Staff web app, mobile EMS app, WhatsApp communicator, GPS field tracker, desktop time tracker, customer-facing forms, and the vendor portal — inventoried from the live Laravel + Vue codebase. Each card names the screen and what you fill when you click New (fields, then what happens after Save). Use the AI chip (or search “AI”) for every Gemini / OpenAI screen. Role access is not a separate intern product: intern, staff, and admin all use the same screens, gated by the permission matrix.
Showing every capability. Use the chips or search to isolate a channel or audience. Print this page for a designed PDF.
Audiences
There is no separate intern app. Create an Intern role in Settings → Roles and tick only the capabilities that intern should see. The same is true for sales, HR, accounts, and every other job.
23 capabilities
The shared shell every signed-in staff member uses: login, home, search, roles, and company setup.
Open /login. Fill staff email and password, optional remember-me. Save/submit sets a Sanctum cookie and sends you to the dashboard (or the redirect URL).
On login, request OTP for the email, then enter the code on verify. Success is the same session as password login.
Staff directory → a row → Login as. You become that person until Stop login-as. Needs staff.view; cannot delete the last admin.
EMS app: email, password, API URL. Returns JWT, permissions, and dashboard payload. Forgot-password uses the same email. Logout clears the token.
EMS Desktop: HTTPS API URL, email, password. JWT is stored in the OS keychain; timer can auto-start after login.
Logo/home. Pick a date. Tiles: check-in, late, missing, leave, desktop activity, candidates, tasks due, tickets, meetings, leads, unpaid GST. Each tile opens that module.
App home: counts plus notifications (tap to read / read all). Profile: name, photo, change password.
Top search box. Type a name/email/phone. Results: customers, leads, staff, vendors. Tap a row to open it.
Floating button → add a shortcut: label, URL, optional logo, drag to reorder. Click a chip to open that screen.
Bell → list. Mark one or all read. If Pusher and desktop notifications are on, a toast appears (auto-dismiss seconds from Settings).
Others → Reminders → New, or a Reminders tab on a lead/customer. Fill: description, date/time, assigned staff, related type + record, notify by email. Save creates a calendar reminder; due items show on the dashboard.
Others → Activity log. Filter by actor and date. Admin-only. Optional clear.
/profile. Edit your name, photo, password, and own documents. Staff without directory rights never see the full team list.
Settings → Roles → New. Fill role name, then tick View Own / View Global / Create / Edit / Delete (and extras) per feature. On edit, optional “Update all staff using this role.” Assign this role on the staff form. Interns are just a role with fewer ticks.
Staff → New. Fill: first name, last name, email, phone, password (blank on create defaults to ChangeMe123! — change on first login), role, departments, hourly rate, admin yes/no, active, not-staff flag, managers, profile image, CV, notes, bank for payroll, document uploads. Save creates the login. Edit uses the same form without requiring a new password. Cannot delete the last admin.
On the staff form, tick is_not_staff. That person is hidden from attendance, payroll, and staff-chat user lists.
Others → To Do (or the floating dock) → Add. Fill: description, assignee. Check off, comment, reorder. No extra permission — every staff member has this. Also on mobile and the dashboard widget.
Reports → Insights. Tabs: overview, project P&L, payroll pulse, purchase pulse, cash after obligations, recurring forecast, lead attention. Read-only charts from live data.
Reports menu. Cards for CRM, finance, HR, desktop, purchase. Extra caps: timesheets, tracked hours, desktop tracker. View Own vs Global follows the report.
Where a list has Export PDF, this permission allows zipping many records at once.
Settings → EMS app links. Paste Android / Windows / Mac download URLs so staff can fetch the apps from /ems-apps.
Settings → Cron jobs. Per job: enable, time, recipients, run now, logs. Covers invoice reminders, email queue, sale goals, performance cycles, recurring proformas.
Setup → Custom fields → New. Fill: belongs to (lead/customer/etc.), name, type (text/select/checkbox…), comma-separated options, default, order, column width 1–12, active, required, show on table, only admin, inline, show on PDF, show on client portal, read-only for client. Slug is auto. Save adds the field to those forms.
