CIEN-TECH CRM (Single File)

Today's Work

Focused employee queue for the jobs, pickups, appointments, and follow-ups that need attention now.

My Open Work

0

Appointments Today

0

Follow Ups Due

0

Ready / NO GO Pickups

0

My Queue

Assigned repairs, appointments, and reminders.

Loading today's work...

Ready For Customer

Pickups, NO GO devices, and balances to collect.

Loading pickups...

Needs Attention

Unassigned, overdue, or high-priority records.

Loading attention list...

Operations Dashboard

Daily control center for management, workload, follow ups, appointments, inventory, and employee accountability.

Date Range

From

To

Revenue (All-time)

$0.00

Invoices

0

Repairs (Active)

0

Abandoned

0

Appointments Today

0

Follow Ups Due

0

Low Stock Items

0

Pending Orders

0

Overdue Repairs

0

Open Shifts

0

Attendance Flags

0

Daily Audits Missing

0

Quick Sale

Sell an inventory part from the dashboard and create the invoice/receipt in one step.

Customer Manual Item Selected Part

No part selected.

Quantity Unit Price Payment Method

Total

$0.00

Smart Control Center

Jump anywhere fast, catch weak records, and move on without hunting through pages.

Quick Search

Type	Match	Details	Action
Use search above or the top search bar to jump directly into records.

Smart Recommendations

The CRM ranks the next best moves for the shop based on money risk, customer wait time, approvals, stock pressure, and missed assignment.

Priority	Recommendation	Why Now	Action
Recommendations will appear after the dashboard loads.

My Task Queue

Appointments, follow ups, and repairs assigned to the current employee.

Type	Who / What	Due	Status
No tasks assigned.

Manager Alerts

Operational issues that need attention.

Alert	Detail	Priority
No alerts right now.

Data Quality Board

Spot duplicate customers, missing contact details, open tickets without assignment, and invoice records that still need cleanup.

Possible Duplicate Customers

Same email, phone, or close name match.

0

Customers Missing Contact

No phone, email, or both saved.

0

Repairs Missing Assignment

Tickets with no technician attached.

0

Invoices Missing Customer Link

Invoices that should be attached to a profile.

0

Issue	Record	Details	Action
No quality issues detected.

Daily Opening / Closing Checklist

Track whether the shop was opened and closed correctly each day.

Opening Status

PENDING

Closing Status

PENDING

Last Completed By

-

Date	Type	Completed By	Status	Notes
No checklist entries yet.

Overdue Board

Repairs, follow ups, appointments, and parts that are slipping and need attention now.

Type	Item	Assigned	Due / Status	Priority
No overdue items.

Today's Appointments

Upcoming customer appointments for the day.

Time	Customer	Service	Assigned
No appointments today.

Low Stock

Parts at or below reorder level.

Part	On Hand	Reorder At	Location
No low stock items.

Employee Performance

Repairs picked up, invoices, open follow ups, and appointments handled.

Name	Email	Repairs Picked Up	Revenue	Open Follow Ups	Appointments
No employees found yet.

Technician Workload Balancing

Live workload score based on active repairs, today's appointments, and open follow ups.

Technician	Active Repairs	Appointments Today	Open Follow Ups	Workload Score	Recommendation
No technician workload data yet.

Business Analytics

Profit by repair type, top employees, repeat customers, warranty loss, and aging tickets.

Estimated Repair Profit

$0.00

Warranty Loss

$0.00

Operating Expenses

$0.00

Estimated Payroll

$0.00

Net Operating Profit

$0.00

Repeat Customers

0

Aging Tickets 7+ Days

0

Lead Sources Active

0

Profit By Repair Type

Repair Type	Tickets	Revenue	Parts Cost	Est. Profit
No repair analytics yet.

Top Employees

Employee	Revenue	Repairs	Avg Ticket
No employee analytics yet.

Repeat Customers

Customer	Invoices	Total Spend	Last Activity
No repeat customers yet.

Aging Tickets

Ticket	Customer	Type	Age	Status
No aging tickets yet.

Lead Source Tracking

Shows which channels are bringing in customers, repairs, and invoice value.

Lead Source	Customers	Repairs	Invoices	Revenue
No lead source analytics yet.

Expense Categories

Shows where money is going across rent, payroll, parts purchases, supplies, utilities, and other shop costs.

Category	Entries	Total	Last Expense
No expense data yet.

