Description
Job notes
Benchmark
Conversation
Activity
Clients
Client
Inventory
A client can have as many inventories as they need — a main store, a remote site, one per building. Open one to see what's in it.
Inventory
Timesheets
Team report
Week
Technician ratings
Completed jobs
Roles
Permissions
Details
Time zone
Operations time zone
Job number format
Rating scale
Notifications
Personalization
SavedChoose a background for the portal. Image backgrounds always keep a dark overlay so the interface stays easy to read.
The full range stays dark. Choose an image to adjust it.
Connected apps
Manage the services that exchange data with the portal.
Syncro
PSA ticket linking
Loading…
Manage
Google Maps Map tiles, pins & address search Loading… Manage
Microsoft 365 Sign in with a work account Loading… Manage
This exact address must be registered in Entra under Authentication → Web. If it does not match byte for byte, Microsoft refuses the sign-in.
Every portal account has to be attached to the Microsoft account it belongs to. Matches are suggested by email address and applied only when you confirm one.
Trash
Deleted jobs stay here until they are restored or deleted for good.