e-serviceops Admin

Date	Location	Service	Crew	Status	Evidence	Completed	Notes
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e-innovat Platform

Commercial dashboard

Track SaaS customers, demos, subscriptions, plan mix, and revenue opportunities.

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Clients

Subscription status

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Plans

Plan distribution

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e-innovat Platform

Technical and operations dashboard

Monitor platform setup, users, operational records, evidence, billing readiness, and technical workload.

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Operations

Platform activity

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Technical

Setup watch

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Dashboard

Operations overview

Quick view of today’s work, pending items, route health, assets, evidence, payroll, and customer requests.

Today’s Work Orders 0

Open Routes 0

Pending Requests 0

Assets Due 0

Today

Route and work status

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Attention

Needs review

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Assets

Maintenance and registration

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Finance

Payroll and billing readiness

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AI Assistant

Ask about your operation

Use company data to review routes, work orders, billing, assets, and setup gaps.

Company Ready

Open Work Orders 0

Pending Requests 0

Open Balance $0.00

e-serviceops AI

Ask me what needs attention today, what routes are open, what customers owe money, or what setup is missing.

Examples

Useful questions

Reports Center

Company reports

Review operational, financial, payroll, asset, and document reports in one place.

Customer Detail

Selected customer

Select a customer from Customer Performance.

Date	Report	Location	Crew	Status	Amount	Notes
Select a customer to review detail.

Linked Detail

Selected detail

Select any linked value to review related records.

Date	Report	Customer	Location	Crew	Status	Amount	Notes
Select a linked value to review detail.

Executive KPIs

Performance indicators

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Management Alerts

Needs decision

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Customers

Customer performance

Customer	Services	Completion	Revenue	Balance
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Crews

Crew performance

Crew	Services	Completion	Missed	Minutes
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Finance

Aging summary

Bucket	Invoices	Balance
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Management Summary

Filtered report detail

Date	Report	Customer	Location	Crew	Status	Amount	Notes
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Technician View

Today’s route

Field-friendly route execution for arrivals, completion, missed stops, and evidence.

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SaaS Plans

Plans you can sell

Basic

For small companies getting started with customers, services, and basic invoicing.

$49/month

Up to 3 users
Customers and services
Invoices and PDFs

Pro

For companies running weekly routes, crews, reports, and exports.

$99/month

Up to 10 users
Routes and work orders
Excel, PDF, and emails

Business

For operations with payroll, advanced reports, and multiple crews.

$199/month

Expanded users
Payroll ready for payment
Advanced reports

Database Records

All plans

Name	Price	Users	Customers	Routes	Invoices	Status	Actions
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Permissions

Simple language for real users

The screen shows friendly names like "Create customers". Internally, e-serviceops stores codes like customers.create.

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Database Records

All permissions

Friendly Name	Code	Group	Module	Status	Actions
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Base Roles

Prebuilt profiles for new companies

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Database Records

All role templates

Name	Key	Permissions	Default	Status	Actions
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Templates

Initial emails, PDFs, and reports

Type	Template	Purpose	Status
Email	Invoice sent	Send invoice to customer	Active
PDF	Daily route sheet	Summary for crew	Active
Report	Weekly payroll	Review before payment	Active

Payroll Review

Hours ready for payment

Review completed route hours by employee before payroll approval.

Payroll Records

Employees

Employee	Rate	Time / Days	Pay	Routes
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Companies

SaaS customer accounts

Create a company, its first owner user, and default roles in one step.

Company Onboarding

Create company

Company name Legal name

Industry Plan

Subscription Company status

Owner User

First name Last name

Owner email

Phone Temporary password

Database Records

All companies

Company	Plan	Users	Subscription	Status	Actions
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Company Users

Users and role assignments

Create operational users inside each company and assign their company roles.

User Editor

Create user

Company

First name Last name

Phone Title

User status Temporary password Default temporary password: Welcome123/. The user must change it after sign in.

Company owner

Roles

Select a company to load roles.

Database Records

Company users

User	Title	Roles	Owner	Status	Actions
Select a company to load users.

Company Security

Company roles

Role	Permissions	Status	Actions
Select a company to load roles.

Employees

Field and office employees

Create payroll employees separately from users. Link a user only when that employee also needs system access.