11 capabilities
Every Gemini and OpenAI screen — one API key, then WhatsApp, mail, checklists, proposals, bills, jobs, CVs, Automail, interviews, and meeting notes.
Settings → Google / AI. Paste the Gemini API key and optional model (blank = gemini-2.5-flash-lite). That one key powers WhatsApp, mailbox, checklists, proposals, vendor bills, job copy, CV extract, Automail, and meeting notes. Meetings can also use a separate OpenAI key for Whisper if Gemini cannot transcribe.
Communicator → WhatsApp → open a thread → AI Reply (or custom-reply AI). Gemini drafts from chat context into the composer. You edit, then Send. Needs the Gemini key and leads view.
Communicator → Mail → open a thread or Compose → AI Reply. Same on email logs. Gemini fills subject/body from the thread. Edit, then Send. Needs Gemini key; compose-ai-reply is gated by settings edit.
Open a task → checklist → AI generate or rewrite. Gemini builds items from the task subject/description. Review, then keep. Needs Gemini key.
Proposal services → New → Upload PDF (or extract on create). Gemini fills modules/items from the document. Review before Save.
Purchase → Invoices → New → Extract from PDF. Gemini fills vendor, dates, and lines. Review, then Save.
Recruitment → Jobs → New → AI generate on the job description. Gemini writes copy from the campaign fields. Review before Save / publish to careers.
Recruitment → Candidates → New → upload CV → Extract. Gemini fills name, email, phone, LinkedIn, qualification, years, skills, work rows. Review, then Save.
Candidate → AI interview. Set question count, default answer type (audio/text), and notify emails under Recruitment → Settings → AI interview. Send link; the candidate uses the public token wizard. Staff review answers on the same screen.
Leads → AI Automail. Rules → New (enter/exit statuses, step prompts, send window). Settings → General (hours, timezone) and Prompt masters (label, slug, prompt text, usage scope). Enrollments list pause/remove; Logs show Gemini sends. Cron enrolls matching leads and replies to inbound mail.
After a recorded meeting → Session → Load transcript (Gemini or OpenAI Whisper if Gemini cannot transcribe) → Generate notes (summary and action items). Provider is Meetings settings: Gemini (same Google key) or OpenAI (meetings_openai_key + model, default gpt-4o-mini).
31 capabilities
CRM pipeline from first phone number to conversion — including WhatsApp, mail, proposals, and AI follow-up.
Leads menu. Switch list or board. Filters: status, source, category, last activity, lost, junk, unassigned, public, contacted today, unread WhatsApp/mail/inbox. Drag a card to change status.
Leads → New (page or modal). Fill: name, company, position, website, status, source, assigned, category, last activity, country, lead value, last contacted, public, address/city/state/ZIP, description, plus up to 10 contacts (name or email required per row; country code, phone, WhatsApp, email). Custom fields from lookups. Save opens the lead workspace. Edit follows View Own vs View Global.
Role: View Own = leads you created or are assigned. View Global = every lead. Interns typically get View Own only.
Lead → Profile tab: the same fields as create, plus lost/junk flags. Save updates the record used by WhatsApp, mail, and convert.
On create/edit, Add contact. Each row: name, email, calling code, number, primary, WhatsApp. WhatsApp 1/2 custom fields stay in sync with marked numbers.
Lead → WhatsApp tab. Pick a marked number, type a message or template, send. Unread WhatsApp filter on the list. Chip opens wa.me.
Lead → Emails. Compose using mailbox SMTP, or read the thread. Unread mail filter on the list.
Lead → Reminders → New (date, text, staff). Notes → add a note. Both stay on the timeline.
Lead → Activity. Read-only log of status, calls, mail, WhatsApp, convert.
Lead → Meetings → New (same meeting form, related lead prefilled).
Lead → Tasks → New (task form with this lead as related).
Lead → Calls / Call logs. Click-to-call a number; mobile-synced recordings appear here.
Lead → Proposals → New lead proposal (scope, packs, items) linked to this lead.
Lead → Mail schedules. Shows AI Automail enrollments for this lead; pause/remove from Automail.
Lead → Attachments → upload a file. Stored on the lead for the team.
