Good morning, Sarah
Here's what needs your attention today — Wednesday, 25 March 2026
New job
Create a callout or visit
Book annual check
Schedule a service visit
View calendar
All bookings this month
Client database
Search all accounts
Field view
Live engineer jobs
Jobs today ›
33
6 urgent (all regions)
Engineers on site ›
18
2 currently travelling
First-time fix ›
87%
Up 4% this month
Certs expiring ›
10
Within 30 days
Open quotes ›
£62,400
9 awaiting approval
Annual checks unbooked ›
3
Action required this week
Clients in database ›
0
0 client records in database
Today's jobs
+ New job →🔥
Fryer fault — Nando's Manchester
Urgent Gas Jamie H.
08:30
Callout📋
Annual service — Premier Inn
Planned Electrical Sarah K.
09:00
Annual⚙️
Refrigeration repair — Tesco Café
In progress F-Gas Tom B.
10:15
Ongoing✓
Combi oven install — Hilton Leeds
Complete Gas Chris M.
07:00
DoneView all 33 jobs →
Annual checks to book
+ Book →📅
Charvet range — The Ivy Manchester
Due Apr 2026 · Chef Manager
📅
Gas safety — Nando's Manchester
Due Apr 2026 · Site Manager
✓
Annual service — Hilton Leeds
Booked · Sarah K. · 14 Apr 2026
Booked
Engineer locations — live GPS
[ Google Maps integration — live engineer positions ]
North: 4 engineers activeMidlands: 3 engineers activeSouth: 3 engineers activeEast: 3 engineers activeWest: 3 engineers activeScotland: 2 engineers active
Due in 90 days
9
Office to contact & book
Already booked
6
Engineer assigned
Unbooked
3
Action required
How the scheduler works
App flags upcoming checks
90 days before a service is due, it appears on the dashboard action list.
Office contacts the customer
App provides site contact details from the client database.
Office books and assigns engineer
Click "Book now" to open the booking form. Job is saved to database.
Confirmation email to customer
Sent automatically. Customer sees date, time and engineer name.
Post-visit: cert stored, next check flagged
Certificate saved. Next check auto-flagged 12 months forward.
Office action list
Unbooked — action required
!
Charvet range — The Ivy Manchester
Due Apr 2026 · Gas · 0161 XXX XXXX
!
Gas safety — Nando's Manchester
Due Apr 2026 · Gas · 0161 XXX XXXX
!
F-Gas log — Tesco Café Stockport
Due May 2026 · Refrigeration · 0161 XXX XXXX
Booked
✓
Annual service — Premier Inn Salford
14 Apr 2026 · Sarah K. · Confirmed
Notification settings
Flag checks on dashboard (90 days out)
Alerts office to contact and book
Booking confirmation email to customer
Sent once office books the job
7-day reminder email to customer
Date, time window and engineer name
SMS reminder to customer (day before)
Text to site contact number
Auto-flag next year on completion
Rolls forward 12 months
Current job
AnnualCustomer
Premier Inn
Job type
Annual
Equipment
Range cooker + fryers
Asset ref.
EQ-0042
Reported fault
No ignition — burner 2
Service history (this asset)
Annual gas service
14 Nov 2024
Thermocouple replaced
03 Mar 2024
Pilot assembly cleaned
08 Sep 2023
Job photos
0 photos+
Digital job sheet
Fault found
Work carried out
Parts used
Falcon thermocouple F3-TC-001
×1
£12.40
Labour (hrs)
Job status
Customer signature
Full name of person signing
Draw signature above
✓
SIGNED
—
Gas Safe certs issued
0
Stored in database
F-Gas records
38
Refrigerant log current
Expiring within 30 days
5
Requires action
Certificate tracker
Overdue / expiring soon
Gas safety — Nando's Manchester
Expired 28 Mar 2026 · CP42
F-Gas log — Premier Inn kitchen
Expires 12 Apr 2026
Valid
Gas safety — Hilton Leeds
Expires 15 Sep 2026 · CP42
Action required
5 expiring within 30 days!