Employee Editor

Create employee

First name Last name

Employee number Linked user

Email Work phone

Hire date Termination date Personal phone

Home Address

Address line 1 Address line 2

City State ZIP

Emergency Contact

Contact name Contact phone Relationship

Identification

ID number SSN last 4 Passport number

Employee type Pay type

Hourly rate Daily rate Salary rate Salary period

Status Notes

Employee Records

Payroll employees

Employee OK Info pending Payroll/status alert

Employee	Type	Pay	Status	Actions
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Employee Documents

Select an employee

Document type Title

Document # Issuer

Issue date Expiration date

File Notes

Documents

DL, W-9, ID, SSN, Passport

Select an employee to view documents.

Customers

Customers and service locations

Manage customer records and the physical locations where crews will perform service.

Customer Editor

Create customer

Type Status

Display name Company name

First name Last name

Email Phone

Billing email 1 Billing phone

Billing address

Billing city Billing state Billing ZIP

Tax treatment Customer tax rate (%) Tax reason / note

Account manager Manager email Manager phone

Notes

All customers

Documents OK Expiring soon Missing or expired

Customer	Type	Contact	Locations	Status	Actions
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Customer Contacts

Add contact

Customer Full name

Title / role Contact type Status

Email Phone Sort order

Receives invoices Receives service notifications

Notes

Contact List

Select a customer

Select a customer to load contacts.

Service Location

Add location

Customer Location name Address

City State ZIP

Frequency Preferred day Est. minutes

Area sq ft Property footprint for reference only. Use Work areas & estimate to calculate service quantities, time and price. Area acres Automatic conversion from sq ft for easier property review. Complexity How difficult the area is to service. Changes the multiplier. Required crew level Use this when a property needs a stronger crew, even before choosing specific skills.

Complexity multiplier Adjusts labor time. Standard is 1.00; harder work increases it. Price per sq ft Variable price based on measured area. Example: 0.015 = 1.5 cents per sq ft. Base price Minimum fixed charge for mobilization, setup, supervision, or small jobs.

Estimated proposal price Use Work areas & estimate for a cost-based suggestion. The property footprint is not priced automatically. Proposal minutes Estimated elapsed crew time, not labor hours. Applying a suggestion does not change route duration.

Estimate crew members Number of people expected to work this location. Sq ft/hour per member Productivity per person. Each company can adjust this by service and real history. Required crew skills Specific skills needed for this location. Separate multiple skills with commas.

Recommended starting standards Complexity: Low 0.85, Standard 1.00, Medium 1.20, High 1.50, Very high 1.80. Landscape maintenance productivity: 4,000-6,000 sq ft/hour/member. Start with 5,000 and adjust from actual crew time. Formula: (Area sq ft x complexity multiplier) / (sq ft/hour/member x crew members) x 60 = proposal minutes.

Location tax treatment Use non-taxable when the site/service does not collect tax, even without an exemption certificate. Location tax override (%) Use this when the service location has a different city, county, or state tax rate.

Location tax note Access notes

Location contract

Monthly visits Yearly visits Rate per visit

Monthly amount before tax Yearly amount before tax

Contract start Contract end

Service notes Boundary GeoJSON

Service Locations

Select a customer

Location OK Area map pending Address alert

Location	Address	Frequency	Preferred	Status	Actions
Select a customer to load locations.

Recurring Service

Assign service

Location Service

Price Minutes

Frequency Preferred day

Start date End date

Notes

Assigned Services

Select a location

Service	Frequency	Preferred	Price	Status	Actions
Select a location to load assigned services.

Location Documents

Attach document

Location

Type Title

Document # Issuer

Issue date Expiration date

File Notes

Location Files

Select a location

Select a location to load documents.

Location Inspection

Create inspection

Mobile ready

Customer Location

Inspection type Priority Status

Title Summary Findings Recommendations / scope

Inspection date Email to

Add photos or documents

On mobile, take one photo, then tap Take photos again to add more before upload.

Ready to upload

Selected photos/files

No files selected yet.

Caption / note

Existing files

Photos and documents

Save or open an inspection to see attached files.

Inspection Reports

Select a location

Select a location to load inspections.

