Overview
Overview & Home
Where every session starts
Start here
Home Dashboard + Global Search
Unified view — alert strip, 8 KPIs, full action queue, bay status, portfolio EVM, capacity bars, sales pipeline, parts blocking jobs. Press ⌘K anywhere to search across all 17 modules.
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Core
Core Platform
Quoting, jobs, units, field, rental, warranty
Probabilistic confidence-weighted quotes with three scenarios. Jobs with per-task actuals, variance waterfall chart, reason codes, and the system learning engine.
18-unit XQ 1475 fleet with oil status pills, hour bars, similar jobs engine. Unit Detail has 5 history tabs — rebuild, field, oil, rental — plus active quote sidebar and comparable jobs.
Extended unit detail with ownership & trailer/CVIP panel. Tech Entry Card — 8-section mobile-optimised data entry: time, parts, fluids, oil sample, condition rating, flags, follow-ups.
Field events, rental fleet with Alberta map and PM schedule, warranty claims tracking. Log new events, view deployment details, file and track warranty claims against vendors.
Catalogue
Parts Catalogue
2,847 parts — Business Central pricing import
Card grid with live search and price-change badges. Slide-in part detail with 6-month price history. Full BC import workflow — upload, human review with rebaseline impact, confirm. Import history with inflation trend chart.
Key data rule
Prices are versioned, never overwritten
Every import creates a new effective date. Quotes lock to the price active on the day they were created. Past quotes are never affected by price changes.
Management
Management
Shop floor · Capacity · Investment portfolio
Bay status cards, 12-month availability matrix, forward load Gantt, flags feed. Full EVM table with CPI/SPI/EAC per job, health gauges, executive summary. Press T for TV mode.
8-week Gantt across 10 bays. 12-month bay × month outlook matrix. What-If Planner with live staffing inputs, hypothetical hire toggle, XG25 Texas go/no-go, and 5-row scenario comparison.
ROI per unit, fleet utilisation, break-even projection. Unit Investment Detail with full P&L, cash flow timeline, inline-editable rental rate with live recalculation. Rate Simulator for pricing decisions.
Intelligence
Intelligence
Analytics · Oil analysis · Lab import
47 jobs, 18 months of real data. Variance by job type, root cause ranking, estimator accuracy per tech, revenue by client, quote conversion funnel. Oil fleet status table, TX-001 parameter detail, lab result import with auto-threshold detection.
Key insight from the data
Rad cores + turbo scope = 58% of all variance dollars
Both are assessable at intake. Adding mandatory visual inspection before quoting would close most of the margin gap from 11.4% to the 15% target.
Quality
Quality & Compliance
5-gate inspection sign-offs · Rental contracts
5-gate sign-off workflow — Intake → Mid-Rebuild → Pre-Load Test → Load Test → Final QC. Each gate blocks the next stage until a named tech signs off with timestamp. Defect log, two-person verification. Rental contracts with billing milestones and contract timeline.
Why gate sign-offs matter
Defensible audit trail for every rebuild
Warranty disputes, insurance claims, client sign-offs — every gate is timestamped and attributed to a named technician. Gates cannot be bypassed without a logged manager override.
People & Clients
People & Clients
Labour · Technicians · Clients · Vendors · POs
Labour tiers with inline-editable rates (new effective date created automatically). Technician profiles with certifications and expiry warnings. Monthly availability calendar. Business hours, overtime rules, Alberta statutory holidays.
12 clients with health scores, lifetime revenue, VIP flags. Client Detail with contact table, account history, associated units. Vendor registry with lead times. 16 POs with 6-step status tracker and job-blocking flags.
Notifications
Notifications & Sales
Alerts · Tasks · Documents · Sales handoff packages
Auto-generated alerts from platform conditions (cert expiry, overload, import overdue, invoice late, oil CAUTION). Task centre. Document management with required-doc checklists. Internal sales handoff packages with 3 estimate scenarios, internal cost breakdown, timing, and comparable past jobs.
Sales handoff is internal only
The brief the sales team uses — not the client proposal
Includes internal cost breakdown with margin, pricing floor guidance, and comparable past jobs. The sales team takes this and builds their own proposal in their own CRM. SetpointIQ tracks the pipeline status.
Admin
Admin
Templates · Users · Settings
Drag-and-drop template builder with AI suggestion card and version history. User management with Azure AD. Settings across 5 tabs: General, Quoting, Import, Notifications, and Integrations (BC, Power BI, Cat SIS).
Tech stack
C# / ASP.NET Core / Blazor / Azure SQL
Azure AD SSO · Canada Central hosting · Power BI connected to Azure SQL · Business Central integration via monthly CSV import (API sync planned). Alberta-based, Microsoft stack throughout.
Mobile
Mobile Tech View
Phone-first · Shop floor · Dark theme
Phone · Dark theme · 430px viewport
Mobile Tech View
Designed for technicians on the shop floor. Full dark theme for harsh lighting. Huge tap targets for work gloves. Live clock-in timer, task checklist with progress ring, part logging with quantity stepper, issue flagging with severity levels. Five screens reachable in 1–2 taps.
Tip — resize browser to ~430px wide for the best phone experience
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