Lead → Website tools. Run site status, DNS, IP, SSL, meta tags against the lead URL.
Tick rows → bulk: delete, mark lost, set status/source/assigned/last contact/visibility/tags.
Lead → Convert to customer. Optional: transfer notes/consent, set a portal password. Creates a customer; may auto-assign you as customer admin and lock the lead.
Leads → Import CSV (columns mapped to name, email, phone, status…). Setting allow_non_admin_members_to_import_leads gates non-admins.
Lead consents tab: record marketing/processing consent against the person.
Lead actions: Mark lost or Mark junk (and unmark). Removes them from the working board.
Reports → Leads conversion: converted vs open by status.
Setup → each list → New. Fill name, optional color, order, default. These drop-downs appear on the lead form and board.
Leads → Lead follow-up → New. Fill: which leads, send email and/or SMS, schedule/cron. Logs show sent and cron runs.
Leads → Cold calling. Per row fill: phone, name, company, email, status, comments, next follow-up date. Save is today’s call log. Convert a row → New lead with that phone.
Worksheet → Import CSV of numbers. Convert selected row → New lead with that phone.
Cold calling → Report: counts by status and staff.
Leads → AI Automail → Rules → New. Fill: name, goal description, enter/exit lead statuses, sequence steps (days + prompt), first delay hours, send window (start/end hour), sending staff, auto-reply inbound, pause on reply, weekdays only, negative-reply action, active. Save. Matching leads enroll; cron sends and replies. Logs on Automail → Logs.
Inbound quote requests (estimate_request permission). Can show on the classic customer area when that setting is on.
Settings → Lead defaults. Tick lock after convert so the lead form becomes read-only.
Settings → Lead defaults. Tick so the converting staff becomes the customer admin.
17 capabilities
Account records after conversion, plus the settings that drive the customer portal and contact rights.
Customers menu. Filter active/inactive. Visibility is assigned customer admins (not View Own). Open a row for the workspace tabs.
Customers → New. Fill: company, VAT/GST, phone, website, company email, address, city, state, ZIP, billing street/city/state/ZIP, country, latitude, longitude, destination, groups, assigned admins, custom fields. Save creates the account. Contacts are not on this page — add them on the customer after Save. Edit from the profile tab.
Customer → Contacts → Add (modal). Fill: first name, last name, email, phone, position, password, primary, active, welcome-email. Tick module rights: invoices, estimates, contracts, proposals, support, projects. Tick email alerts (invoice, estimate, credit note, contract, task, project, ticket) and optional project access. Save is the person who can use the classic portal.
Customer tabs: add a note; mailbox thread; WhatsApp for the contact’s marked numbers.
Customer → Orders / Services (needs billing permissions). Same records as Accounting, filtered to this customer.
Customer billing tabs. Open a document, PDF, mail, or record a payment from here.
Customer → Wallet. View/edit credits and settlements (needs wallet permission).
Customer → Statements. Download proforma statement PDF/Excel for a date range.
Customer → Proposals / Contracts. Lead proposals and documentation sent to this company.
Customer operational tabs. New project/task/meeting/ticket from here is prefilled with this customer.
Upload files; add vault login/server; set reminders; map uses the billing address geocode.
Setup → Customer groups → New. Name only. Then pick the group on the customer form.
Reports → Customers summary: active vs inactive, top cities.
Settings → Customer portal. Toggles: allow registration, require confirmation, company required, default country, KB on portal, KB without registration, contact may delete files, own-files-only, primary can edit billing/shipping, primary can manage contacts, estimate request in customers area, honeypot, info format, default theme.
Staff chat → Clients (when chat_client_enabled). Pick a contact, send messages. Contact uses the classic portal chat if enabled.
Contracts list → New from template. Extra cap: view all templates.
On each contact: module checkboxes and email-alert checkboxes listed under Contacts above.
13 capabilities
Scoped commercial proposals for leads: packs, modules, items, terms, workflows, and e-sign.
Proposal services → New. Pick related customer or lead. Fill: title, subtitle, platform, project value, client name/contact/email, scope pack. Scope mode: Modules, Items, or Upload PDF (pack replace warning on modules). Payment plan milestones (%, label, amount, terms) from a preset; delivery-approach steps; document sections from masters. Save stores the JSON document. Save & Preview opens preview; Save & Send Email mails it. PDF from Preview.
