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Today
Apex tickets are managed here in one consistent service workflow.
Open the official system for authorization, claims, invoices, and routing.
Open the external site. Automatic intake is not connected through this shortcut.
Authorization, service job, claim, and invoice work.
Complete jobs and check pre-approval status.
Build or review a multi-stop route with tolls avoided.
Choose a date to review technician direction and workload.
Verified new-service emails create unassigned tickets. Verified Cinch cancellations attach a pending office review and never cancel a ticket automatically.
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Use Block email on unmatched emails. For future matches, choose Excluded → Exclude… → Block similar future emails, preview, and activate immediately. No waiting period.
Block email hides only that email and can be undone. Rules from blocked emails use an exact sender and a specific subject phrase. Verified intake jobs and Select assignments remain protected. Existing tickets, Part transaction records, and Gmail stay unchanged.Manage Apex tickets in a clear service sequence with next actions, completeness checks, and status safeguards.
| External job ID | Wty. Account |
Customer | Internal note | Address | Appliance | Job type | Tech. | Schedule | Repair status | CSR note | Next action | Age | Diag | Parts | Redo |
|---|
Prepare daily technician pickups, search every part transaction, and keep each part tied to its real ticket.
| Technician | External ticket | Account | Part no. | Description | PO no. | Qty | Part status | Supplier / ETA | Pickup |
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| Order date | Supplier | PO no. | Part no. | Description | Qty | Unit price | Parts cost | Part status | External ticket | Repair status | Technician | Schedule |
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Track each ordered line from P/O creation through ship date, ETA, and receipt readiness.
| Ticket | P/O # / date | Order # / acct # | Part / Unique ID | Description | Unit price | Qty | Item status | Ship / ETD / ETA | Supplier / tracking | Action |
|---|
Keep regular and core returns, labels, carrier tracking, pickup, and vendor credit in one record.
| Type / status | Return date / aging | Vendor / account | RA / P/O | Part / Unique ID | Qty | Ship to / reason | Label | Carrier / tracking | Pickup | Credit | Stock | Action |
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Every stock and reservation change is recorded with its actor, reference, ticket, and running balance.
| Event date | Part / Unique ID | Event | Physical change | Reserved change | In stock | Reserved | Available | Related ticket | Reference | Comment | Actor |
|---|
Physical stock, reservations, usage, returns, and available quantity are calculated from the ledger.
| Location / distributor | Invoice / Unique ID | Part / description | Branch / lot | Price / core | Ordered | Received | Reserved | Used | Defect | Returned | Adjust | Available | In stock | Action |
|---|
Track submitted and paid labor, parts, and related fees from the same ticket record. Technicians see only claims on their assigned tickets.
| Claim date | Ticket / claim | Account / customer | Status | Technician | Submitted labor | Submitted parts | Submitted total | Paid labor | Paid parts | Paid total | Outstanding |
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Create customer or warranty invoices from a ticket, track payments, and review revenue and outstanding balances.
| Invoice | Issue / due | Ticket | Bill to | Customer / unit | Status | Total | Paid | Balance | Action |
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Review who changed each ticket, claim, and parts record. Entries come from the server audit register and cannot be edited here.
| Date / time | User | Activity | Record | Details |
|---|---|---|---|---|
| Choose an activity category to load records. | ||||
Repair quality, customer follow-up, documentation, workload, and routes.
Dispatch, claims, parts, service quality, and capacity reports.
Overall workload, company status, and technician performance from current Apex records.
Ticket periods use Visit date, or Created date when no visit is scheduled. Status counts show the current record, not a past-day snapshot. Claim settlement amounts come from the claim ledger.
| Company | Total | Pending | Completed | Cancelled | Completion |
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For coaching and workflow improvement only. Ticket volume is shown separately and does not increase the score. Do not use this score alone for pay, discipline, or employment decisions.
| Rank | Technician | Score | Repair quality 40% | Outcome reliability 25% | Documentation 20% | Timeliness 15% | Eligible jobs | Completed / pending |
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Cancelled and future tickets are excluded. Missing metric denominators are not scored. Fewer than five eligible jobs or fewer than two completed visits is marked Provisional and excluded from ranking. Ties receive the same rank. Component percentages and sample size remain visible for review.
| Technician | Assigned visits | Pending | Cancelled | Completed | Completion | Paid claims |
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| Ticket | Technician / date | Unit | Redo | Repair outcome | Claim | Financial |
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Clear role boundaries protect customer and financial data.
Register a team email before the person requests a 6-digit code. Deactivating a user immediately ends active sessions.
Owner only · includes records and photos, not passwords. Store privately and validate the file before relying on it. Export when staff are not editing.
Download operations backupYour email session is verified. Create your private password to finish account setup.
Enter details in any order and save when ready. Existing customer information will be flagged for your confirmation; separate appliances and service requests are welcome.
Create a secure link, then open your phone’s text composer. Customer submissions update the ticket without exposing the full service record.
The 72-hour limit applies only to this upload link, not to your SMS conversation. Opening the link does not use it up; completing one submission does. If it expires or more photos are needed, create and send a new link. Existing ticket information stays saved.
Review this reminder before sending the ticket to office cancellation approval.
This does not cancel the ticket immediately. It changes the repair status to Waiting for Cancel (Pending).
Do not use FINISH TODAY'S VISIT for a customer cancellation. No visit record will be created or completed by this request.
The technician, schedule, visits, parts, Claim, Invoice, and Activity records will be preserved.
Ryan, Jenny, or CSR can approve cancellation. Every decision is recorded in Activity.