Client Portal Service history

Service Report

Your weekly service history

Review completed services, pending items, completion notes, and photo evidence for your locations.

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My Locations

Service locations on file

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Service Details

Locations serviced this period

Date	Location	Service	Crew	Status	Evidence	Completed	Notes
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Photo Evidence

Select a service

Select a service to load evidence.

Active Plans 3

Base Permissions 34

Suggested Roles 8

Templates 18

Technician View

Today’s route

Field-friendly route execution for arrivals, completion, missed stops, and evidence.

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SaaS Plans

Plans you can sell

Basic

For small companies getting started with customers, services, and basic invoicing.

$49/month

Up to 3 users
Customers and services
Invoices and PDFs

Pro

For companies running weekly routes, crews, reports, and exports.

$99/month

Up to 10 users
Routes and work orders
Excel, PDF, and emails

Business

For operations with payroll, advanced reports, and multiple crews.

$199/month

Expanded users
Payroll ready for payment
Advanced reports

Database Records

All plans

Name	Price	Users	Customers	Routes	Invoices	Status	Actions
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Permissions

Simple language for real users

The screen shows friendly names like "Create customers". Internally, e-innovat stores codes like customers.create.

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Database Records

All permissions

Friendly Name	Code	Group	Module	Status	Actions
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Base Roles

Prebuilt profiles for new companies

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Database Records

All role templates

Name	Key	Permissions	Default	Status	Actions
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Templates

Initial emails, PDFs, and reports

Type	Template	Purpose	Status
Email	Invoice sent	Send invoice to customer	Active
PDF	Daily route sheet	Summary for crew	Active
Report	Weekly payroll	Review before payment	Active

Companies

SaaS customer accounts

Create a company, its first owner user, and default roles in one step.

Company Onboarding

Create company

Company name Legal name

Industry Plan

Subscription Company status

Owner User

First name Last name

Owner email

Phone Temporary password

Database Records

All companies

Company	Plan	Users	Subscription	Status	Actions
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Company Users

Users and role assignments

Create operational users inside each company and assign their company roles.

User Editor

Create user

Company

First name Last name

Phone Title

User status Temporary password

Company owner

Roles

Select a company to load roles.

Database Records

Company users

User	Title	Roles	Owner	Status	Actions
Select a company to load users.

Customers

Customers and service locations

Manage customer records and the physical locations where crews will perform service.

Customer Editor

Create customer

Type Status

Display name Company name

First name Last name

Email Phone

Notes

Database Records

All customers

Customer	Type	Contact	Locations	Status	Actions
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Service Location

Add location

Customer Location name Address

City State ZIP

Frequency Preferred day Est. minutes

Access notes

Service Locations

Select a customer

Location	Address	Frequency	Preferred	Status	Actions
Select a customer to load locations.

Recurring Service

Assign service

Location Service

Price Minutes

Frequency Preferred day

Start date End date

Notes

Assigned Services

Select a location

Service	Frequency	Preferred	Price	Status
Select a location to load assigned services.

Customer Access

How customers sign in

Client Portal URL https://e-innovat.com/#client-portal

Share this link with the customer after creating their portal access. They will only see their own services, photos, and weekly history.

Services

Service catalog

Define the services your company sells and later assign them to customer locations.

Database Records

All services

Service	Category	Price	Minutes	Status	Actions
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Crews

Work crews

Create the field teams that will receive daily routes and complete work orders.

Crew Editor

Create crew

Code Status

Crew name

Supervisor Service zone

Home base address

Start time End time Daily minutes

Database Records

All crews

Crew	Supervisor	Zone	Schedule	Members	Status	Actions
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Work Orders

Scheduled work

Create and manage the jobs that crews will complete in the field.

Work Order Editor

Create work order

Customer Location Service

Crew Priority

Scheduled date Start time End time

Estimated minutes Price Service zone

Notes

Daily Schedule

Work orders

Date

Date	Customer	Location	Service	Crew	Status	Actions
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Pending Services

Carry over work

Move missed or skipped services into another route so weekly service commitments stay visible.

Not Completed

Pending services

Original Date	Customer	Location	Service	Zone	Reason	Actions
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Route Suggestions

Move pending service

Select a pending service to see route suggestions.

Weekly Service Report

Service completion and evidence

Review completed, pending, missed, skipped, and services without photos for the selected period.

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Service Details

Locations serviced this period

Date	Customer	Location	Service	Crew	Status	Evidence	Completed	Notes
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Route Templates

Weekly route patterns

Create reusable weekly routes by day, crew, zone, and ordered service locations.

Template Editor

Create route template

Template name

Day Crew

Zone Recurrence

Start time End time Max minutes

Status Notes

Route Library

Reusable templates

Template	Crew	Zone	Schedule	Stops	Status	Actions
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Template Stop

Add location to template

Route template Customer Location Service

Stop # Arrival Departure

Estimated minutes Notes

Template Stops

Select a template

#	Location	Service	Time	Status	Notes
Select a route template to load stops.

Daily Routes

Routes and stops

Group scheduled work orders into crew routes for each working day.

Route Editor

Create route

Route name

Route date Crew

Zone Status

Start time End time Planned minutes

Notes

Route List

Daily routes

Date

Route	Crew	Zone	Schedule	Stops	Status	Actions
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Stops

Select a route

#	Customer	Location	Service	Time	Status	Actions
Select a route to load stops.

Route Map

Select a route

Open in Google Maps

Select a route to preview it on Google Maps.

Evidence Files

Uploaded evidence

Select a stop to load evidence.

Onboarding

Setup assistant for new companies

1. Company details

2. Taxes

3. Services

4. Employees

5. Import customers

6. Create routes

Sign in to manage e-innovat

View your service history

Create your new password

Your weekly service history

Service locations on file

Locations serviced this period

Select a service

Today’s route

Plans you can sell

Basic

Pro

Business

Create a plan

All plans

Simple language for real users

Create a permission

All permissions

Prebuilt profiles for new companies

Create a role

All role templates

Initial emails, PDFs, and reports

SaaS customer accounts

Create company

All companies

Users and role assignments

Create user

Company users

Customers and service locations

Create customer

All customers

Add location

Select a customer

Assign service

Select a location

Create customer portal login

How customers sign in

Service catalog

Create service

All services

Work crews

Create crew

All crews

Scheduled work

Create work order

Work orders

Carry over work

Pending services

Move pending service

Service completion and evidence

Locations serviced this period

Weekly route patterns

Create route template

Reusable templates

Create routes from templates

Add location to template

Select a template

Routes and stops

Create route

Daily routes

Add work order

Select a route

Select a route

Select a stop

Uploaded evidence

Setup assistant for new companies