Recent Activity

Audit trail of employee actions across the CRM.

When	User	Action	Entity	Summary
No activity yet.

Daily Close Center

Professional end-of-day control for cash, reminders, tomorrow planning, and employee accountability.

Business Date

Open Cash Session

NO

Cash Variance Today

$0.00

Ready Pickups

0

Unpaid Invoices

0

Tomorrow Appointments

0

Reminder Queue

0

Close Health

Checkpoint	Status	Owner	Notes
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Employee Productivity Today

Employee	Repairs	Revenue	Hours	Rev / Hour	Status
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Reminder Queue

Create follow-up work for overdue pickups, unpaid balances, no-shows, and overdue repairs without duplicating existing open reminders.

Type	Customer	Assigned To	Due	Status	Actions
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Ready Pickups & Balances

Ticket / Invoice	Customer	Details	Assigned
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Tomorrow Board

Type	Customer / Item	Time / Due	Assigned
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Customers

Search

Name	Phone	Email	Lead Source
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Repairs

Search

Ticket	Customer	Device	Status	Actions
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Repair Queue Board

Move repairs across the workflow and spot stuck jobs faster.

0

Overdue ETA

0

Received Today

Search

Needs Admin Approval

Status Filter

Quick Summary

Loading purchase order summary...

Part	Supplier / PO	Qty / Cost	Linked Job	Status	Actions
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Inventory

Track parts on hand, low stock, and manual stock adjustments.

Search

0

Low Stock

0

Open Draft POs

0

PO Approvals

OFF

Auto Reorder

Low stock only

Part	SKU	On Hand	Reorder At	Cost	Location	Actions
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Follow Ups

Track callbacks, collections, and reminders in one place.

Search

Open only

Customer	Due	Assigned	Status	Template	Note	Actions
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Appointments

Schedule visits and turn them into follow-up reminders when needed.

Search

Upcoming only

Customer	Scheduled	Service	Assigned	Status	Actions
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Time Clock

Clock in, breaks, payroll hours, and attendance control for the team.

Current Shift

OFF SHIFT

Today's Hours

0.00

This Week

0.00

Payroll Estimate

$0.00

Clock In / Out

Employee

Pulled automatically from the logged-in employee account.

Note (optional)

Events saved in timeEvents.

Attendance Flags

When	Employee	Flag	Detail
No attendance flags.

Payroll Summary

Fallback Hourly Rate

Payroll Window

Employee	Hours	Breaks	Overtime	Est. Pay
Loading payroll summary...

Recent Time Events

When	Employee	Type	Note
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Tuesday Employee Report

Weekly management report for the last completed Monday to Sunday period. Use this every Tuesday to review production, revenue, hours, and estimated payroll by employee.

Report Window

-

Devices Repaired

0

Company Revenue

$0.00

Hours Worked

0.00

Payroll Due

$0.00

Employee	Devices Repaired	Company Revenue	Hours Worked	Hourly Rate	Est. Pay
Loading Tuesday report...

Cash Drawer

Open/Close logs. Shortage threshold is $20.

Live Drawer Status

Session Status

CLOSED

Opening Cash

$0.00

Cash Sales

$0.00

Expected In Drawer

$0.00

No open cash drawer right now.

Open Cash

Opening cash amount

Close Cash

Closing cash left in drawer Drop Box Amount

Expected Total Cash

$0.00

Accounted Cash

$0.00

Missed Cash

$0.00

Accounted cash = drawer left + drop box. Any missing cash is flagged as missed cash.

Recent Sessions

Opened	Opened By	Open Amt	Cash Sales	Drop Box	Expected	Closed	Closed By	Drawer Left	Missed Cash
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Camera Upload

Snapshot -> upload to Storage -> logged to Firestore.

Capture

Capture up to 20 snapshots before uploading.

Upload

Note (optional)

Recent Uploads

When	By	Note	Link	Actions
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Team Chat

Real-time messages, audio/video support calls, and consent-based remote assistance.

Support Calls

Remote assist requires employee approval before a session link is used.

Message

Support Sessions

Type	Started By	Status	When	Actions
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Customer Inbox

Unified customer communication timeline for notes, SMS, email, portal messages, payment reminders, and follow-up work.

Total Messages0

Open Follow Ups0

Balances Due0

Search

Channel

Conversation Timeline

When	Customer	Channel	Message	Action
Load the inbox to see communication history.