LP Master → Categories → New: name. Used as a dropdown on the proposal.
LP Master → Modules → New: name, description/scope text. Tick modules onto a proposal or into a pack.
LP Master → Technologies → New: name. Tag a proposal with tech.
LP Master → Scope packs → New: name + modules in the pack. On a proposal, selecting a pack replaces existing modules.
LP Master → Sections → New: heading and body (reusable bullets). Insert into proposals.
LP Master → Item categories / Items → New: name, category, price. Add lines onto a proposal.
LP Master → Payment presets → New: labelled milestone percents/amounts. Apply to a proposal.
LP Master → Workflows → New: ordered stages. Apply as the proposal’s process.
Lead Proposal → Terms → New: title + terms HTML. Apply or mail with the proposal.
On create, upload a document → AI extract fills modules/items. Review before Save.
Open a proposal → Preview HTML, download PDF, or mail to the lead/customer.
Settings → E-Sign. Legal text plus tick identity confirmation when a proposal is accepted.
16 capabilities
Delivery workspace: tasks, hours, files, tickets, vault, meetings, and WhatsApp on one project.
Projects → New. Fill: name, description, customer, status, start, deadline, billing type (fixed cost / hourly / task hours), project cost or rate/hour, estimated hours, billing hours (initial / client additional / internal additional), manual progress %, progress-from-tasks, team members, tags, contact notification, project feature toggles (tasks, tickets, vault…). Save opens the workspace. Pin/unpin and mark-as from the list. View Own = assigned only.
Project home: status, dates, members, hours vs estimate. Edit from the Edit tab (same fields as create).
Project → Tasks → New task (related project prefilled). List/kanban of this project’s tasks.
Project → Meetings → New (related project prefilled).
Project → Timesheets. Hours from task timers on this project.
Project → Project Hours. Rolled-up initial / client additional / internal additional vs estimates.
Project → Files → upload. Tick staff-only vs visible to client on the classic portal.
Project → Emails. Compose/read mail about this project.
Project → WhatsApp (needs leads view). Chat against the customer’s WhatsApp numbers.
Project → Tickets → New ticket linked here.
Project → Vault → New login/server entry for this project.
Project → Notes (add text) and Activity (read-only log).
On the project, Milestones → New: name, due date, order. Needs create/edit/delete milestone caps.
Project actions: checklist report, send email to the customer/team.
Insights → Project P&L: staff hours cost vs customer proforma billing.
Desktop reports → Project: progress, assignee hours, estimated vs used, start, deadline.
13 capabilities
Work items with checklists, timers, assignees, and mobile status updates.
Tasks menu. List or kanban. View Own = assigned or following. New opens the task form.
Tasks → New (modal, or from a lead/customer/project). Fill: name, rich description, start/due, priority, status (edit), related type + record search, estimated hours, billable, public (edit), assignees, followers, tags, recurrence (every / custom interval / cycles). Save creates the task (default assignee = you). Open it to edit the same fields.
On the task, add/remove people. Settings can auto-assign and auto-follow the creator.
Task → comment box. Optional rule: client/staff may edit/delete only in the first hour.
Task → checklist → add item (text). Toggle done, verify, reorder, attach a file, start a per-item timer. AI generate/rewrite can fill items from the description (Gemini key in Settings → Google / AI).
Settings/tasks → checklist templates → New: name + items. Insert onto a task. Create/delete caps only.
Start/Stop on the task (or from desktop tracker). Settings: round-off, auto-stop other timers, idle stop, change status to in progress on start. Edit/delete timesheet rows if you have own or global timesheet caps.
On the task, set repeat. Cron clones the next occurrence when due.
While the desktop timer is on this task, captured screens appear on the task.
Settings → Tasks. Tick so project members see every project task, not only assigned.
Reports → Tracked hours: staff, project, hours (needs reports view-tracked-hours).
Desktop reports → Task time: hours logged across tasks, grouped by project and assignee.
