PMs listed here receive the Friday approval email for their jobs. The name must match the Project Manager set on a job. Match is not case-sensitive.
💬 Messages
Select a conversation
Pick a conversation on the left.
SMS replies send from the portal number. Portal/chat replies also post into Front.
👷 Surveyors
Surveyors listed here get the audit-outcome text on their mobile. The name must match the Surveyor on the audit (not case-sensitive). Numbers in UK format (07… or +44…).
🔒 Administrator
Maintenance tools — these change Zoho folders and job status. Run with care.
Deleted jobs are kept here. Restore puts a job back on the Site Visit Required board with its comments and history intact.
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⚠ Delete job — admin only
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+ Add agent
Manage agents
Removing someone takes them off the Agents list, the daily split and the scoreboards. Calls and bookings they have made stay theirs, and so do weeks they won. Any of today’s calls they had not made go back to be shared out.