Inspection Center

Inspection dashboard

Start with the inspection workload, then open reports, follow-ups, routes, proposals, and work orders from one place.

Dashboard

Inspection workload

Pending schedule Past scheduled, missed, or skipped stops needing assignment

Carry-over

Pending route inspections

Past scheduled, missed, or skipped inspection stops that still need service.

No pending route inspections loaded yet.

Reports

Inspection results

No inspections loaded yet.

Routes

Inspection routes

Create routes for supervisors, organize stops by customer and location, optimize travel, and print route sheets or time sheets.

Inspection Route

Create inspection route

Route name Route date

Supervisor Inspection type Zone / area

Start End Status

Start base / headquarters End base Return to base

Notes

Inspection Routes

Supervisor routes

Route	Supervisor	Type	Stops	Status	Actions
No inspection routes loaded.

Route Stops

Select an inspection route

#	Location	Time	Status	Inspection	Actions
Select a route to load stops.

CRM

Prospects & Proposals

Create prospects separately from active customers, and manage every proposal in one place.

Prospect

Create prospect

Type Status

Prospect / business name Company name Primary contact name Contact title / position

Email Phone

Address

City State ZIP

Notes

Proposal

Create proposal

For Prospect Customer

Type Status Valid until

Title Scope of work

Proposal site name Proposal site address

City State ZIP

Latitude Longitude Geocoded address

Area sq ft Measured proposal work area. Draw it on the map or copy it from a location. Price per sq ft Area-based charge. Use it for maintenance, mulch, planting, cleanup, and similar work. Base price Fixed minimum before area price, materials, equipment, or other proposal items.

Complexity Select the work difficulty. It updates the multiplier used for time. Multiplier Labor adjustment factor. Higher values increase estimated minutes. Estimated minutes Estimated crew duration. Used later when converting approved work to routes.

Crew members Expected team size for this proposal. Sq ft/hour per member Productivity per person. Recommended maintenance start: 5,000 sq ft/hour/member. Total Final proposal amount including base, area pricing, labor, materials, and extras.

How estimates are calculated Time: adjusted area divided by crew productivity. Adjusted area = sq ft x complexity multiplier. Price: base price + area price + proposal items such as materials, equipment, labor, and other charges. Use actual completed work times to refine each company's standards over time.

Service Measurements

Areas, lines, points, counts, and manual estimates

Measurement standard Loaded from the company industry setup. Name Kind

Quantity Sq ft, linear ft, count, hours, or manual quantity depending on kind. Unit Color

Complexity Multiplier Crew members

Productivity / hour / member Price per unit Base price

Estimated minutes Estimated price Notes

Measurement	Quantity	Complexity	Minutes	Price	Actions
No measurements yet.

Proposal Items

Labor, materials, equipment, and other charges

Type Description Quantity Unit price

Taxable item

Type	Description	Qty	Unit	Total	Actions
No proposal items yet.

Conversion

Approved proposal to operation

Create work order when converting Add work order to crew route for that day

Work order service Assigned crew Scheduled date

Start time End time Priority

Boundary GeoJSON

Proposal Map Support

Measure and include service area

Draw the proposal service area to include it as support.

Proposal Timeline

CRM follow-up history

Activity type Subject Date / time

Notes

Save or select a proposal to see activity.

Prospects

Commercial pipeline

Prospect	Contact	Status	Actions
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Proposals

All customer and prospect proposals

Proposal	For	Status	Total	Actions
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Company Documents

Administrative, legal, financial, and insurance files

Store company-level documents such as articles of organization, leases, utility contracts, insurance policies, licenses, permits, tax, finance, and HR files.

Loading company document compliance...

Company Compliance Alerts

Expired and expiring company documents

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Upload

Upload company document

Category File

Title

Document number Issuer

Issue date Expiration date

Notes

Company Library

Company documents

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Services

Service catalog

Define the services your company sells and later assign them to customer locations.

Service Editor

Create service

Code Status

Service name Category Description

Default price Default minutes

Taxable service

Required capabilities

Apply an industry setup or create capabilities first.

Database Records

All services

Service	Category	Capabilities	Price	Minutes	Status	Actions
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Crews

Work crews

Create the field teams that will receive daily routes and complete work orders.

