Secure Access

Sign in to manage e-innovat

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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Special Service Requests

Request extra work

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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.

Documents

Shared documents

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Administrative Panel

Configure e-innovat without touching code

Signed in User session Roles loading
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

Plan Editor

Create a plan

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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Permission Editor

Create a permission

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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Role Editor

Create a role

Permissions

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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
EmailInvoice sentSend invoice to customerActive
PDFDaily route sheetSummary for crewActive
ReportWeekly payrollReview before paymentActive

Companies

SaaS customer accounts

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

Company Onboarding

Create company

Owner User

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

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

Database Records

All customers

Customer Type Contact Locations Status Actions
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Service Location

Add location

Service Locations

Select a customer

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

Recurring Service

Assign service

Assigned Services

Select a location

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

Client Portal Access

Create customer portal login

Select a customer, then create or reset their portal credentials.

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.

Customer Documents

Upload document

Store contracts, insurance, policies, certificates, and expiration dates.

Document Library

Select a customer

Select a customer to load documents.

Services

Service catalog

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

Service Editor

Create service

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

Database Records

All crews

Crew Supervisor Zone Schedule Members Status Actions
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Service Requests

Special work requested by clients

Review extra work requests, send estimates, and track client approvals before scheduling work orders.

Request Review

Select a request

Request Queue

Client submissions

Request Customer Location Priority Estimate 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

Daily Schedule

Work orders

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

Route Library

Reusable templates

Template Crew Zone Schedule Stops Status Actions
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Generate Daily Routes

Create routes from templates

Template Stop

Add location to template

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 List

Daily routes

Route Crew Zone Schedule Stops Status Actions
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Route Stop

Add work order

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.

Service Evidence

Select a stop

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