SIMPLE SMART FIELD SERVICES OPERATIONS

SSF Ops Wiki

Find a function, see its demo image, and follow its own guide.

Guides describe the current staging implementation. Preview and Planned pages identify workflows that are not available end to end. Demo images are illustrations based on source fields, not customer records.

116 function guides

Demo image: About SSF Ops

Introduction · Everyone · Available

About SSF Ops

SSF Ops (Simple Smart Field Services Operations) is a multi-company, multi-site workspace for planning service work, managing people and assets, collaborating with customers and providers, and preparing commercial documents. It is designed for field-service businesses that need one place to follow a job from request to completion and billing.

Demo image: Create a company account

Getting started · Company administrator · Available

Create a company account

Create your company workspace, save its TEN reference and verify the owner email.

Demo image: Sign in and remember your workspace

Getting started · Company administrator · Available

Sign in and remember your workspace

Sign in using your TEN reference, email and password. Your browser can remember the last reference.

Demo image: Reset a password

Getting started · Company administrator · Available

Reset a password

Use the reset-password screen and follow the emailed instructions.

Demo image: Verify registration email

Getting started · Company administrator · Available

Verify registration email

Open the email verification link to activate the registered workspace.

Demo image: Accept a staff invitation

Getting started · Company administrator · Available

Accept a staff invitation

Open the invitation link and complete account setup for the company.

Demo image: Choose company identity and document layout

Company profile · Company administrator · Available

Choose company identity and document layout

Save your company identity and choose Classic, Compact, Modern, Letterhead, Minimal or Custom for documents.

Company profile · Company administrator · Available

Upload company logo

Choose a PNG, JPEG or WebP up to 2 MB; inspect the document preview.

Company profile · Company administrator · Available

Remove company logo

Use Remove logo if the image no longer represents the company.

Demo image: Set document footer and payment details

Company profile · Company administrator · Available

Set document footer and payment details

Enter customer-facing footer notes and payment instructions.

Demo image: Choose quotation reference display

Company profile · Company administrator · Available

Choose quotation reference display

Select system reference or the entered company quotation reference.

Demo image: Choose invoice reference display

Company profile · Company administrator · Available

Choose invoice reference display

Select system reference or the entered company invoice reference.

Demo image: Create an operating site

Organization · Company administrator · Available

Create an operating site

Enter name and automatically suggested site code; complete location and contact fields.

Demo image: Edit site contacts

Organization · Company administrator · Available

Edit site contacts

Update primary contact, supervisor and consultant details on the site.

Demo image: Deactivate an operating site

Organization · Company administrator · Available

Deactivate an operating site

Deactivate a no-longer-active site to stop consuming an active-site allowance.

Demo image: Reactivate an operating site

Organization · Company administrator · Available

Reactivate an operating site

Restore an inactive site when the allowance permits.

Demo image: Create a team

Organization · Company administrator · Available

Create a team

Name a team and assign it to a company site.

Demo image: Edit a team

Organization · Company administrator · Available

Edit a team

Correct the team name or assigned site.

Demo image: Create a shift

Organization · Company administrator · Available

Create a shift

Enter shift name, start and end times and site.

Demo image: Edit a shift

Organization · Company administrator · Available

Edit a shift

Adjust an existing shift and save.

Demo image: Invite a staff user

Organization · Company administrator · Available

Invite a staff user

Invite by email and select a role.

Demo image: Review pending invitations

Organization · Company administrator · Available

Review pending invitations

Inspect outstanding staff invitations.

Demo image: Assign staff role and site access

Organization · Company administrator · Available

Assign staff role and site access

Choose a role and authorized operating sites for the member.

Demo image: Suspend and reactivate staff

Organization · Company administrator · Available

Suspend and reactivate staff

Use the applicable membership action and verify access afterwards.

Demo image: Assign staff to team or shift

Organization · Company administrator · Available

Assign staff to team or shift

Choose assignment type and the eligible target.

Demo image: Create a customer

Customers · Company administrator · Available

Create a customer

Register the customer display name, type, legal name and tax number.

Demo image: Edit customer details

Customers · Company administrator · Available

Edit customer details

Correct the registered customer profile.

Demo image: Add a customer contact

Customers · Company administrator · Available

Add a customer contact

Store name, role, email, phone and preferred contact channel.

Demo image: Edit a customer contact

Customers · Company administrator · Available

Edit a customer contact

Update contact identity and communication preference.

Demo image: Add a customer branch

Customers · Company administrator · Available

Add a customer branch

Create the service location and link it to an operating company site.

