Dashboard
Tickets
Tickets assigned to you.
On-Call Schedule
Weeks run Friday through Thursday. Toggle "On-Call" on a tech in Settings → People to make them eligible.
Rotation order
Reorder with ↑↓. The "Use order above" method assigns weeks in this sequence.
Generate & export
Upcoming weeks
Reports
Snapshot of ticket volume, workload, and turnaround.
Pipeline · where everything sits now
Open workload by tech · who's busy now
New tickets · last 6 months
Top 10 customers · all time
Export
Download all tickets as a CSV for Excel, accounting, or backups.
Calls & Intakes
Inbound calls and website leads. Log a call here; a manager converts it to a ticket when it's ready to dispatch.
Settings
People, groups, categories, and system info.
People 0 people
Add a person
Groups 0 groups
Groups are specialty tags on your people (their areas — controls, refrigeration, doors, etc.). Right now they're informational only: tickets are dispatched to a specific person, not to a group, so nothing can land in a group nobody owns.
Add a group
Categories 0 categories
Categories are what kind of work a ticket is. They drive the dropdown on the New Ticket form. Usually 1:1 with groups, but you can edit separately.
Add a category
Customers 0 customers
Customers power the address & map-link auto-fill on a new call. Add or edit them here; each has a site, corporate name, address, and an optional Google Maps link.
BULK IMPORT / CLEAR
Import a .csv / tab-separated file with columns Facility Location Name · CORPORATE CORP · Address1 · Address2 · City · State · Zip · LocationURL. Re-importing replaces the whole list.
Billing rates
Mileage rate is the default $/mile that pre-fills the travel line on every new invoice. It's the IRS standard business rate, which changes each year — update it here when the rate changes. Existing tickets keep whatever rate they were saved with; you can still override the rate on any individual invoice.
Service targets SLA timers
These are the day counts that drive the Dashboard flags (Stalled, Slipping, Reports overdue) and the daily check. They're targets, not hard limits — nothing is blocked when a ticket passes one; it's just flagged so it gets attention. All are in business days except the overall goal, which is calendar days.
System info read-only
Ticket numbers: SVC-{year}-{6-digit sequence}. Resets each year.
Email subject (designed): [SCS Service] {Status} - {Customer} - {Number}
After-hours subject: [SCS After-Hours] {Status} - {Customer} - {Number}
Stages: Received · In Progress · For Review · Delayed (requires reason) · Archived. The dispatcher assigns a lead tech (→ In Progress, clock starts); the tech does the work and hits Submit for review; the dispatcher reviews and hits Submit for invoicing, which notifies the office and closes the ticket (Archived). Invoicing continues in your billing system.
Activity feed is immutable — corrections are added as new entries, never edits.
🗑 Trash 0
Deleted tickets land here instead of being erased. Restore one, or permanently remove it once you're sure.
⚠ Danger zone destructive
These actions cannot be undone. Use only for clearing test data before going live.
Permanently deletes every ticket and resets the SVC numbering sequence to 0. People, groups, categories, and on-call schedule are kept.
Permanently deletes every project intake (pending and spam). Tickets that were already promoted from intakes stay put.