATE | VISIT DATE | CLIENT | CONTACT | TECHNICIAN | ACTIONS |
|---|---|---|---|---|---|---|---|---|---|
| Loading assigned visits from CRM... | |||||||||
Add New Schedule Entry
Use this page only when a CRM request cannot be processed automatically.
ADD NEW SCHEDULE ENTRY
| DATE | CLIENT | LOCATION | AREA | TECHNICIAN | REQUEST # | CONTACT | TECH REASON | TIME | ACTIONS |
|---|---|---|---|---|---|---|---|---|---|
| Loading schedule data... | |||||||||
Operations Analysis
Live operational performance, workload, and technician insights.
Remote Access Link
The public link the team uses to reach this portal from outside the office. If it stops working, reconnect it here to get a new one instantly — no need to wait for IT.
PUBLIC LINK
This link changes every time it's reconnected — re-share it with the team after reconnecting.
History
Look up any request, old or new, by number, client name, or date range.
SEARCH ALL REQUESTS
Search by request number or client name, and/or narrow by date range.
| REQUEST # | TYPE | STATUS | VISIT DATE | CLIENT | CONTACT | LOCATION | NOTE | TECHNICIAN |
|---|---|---|---|---|---|---|---|---|
| Enter a request number, client name, or date range to search. | ||||||||
Done
Requests you've marked done. Marking done only affects this device/account — it doesn't change anything in the CRM.
DONE REQUESTS
Requests marked done from the Assigned Visits list.
| REQUEST # | TYPE | VISIT DATE | CLIENT | CONTACT | LOCATION | NOTE | TECHNICIAN | DONE AT | ACTIONS |
|---|---|---|---|---|---|---|---|---|---|
| Nothing marked done yet. | |||||||||
Assigned Requests
Requests with a technician and visit date already assigned. Updated daily — filter by date to look at another day.
ASSIGNED VISITS
Technicians already assigned in the CRM for the selected day. Assign technicians in the CRM as usual — this list and the Excel export update from there automatically.
| REQUEST # | TYPE | OPERATION CITY | VISIT DATE | STATUS | CLIENT | CONTACT | LOCATION | NOTE | TECHNICIAN | ACTIONS |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading assigned visits from CRM... | ||||||||||
Backup & Restore
Export or restore information belonging only to the signed-in CRM account.
0 records available for this account
Create Backup
Download an Excel workbook containing all schedule data saved by this account.
- Only your account data
- Clickable map links included
- Excel compatible
Restore Data
Choose a compatible Excel backup and import its schedule data into this account.
- Validated before import
- Restores to this account only
- Confirmation before replacement