Operations Dashboard

Thursday, 6 August 2026 • Live view of PrimeFlow plumbing operations

Today

Bookings today24+12% vs last Thu

Urgent

Emergency jobs42 awaiting dispatch

Live

Engineers available7 / 103 currently on jobs

MTD

Revenue this month£28,460+8.4% month-on-month

Due

Outstanding invoices£6,280£1,120 overdue

Revenue & completed jobs

Last 7 days

Fri

Sat

Sun

Mon

Tue

Wed

Thu

Daily revenue index £8,920 booked this week

Today’s engineer schedule

Next appointments

09:00

Daniel Reed • PF-10428Burst pipe • Crawley RH10 • In progress

11:30

Amir Khan • PF-10431Boiler pressure • Reigate RH2 • Assigned

14:00

Lewis Grant • PF-10435Bathroom leak • Horsham RH12 • Confirmed

16:30

Tom Harris • PF-10439Landlord repair • Croydon CR0 • Confirmed

Recent activity

Latest operational events

Job PF-10427 marked completed

Engineer Daniel Reed completed a kitchen pipe repair in Horley. Invoice INV-2087 generated for £248.00.

Quote Q-3021 approved

Martin Riley approved £1,480 bathroom plumbing quotation for property in Crawley.

Low stock alert

22mm isolation valves have dropped below minimum van-stock threshold.

New 5-star review

Sarah Williams rated job PF-10411 after emergency leak repair.

Business snapshot

August performance

Average job value£312

First-time fix rate86%

Average response time54 min

Quote acceptance72%

Customer rating4.8 / 5

Repeat customers38%

Bookings

Manage online, phone, WhatsApp and account bookings from one calendar.

Booking	Customer	Service	Visit	Postcode	Source	Status
PF-10428 High priority	SW Sarah Williams07700 900421	Emergency Plumbing Burst pipe / ceiling leak	06 Aug • 09:00–11:00	RH10 1XX	Website	In progress
PF-10431	JB James Brownjames.brown@example.co.uk	Boiler & Heating Low pressure / no hot water	06 Aug • 11:00–13:00	RH2 7AA	Phone	Assigned
PF-10435	MR Martin RileyLandlord account	Bathroom Plumbing Shower valve leak	06 Aug • 14:00–16:00	RH12 1RD	Customer Portal	Confirmed
PF-10439	OG Oakfield LettingsProperty manager	General Plumbing Tenant toilet cistern	06 Aug • 16:00–18:00	CR0 4QR	Email	Confirmed

Booking detail — PF-10428

Example full customer booking record

Emergency

CustomerSarah Williams

Mobile07700 900421

Emailsarah.williams@example.co.uk

Property typeSemi-detached house

Service address18 Ashdown Close, Crawley

PostcodeRH10 1XX

Preferred visit06 Aug, 09:00–11:00

AccessCustomer present

IssueWater through kitchen ceiling

Water isolated?Yes — stopcock closed

Assigned engineerDaniel Reed

Booking sourceWebsite booking form

Jobs & Dispatch

Assign the right engineer by skill, location, availability and job priority.

Unassigned2Requires dispatch

Engineers en route3Live jobs

In progress5Across 4 areas

Completed today1586% first-time fix

Awaiting parts3Supplier follow-up

Job ID	Priority	Customer / Site	Fault	Engineer	ETA	Status	Job value
J-8802	Emergency	Sarah Williams RH10 1XX	Burst pipe / ceiling leak	Daniel Reed	Arrived 09:18	In progress	Pending quote
J-8804	High	James Brown RH2 7AA	Boiler low pressure	Amir Khan	11:42	En route	£95 diagnostic
J-8806	Standard	Martin Riley RH12 1RD	Shower valve leak	Lewis Grant	14:00–16:00	Assigned	£185 estimate
J-8799	Standard	Bean & Co Café CR0 1DN	Commercial sink waste	Tom Harris	Completed	Completed	£420

Customers & Properties

Central CRM for homeowners, landlords, property managers and commercial accounts.

Customer	Type	Properties	Last service	Total spend	Outstanding	Status
SW Sarah Williamssarah.williams@example.co.uk	Homeowner	1	06 Aug 2026	£1,245	£0	Active
MR Martin Riley07700 900655	Landlord	6	02 Aug 2026	£8,920	£680	Landlord Care
OL Oakfield Lettings Ltdmaintenance@oakfieldlettings.co.uk	Property Manager	34	05 Aug 2026	£21,430	£1,940	Account
BC Bean & Co Caféaccounts@beanandco.co.uk	Commercial	2 sites	06 Aug 2026	£5,610	£420	BusinessCare

Customer profile fields

CRM structure

Customer type

First name

Last name

Mobile

Preferred contact

Billing address

Internal notes

Property record

Asset & service history

Property18 Ashdown Close

TypeSemi-detached

BoilerWorcester Greenstar 30i

Installed12 Sep 2021

Last boiler service18 Oct 2025

Next reminder18 Sep 2026

Jobs on record7

Warranty files3 documents

Engineers

Skills, working hours, coverage, qualifications, workload and van assignment.

