Open service tickets
Tickets received by month
Last 12 monthsOpen tickets by customer
Top 8 · click a bar to filterQuotes to prepare
Open tickets by SSE foreman
Scheduled work — next 14 days
Updated today
Open, no update in 14+ days
Permit portals
| Ref # | Received | Customer | Site | Scope / latest notes | Q# | Job No. | SSE Foreman | Status | Updated |
|---|---|---|---|---|---|---|---|---|---|
| Loading service tickets…They appear here once the tracker connects. | |||||||||
Quick reports
Export everything
One Excel workbook with every ticket, customer, site, contact, labor entry, field note and change-history entry. Use it for backups or Power BI.
Weekly time import
Choose the weekly timecard export (the QuickBooks “Timecard Entries” sheet, .xlsx or .csv). Lines with a value in the Ref # column are matched to tickets by Ref # (or Q#). Lines without a Ref # are contract work and are skipped. The NOTE column is not used. Nothing is saved until you click Import.
Past imports
Ticket updates from Excel
Export tickets to Excel (Tickets › Export), make changes in the spreadsheet — e.g. fill in the SSE Foreman column — and choose that file here. The tracker compares every row with the live ticket and lists only the cells that changed. Untick anything you don’t want, then click Apply. Customer, site and PM columns are not imported. Nothing is saved until you click Apply.
T&M client list
Choose the T&M “Client and Code List” export (.csv or .xlsx). C rows become customers with their client code; S rows become their sites, with the job # (e.g. S26-086) split from the site name into its own column. Tickets move to the site with the same job #. Run it again whenever the list is re-exported: new clients and jobs are added and existing ones updated. Nothing is saved until you click Apply.
Employees
| Name | Trade / title | Mobile | SSE Foreman | Status |
|---|
Vendors
| Vendor | Account # | Contact | Phone | P.O.s | Status |
|---|
Job statuses
How stages roll up
Each job status counts toward one dashboard stage.Permit portals
Who can do what
| Role | Can |
|---|---|
| Office | Create and edit tickets, customers, sites and settings; import time; delete. |
| Field | View tickets; add field notes, photos, materials and P.O.s issued (and edit their own); print work tickets and reports. Cannot change ticket details. |
| Viewer | Read only. |