EMS app: open task → change status, add comment, toggle checklist, start checklist timer, add assignee/follower.
5 capabilities
Support queue — New ticket fields, departments, and convert-from-chat.
Tickets menu. Open a row for the thread. New opens the ticket form. View is global (no View Own).
Tickets → New. Fill: subject (required), customer userid, department, status, priority, assigned staff, contact email, contact name, message. Save creates the ticket and opens the thread. Reply on the thread to add staff notes.
Setup → Departments → New. Fill: name, email, hide-from-client. Save is the department drop-down on New ticket and on the classic portal.
Setup → Ticket priorities / Services → New: name. Those lists appear on the ticket form.
Staff chat thread → Convert to ticket. Uses the conversation as the ticket message; Save opens Tickets.
29 capabilities
Inbox, templates, media, gateway settings, and every send path on web and mobile.
Communicator → WhatsApp (/comms/chat). Pick a connection, search, open a thread. Unread badges clear when you read. Pagination loads older chats.
Inbox → Groups. List of @g.us chats with display names. Refresh groups pulls from the WhatsApp chat gateway.
Open a thread → type a message → Send. Cloud API only allows free-text inside a 24-hour customer-service window; QR/Evolution lines send anytime.
Thread → Template. Pick an approved Cloud API template, language, and variables. Send starts or restarts a session after 24 hours.
Thread → attach file → Send. Mobile: upload_media then send_media. Cloud API blocks media until a session window is open — send a template first.
Settings → WhatsApp → Quick replies: shortcut (e.g. /hello) and message. In a thread, type the shortcut to insert the snippet.
Thread → AI draft / AI reply. Uses the Gemini key from Settings → Google / AI. Fills the composer from chat context; you edit then Send.
Open a thread or tap Read. Marks local unread and the gateway. Also by phone number.
Inbox → New chat. Fill: phone, optional name and email, connection. Save opens that thread.
Inbox search: name or number across gateway contacts, leads, and customers. Tap a row to open the chat.
On a thread, Open lead / Open customer when the number matches. Messages stay on that CRM record.
Connection picker lists Cloud API and QR/Evolution lines. Star one as default. Inbox filters to the selected line.
On a connection, Mute. That line drops out of inbox pulse until you unmute.
Thread header shows QR always-open vs Cloud: session active, expired, or no customer reply yet.
Meta Cloud API verifies hub.mode / hub.verify_token. The WhatsApp chat gateway posts inbound messages and delivery statuses. Not Twilio.
Each outbound message stores a WAMID; the webhook updates sent / delivered / read.
Gateway webhook asks whether the number is a known lead/customer before routing.
Settings → WhatsApp. Fill: enable, gateway base URL, token, organization id, default connection, webhook token. Add quick-reply rows (shortcut + message). Save writes the communicator config. Webhook URL and CRM phone-check URL are shown for the gateway.
WhatsApp settings → Verify. Tests the WhatsApp chat gateway with the saved URL and token.
Lead / customer / project → WhatsApp. Jumps to that phone’s thread in the inbox.
Leads board filter: Unread WhatsApp. Cards with unread inbound messages.
EMS app communicator: connections, inbox, messages, send, send_template, upload_media, send_media, read, templates, quick_replies, crm-lookup.
Mobile badge: combined unread email + WhatsApp counts.
Inbox loads local MySQL interactions, with refresh from the gateway. Group names cache for 15 minutes.
Conversations merge by normalized digits so the same person is not listed twice.
On the lead form, WhatsApp 1 / WhatsApp 2 stay in sync with contacts marked WhatsApp.
Lead → WhatsApp: type text, Send. Opens that phone in the inbox in one action.
On Cloud API, attach is blocked until a customer-service window is active. UI tells you to send a template first.
Connection picker marks the default line with a star (set in WhatsApp settings).
13 capabilities
Mailbox compose fields, SMTP/IMAP New dialogs, templates, AI replies, logs.
Communicator → Mail. Folders, search, contact filter, days window. Star, read/unread, trash, restore, bulk actions. Open a row to read.
Mailbox → Compose (or Reply / Reply all / Forward). Fill: To, CC, BCC, subject, body, attachments, SMTP account. Send queues via that SMTP.
