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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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

Customer tax rate (%) Tax exempt Exemption reason

Account manager Manager email Manager phone

Notes

Database Records

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 Area acres Complexity

Complexity multiplier Price per sq ft Base price

Estimated proposal price Proposal minutes

Estimate crew members Sq ft/hour per member

Access notes Service notes Boundary GeoJSON

Proposal Area Map

Draw service area

Edit or create a location, then draw the proposal area.

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.

Customer Access

How customers sign in

Client Portal URL https://e-serviceops.com/#client-portal

Share this link with the customer after creating their portal access. They will only see their own services, photos, and weekly history.

Customer Documents

Upload document

Store contracts, insurance, policies, certificates, and expiration dates.

Customer

Type File

Title

Document number Issuer

Issue date Expiration date

Visible in Client Portal Notes

Document Library

Select a customer

Select a customer to load documents.

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 Price per sq ft Base price

Complexity Multiplier Estimated minutes

Crew members Sq ft/hour per member Total

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.

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.

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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

Supervisor Service zone

Operational base Home base address Capabilities / skills Select from the chips below or type custom capabilities 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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Crew Details

Select a crew

Select Details on a crew to view members, capabilities, base, and assigned inventory.

Employees

Add employee to crew

Crew Employee

Role Pay type Status

Hourly rate Daily rate Salary rate

Crew Employees

Assigned employees

Select a crew to load employees.

Operational Bases

Dispatch bases

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Assets

Vehicles and equipment

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

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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 Area acres Complexity

Complexity multiplier Price per sq ft Base price

Estimate crew members Sq ft/hour per member Estimated minutes

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
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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
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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
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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

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Month	Revenue	Payments	Balance
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Invoices

Billing records

Paid / current Sent / open balance Overdue / past due

Invoice	Customer	Date	Total	Balance	Status	Actions
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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.

Payments

Collections report

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Date	Invoice	Customer	Location	Method	Reference	Amount	Status
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Accounts Receivable

Aging and open balances

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Customer	Total	Current	1-30	31-60	61-90	90+	Oldest Due	Last Statement	Actions
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Invoice	Customer	Location	Due	Status	Total	Paid	Balance	Bucket	Last Payment
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Customer	As Of	Balance	Status	Recipients	Sent At	Error
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Finance

Expenses and profit/loss

Track company expenses and compare revenue, collections, expenses, and profit.

Loading profit/loss...

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
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Expense Breakdown

By category

Monthly Trend

Profit/loss by month

Month	Revenue	Payments	Expenses	Profit
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Weekly Service Report

Service completion and evidence

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

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Service Details

Locations serviced this period

Date	Customer	Location	Service	Crew	Status	Evidence	Completed	Notes
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Route Templates

Weekly route patterns

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

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
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Season Library

Route seasons

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Weekly Route Planner

Plan locations across crews

Route season

Start date End date Max minutes per crew/day Max stops per route Max cluster miles

Include daily services Include weekly services

Crews

Loading crews...

Preview a weekly plan before creating route templates.

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
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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, and document types.

1. Company details

2. Taxes

3. Services

4. Employees

5. Import customers

6. Create routes

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 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

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

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Current Evidence Setup

Company requirements

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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

Loading email settings...

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.

Welcome back

View your service history

Create your new password

Your weekly service history

Email notification preferences

Service locations on file

All locations

Request extra work

Locations serviced this period

Billing history

Shared documents

Commercial dashboard

Subscription status

Plan distribution

Technical and operations dashboard

Platform activity

Setup watch

Operations overview

Route and work status

Needs review

Maintenance and registration

Payroll and billing readiness

Company reports

Report scope

Selected customer

Selected detail

Selected service

Selected location

Selected crew

Performance indicators

Needs decision

Customer performance

Crew performance

Aging summary

Filtered report detail

Today’s route

Plans you can sell

Basic

Pro

Business

Create a plan

All plans

Simple language for real users

Create a permission

All permissions

Prebuilt profiles for new companies

Create a role

All role templates

Initial emails, PDFs, and reports

Hours ready for payment

Employees

Review and approval history

SaaS customer accounts

Create company

All companies

Users and role assignments

Create user

Company users

Create company role

Company roles

Field and office employees

Create employee

Payroll employees

Select an employee

DL, W-9, ID, SSN, Passport

Customers and service locations

Create customer

All customers

Add contact

Select a customer

Add location

Draw service area

Select a customer

Assign service

Select a location

Attach document

Select a location

Create customer portal login

How customers sign in

Customers needing document attention