Tech Portal

What the Home says, checked against the app — 9 backed · 7 partly · 7 not yet · 2 not verified · 6 new since the last check

• Backed by the appTechnicians see the work orders assigned to them as soon as they open the app.
• Backed by the appThe app opens straight onto the jobs list rather than a dashboard.
• Partly liveEach job can be walked through a status lifecycle one step at a time.Why: Status changes exist and are saved, but Complete can be applied straight from Draft or Open, so steps are not enforced one at a time.
• Partly liveStatuses include in progress, waiting on parts and done, each set with one tap.Why: In progress and done are one tap each, but there is no 'waiting on parts' status; Paused only reverts the job to Open.
• Backed by the appTechnicians can log time tickets with billed hours against a work order.
• Backed by the appTime tickets with billed hours land on the work order as the job moves through its statuses.
• Partly liveNotes on a job are marked either public (visible to the customer) or internal to the shop, chosen by the technician each time.Why: Public and internal notes exist, but as two fixed fields on each ticket rather than a per-note choice the technician makes.
• On the waywas partly backedPublic notes appear in the customer's portal, and customers see only the public notes.Why: No code shown shows public notes in the customer portal or keeps internal notes out of it.
• Partly livewas backedTech uses the same work order record that the Service and Invoice modules use.Why: Tech uses the same order record that Service writes, but Invoice's use of that record is not shown here.
• Backed by the appThe module uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Backed by the appTech works on a phone.
• Partly livewas backedTech Portal is included in every AppSite plan.Why: The fallback puts Tech on every plan, but platformConfig/modules data can override its tier and per-tenant quotas can disable it.
• Not checked yetNEWA free 5-step course, Using AppSite Tech Portal, opens in Training.Why: Content, not code: the course's name, step count and price are Training data.
• Not checked yetTech Portal is in the recommended module set for 6 of 19 industries, each showing its recommended modules.Why: Content, not code: the industry counts and recommended sets are catalogue data.
• Backed by the appCRM provides one customer record shared across the platform.
• Backed by the appService Orders price themselves and run from intake through to the ledger.
• Partly liveInvoices are built from the work, numbered in sequence and posted to the ledger.Why: Building invoices from the work and sequential numbering are implemented, but no code shown writes a ledger or journal entry; the files only store GL account fields and mappings.
• Backed by the appPayments are matched to the invoice and the bank account they landed in.
• Partly livewas not backedPurchase orders end up in stock and in the ledger.Why: Receiving a PO really moves its lines into stock at weighted-average cost, but none of the files shown post a journal entry (inventory debit / AP credit) to the ledger, so only the stock half is backed.
• On the waywas partly backedBooks provides one master chart of accounts across many divisions consolidated into one company.Why: The chart of accounts and consolidation are performed by Books.
• On the wayNEWProducts provides one catalogue for what you sell, buy and stock.Why: The product catalogue is the Products module's behaviour.
• On the wayNEWOfferings prices what you sell once and posts it correctly.Why: Pricing and posting offerings is the Offerings module's behaviour.
• On the wayNEWScheduling calendars are aware of the work, not just the time.Why: Work-aware calendars are the Scheduling module's behaviour.
• On the wayNEWStorage tracks the yard, the units and every rental agreement.Why: Yard, units and rental agreements are the Storage module's behaviour.
• On the wayNEWReports & Analytics shows operational and financial performance together.Why: Combined operational and financial reporting is the Reports & Analytics module's behaviour.