Login at procomfort.sonandigital.com → Admin Login
Jobs
Each job is a field visit. Fields: client, service type (from settings), date/time, address, price, duration, recurrence (One-Time / Weekly / Monthly), priority (Normal / High / Emergency), and technician notes (field diagnosis, parts used). Status flow: Scheduled → In Progress → Completed (or Cancelled). Emergency jobs are flagged visually in the calendar and job list.
Maintenance Plans
A maintenance plan is a recurring service subscription. Plan types: Annual / Bi-Annual / Quarterly / Monthly. Fields: client, plan type, price, start date, next service date, status (Active / Expired / Pending / Cancelled). Maintenance plan revenue appears separately in the Reports view.
Service Request Inbox
All online submissions from the public form appear here. Status workflow: New → Reviewed → Scheduled → Resolved. Add admin notes on each request. When ready to dispatch, create a Job from the request.
Clients
Three property types: Residential, Commercial, Industrial. This drives reporting and can guide technician assignment. Full CRUD with address, city, zip, status, notes. Job count is tracked per client.
Estimates
Create before committing to a job. Status flow: Draft → Sent → Accepted / Declined. Fields: services description, total price, valid-until date.
Invoices
Linked to a specific job (optional). Auto-incrementing invoice numbers. Status: Draft → Sent → Paid / Overdue. Print view for customer copy.
Settings
Configurable without code: business name, phone, email, address, emergency phone (shown on public site hero), service types (JSON array), invoice/estimate next-numbers, admin password.