Engineer	Skills	Coverage	Vehicle	Today	Rating	Compliance	Status
DR Daniel ReedENG-0018	Plumbing, Leak Detection	Crawley / Horley	Van PF-03	4 jobs	4.9	Current	On job
AK Amir KhanENG-0021	Boilers, Heating, Plumbing	Reigate / Redhill	Van PF-05	3 jobs	4.8	Current	En route
LG Lewis GrantENG-0025	Bathrooms, Plumbing	Horsham / Crawley	Van PF-07	3 jobs	4.7	1 expiring	Available
TH Tom HarrisENG-0012	Commercial, Drainage	Croydon / South London	Van PF-01	5 jobs	4.9	Current	Available

Engineer profile — Amir Khan

Assignment and compliance fields

EmploymentFull-time engineer

Phone07700 900802

Working hoursMon–Fri, 08:00–18:00

Emergency rotaThu / Sat

Core skillsBoiler, heating, general plumbing

Gas work statusVerified record on file

Coverage radius25 miles from RH1

Van stock value£1,840

Services & Pricing

Manage customer-facing services, booking rules, skill requirements and charge structures.

Emergency Plumbing

Burst pipes, major leaks, overflowing toilets and urgent isolation work.

Callout £120Priority Critical

General Plumbing

Taps, toilets, showers, valves, pipework and household repairs.

From £85Duration 60m

Boiler & Heating

Diagnostics, pressure faults, heating repairs and servicing workflows.

Diagnostic £95Skill Restricted

Leak Detection

Visible and hidden leak investigation, pressure checks and fault tracing.

From £145Duration 90m

Bathroom Plumbing

Showers, toilets, basins, baths, valves and pipe alterations.

Survey £0Quote Project

Drainage Support

Internal blockages, traps, wastes and specialist drainage coordination.

From £110Duration 60m

Commercial Plumbing

Reactive repairs and scheduled plumbing maintenance for business premises.

Rate AccountSLA Optional

Landlord Maintenance

Tenant access, multi-property records and repeat maintenance workflows.

Rate ContractBilling Central

Quotes

Create, send, revise and track digital customer quotations.

Open quotes18£14,880 value

Awaiting approval9£8,420

Approved this month3172% acceptance

Declined511%

Average quote£480+£32 MoM

Quote	Customer	Job	Issued	Subtotal	VAT	Total	Status
Q-3021	Martin Riley	Bathroom pipework upgrade	05 Aug	£1,233.33	£246.67	£1,480.00	Approved
Q-3024	Sarah Williams	Burst pipe repair	06 Aug	£206.67	£41.33	£248.00	Awaiting
Q-3018	Bean & Co Café	Commercial waste replacement	04 Aug	£350.00	£70.00	£420.00	Approved

Invoices & Payments

Track customer balances, VAT, payment status, refunds and account billing.

Paid this month£23,18082 invoices

Pending£5,16019 invoices

Overdue£1,1206 invoices

VAT collected£4,730Current period

Refunds£1802 refunds

Invoice	Customer	Job	Date	Due	Total	Payment method	Status
INV-2087	Sarah Williams	J-8798	05 Aug	Paid	£248.00	Card	Paid
INV-2089	Bean & Co Café	J-8799	06 Aug	20 Aug	£420.00	Account invoice	Pending
INV-2064	Oakfield Lettings	Multiple jobs	18 Jul	01 Aug	£1,940.00	Bank transfer	Overdue

Inventory & Van Stock

Track warehouse stock, engineer van stock, usage, minimum levels and replenishment.

SKU	Item	Category	Main stock	Van stock	Reorder level	Avg cost	Status
VAL-22-ISO	22mm Isolation Valve	Valves	9	14	12	£6.80	Reorder
PIPE-C15-3M	15mm Copper Pipe 3m	Pipework	42	18	20	£9.40	Healthy
TRV-STD-W	Standard White TRV	Heating	16	11	10	£12.25	Healthy
WC-FILL-U	Universal Cistern Fill Valve	Toilet parts	6	7	8	£11.10	Low

Suppliers & Purchase Orders

Manage trade suppliers, account terms, contacts, orders and deliveries.