Crew Editor

Create crew

Code Status

Crew name

Crew level Special and premium crews can receive properties that require a higher crew level. Supervisor Service zone

Operational base Home base address Crew skills Select from the chips below or type custom skills separated by commas.

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Start time End time Daily minutes

Database Records

All crews

Crew OK Setup pending No active members

Crew	Supervisor	Zone	Capabilities	Schedule	Members	Status	Actions
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Assets

Vehicles and equipment

Manage company vehicles, tools, trailers, equipment, crew assignments, and maintenance.

Loading asset summary...

Asset OK Due soon / pending Overdue / missing / in maintenance

Filters

Inventory scope

Search Status Type Category Crew Employee / staff Base Assigned Due

Asset Alerts

Needs attention

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Asset Editor

Create asset

Code Status

Asset name

Type Category

Assigned to Assigned crew Assigned employee / staff Operational base

Make Model Year

Serial number VIN License plate

Registration sticker # Registration sticker expires

Purchase date Purchase cost Current value

Odometer Hour meter

Next service date Next service odometer Next service hours

Notes

Database Records

Company assets

Maintenance OK Due soon Overdue / missing docs

Asset	Assigned To	Meter	Registration	Next Service	Maintenance	Status	Actions
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Physical Inventory

Create inventory count

Count assets by crew, operational base, or the full company.

Count date Scope

Crew Operational base

Responsible person Notes

Inventory Counts

Reconciliation history

No inventory counts loaded.

Count Details

Select a physical count

Asset	Expected	Found	Condition	Actual Assignment	Notes	Actions
Select a physical count to review assets.

Configured Lists

Asset setup

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Maintenance

Select an asset

Use scheduled records as service orders. Next due fields drive reminders.

Type Status

Service date Vendor Cost

Odometer Hours

Next due date Next due odometer Next due hours

Notes

Maintenance History

Selected asset

Select an asset to view maintenance.

Maintenance Reminders

Upcoming service

Select an asset to view service reminders.

Asset Documents

Select an asset

Document type Related maintenance

Title

Document # Issuer / vendor

Issue date Expiration date

File Notes

Documents

Invoices and files

Select an asset to view documents.

Service Requests

Special work requested by clients

Review extra work requests, send estimates, and track client approvals before scheduling work orders.

Request Review

Select a request

Status Estimated amount

Requires estimate approval Estimate notes

Prospect / New Location

Use when the estimate is not tied to an existing customer location

Prospect name Prospect company

Proposal address

City State ZIP

Proposal Measurement

Area, price, and crew time

Copy source

Draw or copy the proposal area.

Area sq ft Measured work area for this special service request. Area acres Automatic conversion from square feet. Complexity Work difficulty for estimating labor time.

Complexity multiplier Standard is 1.00. Increase for difficult terrain, access, detail, or obstacles. Price per sq ft Variable area price used to build the estimate. Base price Minimum charge before area price or materials.

Estimate crew members Expected number of workers. Sq ft/hour per member Productivity per person. Adjust per company, service, and crew performance. Estimated minutes Estimated time if this request becomes a work order.

Service request estimate guide Use area and complexity when the request depends on property size. For irrigation, repairs, tree work, or unknown scope, enter manual minutes and proposal items.

Boundary GeoJSON

Internal notes

Convert to Work Order

Use this after the request or estimate has been approved.

Service Crew

Scheduled date Priority

Start time End time

Estimated minutes Price

Service zone

Support Files

Request attachments

Select a request to load attachments.

Request Queue

Client submissions

Request OK Needs review Urgent / blocked

Request	Customer	Location	Priority	Estimate	Status	Actions
Loading service requests...

Work Orders

Scheduled work

Create and manage the jobs that crews will complete in the field.

Work Order Editor

Create work order

Customer Location Service

Crew Priority

Scheduled date Start time End time

Work type

Estimated minutes Price Service zone

Notes

Daily Schedule

Work orders

Date Type Crew Status Route

Date	Customer	Location	Service	Type	Crew	Route	Status	Actions
Loading work orders...

Pending Services

Carry over work

Move missed or skipped services into another route so weekly service commitments stay visible.

Not Completed

Pending services

Original Date	Customer	Location	Service	Zone	Reason	Actions
Loading pending services...

Route Suggestions

Move pending service

Select a pending service to see route suggestions.

