Run the work

Accounts, contacts and sites. One customer record, however many buildings they have.

▸ A site keeps its own address and tax jurisdiction — customers get acquired and renamed; buildings do not move.

Quotes that price themselves from your book and lock when they are sent.

▸ A sent quote cannot be quietly edited. What the customer accepted is what they accepted.

Assembly-based estimating, then the loop closed: estimated hours against hours actually worked.

▸ Markup is not margin. 30% markup is 23.08% margin, and the screen says which one you are looking at.

Line drawings, rack elevations and system schematics attached to the job they belong to.

Phases, milestones and progress billing for work that runs for months.

▸ Progress and spend are never shown apart. 60% done and 90% spent is the only version of that sentence worth reading.

Who is where, and when. A day, a week or a month of it.

▸ Double-booking a technician is refused, not warned about — and the clashing job is named so you can decide what moves.

The work itself: parts, hours, photos, signatures, and what it is going to cost.

The technician’s day, on a phone, in a basement with no signal.

▸ It infers nothing about the network it has not observed. A queued job says it is queued — it never pretends to have sent.

Stock across the warehouse and every van, on one ledger.

▸ On hand is not available. Ten on the shelf with eight committed is two, and the screen says two.

Purchase orders, receiving, and the vendor invoice that should match both.

▸ A three-way mismatch is reported in money, not as the word “mismatch”. You are owed $41.60.

The installed base: what you fitted, where, when, and what replaced it.

▸ It can tell you this is the third amplifier in that rack — which is a design problem, not a service history.

Tickets, SLAs and response clocks for the customers you have promised uptime to.

▸ The SLA clock runs in business hours and pauses on the customer. Waiting on them is not your breach.

What your customer sees: their quotes, their jobs, their invoices, their equipment.

The crews you hire in: their insurance, their scope, their invoices.

The call that starts the job, attached to the job it started.