Gas safety — Nando's Manchester
CP42 · Expired 28 Mar 2026
⏱
F-Gas log — Premier Inn kitchen
Expires 12 Apr 2026 · 18 days
⏱
Annual service — Tesco Café Stockport
Expires 19 Apr 2026 · 25 days
⏱
CP43 — Bella Italia Birmingham
Expires 22 Apr 2026 · 28 days
⏱
F-Gas log — Costa Coffee Derby
Expires 24 Apr 2026 · 30 days
Issue a new certificate
Select the certificate type to open the full digital form. Certificates are saved to the job record and can be printed as a Gas Safe–compliant PDF.
Total assets
47
Across 24 sites
Service due this month
8
Gas, electrical, F-Gas
QR codes applied
47
All assets tagged
Equipment register
🔥
Falcon 3-burner fryer Gas
Nando's Manchester · EQ-0042 · FL-2021-88X
Service due
🍽️
Rational iCombi Pro 10 Electrical
Hilton Leeds · EQ-0031 · RP-2022-44A
❄️
Williams upright fridge F-Gas
Tesco Café Stockport · EQ-0057 · WL-2020-12C
🍽️
Hobart dishwasher Electrical
Premier Inn Salford · EQ-0019 · HB-2019-77D
🔥
Charvet range cooker Gas
The Ivy Manchester · EQ-0063 · CV-2023-02F
Annual due Apr
Admin accounts
7
1 manager · 6 regional
Engineer accounts
18
Across all regions
Sites covered
24
Across 6 regions
Active now
4
Online sessions
Admin accounts
| Name | Username | Role | Region | Last login | Status | |
|---|---|---|---|---|---|---|
| Sarah Mitchell | manager | Manager | All regions | Today 08:12 | Active | |
| Dave Hargreaves | admin.north | Admin | North (4 sites) | Today 09:01 | Active | |
| Lisa Patel | admin.midlands | Admin | Midlands (3 sites) | Yesterday | Offline | |
| Amara Osei | admin.east | Admin | East (4 sites) | Today 10:45 | Active |
Site assignments by region
NORTH — Dave Hargreaves
Nando's Manchester
The Ivy Manchester
Premier Inn Salford
Hilton Leeds
The Ivy Manchester
Premier Inn Salford
Hilton Leeds
MIDLANDS — Lisa Patel
Tesco Café Stockport
Bella Italia Birmingham
Costa Coffee Derby
Bella Italia Birmingham
Costa Coffee Derby
SOUTH — Tom Brennan
The Savoy Kitchen
Nobu London
Marriott Canary Wharf
Pret HQ
Nobu London
Marriott Canary Wharf
Pret HQ
Total jobs (month)
412
All 6 regions
Revenue (month)
£142,800
Up 9% on last month
First-time fix (all)
87%
Target: 90%
Outstanding invoices
£54,200
31 unpaid
Compliance — all sites
Gas Safe certs valid
24 sites · CP42/CP43
78%
F-Gas records current
92%
Engineer performance
JH
Jamie Hughes · North
Gas Safe · 38 jobs
CM
Chris Marsden · South
Gas Safe · 44 jobs
PN
Priya Nair · East
Electrical · 27 jobs
SK
Sarah Knowles · North
Electrical · 31 jobs
TB
Tom Brennan Jr · Midlands
F-Gas · 22 jobs
Jobs this month — by region
March 2026 · 412 totalNorth
98
South
88
Midlands
74
East
68
West
54
Scotland
30
Clients
0
records
Jobs
0
records
Assets
0
records
Certificates
0
records
Import history
0
CSV imports
Annual checks
0
records
DB version
v1.0
ServiceScheduleDB
Engine
IndexedDB
Browser-native
🏢 clients
id
PK autoUnique client identifier
client_name
indexedBusiness name
region
indexedNorth / Midlands / South etc.
contact_phone
textSite contact phone
contract_type
textReactive / PPM / Full service
imported_from
FK importsSource CSV import ID
🔧 jobs
id
PK autoUnique job identifier
job_ref
indexede.g. JOB-0042
client_id
FK clientsLinked client record
engineer_id
indexedAssigned engineer username
status
indexedPending / In progress / Complete
signature_data
blobCustomer signature image
📜 certificates
id
PK autoUnique cert identifier
cert_ref
indexede.g. CERT-2026-0042
cert_type
indexedCP42 / CP43 / Annual / F-Gas
expiry_date
indexedCertificate expiry date
appliance_status
textSafe / At risk / ID
inlet_pressure_mbar
numberGas inlet pressure reading
📦 assets
asset_ref
indexede.g. EQ-0042
client_id
FK clientsSite this asset belongs to
asset_type
indexedGas / Electrical / F-Gas
next_service_due
indexedCalculated next service date
qr_code_ref
indexedUnique QR code reference
Upload client CSV file
Drop CSV file here or click to browse
Accepts .csv files · UTF-8 encoded
Supported fields
client_namesite_namecitypostcoderegioncontact_namecontact_phonecontact_emailaccount_numbercontract_type
Map CSV columns
0 rows| CSV column | Sample data | Map to DB field |
|---|
Seed database with demo data
Populate the database with 24 realistic catering clients across all 6 regions, plus demo jobs and assets.