Scan / Labels

Create lookup labels for repairs, customers, inventory, invoices, and purchase orders. Use camera scanning where the browser supports BarcodeDetector, or type/scan into the lookup box.

Lookup Code / Ticket / SKU / Phone

No scan selected.

Lookup Results

Type	Record	Code	Action
Search or scan to find records.

Recent Scans

When	Type	Record	User
No scans recorded yet.

Visual Calendar

Day and week scheduling board for appointments, no-shows, pickups, and assigned technicians.

Date

View

Schedule Board

Device History

Search serial, IMEI, model, customer, or ticket to see prior repairs, warranty exposure, photos, signatures, and repeated issues.

Device Search

Device Summary

Device Key	Repairs	Last Seen	Warranty Jobs
Search to build device history.

Matching Repairs

Ticket	Customer	Device	Status	Action
No repairs loaded.

Repair QA

Reusable repair checklist templates plus completed quality-control records tied to repair tickets.

Search

Templates

Name	Applies To	Checks	Action
No templates yet.

Recent QA Runs

When	Ticket	Template	Outcome	Action
No QA checks yet.

RMA / Defective Parts

Track bad parts, supplier returns, credits, replacements, defect rates, and warranty pressure by vendor.

Open RMAs0

Supplier Credit$0.00

Defect Rate0.0%

Search

Status

RMA Cases

Part	Supplier	Status	Credit	Linked Job	Action
No RMA cases yet.

Marketing & Retention

Referral, review, warranty-expiring, inactive-customer, and repeat-customer campaigns using customer history already in the CRM.

Retention Opportunities0

Campaigns0

Review Requests0

Inactive After Days

Opportunities

Type	Customer	Reason	Action
No opportunities loaded.

Campaigns

Name	Audience	Status	Action
No campaigns yet.

Manager Alert Command Center

A deeper alert queue for approvals, stuck repairs, unpaid balances, no-shows, late purchase orders, cash variance, RMA cases, low-margin work, and low stock.

High Priority0

Warnings0

Total Alerts0

Filter

Alert Queue

Priority	Area	Issue	Detail	Action
No alerts loaded.

Backup / Export

Export core CRM data to JSON or CSV. Save a backup manifest when you want an internal audit trail that a backup was taken.

Ready to export.

Backup Log

When	By	Collections	Notes
No backup manifests saved yet.

Manager Approval Center

Review pending discounts, warranty exceptions, cash issues, remote assistance requests, and staff exceptions. Manager comments are saved with each decision.

Discount Approvals

Invoice	Customer	Discount	Requested By	Actions
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Warranty Exceptions

Repair	Customer	Reason	Requested By	Actions
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Cash Issues

Session	Issue	Opened / Closed By	Status	Actions
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Purchase Order Approvals

PO	Supplier	Reason	Requested By	Actions
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Expense Approvals

Expense	Amount	Reason	Requested By	Actions
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Remote Assistance Requests

Requested By	Note	Status	When	Actions
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Invoice Void / Refund Requests

Invoice	Type	Reason	Requested By	Actions
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Inventory Adjustment Requests

Item	Requested Change	Note	Requested By	Actions
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Attendance / Payroll Exceptions

Employee	Request	Reason	Requested By	Actions
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Refund / Return Requests

Return	Customer	Reason	Requested By	Actions
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Portal Signature Requests

Repair	Customer	Request	Requested By	Actions
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Delete Requests

Entity	Summary	Requested By	Status	Actions
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Recent Decisions

Type	Decision	Manager	Comment	When
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Refund and Return Center

Log returns, reasons, approval history, and inventory put-back.

Search

Return	Customer	Reason	Refund	Inventory	Status	Approval History	Actions
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Document Center

Store IDs, receipts, intake forms, warranty proofs, signed PDFs, and other customer records.

Search

Document	Type	Linked To	Uploaded By	Date	Actions
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Employees

This creates employee docs for reporting. For strict access, use Auth UID as doc ID and enforce rules.

Add Employee (Firestore)

Name Email Hourly Rate Shift Start Role Status

Users

Employee	Email	Role	Status	Actions
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Manager Approval History By Employee

Tracks discount approvals and approval-center decisions tied back to each employee.

Employee	Approved Discounts	Requests	Approved / Denied	Last Manager	Latest Comment
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Technician Scorecards

Completion speed, revenue, hours, pay estimate, appointments, no-shows, and warranty exposure by employee.

