Secure Access

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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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Notifications

Email preferences

My Locations

Service locations on file

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Location Snapshot

All locations

Select a location to review its services, invoices, requests, and documents.

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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Invoices

Billing history

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Invoice Detail

Select an invoice

Select an invoice to view details.

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

Dashboard

Operations overview

Quick view of today’s work, pending items, route health, assets, evidence, payroll, and customer requests.

Today’s Work Orders 0
Open Routes 0
Pending Requests 0
Assets Due 0

Today

Route and work status

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Attention

Needs review

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Assets

Maintenance and registration

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Finance

Payroll and billing readiness

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Reports Center

Company reports

Review operational, financial, payroll, asset, and document reports in one place.

Filters

Report scope

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Executive KPIs

Performance indicators

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Management Alerts

Needs decision

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Customers

Customer performance

Customer Services Completion Revenue Balance
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Crews

Crew performance

Crew Services Completion Missed Minutes
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Finance

Aging summary

Bucket Invoices Balance
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Management Summary

Filtered report detail

Date Report Customer Location Crew Status Amount Notes
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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

Payroll Review

Hours ready for payment

Review completed route hours by employee before payroll approval.

Payroll Records

Employees

Employee Rate Time / Days Pay Routes
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Payroll Batches

Review and approval history

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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.

Company Role Editor

Create company role

Permissions

Select a company to load permissions.

Company Security

Company roles

Role Permissions Status Actions
Select a company to load roles.

Employees

Field and office employees

Create payroll employees separately from users. Link a user only when that employee also needs system access.

Employee Editor

Create employee

Employee Records

Payroll employees

Employee Type Pay Status Actions
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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 Actions
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.

Compliance Overview

Customers needing document attention

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Compliance Alerts

Missing, expired, and expiring documents

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Customer Documents

Upload document

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

Document Library

Select a customer

Select a customer to load documents.

Company Documents

Administrative, legal, financial, and insurance files

Store company-level documents such as articles of organization, leases, utility contracts, insurance policies, licenses, permits, tax, finance, and HR files.

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Company Compliance Alerts

Expired and expiring company documents

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Upload

Upload company document

Company Library

Company documents

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Services

Service catalog

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

Service Editor

Create service

Apply an industry setup or create capabilities first.

Database Records

All services

Service Category Capabilities 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 Capabilities Schedule Members Status Actions
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Employees

Add employee to crew

Crew Employees

Assigned employees

Select a crew to load employees.

Operational Base

Dispatch yard / office

Operational Bases

Dispatch bases

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Assets

Vehicles and equipment

Manage company vehicles, tools, trailers, equipment, crew assignments, and maintenance.

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Filters

Inventory scope

Asset Alerts

Needs attention

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Asset Editor

Create asset

Database Records

Company assets

Asset Assigned To Meter Registration Next Service Maintenance Status Actions
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Asset Settings

Categories and types

Configured Lists

Asset setup

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Maintenance

Select an asset

Maintenance History

Selected asset

Select an asset to view maintenance.

Asset Documents

Select an asset

Documents

Invoices and files

Select an asset to view documents.

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

Convert to Work Order

Use this after the request or estimate has been approved.

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.

Billing

Invoices and payments

Create invoices from completed work orders, track balances, and post payments.

Finance Dashboard

Revenue, payments, and receivables

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Revenue

Top customers

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Collections

Top overdue

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Month Revenue Payments Balance
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Invoice Generator

Create invoice

Select a customer to load completed work orders.

Invoices

Billing records

Invoice Customer Date Total Balance Status Actions
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Draft Editor

Select a draft invoice

Invoice Lines

Add line

Invoice Preview

Select an invoice

Select an invoice to view details.

Payment

Select an invoice

Payment Methods

Company payment options

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Payments

Collections report

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Date Invoice Customer Location Method Reference Amount Status
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Accounts Receivable

Aging and open balances

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Customer Total Current 1-30 31-60 61-90 90+ Oldest Due Last Statement Actions
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Invoice Customer Location Due Status Total Paid Balance Bucket Last Payment
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Customer As Of Balance Status Recipients Sent At Error
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Finance

Expenses and profit/loss

Track company expenses and compare revenue, collections, expenses, and profit.

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Expense Editor

Create expense

Expense Category

Create category

Expenses

Expense records

Date Category Vendor Amount Status Actions
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Categories

Expense categories

Name Status Actions
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Expense Breakdown

By category

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Monthly Trend

Profit/loss by month

Month Revenue Payments Expenses Profit
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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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Route Season

Create season

Season Library

Route seasons

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Weekly Route Planner

Plan locations across crews

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Preview a weekly plan before creating route templates.

Generate Daily Routes

Create routes from templates

Select a date range and generate routes to see template routes here.

Weekly Automation

Auto-generate upcoming routes

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Template Stop

Add location to template

Template Stops

Select a template

# Location Service Time Status Notes Actions
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

Ready to upload

No files selected yet.

Evidence Files

Uploaded evidence

Select a stop to load evidence.

Onboarding

Setup assistant for new companies

Apply starter recommendations by industry so each company starts with useful services, crew skills, and document types.

1. Company details
2. Taxes
3. Services
4. Employees
5. Import customers
6. Create routes

Billing Settings

Company invoice defaults

Payroll Settings

Company payroll defaults

Current Payroll Setup

Company defaults

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Evidence Settings

Company evidence requirements

Current Evidence Setup

Company requirements

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Email Notifications

Company SMTP settings

Current Email Setup

Notification delivery

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Industry Starter

Apply recommended setup

Preview

Select an industry

Select an industry template to preview recommendations.

Document Compliance Rules

Required documents by default

Apply an industry starter setup to load document rules.