Billing

Invoices and payments

Create invoices from completed work orders, track balances, and post payments.

Finance Dashboard

Revenue, payments, and receivables

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Revenue

Top customers

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Collections

Top overdue

Loading overdue customers...

Month	Revenue	Payments	Balance
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Automatic Invoices

Generate invoices from completed work orders

Create draft invoices for completed, uninvoiced services in the selected period.

Start End Invoice date Due date Type Grouping

Notes

Invoices

Billing records

Paid / current Sent / open balance Overdue / past due

Invoice	Customer	Date	Total	Balance	Status	Actions
Loading invoices...

Draft Editor

Select a draft invoice

Due date

Invoice notes

Invoice Lines

Add line

Description

Service date Quantity Unit price Tax rate (%)

Taxable

Invoice Preview

Invoice detail

Use Open from the invoice list to review, send, print, or close the invoice detail.

Payment

Select an invoice

Payment date Amount

Method How the customer paid: cash, check, Zelle, wire, ACH, or card. Reference # Check number, Zelle confirmation, wire reference, card auth, or Stripe transaction.

Source Where the payment came from. This helps reconcile Stripe, portal, phone, and bank deposits. Provider Optional processor or bank name. Provider payment ID Use the processor transaction ID when available.

Processing fee Net deposit

Notes

Payments

Collections report

Loading payments...

Date	Invoice	Customer	Location	Method	Source	Reference	Amount	Fee	Net	Status
Loading payments...

Accounts Receivable

Aging and open balances

Loading accounts receivable...

Customer	Total	Current	1-30	31-60	61-90	90+	Oldest Due	Last Statement	Actions
Loading accounts receivable...

Invoice	Customer	Location	Due	Status	Total	Paid	Balance	Bucket	Last Payment
Loading accounts receivable...

Customer	As Of	Balance	Status	Recipients	Sent At	Error
Loading statement history...

Finance Center

Company money operations

Billing, collections, expenses, payables, payroll, accounting reports, cash reconciliation, and QuickBooks in one financial workspace.

Finance Dashboard

Executive overview

Revenue, collections, profit/loss, receivables, payables, cash flow, and alerts.

Loading profit/loss...

Management Summary

Financial health

Loading management indicators...

Executive Financial Statements

Managerial accounting view

Balance sheet, cash flow, P&L, receivables, payables, assets, and risk indicators in one place.

Loading executive statements...

Loading financial alerts...

Statement Detail

Financial detail

Select a statement card.

Financial Reports

Statements and ledger review

Balance sheet, trial balance, journal entries, account ledger, and operational asset reporting.

Cash / Bank

Reconciliation and cash activity

Customer deposits, payment fees, vendor payments, direct expenses, pending deposits, and audit references.

Finance Configuration

Accounting setup

Chart of accounts, company accounting defaults, expense categories, and QuickBooks mapping.

QuickBooks Connector

Accounting integration

Connect this company workspace to its own QuickBooks Online company.

QuickBooks status not loaded.

Date	Entity	Local ID	QuickBooks ID	Action	Status	Message
No QuickBooks sync history loaded.

Account Mapping

QuickBooks defaults

Set these IDs once for each company. They control where invoices, payments, expenses, and payroll are created in QuickBooks.

Not configured yet

Invoice item ID Product/service item used for invoice lines. Bank/Cash account ID Account used when creating payments and expenses.

Expense account ID Account used for regular company expenses. Payroll expense account ID Account used for payroll batches synced as payroll expenses.

Notes

Accounting Core

General ledger

Manage the internal chart of accounts, manual journal entries, ledger activity, and trial balance.

Bank Reconciliation

Cash in / cash out

Review customer deposits, processing fees, vendor payments, direct expenses, and pending reconciliation.

Loading bank reconciliation...

Date	Type	Source	Method / Ref	Gross	Fees	Net	Reconciliation	Actions
Loading bank reconciliation...

Asset Accounting

Operational assets

Use inventory assets as company accounting assets based on purchase cost and current value.

Loading asset accounting...

Asset	Type	Assigned To	Purchase Cost	Current Value	Status
Loading asset accounting...

