Daily branch work
Review collections, support requests, service notices, and costs.
Start by selecting the right organization. The Overview summarizes active customers, proofs awaiting review, open tickets, and the month's financial figures.
Review collections
- Open Billing & payments and filter to Pending review.
- Match the proof and reference to a transfer in the actual collection account.
- Approve a verified payment, or reject the proof with a note explaining what the subscriber should correct.
- Record any cash received using Mark paid · Cash or Record cash payment.
- Open Monthly ledger to review paid, pending, and unpaid accounts for the chosen month.
An uploaded screenshot alone is not confirmation of receipt. Payment review instructions explain the status changes.
Triage support
Open Support inbox. Read new requests, choose the assignee and priority, and update the status. Use Public reply for a subscriber-facing response and Internal staff note for field-team handovers.
Read and edit any suggested reply before sending it. Close a ticket as Resolved when your team has completed the work, and review follow-ups in existing conversations. Support and field work covers the complete flow.
Keep affected customers informed
Publish maintenance or outage notices from Announcements → Post update. Choose the whole branch, a service area, or one subscriber. Include what is affected and when you expect to provide another update. Select Mark resolved when the interruption ends.
The maintenance start field adds a displayed schedule. Publishing makes the notice visible immediately; it does not queue a future release.
Review new connection requests
Open Installation requests, contact new applicants, and confirm coverage before approval. Approval creates a Pending installation record. Update its status after installation. Application review explains each state.
Record costs and reconcile
Use Expenses → Log expense for operating costs. Attach a receipt when available. Choose the same month in Monthly ledger to compare collections and expenses. Export CSV exports the ledger rows matching the current filters.
Net profit on this screen is collections minus logged expenses. Preview totals use current saved subscriber records and are not a historical accounting report.