Starting seed...
Cleared existing data
✓ Seeded 16 clients and assets
✓ Seeded 8 demo jobs
✓ Seed complete
CSV import history
No imports yet.
Activity log
Loading…
Total clients
0
In database
Contracts active
0
PPM / Full service
Regions covered
6
North to Scotland
Expiring (90 days)
2
Contract renewal due
Client database
| Client name | Site | Region | Contact | Phone | Contract | Account no. | Actions |
|---|---|---|---|---|---|---|---|
| No client records yet. Seed demo data or import a CSV. | |||||||
0 records
No quotes yet. Hit + New Quote to create one.
← Back to quotes
New Quote
Quote number assigned on save
Quote details
Client / Company name
Site name
Site address
Quote date
Valid until
Linked job ref (optional)
Call-out charge
Description
Amount (£)
Labour
| Description | Hours | Rate (£/hr) | Total |
|---|
Parts & materials
| Description | Qty | Unit cost (£) | Markup % | Line total |
|---|
Totals
Subtotal£0.00
VAT %
£0.00
Total£0.00
Notes (internal / customer-facing)
Company Settings
Company Logo
No logo uploaded
PNG, JPG or SVG — max 2 MB. Will appear on quotes and certificates.
Business Details
VAT Details
Gas Safe Details
Stock Notification Recipients
When a part hits its reorder level, an alert appears on the dashboard for the people listed here. If no-one is selected, the alert goes to the manager only.
Loading team members...
Select the people who should receive stock low alerts on their dashboard.
My jobs today
2
1 urgent
My region
North
Gas Safe CP42/CP43
Fryer fault — Nando's Manchester
UrgentUrgent callout·Falcon 3-burner fryer
08:30 today
Gas check — Premier Inn
PlannedAnnual·Range cooker + fryers
13:00 today
My details
Full name
—
Username
—
Region
—
Reporting to
—
Mobile number
Email address
Certification wallet
Upload once — show on site instantly
No certificates uploaded yet.
Change my password
Current password
New password
Confirm new password
Add certification
Certification type
Reference / Reg. number
Expiry date
Upload certificate (PDF or image)
📄
Tap to choose a PDF or image
Jobs this month
6
Across all regions
Annual checks booked
0
Confirmed with customers
Unbooked — action needed
3
Contact customers to book
March 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Nando's Manchester — Fryer service
Premier Inn — Annual gas check
26
Hilton Leeds — Annual electrical
27
Tesco Café — F-Gas log
28
The Ivy — Charvet range service
29
30
Nobu London — Gas safety CP42
31
1
2
3
4
5
Urgent callout
Annual check
Planned maintenance
Completed
F-Gas service
My jobs this month
0
Assigned to me
Completed this month
0
Signed off
March 2026
Urgent
Planned
Complete
Total parts
0
Categories
0
Manufacturers
0
Last import
—
Upload parts CSV
📦
Drop CSV here or click to browse
Accepts .csv files · UTF-8 encoded
Required fields
part_numbername
manufacturercategory
pricestock_level
reorder_leveldescription
compatible_withsupplier
lead_time_days
Map CSV columns
0 rows| CSV column | Sample | Map to field |
|---|
Parts catalogue
| Part number | Name | Manufacturer | Category | Price | Stock | |
|---|---|---|---|---|---|---|
| No parts yet — upload a CSV or load demo parts. | ||||||
0 parts
Live stock levels
Zero stock
—
At reorder
—
Healthy stock
—
| Part number | Name | Category | Stock | Reorder at | Status | Supplier | Lead time |
|---|---|---|---|---|---|---|---|
| Loading stock data... | |||||||
—
Add single part
Database actions
Total parts in database
Across all categories
0
Parts lookup
Source used when engineers search on site