đ Designated Driver
â ī¸ Action Required
⥠Quick Access
đ¨ Emergency Contacts
Quick access to staff emergency information.
đ Admin Dashboard
Administration and management â restricted access
Weekly Payroll Overview
| Staff Member | Hours This Week | CPD Hours | Total Hours | Sessions |
|---|---|---|---|---|
Select a week to view payroll data | ||||
đˇ Accountant Portal
Timesheets, holiday balances and payslips
| Staff | Clocked hours | CPD hours | Total | Sessions |
|---|---|---|---|---|
Pick a date range and run the report. | ||||
Tasks
Team task management
Holidays & Time Off
Request and manage leave
Request Time Off
Callbacks & Missed Calls
Customer callbacks and inbound/missed call records
| Customer | Phone | Due Date | Assigned | Priority | Status | Actions |
|---|
Training & CPD
Training records and professional development
| Staff | Course | Provider | Date | CPD Credits | Actions |
|---|
Compliance Tracking
Manage compliance requirements and renewals
Compliance Documents
Company policies and mandatory reading
Available Documents
| Title | Version | Uploaded | Link | Actions |
|---|
Staff Completion
Incident Logging
Accidents and near-miss reporting
| Date | Type | Description | Action Taken | Severity | Near Miss | Staff | Actions |
|---|
Equipment
PAT testing and calibration management
| Name | Asset Tag | Last PAT | Next PAT | Status | Actions |
|---|
NAPIT Notification Portal
Track and complete NAPIT notifications within 21 days
| Job Ref | Address | Type | Job Date | Notify By | Days Left | Assigned To | EIC Uploaded | NAPIT Sent | Status | Actions |
|---|
⥠Electrical Certificates
EICs, EICRs, and Minor Works Certificates
| Cert Ref | Type | Address | Client | Date Issued | Assigned To | Outcome | Certificate | Actions |
|---|
Asset Register
Tools, vehicles, and company property
| Name | Serial No. | Category | Condition | Assigned To | Actions |
|---|
Invoices
Billing management
| Invoice # | Customer | Date | Due Date | Net | VAT | Total | Status | Actions |
|---|
Recurring Invoices
Automated billing schedules
| Customer | Frequency | Amount | Next Date | Status | Actions |
|---|
Automated Reminders
Invoice follow-up configuration
âī¸ Settings
Check for overdue invoices on login
Available tags: {{customer_name}} {{invoice_number}} {{amount}} {{due_date}}
đ§ Send Reminders
Opens your email client pre-filled for each overdue invoice. Each send is logged in History.
đ Estimates & Quotes
Create and send quotes to customers â push directly to Xero
| Quote Ref | Customer | Date | Expiry | Total (inc VAT) | Status | Xero | Actions |
|---|
Products & Materials
Catalogue, pricing and stock
| Code | Name | Category | Unit Price | Actions |
|---|
Customer Database
Search and manage clients
𧰠Assets (Tools)
Track tools and equipment, locations, PAT and calibration due dates
| Type | Tool | Brand | Condition | Serial | Location | PAT | Cal | Actions |
|---|---|---|---|---|---|---|---|---|
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đĻ Stock (Inventory)
SKU-based stock by location with full audit trail
| SKU | Item | Brand | Colour | Variant | Unit | On hand (selected) | Total (all) | Actions |
|---|---|---|---|---|---|---|---|---|
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Recent movements
| When | Action | SKU | Qty | From | To | By | Note |
|---|---|---|---|---|---|---|---|
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đ Quick Links
Frequently used tools and supplier sites
đ Regulatory & Certification
đ Suppliers
đ° Finance & Admin
đ¨ Emergency Contacts
Staff emergency contact information â view only
đŦ Message Board
Team messages, questions and announcements
Job Scheduling
Plan and assign jobs to the team
đ¤ AI Assistant
Ask about your jobs, tasks, callbacks, holidays, NAPIT certs or compliance. Read-only â the assistant can find things, not change them.
Hi â how can I help?
Try one of these:
đ Issues & Requests
Report bugs or submit feature requests â admins can triage and respond.
| Title | Type | Severity | Status | Submitted by | Created | Actions |
|---|
Company Policies
Manage rules, handbooks, and acknowledgments
| Title | Category | Version | Created | Actions |
|---|
System Settings
Integrations, backups, and configuration
Portal Configuration
Electrical Calculators
BS 7671 (IET Wiring Regulations) tools for domestic electricians
Voltage Drop Calculator
Electrical Toolkit
BS 7671:2018+A2:2022 Reference & Calculators
Voltage Drop
Cable Rating (Iz)
Loop Impedance (Zs)
Danger Notification
Issue an immediate notice for C1 (Danger Present) conditions
â ī¸ IMMEDIATE ATTENTION REQUIRED
Legal Note: This notice is issued in accordance with BS 7671. The condition(s) listed above are considered Danger Present and require immediate remedial action to prevent risk of death or serious injury.
đ Vehicles & Checks
Fleet management, safety checks and defect reporting
| Name | Registration | Status | Added | Actions |
|---|
đˇ Site Photos
Job site photos uploaded by staff
đĻ Supplies Wishlist
Request supplies and track order status
| Item | Qty | Notes | Requested By | Status | Actions |
|---|---|---|---|---|---|
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đŧ Jobs
All scheduled jobs â use the Schedule page to create new jobs
| Date | Time | Customer | Job Type | Address | Assigned To | Status | Actions |
|---|
đ Calendar
Jobs, holidays, and compliance due dates at a glance
đŦ Chat
Team group chat