Operations Dashboard

Live overview of service operations

Welcome, there

☼TODAY

Scheduled Today

—

Service calls on today's board

›

✓ACTIVE

Open Service Tickets

—

Open, scheduled or in progress

›

$AWAITING

Estimates Out for Decision

—

Sent, waiting on the customer

›

↻PMA

Recurring / PMA Records

—

Recurring agreements

›

Active Customers

—

›

Service Locations

—

›

Equipment Records

—

›

Imported Job History

—

›

Today's Service Schedule

Tickets scheduled for today

Open calendar →

Service schedule will populate as the Calendar module is migrated.

Recent Job History

Most recent service activity

Open job history →

Job history will reconnect after the shell migration is stable.

Needs Attention

Items that may require follow-up

Rebuild migration activeOperational modules are being restored one at a time.

Module Migration

Clean operational rebuild

Customers is liveSearch, details, create, edit, and 3,151 imported accounts.

Protected Actions

Owner security remains isolated

Routine login stays unchanged. Authenticator verification is reserved for protected Owner/platform actions.

Creator Console

× Close

OPERATIONS · FIRST MIGRATED MODULE

Customers

Search the Lancaire customer book, review account details, and keep contact information current.

Total—› Active—› Residential—› Commercial—›

Search customers StatusActiveAll statusesDo not serviceArchived TypeAll typesResidentialCommercial + New CustomerRefresh

CustomerContactBilling areaStatus

No customers match these filters.Clear the search or choose a different status.

PreviousPage 1Next

× Close

Service Locations

Property and location records

Service Locations

Location workflow migration is queued.

× Close

Equipment

Installed equipment intelligence

Equipment

Equipment intelligence will be migrated into this shell.

× Close

Service Tickets

Create, dispatch and complete service work

Service Tickets

Ticket workflow migration is queued.

× Close

Calendar

Schedule and daily operations

Calendar

Calendar migration is queued.

× Close

Dispatch

Technician scheduling and assignment

Dispatch

Dispatch board migration is queued.

× Close

Estimates

Proposal and pricing workflow

Estimates

Estimate workflow migration is queued.

× Close

PMA

Preventive maintenance agreements

PMA Command Center

The existing PMA Command Center remains available while it is integrated into the rebuild.

Open PMA Command Center

× Close

Atlas ID

Equipment identification and warranty intelligence

Atlas ID

Equipment identification tools are loading.

× Close

Inventory

Parts and purchasing intelligence

Inventory

Inventory migration is queued.

× Close

Price Book

Services, parts and pricing

Price Book

Price Book migration is queued.

× Close

Revenue Reports

Financial and operating reporting

Revenue Reports

Reporting migration is queued.

× Close

Employee Bank

Personnel accounts and permissions

Employee Bank

The Employee Bank will use the secure employee API without loading the legacy authentication overlay.

× Close

Settings

Your account and how Atlas looks to you

Settings

Your colour scheme and personal details. Company configuration lives in Admin Settings.

× Close

Admin Settings

Company configuration and permissions

Admin Settings

Owner/Admin settings will use step-up MFA only when a protected change is submitted.