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Notifications
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Updates
Reminders
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Edit modeAlt + E
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Good morning, Admin
Here’s your overview for today.
Total Customers
--
Active accounts
Overdue Maintenance
0
Past due date
Critical Tickets
0
High-priority open
Jobs Today
0
Scheduled for today
This Week
0
Jobs Mon–Sun
Pending Parts
0
Awaiting sales order
Waiting for your review0
A technician submitted these as done. Open to check the photo & signature, then Approve to close it, or Send back to redo.
Over-issued parts — where did they come from?0
A technician recorded using more than the van held. Ask them where the extra came from, then Mark reviewed to clear it.
Too short on site — was the work really done?0
Maintenance / inspection / install / repair jobs completed with under 10 minutes on site. Check with the technician, then Mark reviewed.
Person:
Date:
to
This Week's Tickets
0
Visits already scheduled in the next 7 days
Active Tickets 0
Maintenance — Next 30 Days
0
Maintenance due soon or overdue — not yet scheduled
Recently Completed
0
last
Jobs technicians & subcons have finished — click any to review the photo, signature & notes
Recent Tickets
latest 20 in the Date range above
Customers
New Customer
Customer Name *
Group Name
Business Structure
Tier
Main PIC Name
Main PIC Contact
Main PIC Email
Billing Address
Race
All 0
Single Branch 0
Multi Branch 0
CMS only 0
SEC 0
INS+SEC 0
INS 0
SRT 0
Prism 0
Inactive 0
Prospects 0
TC
Active
Customer ID
Branch
Branch PIC Name
Branch PIC Contact
Days to Next Maintenance
Last Maintenance
20 Feb 2025
COMPLETE
Next Maintenance
20 May 2025
SCHEDULED
Open Tickets
--
New Branch
Branch Name *
Branch ID *
Branch PIC
Branch Contact
Branch Email
Branch Address
City
State
Google Map
Send Document To
Billing To
Branch Type
Business Type
Agent
CMS
Alarm Contract Type
Pick SRT or Prism above to enable
CMS Contract Type
Pick SRT or Prism above to enable
HQ / Customer Information
Customer Name
Customer ID
Group Name
Business Structure
Tier
Main PIC Name
Main PIC Contact
Main PIC Email
Billing Address
Send Document To (set in Branch Info)
Google Map
Service Type (auto-derived)
Race
Admin In Charge
Insurance Onboarding
SSM Collected
Not collected
AML Check
Not verified
_
Branch InformationActiveCompany bill (HQ)
This customer has no branches yet — click + Add Branch above to create the first one.
Branch Name
Branch ID
Branch PIC
Branch Contact Number
Branch Email
Branch Address
Google Map
City
State
Branch Type
Business Type
Agent
Service Type (auto-derived)
--
Billing To
Send Document To
Security System InformationService Ended
CMS
CMS No
Installer
Panel
Signal Type
SIM Card No
--
Alarm Contract Type
CMS Contract Type
Active CMS Since
CMS + Service + Maintenance Charges (RM)
SIM Card Charges (RM)
Billing Cycle
Documents
Maintenance Contract
No file uploaded
Choose File
AZ Form
No file uploaded
Choose File
CF Form
No file uploaded
Choose File
Floor Layout
No file uploaded
Choose File
Service Tickets
0 tickets
New Service Ticket
Job Type
Issue Category
Priority
Created By
--
Ticket Date
CMS Events
No CMS events linked
Description / Notes
Policy history is shown inline under Branch Information now.
Customer Timeline
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CMS Report History
—
Insurance Policies
0 policies
OPEN
SCHEDULED
IN PROGRESS
COMPLETED
RESCHEDULED
APPOINTMENT
CANCELLED
Maintenance Report — branches due / overdue
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Security Report — branches by monitoring system
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Alarm Analytics — from CMS reports
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Maintenance Done — completed jobs (proof / billing)
From
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Customer Database — every branch with its customer
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Tickets Created — raised in this period
From
to
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Active Ticket Report
From
to
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Recurring Revenue
Monthly-equivalent CMS + Service + Maintenance and SIM card charges across active branches, by CMS provider (quarterly/annual charges are normalised to a monthly figure).