Supplier	Account contact	Categories	Terms	Last order	Open POs	YTD spend	Status
Southgate Plumbing Supplies	trade@southgate-demo.co.uk	Pipe, valves, fittings	30 days	05 Aug	2	£12,840	Active
Heating Parts Direct	accounts@hpd-demo.co.uk	Heating & boiler parts	14 days	04 Aug	1	£9,420	Active
Bathroom Trade Hub	orders@bathtrade-demo.co.uk	Sanitaryware	Proforma	29 Jul	0	£4,980	Active

Documents & Compliance

Store operational records, engineer credentials, insurance, job documents and expiry alerts.

Engineer credentials

Qualification and registration records linked to engineer profiles.

11 of 12 records current

Business insurance

Public liability, employer liability and company policy records.

All records current

Expiry alerts

Documents requiring action within the next 60 days.

3 upcoming expiries

Document	Linked to	Type	Reference	Issued	Expiry	Owner	Status
Engineer registration record	Amir Khan	Gas work credential	GS-DEM-48211	11 Jan 2026	10 Jan 2027	Compliance Admin	Current
Public liability policy	PrimeFlow Ltd	Insurance	PL-928401	01 Apr 2026	31 Mar 2027	Operations	Current
Water systems certificate	Lewis Grant	Training	WS-18821	14 Sep 2023	14 Sep 2026	Compliance Admin	39 days

Support & Complaints

Track service questions, billing issues, complaints, warranty requests and internal responses.

Ticket	Customer	Category	Related job	Opened	Owner	Priority	Status
SUP-610	Sarah Williams	Invoice copy	J-8798	06 Aug 10:14	Mia Patel	Low	Resolved
SUP-612	Oakfield Lettings	Billing query	Multiple	06 Aug 11:05	Ryan Cook	Medium	Open
SUP-613	Helen Morris	Warranty request	J-8750	06 Aug 11:38	Mia Patel	High	Investigating
CMP-114	Daniel Price	Complaint — delay	J-8788	05 Aug 17:10	Ops Manager	High	Escalated

Reports & Analytics

Operational, financial, customer, service and engineer performance reporting.

Revenue report

Revenue by day, service, engineer, area and customer type.

Service demand

Most booked services, seasonal trends and average values.

Engineer performance

Jobs completed, response time, rating and first-time fix.

Customer retention

Repeat customers, account growth and care-plan uptake.

Top services — August

General Plumbing42 jobs • £8,920

Emergency Plumbing21 jobs • £6,480

Boiler & Heating19 jobs • £6,150

Leak Detection14 jobs • £3,860

Lead sources

Google / organic38%

Returning customers24%

Website direct18%

Landlord accounts12%

Referral / other8%

Users, Roles & Permissions

Control which staff members can view, create, edit, approve, export or administer each module.

User	Role	Department	Last login	2FA	Access status	Actions
AJ Alex Johnsonalex@primeflow-demo.co.uk	Super Admin	Management	Today 14:42	Enabled	Active	Edit
RC Ryan Cookryan@primeflow-demo.co.uk	Operations Manager	Dispatch	Today 14:29	Enabled	Active	Edit
MP Mia Patelmia@primeflow-demo.co.uk	Customer Support	Support	Today 13:58	Enabled	Active	Edit
EW Emma Wrightemma@primeflow-demo.co.uk	Finance	Accounts	Yesterday 17:12	Optional	Active	Edit

Permission matrix

Example role-level access

Module	Operations	Support	Finance	Engineer
Dashboard				—
Bookings / Jobs			—
Customers				—
Quotes / Invoices		—		—
Users / Permissions	—	—	—	—

Recommended production rule: permissions should be role-based with optional user-level overrides, audit logging for sensitive changes, forced 2FA for administrator roles, and restricted visibility for payment and customer personal data.

Settings

Configure business identity, booking rules, notifications, finance and system preferences.

Business profile

Customer-facing company details used on documents and notifications.

Business name

Phone

VAT number

Registered / trading address

Booking rules

Control appointment behaviour and emergency workflow.

Allow online booking

Allow same-day appointments

Emergency bookings 24/7

Require postcode validation

Require approval before quoteable work

Notifications

Automated customer and internal communications.

Booking confirmation email

SMS appointment reminder

Engineer en-route notification

Invoice payment reminder

Review request after completion

Finance & tax

Default billing, VAT and payment settings for the UK operation.

Currency

VAT rate

Default invoice terms

Invoice prefix

Bank transfer reference

Security & audit

Account security and administrator controls.

Require 2FA for admins

Audit permission changes

Auto logout after inactivity

Restrict finance exports

Service area & dispatch

Operational coverage and assignment preferences.

Primary area

Default travel radius

Emergency radius

Dispatch method