Skip to content

10 / Visibility

Know what needs your attention today.

See pending work, call status and operational reports without asking everyone for an update.

Try this in your businessSee the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

Owners lose time assembling a picture from staff messages, paper registers and spreadsheets. A growing list of open calls becomes a source of anxiety instead of a plan.

  • Owner asks each employee for updates
  • Open work is difficult to filter
  • Operational reports assembled by hand

The Navixo solution

Work that carries context.

Use the dashboard for an at-a-glance view, then filter open, all and closed calls, collections and cash–DC ledger reports. Export supported operational records as PDF or other available formats.

  • Attention areas visible in one dashboard
  • Filters bring the right queue forward
  • Exportable operational context

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office
  1. 01Open the dashboard to see current work and attention areas.
  2. 02Filter service calls by status, engineer or available call fields.
  3. 03Open collection or cash–DC ledger reports where relevant.
  4. 04Export a supported report or document for sharing.
  5. 05Return to the underlying call, quote or challan to act.
Mobile / PWA
  1. 01Open the responsive web/PWA experience.
  2. 02Review assigned or pending work relevant to the user.
  3. 03Open the record that needs action.
  4. 04Update it so office reporting stays current.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Operations dashboardAdmin overview with live service, inward, delivery and quotation counts plus safe quick actions.Admin · public-safe demo capture
Closed calls reportClosed-calls report options with customer, payment method, date and sort controls.Admin · public-safe demo capture
Collection report empty safe viewAdmin collection report shell filtered to a future empty window so no demo financial amounts are displayed.Admin · public-safe demo capture
Open calls reportOpen-calls report options with customer, grouping and sort controls.Admin · public-safe demo capture
DashboardActual dashboard capture with safe demo data.Admin · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Short screen demo

Watch this workflow in context.

Captioned screen walkthroughs use the same public-safe demo product. There is no live editable sandbox behind the player.

Dashboard and reports

How the owner reviews work

See the operational dashboard and the attention areas behind it.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

  • A faster daily review
  • Less status-chasing
  • Reports grounded in the underlying work records

Connected features

Keep exploring the record.

Reports provide operational visibility; Navixo does not claim a full audited accounting system.

Connected moduleService call management→Connected moduleEngineer management→Connected modulePayments and ledger→

Continue exploring Navixo

What naturally comes next.

02 / Service deskService call management→03 / Team workloadEngineer management→13 / Operational money trailPayments and ledger tracking→

Ready to look closer?

Try this in your own business.

Request access, verify your email and wait for approval. Your 14-day trial begins after activation, not at the request stage.

Request a 14-day trialSee indicative pricing