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Good morning, Admin
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
Date:
to
This page setting
Recently completed: last
Needs attention
State
Job type
Nothing matches that.
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
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.
Recently Completed
0
last
Jobs technicians & subcons have finished — click any to review the photo, signature & notes
Customers
New Customer
Customer Name *
Group Name
Business Structure
Tier
Country
Race
Main PIC Name
Main PIC Contact
Main PIC Email
Billing Address
All 0
Single 0Multi 0
SEC 0INS 0INS+SEC 0
Inactive 0Prospects 0
Needs attention
Policy expiring (30 days) 0Branch without CMS no. 0Branch without map pin 0No branch 0No service 0
TC
Active
Customer
Branch
Branch PIC
Branch address
--
Oldest balance
--
Last paid
--
Last contact
--
Elapsed
--
Days to next maintenance
Last maintenance
20 Feb 2025
COMPLETE
Next maintenance
20 May 2025
SCHEDULED
Open tickets
--
Policy
--
Outstanding
--
New Branch
Branch Name *
Branch ID *
Branch Type
Business Type
Branch PIC
Branch Contact
Branch Email
Agent
CMS *
Branch Address
City
Country
State
Google Map
Mailing Address (only if different)
CMS No *
CMS Contract Type
Alarm Contract Type
SIM Card No *
Panel *
Installer *
Signal Type *
CMS (RM)
Service + Maintenance (RM)
SIM Card (RM)
Mobile Application (RM)
Billing Cycle
Maintenance Contract
AZ Form
CF Form
Floor Layout
Files upload once the branch is created. All optional — they can be added later from Branch Information.
HQ Information
Customer Name
Customer ID
Group Name
Business Structure
Tier
Main PIC Name
Main PIC Contact
Main PIC Email
Billing Address
Google Map
Service Type (auto-derived)
Country
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 PIC Contact
Branch Email
Branch Address
Mailing Address
Google Map
City
Country
State
Branch Type
Business Type
Agent
Service Type (auto-derived)
--
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
SIM Card Charges
Preferred visit time
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
Ticket Date
Created By
--
Contact for this job (optional)
Contact phone
Description / Notes
Policy history is shown inline under Branch Information now.
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Insurance Policies
0 policies
OPEN
SCHEDULED
IN PROGRESS
COMPLETED
RESCHEDULED
APPOINTMENT
CANCELLED
Maintenance Report
branches due / overdueLoading…
Security Report
branches by monitoring systemLoading…
Alarm Analytics — from CMS reports
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Maintenance Done
completed jobs (proof / billing)Loading…
Customer Database
every branch with its customerLoading…
Tickets Created
raised in this periodLoading…
Active Ticket Report
GroupLoading…
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.Loading…
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
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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)
Renewals to confirm
Premiums to confirm
Rates the data can prove
To Do Today
Documents Incomplete
Recent Activity
Insurance Policies
Policy Details
New Insurance Policy
RM
Branch this policy is for *
Beneficiaries
+ Add beneficiary
Location of Risk
Coverage type
Insurer
Policy number *
Inception *
Expiry *
Renewal agent
CoverSum insuredRate %Limits / DepositPremium
Stock
Goods (keep in safe only)
Goods (not kept in safes or strongroom after business hours)
FFF
Infidelity
Transits
Confiscated goods
Exhibition
Sending open cover
TotalRM 0.00
CoverAmountRate %Premium
Limit of liability (any one occurrence)
Limit of liability (any one period)
Excess (third party property damage only)
Transit, or anything else the schedule names
Total--
No Claim Bonus
Branches Covered
Premium summaryAmount
Premium (auto-calc)0.00
Discount
Service tax%
Stamp duty
Total premiumRM 0.00
Clauses
Notes
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
Team Updates
What everyone has written, newest first
For something about one customer or ticket, write it on that record instead — it will still appear here.
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Change History
Recent changes across customers, branches and ticketsCMS Alarm Reports
Date Range:
to
All 0
Urgent 0
Actionable 0
Ticketed 0
Checked 0
Clean 0
Unmatched 0
Colours & alarm levels×
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 Every (Months)
Most Jobs Per Technician Per Day
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, Malaysian time (e.g. 8 = 8 AM, 19 = 7 PM). A role can only sign in within its window, and anyone still signed in is signed out once it closes — they are warned 30 and 10 minutes before. Set Until earlier than From for a window that runs past midnight: 7 and 1 means 7 AM until 1 AM. 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
Start PlacesWhere a planned day can start from in Assign Technician (office, a regular hotel)
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+ Add Place
Technician AreasThe states each technician works in. In Assign Technician, anyone whose areas don't cover the stops can't be ticked. None ticked = anywhere.
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Road Distances (Google)Road km and drive times in Assign Technician. Each shop-to-shop pair is looked up once and kept; lookups stop before Google's free 10,000 a month.
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Time per Job TypeHow long a technician is at the shop for each job type. Assign Technician uses it for when a day ends and how many stops fit before 6 PM.
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Notes Permissions
Controls what Editor-role users can do to notes on a Collections account. 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) | ✗ | ✗ | ✗ | ✓ | ✓ |
| Sign in on a phone | ✓ | ✗ | ✗ | ✓ | ✓ |
Reminder ScheduleConfigure how many days before the bell pings you about overdue items
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CMS Alarm LevelsUrgent and Actionable make an account need action; Info never does
+ Add
How levels work:
• Urgent — break-in, panic, duress, fire, tamper: look the same morning
• Actionable — missed arming, lost contact, power or panel faults: call or book a check this week
• Info — normal activity (opening / closing, tests); kept in the report, never needs action
• Only if more than — counts only when the code happens more than N times that day (0 = always)
• Back within — an alarm that comes back to normal within N minutes counts as Info (e.g. contact lost for 4 min)
• A restore (R…) never counts on its own; a code with no level counts as Actionable until you set one
• Urgent — break-in, panic, duress, fire, tamper: look the same morning
• Actionable — missed arming, lost contact, power or panel faults: call or book a check this week
• Info — normal activity (opening / closing, tests); kept in the report, never needs action
• Only if more than — counts only when the code happens more than N times that day (0 = always)
• Back within — an alarm that comes back to normal within N minutes counts as Info (e.g. contact lost for 4 min)
• A restore (R…) never counts on its own; a code with no level counts as Actionable until you set one
Description Keywords (Always Actionable)
Events with these words in the description are kept actionable regardless of code filter
+ Add
Dropdown ManagementManage dropdown menus
Job ChecklistsWhat technicians tick on each job type
One item per line. Leave a box empty for no checklist. The checklist is a reminder for the technician - unticked items never stop Finish job. Add (photo) to an item that needs a photo - the technician ticks it by taking the photo, and it shows on the Service Report. Technicians tick each item or mark it "Not done" with a reason; the list shows on the customer's Service Report.
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Root cause quick choices - one per line. Technicians tap one to fill in the "Root cause" step, then can still change the words. Leave a box empty for none.
Display Preferences
Dark
Items Per Page
Text size (this login, any PC)
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 Change History
Admin only - CSV
Export Insurance
Download as CSV
Deactivation Log
Records of deactivated customers and branches
Change History
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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