Executive Dashboard
Company operations at a glance
Open Tickets
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Active Projects
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Customers
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Pending Proposals
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Quick Actions
Request Service
Create and track a service ticket
Create Proposal
Build pricing and scope
Field Forms
Service, PM, commissioning and logs
Project Workspace
Centralize project records
Recent Tickets
| Ticket | Customer | Priority | Status | Description |
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Request Service
Customer portal intake form
Ticket Management
Assign, update and close service calls
| Ticket | Date | Customer | Type | Priority | Status | Assigned |
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CRM — Customers
Companies, contacts and locations
| Company | Contact | Phone | Address |
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Projects
Installation and service project tracking
| Project | Customer | Location | Status | PM |
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Project Workspace
Documents, photos, assets, reports and closeout
Project Information
Scope, contacts, schedule and status
Documents
Proposals, contracts, plans and manuals
Photos
Before, during, after and deficiencies
Installed Assets
Serial, IP, MAC, warranty and service history
Field Reports
Service, PM, daily logs and testing
Financials
Proposal, expenses, invoice and payment status
Field Operations Forms
Digital versions of the ABA Technology Field Operations Kit
Proposal Builder
Create a professional ABA Technology proposal
| Proposal | Customer | Project | Total | Status |
|---|
Asset & Inventory Management
Installed devices and stock records
| Customer | Project | Device | Model | Serial | IP | Location |
|---|
Schedule & Preventive Maintenance
Jobs, technician assignments and recurring maintenance
Calendar synchronization will be activated through Microsoft Outlook after OAuth authorization.
Today's Jobs
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PM Due This Month
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Unassigned Tickets
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Technicians Working
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Integrations
Connect accounting, Microsoft services, email and AI
QuickBooks Online
Customers, estimates, invoices and payment status
Not connected
Microsoft OneDrive
Project folders, reports, photos and closeout packages
Not connected
Microsoft Outlook
Customer email and calendar scheduling
Not connected
AI Assistant
Professional reports, scopes and customer summaries
Not connected