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Vehicles
Who has which car right now, and the full take / return history with map locations.
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Stock Items
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Stock Levels
⇄ Transfer stock
± Adjust stock
Transfer history
Manage locations
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Customer Prices
Override the default price for specific customers. Missing rows fall back to the item's default price.
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Suppliers
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Purchase Orders
to
Reset
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Sales Order
to
Reset
Submit a sales order for items the team needs — admin will review and place the purchase order. No pricing shown on this page.
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Quotations
to
Reset
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Delivery Orders
to
Reset
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Stock Movement Log
Report:
→
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Documents
Document management coming soon. Upload and manage contracts, service agreements, and customer documents.
Insurance Dashboard
Policies, renewals and claims overview.
Active Policies
--
Currently active
Expiring Soon
--
Within 30 days
Expired
--
Needs renewal
Open Claims
--
Pending review
Total Customers
--
With policies
Renewal Pipeline (45 days)
To Do Today
Documents Incomplete
Recent Activity
Insurance Policies
Policy Details
New Insurance Policy
Beneficiaries
+ Add beneficiary
Coverage Type
Insurer
Policy Number *
Inception *
Expiry *
Sum Insured
RM 0.00
Stock
Good (Keep in Safe only)
FFF
No Claim Bonus (%)
Infidelity
Transits
Confiscated Goods
Exhibition
Deposit
RM 0
Sending Open Cover
Deposit
RM 0
Premium Summary
Premium (auto-calc)
RM 0.00
Solve stock rate
Discount
Service Tax
Stamp Duty
Total Premium
RM 0.00
Branches Covered
Clauses
Notes
Skynet Consignment No
Date Received
Documents
File a Claim
Claim Date
Claim Amount
Description
Status
Resolution
Resolved Date
New Appointment
Customer *
Branch *
Date *
Technician
Start Time
End Time
Suggested Slots
Link to Ticket
Status
Notes
Route Optimization
Activity Log
Recent changes across customers, branches and ticketsCMS Alarm Reports
Need Attention
—
Date Range:
to
All
Needs Action 0
Ticketed 0
Clean 0
Unmatched 0
CMS Filter Codes×
Data Quality
Records with missing fields — chase them with the data-entry team
Filter
—
Service type blank — suggested from what each customer's branches actually have
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Technician KPI
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KPI Scorecard
Pick a technician to open their monthly scorecard.
Collection KPI
Activity-log entries by the collections team — how many, what, and when
From
to
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SOP & Education
How we do things here · so the same job is done the same wayData Health
Ways the data can be wrong · a total that looks right but is notNeeds Attention
Cover that has run out · jobs nobody owns · money filed to no customerSLA Tracking
Response time on tickets · renewal lead time on policiesLoading…
Collections
Track invoices, calls and payments — chase outstanding amountsLoading…
Acc Documents
Drop PDFs to upload
Process Documents
⇧ Drag PDFs onto this page, or drop them into
\\192.168.0.74\finance-inbox\ — the system auto-sorts by filename. Click a type below to review and process.
Date Range:
to
All 0
Statements 0
Invoices 0
Receipts 0
Credit Notes 0
Unmatched 0
Jump to
Company Profile
Company Name
Registration No.
Phone
Email
Address
SST Rate (%)
SST Registration No.
Ticket Settings
Enabled
Default Priority
Maintenance Interval (Days)
When a maintenance ticket is created, the scheduled date is automatically set based on this interval. When completed, the next maintenance ticket is also auto-created.
Login Hours
Enabled
Role
From (hour)
Until (hour)
Office (Editor / Manager / Viewer)
Field (Technician / Subcon)
Hours are 24-hour, server local time (e.g. 8 = 8 AM, 19 = 7 PM). A role can start a NEW login only within its window; people already logged in are never cut off. Admins are never restricted. Blocked attempts appear in Login History.