Demo image: Edit a customer branch

Customers · Company administrator · Available

Edit a customer branch

Correct the address and operating-site association.

Work orders · Company administrator · Available

Search and filter work orders

Use search, site, status, priority, customer and assignee filters.

Demo image: Check staff availability

Work orders · Company administrator · Available

Check staff availability

Inspect eligible staff availability before assignment or scheduling.

Demo image: Create a service request

Work orders · Company administrator · Available

Create a service request

Capture source, customer, service location, requester, title and priority.

Demo image: Convert a request to work order

Work orders · Company administrator · Available

Convert a request to work order

Use Convert to WO after intake, with suitable site and customer context.

Demo image: Assign and schedule a work order

Work orders · Company administrator · Available

Assign and schedule a work order

Select eligible technicians and the visit start and end.

Demo image: Reschedule a visit

Work orders · Company administrator · Available

Reschedule a visit

Enter the new schedule and reason.

Demo image: Cancel or reopen work

Work orders · Company administrator · Available

Cancel or reopen work

Apply the available lifecycle action and review the new state.

Demo image: Apply agreement to work

Work orders · Company administrator · Available

Apply agreement to work

Link an available AMC/SLA agreement to the work record.

Demo image: Link customer asset to work order

Work orders · Company administrator · Available

Link customer asset to work order

Choose an asset belonging to the same customer and service location.

Demo image: Inspect work activity history

Work orders · Company administrator · Available

Inspect work activity history

Read recorded transitions, assignments and field updates.

Demo image: Accept a work assignment

Field work · Technician · Available

Accept a work assignment

Open assigned work and accept your own eligible assignment.

Demo image: Mark travelling to a visit

Field work · Technician · Available

Mark travelling to a visit

Set the available travelling lifecycle action.

Demo image: Mark arrival at site

Field work · Technician · Available

Mark arrival at site

Record arrival when the work status permits it.

Demo image: Start field work

Field work · Technician · Available

Start field work

Start work after the assignment and visit prerequisites are met.

Demo image: Put work on hold

Field work · Technician · Available

Put work on hold

Record an on-hold action for in-progress work.

Demo image: Resume field work

Field work · Technician · Available

Resume field work

Resume the work order after a hold.

Demo image: Add a job update

Field work · Technician · Available

Add a job update

Enter update category and field notes.

Demo image: Upload work evidence

Field work · Technician · Available

Upload work evidence

Attach a photo or document with the relevant context.

Demo image: Submit work completion

Field work · Technician · Available

Submit work completion

Enter performed work, findings, outcome and follow-up information.

Demo image: Review submitted completion

Completion review · Supervisor · Available

Review submitted completion

Read notes, evidence and follow-up requirements before deciding.

Completion review · Supervisor · Available

Approve and close completed work

Use the approval action when the submitted result is acceptable.

Demo image: Reject completion for correction

Completion review · Supervisor · Available

Reject completion for correction

Return a submitted completion with the appropriate reason.

Demo image: Register a customer asset

Assets · Company administrator · Available

Register a customer asset

Choose customer and branch, then save equipment details.

Demo image: Edit customer asset

Assets · Company administrator · Available

Edit customer asset

Correct the registered asset record.

Demo image: Deactivate customer asset

Assets · Company administrator · Available

Deactivate customer asset

Remove an asset from active coverage without deleting its history.

Demo image: View asset service history

Assets · Company administrator · Available

View asset service history

Open the asset to inspect associated work history.

Demo image: Create an AMC or SLA

AMC and SLA · Company administrator · Available

Create an AMC or SLA

Create a service agreement for the customer, site and coverage type.

Demo image: Attach asset to agreement

AMC and SLA · Company administrator · Available

Attach asset to agreement

Choose eligible customer equipment for covered assets.

Demo image: Activate an agreement

AMC and SLA · Company administrator · Available

Activate an agreement

Move a prepared agreement into active coverage.

Demo image: Suspend an agreement

AMC and SLA · Company administrator · Available

Suspend an agreement

Suspend coverage according to the available lifecycle.

Demo image: Reactivate an agreement

AMC and SLA · Company administrator · Available

Reactivate an agreement

Restore eligible suspended coverage.

Demo image: Edit agreement coverage

AMC and SLA · Company administrator · Available

Edit agreement coverage

Adjust type, notes and covered records.

Demo image: Create a materials category

Materials catalogue · Company administrator · Available

Create a materials category

Save category code, name and optional parent.

