Welcome, team
Customer and service overview.
Today’s tasks
Recently updated customers
Customers
Search by name, phone, email, address, account number, or system details.
Customer directory
Calendar
Plan quotes, service calls, and installs.
Day schedule
Service tickets
Service calendar events appear here automatically. Update status and record completed work.
All service work
Time clock
Clock your shifts and review your hours.
Hours by employee
Manage employee punches
My shifts
Quotes
Create and print itemized estimates for customers.
Estimates
Quote requests
Review quote requests submitted through the Southern Security website.
Website requests
Payments
Billing amounts, due dates, and payment status.
Billing ledger
Team access
Create staff accounts with the right access tier.
Add a team member
My account
Manage your recovery email and sign-in security.
Recovery email
Ask an administrator to update this email address if it is incorrect.
Data storage
Local test data is stored in the app’s data folder. Remote access will require hosted deployment, HTTPS, secure backups, and a production database.