My SignatureUsed as the "Issued By" signature on printed POs you create.
No signature uploaded
Upload a transparent PNG (or JPG) of your signature — usually a scanned, cropped photo of your signature on white paper.
Recommended: PNG with transparent background, ~600×200 px, under 1 MB.
Upload Signature
Company VehiclesCars field staff take / return from My Jobs
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+ Add Car
Activity Log Permissions
Controls what Editor-role users can do to AR activity entries. Admin always has full access.
Editors can edit
Fix typos, update outcome, promise dates
Editors can delete
Off by default to preserve audit trail
Department AccessTick what each department can see. Admin always sees everything. Department "All" also bypasses these rules.
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User Management
New User
Full Name
Email
Role
Department
Status
Password
+ Add User
Role Permissions
| Feature | Admin | Editor | Viewer | Technician | Subcon |
|---|---|---|---|---|---|
| View Dashboard | ✓ | ✓ | ✓ | ✗ | ✗ |
| View Customers | ✓ | ✓ | ✓ | ✗ | ✗ |
| View Tickets | ✓ | ✓ | ✓ | ✗ | ✗ |
| Create / Edit Data | ✓ | ✓ | ✗ | ✗ | ✗ |
| Deactivate / Reactivate | ✓ | ✗ | ✗ | ✗ | ✗ |
| Manage Users | ✓ | ✗ | ✗ | ✗ | ✗ |
| Change Settings | ✓ | ✗ | ✗ | ✗ | ✗ |
| Export Data | ✓ | ✓ | ✗ | ✗ | ✗ |
| Field App (My Jobs) | ✗ | ✗ | ✗ | ✓ | ✓ |
Reminder ScheduleConfigure how many days before the bell pings you about overdue items
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CMS Alarm Filter CodesCodes marked as filtered are treated as normal operations
+ Add
How filtering works:
• Max Count = 0 — Always filter (e.g. E602 periodic tests)
• Active ON — Balanced pairs (E count = R count) within Max Count → filtered as normal
• Unbalanced pairs (e.g. 2 opens but 4 closes) → kept as actionable
• Exceeds Max Count (e.g. 6 opens with max 4) → kept as actionable
• Active OFF — Never filter, always shown (e.g. E130 Burglary)
• Max Count = 0 — Always filter (e.g. E602 periodic tests)
• Active ON — Balanced pairs (E count = R count) within Max Count → filtered as normal
• Unbalanced pairs (e.g. 2 opens but 4 closes) → kept as actionable
• Exceeds Max Count (e.g. 6 opens with max 4) → kept as actionable
• Active OFF — Never filter, always shown (e.g. E130 Burglary)
Description Keywords (Always Actionable)
Events with these words in the description are kept actionable regardless of code filter
+ Add
Dropdown ManagementManage dropdown menus
Display Preferences
Dark
Items Per Page
Date Format
SLA TargetsFirst-response and resolution targets per ticket priority. Insurance renewal lead-time windows.
Ticket Targets (hours)
Priority1st Response (h)Resolution (h)
Critical
High
Medium
Low
Tip: 1 day = 24h · 1 week = 168h. Tickets within 75% of target show as "At risk".
Insurance Renewal Windows (days before end date)
At Risk (≤ days)
Due (≤ days)
Data Management
Export Customers
Download as CSV
Export Branches
Download as CSV
Export Tickets
Download as CSV
Export Activity Log
Admin only - CSV
Export Insurance
Download as CSV
Deactivation Log
Records of deactivated customers and branches
Activity Log
Recent changes made by all users (Admin only)
Google Calendar Integration
Connect your Google Calendar to sync appointments
Not connected
Reset Data
Clear all saved data and restore factory defaults
Login HistoryWhere each person logged in from. "Office" vs "Outside" is based on your office internet IP below.
Office IP(s):
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