Admin ERP: everything your office controls
The web control room for owners, admins and branch managers. 16 areas that cover your leads, jobs, money, people and stock.
📊
Dashboard
Your whole business at a glance.
- Operational summaries
- Dashboard export
👥
Lead & sales management
Run every enquiry from first call to conversion.
- Create and manage leads
- Status, follow-ups and notes
- Marketing owner, branch and lead source
- Upload attachments
- View edit history
- Cancel leads
- Survey, renewal and revisit leads
- Export lead lists
📈
Lead analytics & reports
Know what is working and where leads drop off.
- By source, status, marketing team and timeline
- Survey and job performance
- Technician and payment reports
- Cancellation and rescheduling
- Customer feedback
🗂️
Customer records
One searchable record for every customer.
- Browse and filter customers
- Full service history
- Export customer data
- Manage portal access
- Issue customer portal passwords
🌐
Online bookings
Let customers book directly, and see it in admin.
- Public booking requests
- Estimates where configured
- Service, address and property details
- Preferred time and payment preference
- Uploaded photos and media
🗓️
Scheduling & dispatch
Put the right technician on the right job.
- Manage jobs and unassigned work
- Assign, reassign, shuffle or unassign
- Check availability
- Block or hold technician time
- Job visibility and limits
- Reschedules, recurring and multi-visit jobs
✅
Job completion records
Proof of every visit, ready to share.
- Status and visit details
- Job notes
- Before and after photos
- Customer signatures
- Add-on services
- Generate and share job cards
🛟
Complaints & feedback
Close the loop with every customer.
- Create and track complaints
- Link complaints to jobs
- Update resolution status
- Customer and job feedback
📄
Quotations & documents
From quote to certificate, in one place.
- Draft, sent, accepted, rejected and expired quotes
- Quotation PDFs
- WhatsApp sharing links
- Invoices
- Service certificates
- Warranty settings
💳
Payment & collections
See what is paid, pending and where the money went.
- Total, paid and pending amounts
- Partial payments and history
- Payments across multiple jobs and visits
- Payment carry-forward
- QR codes and payment destinations
- Review QR payments and proof
💵
Cash handling
Control the cash your field team collects.
- Cash collectors
- Technician cash submissions and approvals
- Technician reports
- Cash-collector cashbooks
🧾
Business & expenses
Understand costs and profit by branch.
- Business entries and branch summaries
- Technician and admin expenses
- Mileage and petrol allowances
- Advance requests, budgets and approvals
- Related reports
🧑💼
Workforce & HR
Manage your people, roles and pay.
- Technicians, marketing teams and sub-admins
- Roles and permissions
- Branches
- Attendance, shifts and leave
- Payroll and salary slips
- Marketing commissions and slabs
🧪
Inventory & materials
Track chemicals from vendor to job.
- Chemical records and inventory
- Vendor-to-company purchases
- Company-to-technician transfers
- Technician-to-job usage
📍
Tracking & communication
Stay connected with your field team.
- Live technician and mobile GPS locations
- Shared chat
- Notices and notifications
- FAQs and help content
⚙️
Configuration
Set the system up to match your business.
- Service types, job types and treatments
- Customer types, property sizes and frequencies
- Lead sources, locations and branches
- Company details and booking slots
- Certificate text and templates
- Warranty settings and payment destinations