Chart of Accounts

Create account

Code Name

Type Normal balance

Parent account Status

Description

Journal Entry

Create journal entry

Date Status

Memo

Account	Description	Debit	Credit

Loading balance sheet summary...

Accounts

Chart of accounts

Code	Name	Type	Normal	Balance	Actions
Loading accounts...

Journal

Journal entries

Entry	Date	Debit	Credit	Status	Actions
Loading journal entries...

Trial Balance

Posted balances

Code	Account	Type	Debit	Credit
Loading trial balance...

Ledger

Account activity

Date	Entry	Memo	Debit	Credit	Balance	Status
Select an account to view ledger activity.

Accounts Payable

Vendors, bills, and payments

Track supplier bills, open balances, payments, and related work order costs.

Vendor

Create vendor

Vendor name Contact

Email Phone

Address

City State ZIP

Notes Status

Vendor Bill

Create bill

Vendor Bill number

Bill date Due date Amount

Category Related work order

Description Vendor invoice / receipt Attach the supplier invoice, material receipt, or supporting bill. Status

Vendor Payment

Record payment

Vendor bill

Payment date Amount

Method Reference

Notes Status

Vendors

Supplier directory

Vendor	Contact	Open Balance	Status	Actions
Loading vendors...

Bills

Vendor bills

Loading payables...

Bill	Vendor	Due	Age	Amount	Balance	Docs	Status	Actions
Loading vendor bills...

Select a vendor bill to see attached documents and work order costing.

Payments

Vendor payment history

Loading vendor payments...

Date	Vendor	Bill	Amount	Reference	Status
Loading vendor payments...

Expense Editor

Create expense

Date Category Amount

Vendor Payment method Reference

Related work order Description Receipt Status

Expenses

Expense records

Date	Category	Vendor	Work order	Amount	Receipts	Status	Actions
Loading expenses...

Select an expense to see receipts and work order net.

Expense categories

Name	Status	Actions
Loading categories...

Work Order Profit

Revenue vs job expenses

Work order	Customer / Location	Revenue	Expenses	Net
Select filters to review job profit.

Expense Breakdown

By category

Monthly Trend

Profit/loss by month

Month	Revenue	Payments	Expenses	Profit
Loading profit/loss trend...

Weekly Service Report

Service completion and evidence

Review completed, pending, missed, skipped, and services without photos for the selected period.

Loading weekly report...

Service Details

Locations serviced this period

Date	Customer	Location	Service	Crew	Status	Evidence	Completed	Notes
Loading weekly report...

Route Templates

Weekly route patterns

Create reusable weekly routes by day, crew, zone, and ordered service locations.

Loading route template summary...

Plan by proximity Use Weekly Planner for the first large grouping or for unassigned locations.

Review on map Use Route Map Builder to add, remove, reorder, and calculate travel.

Create daily routes Convert active templates into real routes for selected dates.

Operate and track Daily Routes drive maps, print/PDF, timesheets, work orders, and payroll.

Template Editor

Create route template

Route season Template name

Day Crew

Zone Recurrence

Start time End time Max minutes

Status Notes

Route Library

Reusable templates

Template	Crew	Zone	Schedule	Stops	Status	Actions
Loading route templates...

Season Library

Route seasons

Loading route seasons...

Weekly Route Planner

Plan locations by proximity

Build route templates by nearby locations, crew capacity, working days, and route rules. Preview first, then create the reusable templates.

1 Select range 2 Set capacity 3 Preview routes 4 Create templates

Ready to calculate? Preview does not create routes. Create templates only after reviewing the result.

Preview

Suggested route templates

Review crew/day groups before creating templates.

Preview a weekly plan before creating route templates.

Route Map Builder

Build templates visually on the map

Select a customer, choose locations, optimize the order, then create template stops.

Template Customer Availability Services Minutes per stop

Select a template or locations to calculate route travel.

Select a customer to load locations on the map.

Locations No customer selected.

Select a customer to see available locations.

Template Stop

Add location to template

Route template Customer Location Services

Stop # Arrival Departure

Estimated minutes Notes

Template Stops

Select a template

#	Location	Service	Time	Status	Notes	Actions
Select a route template to load stops.

Daily Routes

Routes and stops

Group scheduled work orders into crew routes for each working day.