Employee	Completed Repairs	Avg Days	Avg Stage Hrs	Stalled Jobs	Revenue	Hours	Rev / Hour	Est Payroll	Appts Completed	No Shows	Warranty Tickets
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Permission Matrix

Quick view of which roles can control cash, employees, approvals, activity, and records.

Permission	Minimum Role	Your Access
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Suppliers

Preferred vendors, lead times, contact info, and notes for purchasing decisions.

Search

0

Preferred Vendors

0

Active Purchase Orders

0

Vendors With Late Orders

-

Best Supplier Right Now

Supplier Performance Board

Performance is based on average lead time, on-time receiving, open issues, and purchase order volume.

Supplier	Score	Lead Time	On-Time Rate	Open POs	Status
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Supplier	Contact	Lead Time	Categories	Preferred	Actions
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Business Accounts

Recurring business customers, monthly billing profiles, and account-level notes.

Search

Account	Contact	Billing	Tax Exempt	Next Invoice	Actions
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Expense & Profit Tracking

Track shop expenses, compare them against sales and payroll, and see real operating profit.

Search

Sales Revenue

$0.00

Parts Cost

$0.00

Operating Expenses

$0.00

Estimated Payroll

$0.00

Gross Profit

$0.00

Net Operating Profit

$0.00

Owner Draws

$0.00

Open Billable Expenses

$0.00

Average Repair Profit

$0.00

Gross Margin

0.0%

Open Supplier Payables

$0.00

Overdue Supplier Bills

0

Expense Categories

Category	Entries	Total	Last Expense
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Monthly Profit Snapshot

Month	Revenue	Expenses	Payroll	Net Profit
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Repair Margin By Technician

See who is producing the strongest repair profit and which techs have stalled jobs tying up margin.

Technician	Repairs	Revenue	Parts Cost	Projected Profit	Avg Margin	Stalled Jobs
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Supplier Payables

See vendor balances, due dates, and record supplier payments from one place.

Supplier	Open POs	Outstanding	Oldest Due	Status	Actions
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Date	Type	Category	Vendor	Reference	Amount	Billing	Method	Notes	Actions
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Settings

Business Info

Business name Tagline Phone Email Address

Email / Gmail

Email Mode Gmail Address Secure Email Hook URL Email Signature Signature Logo

Saved Signature Logo

This logo is saved with your CRM email settings. Server Hook emails can use it directly. Gmail Compose can only prefill text, not inline images.

`Gmail Compose` opens Gmail with the message filled in. `Server Hook` lets the CRM send directly through your secured backend or Gmail API bridge.

Policies

Abandon after (days) Cash shortage threshold ($) Technician workload threshold Reorder default qty PO approval threshold ($) Expense approval threshold ($) Low-margin alert threshold (%) Auto draft reorders Abandon Policy Text

Advanced Role Permissions

Override the minimum role required for key controls like cash, payroll, approvals, delete requests, and employee management.

Permission	Minimum Role	Description
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Customer Portal

Operations Dashboard

Today's Work

My Queue

Ready For Customer

Needs Attention

Operations Dashboard

Quick Sale

Smart Control Center

Smart Recommendations

My Task Queue

Manager Alerts

Data Quality Board

Daily Opening / Closing Checklist

Overdue Board

Today's Appointments

Low Stock

Employee Performance

Technician Workload Balancing

Business Analytics

Profit By Repair Type

Top Employees

Repeat Customers

Aging Tickets

Lead Source Tracking

Expense Categories

Recent Activity

Daily Close Center

Close Health

Employee Productivity Today

Reminder Queue

Ready Pickups & Balances

Tomorrow Board

Customers

Repairs

Repair Queue Board

Intake

Diagnosing

Waiting On Part

Repairing

Ready

NO GO

Picked Up

Invoices

Purchase Order Center

Inventory

Follow Ups

Appointments

Time Clock

Clock In / Out

Attendance Flags

Payroll Summary

Recent Time Events

Tuesday Employee Report

Cash Drawer

Live Drawer Status

Open Cash

Close Cash

Recent Sessions

Camera Upload

Capture

Upload

Recent Uploads

Team Chat

Support Calls

Support Sessions

Customer Inbox

Conversation Timeline

Scan / Labels

Lookup Results

Recent Scans

Visual Calendar

Schedule Board

Device History

Device Summary

Matching Repairs

Repair QA

Templates

Recent QA Runs

RMA / Defective Parts