Projects, Scheduling & Inventory

• Projects overview Projects organise larger pieces of work into phases and tasks, with budgets, a manager, and live progress tracking.
• Creating and managing a project Create a project, add phases and tasks, assign work, and track progress and budget from the detail page.
• The schedule and appointments The schedule shows your week and an upcoming list, plus a dispatch board view of every agent's day.
• Booking and managing appointments Schedule new work, edit it, then mark it complete or cancel it as the visit progresses.
• Stock and inventory overview Track products and services, stock levels across locations, low-stock alerts, and purchase orders.
• Managing stock items Add products, adjust quantities by location, and raise and receive purchase orders.
• The service catalog Publish self-service request forms to the portal, with visibility rules and ticket defaults per service.
• Managing services and pricing Create services, build their request forms, set visibility and assignments, and activate or remove them.