Demo image: Edit a materials category

Materials catalogue · Company administrator · Available

Edit a materials category

Correct category code, name or parent selection.

Demo image: Create a catalogue item

Materials catalogue · Company administrator · Available

Create a catalogue item

Choose material or service type, category, code and description.

Demo image: Edit a catalogue item

Materials catalogue · Company administrator · Available

Edit a catalogue item

Correct item details and categorization.

Demo image: Deactivate a catalogue item

Materials catalogue · Company administrator · Available

Deactivate a catalogue item

Remove an item from active selections while retaining its record.

Demo image: Create a multi-item quotation

Quotations · Company administrator · Available

Create a multi-item quotation

Choose customer branch; add each material or service as a separate line.

Demo image: Add or remove quotation lines

Quotations · Company administrator · Available

Add or remove quotation lines

Use Add item/service for cameras, recorders, cables and installation; remove unwanted rows.

Demo image: Enter company quotation reference

Quotations · Company administrator · Available

Enter company quotation reference

Enter a manual reference on draft creation or edit and save the draft reference.

Demo image: Approve a quotation

Quotations · Company administrator · Available

Approve a quotation

Review the draft version before approval.

Demo image: Mark quotation sent

Quotations · Company administrator · Available

Mark quotation sent

Record a delivery action; this does not send an email or WhatsApp automatically.

Demo image: Create a quotation version

Quotations · Company administrator · Available

Create a quotation version

Revise an eligible quotation and preserve prior version history.

Demo image: Record customer quotation response

Quotations · Company administrator · Available

Record customer quotation response

Enter responder name and accepted or rejected decision.

Demo image: Expire a quotation

Quotations · Company administrator · Available

Expire a quotation

Use the expiry action when the quoted offer is no longer valid.

Demo image: Filter quotations by customer and status

Quotations · Company administrator · Available

Filter quotations by customer and status

Choose the customer first and narrow the quotation list by status.

Demo image: View, print, download and email a quotation

Quotations · Company administrator · Available

View, print, download and email a quotation

Open company quotation details in a popup and export the same A4 design used for partner documents.

Demo image: View invoice register

Invoices · Company administrator · Available

View invoice register

Filter company invoices, inspect status, due date, paid amount and remaining balance, and open an invoice for actions or printing.

Demo image: Create invoice from quotation

Invoices · Company administrator · Available

Create invoice from quotation

Create a draft from an accepted quotation explicitly. The source quotation and line amounts are copied by the server; the draft is not sent or issued automatically. Verify on staging.

Demo image: Create invoice from work order

Invoices · Company administrator · Preview

Create invoice from work order

Create a draft from a closed work order with approved completion and itemized invoice lines. The server recalculates totals and checks source eligibility. Verify on staging.

Demo image: Import invoice materials

Invoices · Company administrator · Preview

Import invoice materials

Backend capability exists; the company admin workflow is not yet exposed as a complete UI.

Demo image: Enter company invoice reference

Invoices · Company administrator · Available

Enter company invoice reference

Enter or edit the company invoice reference on a draft; the system number stays intact and searchable. Company profile controls which number prints. Verify on staging.

Demo image: View, print, download and email an invoice

Invoices · Company administrator · Available

View, print, download and email an invoice

Open a company invoice in a popup with the shared A4 design, reviewed email and payment receipts.

Demo image: Open attendance page

Attendance and audit · Company administrator · Available

Open attendance page

Company and provider supervisors can review their own staff register and site roster; staff with attendance.self see their own shifts and records. Photo transfer awaits beta verification.

Demo image: Open audit register

Attendance and audit · Company administrator · Preview

Open audit register

The Audit menu currently reaches a generic preview page; work orders do have their own activity history.

Demo image: View customer requests

Customer portal · Customer · Preview

View customer requests

The portal route has sample rows and awaits API record integration.

Demo image: Create customer request

Customer portal · Customer · Preview

Create customer request

A New request button appears, but the action is not complete.

Demo image: View customer service visits

Customer portal · Customer · Preview

View customer service visits

The service-visits route is a preview without live record loading.

Demo image: View customer quotations

Customer portal · Customer · Preview

View customer quotations

The customer quotation route is a preview; acceptance is recorded by admins for now.

Demo image: View customer invoices

Customer portal · Customer · Preview

View customer invoices

The customer invoicing route is a preview, without a live invoice list.

Demo image: View customer assets and coverage

Customer portal · Customer · Preview

View customer assets and coverage

Assets and AMC/SLA customer views are placeholders pending integration.

