Customers
Every customer, their contacts and their properties.
Service Locations
Property and location records
Service Locations
Location workflow migration is queued.
Equipment
Installed equipment intelligence
Equipment
Equipment intelligence will be migrated into this shell.
Service Tickets
Create, dispatch and complete service work
Service Tickets
Ticket workflow migration is queued.
My Schedule
Your calls
My Calls
Your past calls
Calendar
Schedule and daily operations
Calendar
Calendar migration is queued.
PMA
Dispatch
Technician scheduling and assignment
Dispatch
Dispatch board migration is queued.
Estimates
Proposal and pricing workflow
Estimates
Estimate workflow migration is queued.
Atlas ID
Equipment identification and warranty intelligence
Atlas ID
Equipment identification tools are loading.
Inventory
Parts and purchasing intelligence
Inventory
Inventory migration is queued.
Price Book
Services, parts and pricing
Price Book
Price Book migration is queued.
Revenue Reports
Financial and operating reporting
Revenue Reports
Reporting migration is queued.
Payroll
Pay rates and commission plans, and what they are calculated from
Payroll
Loading pay rates and commission plans…
Employee Bank
Personnel accounts and permissions
Employee Bank
The Employee Bank will use the secure employee API without loading the legacy authentication overlay.
Takeoff
Mark up a plan set and price what you counted.
Messages
Texts with customers, one conversation a number.
Bid Board
Invitations from general contractors, priced off the drawings.
After Hours
What the phone operator left for the office, every call it took, and the rules it follows.
Brief
The morning brief.
Billboard
Pinned notes and alerts for everyone
Needed Materials
What the trucks and the shop need, urgent first
Supply Houses
The nearest counter, its hours, a call and directions
Extra Stock
Warehouse parts looking for a job
Website Photos
Pictures for the company website
Letterhead
The company stationery, typed on here or written by the assistant
Settings
Your account and how Atlas looks to you
Settings
Your colour scheme and personal details. Company configuration lives in Admin Settings.
Admin Settings
Company configuration and permissions
Admin Settings
Owner/Admin settings will use step-up MFA only when a protected change is submitted.