Operations workspace
Overview
GTBA Business Hub
Operational overview
Procurement, billing and WorkWide activity in one reliable workspace.
Current calls by status
Click a status to see the matching call references, sites and engineers.
Recent requests
Your latest procurement activity
Notification engine
Independent WhatsApp, SMS and corporate email alerts. This engine only observes saved HUB call data.
Templates
Allowed variables: {engineer_name}, {call_number}, {customer}, {site}, {status}, {elapsed_hours}, {date}, {notification_type}.
Send test notification
Exactly one selected channel is used. No call record is created or changed.
Notification history
Consolidated reporting
Hubs Executive Overview
One executive view across WorkWide, Helix and stored reporting history.
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Call Corrections
Engineer requests submitted through Nexus Notify. Source call data is never changed here.
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SLA intelligence preview
Combined reporting rows for SLA, engineer, time, travel and missed-SLA comments.
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.
Engineer week planner
Appointments and follow-ups detected from the latest WorkWide call updates.
WorkWide operations data
Reports load from the local database. WorkWide API sync updates the DB in the background.
Source: Database
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.
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.
Show / hide
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
Open calls 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.
Technicians
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.
Quote and price list
Import the catalogue used by Quote Designer. Importing a new list replaces the old active pricing.
Operations email accounts
Edit email recipients and templates for engineer/client open, ageing and resolved reports.
Local AI — Billing
Private, click-only comment assistance for Daily Billing Review.
Reporting data & SLA uploads
Maintain the separate WorkWide Historical and Onsite Resolved SLA reporting datasets. Existing call references are updated; operational records are untouched.
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.
Telegram settings
Optional notification layer. This phase only saves settings and sends a test message; automation stays off until the test is confirmed.
Engineer Telegram IDs
Add each engineer’s private Telegram chat ID here. The Send Telegram buttons use this list.
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 an approved IOCO quotation PDF using the stored price catalogue.
Published quotations
Quotes submitted through Outlook are retained exactly as issued. Expand a reference to view its original and adjusted versions.
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.