Demo image: Offer, deliver and review partner work

Partner Hub · Service provider · Available

Offer, deliver and review partner work

Offer work to a direct partner, follow delivery and review completion on the original company work order.

Demo image: Partner network and invitation recovery

Partner Hub · Service provider · Available

Partner network and invitation recovery

Manage direct relationships and manually shared invitation links. Sponsored partners cannot invite downstream partners.

Demo image: Partner staff, teams and shifts

Partner Hub · Service provider · Available

Partner staff, teams and shifts

Maintain the partner’s own workforce and assign staff or a current team roster to received work.

Demo image: Partner quotations, invoices and document identity

Partner Hub · Service provider · Available

Partner quotations, invoices and document identity

Prepare branded partner documents with detailed scope and product descriptions, then record quotation responses and cumulative payments.

Partner Hub · Service provider · Available

Partner coverage and profile

Review the coverage snapshot associated with directly delegated work and maintain your partner profile.

Demo image: Record consultant site contacts

Consultant · Consultant · Preview

Record consultant site contacts

Company admins can store consultant identity and phone or email on a site.

Demo image: Consultant review portal

Consultant · Consultant · Preview

Consultant review portal

Separate consultant sign-in, review and approval screens are planned.

Demo image: Generate a delivery note

Customer documents · Company administrator · Planned

Generate a delivery note

A dedicated delivery-note document route has not been completed.

Demo image: Generate a service report

Customer documents · Company administrator · Planned

Generate a service report

A standalone customer service-report document is planned; use work completion and evidence meanwhile.

Customer documents · Company administrator · Planned

Send documents by email or WhatsApp

Delivery automation has not been verified end to end.

Demo image: Set a company staff position title

Workforce · Company administrator · Preview

Set a company staff position title

Give each staff member a company-defined position title, such as CCTV Technician or Site Supervisor. Existing titles are suggested. Position names never change security permissions. Verify on staging.

Demo image: Record a site attendance roster

Attendance and audit · Company or provider supervisor · Available

Record a site attendance roster

A supervisor records observed staff for one authorized site using active shift assignments; the staff member can see their own record and check out.

Demo image: Record your own shift attendance

Attendance and audit · Company or provider staff · Preview

Record your own shift attendance

Select an assigned shift and site. Check in with browser location, or take a mobile photo with location. Check out from your own record. HTTPS is needed for location permission.

Demo image: Issue an invoice with a due date

Quotations and invoices · Company commercial staff · Available

Issue an invoice with a due date

Issue a reviewed draft with a due date on or after its issue date. The printed invoice displays both dates.

Demo image: Record an invoice payment

Quotations and invoices · Company commercial staff · Available

Record an invoice payment

Record cumulative payment against an issued invoice and see paid amount, balance and partial or paid status.

Demo image: Prevent duplicate source invoices

Quotations and invoices · Company commercial staff · Available

Prevent duplicate source invoices

An accepted quotation or approved closed work order can be used as an invoice source only once.

Demo image: Check in to a shift with location

Attendance and audit · Company or provider staff · Preview

Check in to a shift with location

Check in without a photo. Your browser asks for location permission and the attendance record stores coordinates, accuracy and server time.

Demo image: Create an invited partner account

Partner Hub · Partner owner / authorized staff · Available

Create an invited partner account

Use a partner invitation to create a sponsored workspace and save its own TEN login reference.

Partner Hub · Partner owner / authorized staff · Available

Share attendance for delegated work

Publish selected partner attendance snapshots for a specific job without exposing the full attendance register.

Demo image: Work-order PDF and email

Work orders · Company dispatchers and assigned field staff · Available

Work-order PDF and email

Download a branded A4 work order and review an email attachment.

Demo image: Create, approve and issue a Purchase Order

Commercial documents · Company owner, authorized administration and finance staff · Available

Create, approve and issue a Purchase Order

Issue your company’s buyer PO to a supplier for local or overseas purchasing.

Demo image: Record a client’s original Purchase Order

Commercial documents · Authorized quotation issuers · Available

Record a client’s original Purchase Order

Retain a client PO number and original file against the exact sent quotation version.

Demo image: View and email a payment receipt

Invoices · Authorized company and partner finance staff · Available

View and email a payment receipt

Print, download or email a receipt for each positive payment recorded against an invoice.

Demo image: Review subscription pricing and request branding removal

Company setup · Company administrator · Available

Review subscription pricing and request branding removal

Review your package price and request one-time document branding removal.