SDR Plumbing — Dispatch v9

All Jobs

Customer	Address	Issue	Tech	Date	Time	Status	LR✅

⏳ Standby List

Jobs waiting to be scheduled

Customer	Address	Issue	Tech	Date Added	Phone	Notes

🤖 Vanessa Auto-Schedule

Reads the standby backlog + prior visit reports, estimates realistic hours & urgency, and proposes where each job fits — you approve before anything is booked.

💰 Estimates

PENDING

APPROVED

DENIED

APPROVED VALUE

🏗️ Permits

📊 Contract P&L Summary

💼

Financial Control Center

Payroll · Revenue · Accuracy · Reports

Today: 0 jobs

This Week: 0 jobs

Overdue: 0

No Work Report: 0

📋 Copy Tickets: 0

Jobs Completed

Total Revenue

Est. Profit

Avg Margin

Not Invoiced ↗

Missing Info

Unreported

💰 Weekly Payroll Summary

Technician	Wed	Thu	Fri	Sat	Sun	Mon	Tue	Straight	Time & Half	Double Time	Vac/Sick	Holiday	Total Hours	On Call / Emergency

Timesheet data loads from technician clock-ins. Select a week above.

📋 Daily Attendance

Technician	Status	Notes

Job Queue

Alert Threads - Profit Protection Alerts

No issues found - looking clean.

Profit & Loss

Revenue

Total Invoiced$0

Jobs Invoiced0

Avg per Job$0

Costs

Labor$0

Materials$0

Total Cost$0

Profit

Gross Profit$0

Margin0%

Per Job Avg$0

By Category

Detailed category breakouts are shown as financial records are entered through PO / Inventory and estimate workflows.

Profit by Technician

Tech	Jobs	Revenue	Cost	Profit	Margin

Vanessa's Financial Insights

No completed jobs in this period.

Customer Lookup

Search for a customer to see their job history, spending, and service records.

Recent Activity

Loading recent activity...

📋 Contract Jobs

No contracts uploaded yet. Drag a PDF here or click Upload.

📎 Drag PDF here or click to upload

📦 My Purchase Orders

PO #	Customer	Job Address	Ordered By	PU/DEL	Vendor	Items	Status	Order Date	ETA	Notes	Action

📋 Price Catalog

Your cost from recent invoices — updated when you upload new invoices

📄 Upload Invoice PDF

PO / Inventory Management

PO #	Customer	Linked Job	Scheduled	Supply House	Ordered By	For Tech	PU/DEL	Job Type	Status	Order Date	ETA	Items

Material Returns (Supply House Refunds)

Job / Customer	Tech	Date	QTY	Item / Material	Supply House	Status

Customers

🔁 Copy Tickets

From: To:

Reports

From To

Jobs by Technician

Jobs by Status

Job Log

Date	Customer	Address	Tech	Status	Time	Issue	Print

🚨 Emergency Jobs

Labor rate: $420/hr

Customer	Address	Issue	Tech	Date	Time	Labor Rate

Photos

📷🎥

Click to upload or drag & drop

JPG · PNG · WEBP · MP4 · MOV — multiple OK

Uploading...

🏆 KPI Dashboard

👷 Tech Performance

Technician	Jobs Done	Callbacks	Late Days	Left Early	Late Reports	Sick Days	Vacation	No-Shows	🏠 WFH	⭐ Kudos	Score

📬 Time Off Requests ▶

📅 Tech Out Log 0 ▶

📅 Request Time Off

Submit a time off request to the office. You'll see the status here once it's reviewed.

New Request

START DATE

END DATE

TYPE OF REQUEST

NOTES (optional)

My Requests

My Jobs Today

🕐 Time Sheet

Day / Date	In	Out	Hours	Notes

📌

SDR Bulletin Board

What's happening at SDR Plumbing & Heating

Dock

No posts yet. Hit + Post to share news, shoutouts, or recognize the team!

🔧

Tool Sign In / Out

Track tools checked out by technicians

🧰 Tool Inventory

⠿ Drag the handle to reorder tools or move them between trucks & the shop.

Loading inventory...

Currently Checked Out

No tools currently checked out.

Recent History

No tool history yet.

👔

Steve's Corner

Owner Dashboard · Private

Done Today

—

Wk Hours

—

Wk Billed

—

Est Pending

—

Copy Tickets

—

Techs Out

—

📋 Today's Jobs

🔁 Copy Tickets — Needs Scheduling

📊 Quick Reports & Actions

📊 KPI Dashboard

✨ Ask Vanessa

📖 Journal & Recaps

No entries yet.

📅 Calendar & Appointments

All entries

No appointments.

📻 Daily Brief — the week at a glance Vanessa reads you the day & week

📝 Your notes — Vanessa reads these too

📝 Estimate Builder Pick a template → fill in details → AI writes your estimate

Select Template

⚙️

Settings

Manage office controls, company defaults, and technician access

🔐 Office only

🏢 Company Information

Company Name

Phone Number

Address

License Number

👷 Technician Management

Add, rename, or reorder technicians. Changes apply to the calendar and all job assignments.

🔧 Default Job Settings

Default Job Duration

Default Service Type

Tax Rate (%)

Hourly Labor Rate ($)

🔔 Notifications & Preferences

Notify on new job creation Notify when job is completed Notify on permit status changes Auto-generate Vanessa summaries for completed jobs

🔐 Office Access

Update the Office login PIN used on the login screen.

Current PIN

New PIN

Confirm New PIN

Protected Tab Passwords

Needle Point Store

Steve's Corner

🔧 Technician Shared Code

One shared code for all techs to log in. Leave blank to disable.

💗 Vanessa's Login Code

Vanessa's own code — must be different from the shared tech code. Until you set one, she signs in with the Office PIN.

👁️ Technician View Controls

Office controls which tabs and scheduling views technicians can access.

Show Jobs tab Show My Jobs tab Show Reports tab Show Customers tab Show Photos tab Show Tool Sign In/Out tab Show Time Sheet tab Allow browsing other days in Jobs

💾 Data Management

Clearing cache removes locally stored preferences only. Firebase data is not affected.

🕐 Business Hours

Set the standard operating hours for SDR Plumbing & Heating Inc.

Weekday Start

Weekday End

Emergency Rate ($/hr)

Overtime Rate ($/hr)

Working Days

Mon Tue Wed Thu Fri Sat Sun

📅 Calendar Display

Default Calendar View

Time Slot Interval

Show Job Details on Calendar

Color Code Jobs By

📲 Appointment Reminders

Configure automatic appointment confirmation and reminder preferences.

Send reminder 1 day before appointment Send morning-of reminder Notify customer when tech is en route Send follow-up after job completion

Default Reminder Message

ℹ️ About SDR Dispatch

SDR Plumbing & Heating Dispatch System
Powered by Vanessa AI 🤖
Version 2.0