Service Provider Dashboard

The SP Dashboard is your command center for managing all clients, sites, equipment, and documentation across your entire service business.

Who Is This For?

MSPs & IT Providers

Managed service providers documenting client networks, servers, and infrastructure.

Electricians

Document electrical panels, circuit directories, and service history for every client.

Plumbers

Map shutoff valves, fixtures, and pipe layouts for residential and commercial clients.

HVAC Technicians

Track units, refrigerant types, filter sizes, and maintenance schedules.

AV Integrators

Document home theater systems, distributed audio, and smart home installations.

Property Managers

Maintain documentation for multiple properties and coordinate with contractors.

Dashboard Overview

When you access the SP Dashboard, you'll see:

Client Summary: Total active clients, sites, and equipment counts
Recent Activity: Latest service records and documentation updates
Expiring Certifications: Alerts for technician certifications nearing renewal
Quick Actions: Add new clients, sites, or equipment with one click

Key Features

Multi-Client Management

Organize all your clients in one place with full contact details, multiple site support, and service history tracking. Each client gets their own isolated workspace.

Site Management

Clients can have multiple sites (locations). Each site has its own address, contact info, and equipment inventory. Perfect for commercial clients with multiple locations.

Credential Vault

Store passwords, access codes, WiFi credentials, and API keys with AES-256 encryption. Never lose a client password again. Learn more about the Credential Vault

Sector Documentation

Purpose-built documentation forms for electrical panels, plumbing fixtures, HVAC units, and network configurations. Learn more about Sector Documentation

Client Portal

Give clients secure, view-only access to their documentation via token-based links. No login required for clients. Learn more about the Client Portal

Technician Management

Track your team's profiles, certifications, and work history. Get alerts when certifications are expiring. Learn more about Technician Management

Getting Started

Add Your First Client: Go to SP Dashboard → Clients → Add Client
Create a Site: Each client needs at least one site (location)
Add Equipment: Document equipment at each site with model numbers and service history
Store Credentials: Add passwords and access codes to the encrypted vault
Invite Technicians: Add team members and track their certifications

Ready to Get Started?

The Service Provider Edition is available on our SP plans starting at $49/month.

View SP Plans