Today

MOCKUP
πŸ”” New Service Appointment Assigned
Not clocked in Β· demo data only
Location off
Location is shared while clocked in.
Thu, Oct 22
T
22
F
23
S
24
S
25
M
26
T
27
W
28
Overdue Service Appointments
Alerts
Overdue Service Appointments1 β€Ί
Open Service Appointments4 β€Ί
Opportunities
Open Opportunities3 β€Ί
Service Hours (HH:MM)
Today
3:45
MTD
112:30
Not clocked in
Example Fire Dept. β€Ί
123 Sample St
Phoenix, AZ
APPT-0001
SA-0001 Β· Radio repair
🚚 TravelNot started
πŸ”§ WorkNot started
Pick the right mode β€” it affects the customer bill.
Driver = hours + miles (one Driver per truck). Everyone else = hours only.
Pre-job & post-job photos

Minimum 3 photos on every service report.

PM / Jobwalk form

The form link is in the notes of every PM and Jobwalk. Download, complete, and attach it back.

Codeplug

Programming jobs only.

Service ReportAPPT-0001
1 Β· Technician2 Β· Attachments3 Β· Customer

Technician Feedback

Use the 3 C's.
These three boxes save together as the Summary in Zoho.

Name: Alex Sample

+ Add Β· tap to sign

Attachments

Photos: 0 of min 3 required

Up to 5 attachments, 10MB total.

Customer Review

β˜…β˜…β˜…β˜…β˜…

Confirmation Of Service/Product Received

+ Add Β· tap to sign
Signature is captured as part of the service report, required on every job.
tap to sign
Past visits β€” Example Fire Dept.

09/14 Β· APPT-0000
PM visit. All radios tested OK.

06/02 Β· APPT-0000
Repeater programming. Codeplug attached.

Before you complete

βœ” Notes added
βœ” At least 3 photos
βœ” Service report with 3 C's
βœ” Customer signature
βœ” Forms attached (PM / Jobwalk / codeplug, if needed)
βœ” Every tech's timesheet stopped

Example Fire Dept.
🌐
123 Sample St, Phoenix, AZ 85000

Account ID: ACCT-00042
Type: Customer

Phone Numbers

Main
(555) 010-0100
πŸ“ž
Cell
(555) 010-0199
πŸ“ž

Contacts

Primary
Pat Example
Radio Coordinator
πŸ“žβœ‰οΈ

Summary

Read only

WO-0000-14 Β· Sep 14, 2026

Preventative maintenance β€” quarterly

Concern: Scheduled PM.
Cause: N/A β€” routine.
Correction: Tested 24 portables and 2 repeaters; all in spec.

Alex Sample

PM form Β· 4 photos

Pat Example Primary
Radio Coordinator
πŸ“žβœ‰οΈ
Sam Sample
Facilities Manager
πŸ“žβœ‰οΈ
Chris Demo
Battalion Chief
πŸ“žβœ‰οΈ
Oct 1, 2026 Β· Alex Sample

Radio room is behind Station 1, ask front desk for key.

Jul 12, 2026 Β· Jordan Demo

Customer prefers morning appointments.

Site access
Gate code: 0000# (example)
Check in at front desk; visitor badge required.
Repeater room on roof β€” call ahead.