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12 / Workspace

Give the right people the right view.

Keep a company workspace organised with Admin and Engineer roles, company settings and multiple users.

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.

A service business needs office control without giving every field user the same responsibilities. Shared credentials make accountability and setup changes harder.

  • Shared login or unclear ownership
  • Company details copied into every document
  • Settings changes depend on one person

The Navixo solution

Work that carries context.

Use separate Admin and Engineer roles, support multiple engineers and multiple Admins, and configure company identity, GST details, letterhead, categories, service centres and site addresses.

  • Role-based workspace access
  • Company identity available to connected documents
  • Multiple admins can keep work moving

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. 01Configure company profile, GST and letterhead details.
  2. 02Create or manage Admin and Engineer users.
  3. 03Set service categories, service centres and available site addresses.
  4. 04Use role-appropriate views for calls, quotes, repairs and reports.
  5. 05Review the workspace as the business grows.
Mobile / PWA
  1. 01Engineer signs in with the configured account.
  2. 02The field user sees the workflow intended for their role.
  3. 03Admins continue setup and review from a supported desktop browser.
  4. 04Everyone works in the company’s separated workspace.

Actual software

Look closely at the work.

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

Team engineer and admin listAdmin team register showing the demo Engineer and Admin roles without passwords or credentials.Admin · public-safe demo capture
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.

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.

  • Cleaner accountability
  • Less accidental access to admin work
  • A consistent operating space for office and field

Connected features

Keep exploring the record.

Site addresses support service locations; they are not a claim of multi-branch management.

Connected moduleEngineer management→Connected moduleReports and dashboard→Connected moduleMobile engineer app→

Continue exploring Navixo

What naturally comes next.

03 / Team workloadEngineer management→10 / VisibilityDashboard and reports→04 / Field PWAMobile engineer app→

Ready to look closer?

Try this in your own business.

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