Operations workspace
Overview
Web application • Phase 1
Every request recorded.
Every request recorded.
Nothing lost in an inbox.
The current PO and vendor-payment workflows, now with searchable history and an audit trail.
Current calls by status
Click a status to see the matching call references, sites and engineers.
Recent requests
Your latest procurement activity
Request history
Search every request saved in the application
Add vendor
Maintain the lookup lists used by request forms.
Reference lists
Imported from Request PO & Receipt for Payment.xlsx
Email workflows
Select a template to edit
WorkWide API billing sync
Excel uploads are no longer required. Sync resolved WorkWide calls directly into Daily Billing Review.
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Daily billing review
Open a customer, then select only the call you want to verify.
Awaiting approval
Calls already approved internally and waiting for customer approval. You can still open a call and adjust the same values as billing review.
Billing approval progress
Track each billing client from internal review through final customer approval.
WorkWide API operations sync
Open and resolved WorkWide calls are synced directly from the API. Onsite engineers still use their separate upload.
Source: Legacy upload
Resolved-call daily reports
Previous-day engineer and client summaries, with closed-call detail.
Open-call reports
Total open calls by engineer and client, including call age and email actions.
Operations email actions
Select open or resolved reports, view the calls, and open a local mail draft.
Upload onsite engineer report
This is separate from billing. The latest file replaces the previous onsite snapshot so old ghost tickets disappear.
Tracked onsite engineers
Select the onsite engineers whose open and resolved tickets must be shown on these pages.
Open-call filters and mail
Choose one or more onsite engineers, then open a summary or breakdown mail draft.
Technician daily stats
Calls, overdue count and maximum age by technician.
Latest onsite tickets
Top tickets from the latest onsite upload.
Onsite resolved
Upload the resolved onsite engineer report, then filter by date and technician.
Incentive program
Monthly engineer incentive scorecard. Some incentive items need a data source before they can be scored automatically.
Customer change loss report
Revenue reduction caused by customer adjustments.
Excluded billing
Review engineers, clients, and calls that are currently kept out of customer billing, then include them again if needed.
Excluded engineers
Excluded clients
Excluded calls
Rolled-up view of all calls currently excluded from billing.
Billing administration
Pricing, billable clients, onsite engineers, site locations, and cached routes.
WorkWide API Settings
Configure direct WorkWide BI Tasks sync. Passwords are stored temporarily and masked in the UI; move this to Secret Manager/encryption before final production hardening.
Operations email accounts
Edit email recipients and templates for engineer/client open and resolved reports.
Naresh billing upload
Download one upload row per client using customer-approved billing for the selected period.
Client base rows
Maintain the static Naresh upload fields once; approved customer billing fills the amount at month end.
Quote designer
Create a downloadable quotation using the uploaded Price List catalogue.
Business-unit budget
Completed purchase orders and approved billing become income; claims, employee costs and other running costs become expenses.
Period income & expenses
Completed PO income against wrapped-up expenses for the selected period.
Add historical total
Use this for previous income, expenses, or claims where detailed records are unavailable.
Employee costs
Edit salary and add any number of recurring running costs with descriptions.
Claims reconciliation
Compare employee claims with booked and billed call values before approval.