Smart Electric Service Pro

SERVICE PRO

Documents

Admin

Administrator

Dashboard

Smart Electric Service Pro

9:41

Field service management

Password

Reset password

Enter your email and we'll send a reset link.

Remove technician?

This will revoke their app access.

Good morning

Today

TO DO

ACTIVE

REVIEW

DONE

My jobs today

Open calls

0 unassigned

Parts requests

Clients

Completed Jobs

Inbox

Admin

Administrator

🟢 On shift

Users

Import from Excel

Import clients or employees from an Excel spreadsheet (.xlsx or .csv)

Clients columns: Name, Company, Phone, Address, City, Email
Employees columns: Name, Role, Phone, Email

👁

Previewing another role — this doesn't change your real account

🔍 View as — preview only, doesn't change your real role

Settings

QuickBooksConnected ✓

Microsoft 365 email

Twilio SMS & voice

NotificationsEnabled

GPS trackingOn shift only

App version1.0.0

⚡

Set up your account

Welcome to Smart Electric Service Pro

NEW PASSWORD

CONFIRM PASSWORD

Job title

Open call

Add user

FULL NAME

PHONE NUMBER

EMAIL — needed for email notifications

ROLE

INVITE SMS PREVIEW

Hi [Name], you've been added to Smart Electric Service Pro…

Edit user

Change role

ROLE

📱

Twilio SMS & Voice

Sends SMS notifications and makes voice calls to technicians and customers.

⚠️

Not connected

Credentials not yet set in Railway

NOTIFICATIONS ENABLED

${[ ['📲','Job assigned','SMS to technician'], ['🏁','Job complete','SMS to customer'], ['🚗','Tech en route','SMS to customer'], ['📦','Parts ordered / arrived','SMS to technician'], ['🔔','Urgent job','Voice call to technician'], ['⏰','Overdue job','Voice call to technician'], ].map(([icon,title,sub])=>`

${icon}

${title}

${sub}

✓ Active

`).join('')}

SENDING FROM

—

TEST SMS

TEST VOICE CALL

📧

Microsoft 365 Email

Sends email notifications to technicians when jobs are assigned, statuses change, and parts are updated.

⚠️

Not connected

Enter your Azure App credentials below

AZURE APP REGISTRATION — 3 STEPS

portal.azure.com → App registrations → New registration → name it "Smart Electric Service Pro"

API permissions → Add → Microsoft Graph → Application permissions → Mail.Send → Grant admin consent

Certificates & secrets → New client secret → copy the Value (shown once only)

RAILWAY ENVIRONMENT VARIABLES

Copy these variable names into Railway → your backend service → Variables:

MS_TENANT_ID (Directory/Tenant ID from Azure Overview)

MS_CLIENT_ID (Application/Client ID)

MS_CLIENT_SECRET (Client secret Value)

MS_SENDER_EMAIL (Licensed M365 mailbox to send from)

ℹ️ These values go into Railway → Variables, not here. This form saves them to your backend via the API so they take effect without a redeploy.

TEST CONNECTION

New job

JOB TITLE

PO NUMBER (required before marking complete)

CLIENT NAME

CLIENT PHONE

ADDRESS

CITY

SCHEDULED TIME

DUE DATE (OPTIONAL)

ASSIGN TECHNICIAN

PRIORITY

REFERENCE PHOTO (optional)

📷 Tap to add a reference photo

NOTES / BRIEF

🔴 Recording — tap mic to stop

Client

Add client

COMPANY / FARM NAME (optional)

FIRST NAME

LAST NAME

PHONE

ADDRESS

CITY

NOTES