Route Editor

Create route

Route name

Route date Crew

Zone Status

Start time End time Planned minutes

Notes

Route List

Daily routes

Date

Evidence OK Pending evidence Missing evidence / billing blocked

Route	Crew	Zone	Schedule	Stops	Status	Actions
Loading routes...

Stops

Select a route

#	Customer	Location	Service	Time	Status	Actions
Select a route to load stops.

Route Map

Select a route

Open in Google Maps

Select a route to preview it on Google Maps.

Upload Photos

Select a stop

Type Files Take or select photos. On mobile, take one photo at a time and keep adding before upload.

Ready to upload

No files selected yet.

Notes

Uploaded Photos

Photos already uploaded

Select a stop to load photos.

Bulk Import

Import company records

Upload CSV files to create customers, locations, employees, crews, and assets during onboarding.

Import Setup

Choose records and preview

Record type CSV file

Use the template headers exactly. Related records match by customer, location, service, crew, employee number, employee name, or email.

Preview

Rows ready to import

No file selected

Row	Status	Record	Message
Download a template, fill it out, and upload it here.

Onboarding

Setup assistant for new companies

Apply starter recommendations by industry so each company starts with useful services, crew skills, document types, and estimating standards.

Loading setup progress...

Company Branding

Logo and colors

Company logo

Primary color Secondary color Accent color Font Screen font size Document font size

Brand notes

Routes Setup

Operational bases

Used as route start/end points for maintenance, work order, and inspection routes.

Base name Address

City State ZIP

Latitude Longitude

Default company base

Route Bases

Start and end locations

Loading operational bases...

Brand Preview

Company appearance

Logo

Company name Branding will be used later on invoices, client portal, route sheets, reports, and emails.

Billing Settings

Company invoice defaults

Invoice prefix Next invoice number Number padding Payment terms days Default tax rate (%)

Legal name Tax ID Billing email Billing phone

Billing address Payment instructions Invoice footer Proposal commercial terms Proposal footer Invoice email subject Invoice email message

Invoice tokens: {{invoice_number}}, {{customer_name}}, {{location_name}}, {{work_type}}, {{invoice_date}}, {{due_date}}, {{invoice_subtotal}}, {{tax_total}}, {{invoice_total}}, {{amount_paid}}, {{balance_due}}

Statement email subject Statement email message

Tax Settings

Tax jurisdictions

Use these rates for states, cities, counties, or ZIP areas. Taxable applies a rate, non-taxable keeps revenue without tax, and tax exempt is for customers or sites with exemption documentation.

Name Treatment Rate (%)

State County City ZIP Status

Notes

Jurisdiction	Rate	Treatment	Status	Actions
Loading tax rates...

Payroll Settings

Company payroll defaults

Payroll frequency Week start day

Pay period start date Staff salary period

Foreman default pay Helper default pay

Overtime after hours Approval required before payment

Current Payroll Setup

Company defaults

Loading payroll settings...

Current Evidence Setup

Company requirements

Loading evidence settings...

Email Notifications

Company SMTP settings

Enable company email notifications Delivery mode

Managed email is recommended. Customers only need a reply-to email and notification recipients. Custom SMTP is for companies with IT support.

Email provider

Select a provider to fill the common SMTP settings. The customer still needs their email username and app password from their email provider or IT administrator.

SMTP host SMTP port Use SSL/TLS

SMTP username SMTP password / app password Keep existing password when blank

From email From name Reply-to email

Operations recipient

Templates

Notification messages

These templates are company-specific. Leave a template blank to restore the standard e-serviceops text.

New service request subject New service request message Estimate sent subject Estimate sent message Proposal sent subject Proposal sent message Work completed subject Work completed message Payment received subject Payment received message Client portal invitation subject Client portal invitation message

Common tokens: {{customer_name}}, {{location_name}}, {{invoice_number}}, {{request_number}}, {{proposal_number}}, {{invoice_total}}, {{balance_due}}, {{portal_url}}

Test recipient

Tip: Use managed email unless the company specifically needs its own SMTP.

Current Email Setup

Notification delivery

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Preview

Select an industry

Select an industry template to preview recommendations.

Document Compliance Rules

Required documents by default

Apply an industry starter setup to load document rules.

Measurement Standards

Estimating rules by work type

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