📄️ Service Ops Overview
The job-lifecycle workspace that drives technician work — a pipeline board, a filterable jobs table with saved views, a map, and the Needs-attention buckets as one-click filters.
📄️ Create a Service Job
Creating jobs and working them in the job workspace — scheduling, visits, checklist, billing, and the approval workflow before invoicing.
📄️ Projects
Group many jobs, quotes and invoices under one umbrella — a large multi-camera install or a rollout across a complex — and roll up its progress and financials in one place.
📄️ Job Templates
Reusable job types that pre-fill a new job and seed its checklist.
📄️ Schedule Board
Drag-and-drop scheduling for technicians, with smart warnings for overlap, time-off, and out-of-hours placements.
📄️ The CleverTech App
The field app your staff carry — the technician's offline job loop, and the coordinator, stock and asset surfaces that ride alongside it.
📄️ Technician Access Windows
Time-boxed consent windows that let your registered technicians temporarily join a customer's site in CleverAlert — opened by the customer, an operator, or an assigned service job.
📄️ Quotes
Build, send, and convert service quotes — with PDF delivery, email, and public share links.
📄️ Deposits & payment gates
Require an upfront payment before a job is booked — a control-room default with per-customer overrides, provisional slot holds, and automatic confirmation when the deposit lands.
📄️ Maintenance plans
Recurring preventive-maintenance visits — quarterly services, annual checks — as a ticket to book the visit or a job booked for the morning.
📄️ Site Equipment
What is physically on a site — the panel, the gate motor, the CCU and every camera — as one tree, with where each thing is, what has happened to it, and the logins to get into it.
📄️ Standby Roster
Who's on call, by line and rung — a rotation that generates itself, with a ladder the control room and the field app both read.
📄️ Assistance Requests
The coordinator inbox for help requests raised by technicians in the field.
📄️ Where the work was logged
Every action a technician logs in CleverTech records where their phone was at the time, and CleverOps flags actions logged away from the site.
📄️ Team (moved)
The separate Team page has been retired — the staff registry now lives on People, and the CleverTech app has a page of its own.