Open a thread → AI reply. Gemini drafts from the thread (Settings → Google / AI). Edit, then Send.
Refresh counts and live IMAP sync. Repair mistagged folders and duplicate mails from mailbox tools.
On an IMAP line, Mute so it drops out of inbox pulse (same mute API as WhatsApp).
Settings → Email. Kill-switch for all outgoing mail (blocks MessageSending when off).
Settings → SMTP → New. Fill: company/from name, engine (PHPMailer), protocol (SMTP / Google OAuth / Microsoft OAuth / mail), encryption, host, port (default 587 TLS), from email, username, password, charset, public, status, assigned staff. Save is a send-from option on Compose. Google/Microsoft skip password and use OAuth.
Settings → IMAP → New. Fill: name, IMAP server, port (default 993), encryption (SSL), username, password, from-date, status, public. Save starts folder sync into the mailbox.
Setup → Email templates. Open a template: subject, body with merge fields, enable/disable. Bulk status from the list.
Communicator → Templates: rich templates, attachments, timers, triggers, specials, webhooks. Legacy ETM screens redirect here.
Others → Email logs. Outbound rows with status. Open-tracking pixel hits /check_emails/track/{uid}.
When a customer opens a tracked mail, the pixel records the open on the log.
Settings → Cron jobs → email queue. Enable, time, run now. Token URL flushes the queue.
15 capabilities
DMs, groups (name + members), files, announcements, client chat, and the settings toggles.
Settings → Staff chat. Tick pusher_chat_enabled (and tblchatmessages must exist). The Staff chat menu then appears.
Staff chat → pick a person → type a message → Send. Typing indicator, mark viewed, unread counts. Also on mobile.
Staff chat search: all messages, or inside one partner thread.
On a message → Forward. Pick one or more staff. Save copies it into those threads.
Delete a message if staff_can_delete_messages is on, or delete the whole conversation.
Staff chat → Groups → New. Fill: group name, member ids. Save creates the room. Rename, add/remove members, leave. Members-can-create-groups is a setting.
Open a group → type text or upload a file → Send.
In a 1:1 or group, attach a file. Shared-files list; authenticated download.
Attach an audio clip in staff chat. Plays in the thread.
Staff chat → Announcement. Type the broadcast; Save posts it to staff.
Thread → Convert to ticket. Creates a support ticket from the conversation.
Staff chat profile: status, personal color, theme. Save is your presence in the list.
Pusher auth for live messages. Mobile: me / conversations / messages / upload / mark_read.
When chat_client_enabled: Staff chat → Clients. Pick a contact, send. Contact uses classic portal chat.
Settings → Staff chat. Toggles: enable Pusher chat, show only users with chat permission, client chat, staff can delete messages, desktop message notifications, members can create groups, staff may create tickets. Save applies immediately.
12 capabilities
New meeting fields, guest join (name/email), recordings, and tracker meeting-app time.
Meetings menu: upcoming, calendar, history. New opens the form. Open a row for the room and session.
Meetings → New. Fill: subject (required), description, start, end, host staff, join-before minutes (default 15), related type (customer / lead / project) + record, staff participants, allow guests, recording (off / video / audio), guest emails on create only. Save creates the room and can mail guests. Edit from the same form (no guest-email field).
Open a meeting → Join room at /cops360/meetings/:id/room (RealtimeKit / Jitsi).
Public /meetings/join/{token}. Guest fills name (required) and optional email, then Join — no staff login.
After the meeting, Session page: notes, stream/download recordings (needs meetings view).
Provider posts meeting events (CSRF excluded). No staff form.
Meetings → Instant. Starts a room without a scheduled slot; you are the host.
Mailbox invite → Create meeting. Prefills subject, time, guests from the invite.
On a meeting: download ICS, share/resend email, cancel, reopen, or end the session.
Session → Load transcript (Gemini or OpenAI Whisper) → Generate notes. Summary and action items. Provider is Meetings settings: Gemini (Google / AI key) or OpenAI (meetings_openai_key).
Settings → Meetings → Test. Calls Cloudflare RealtimeKit with the saved credentials.
Desktop reports → meeting apps: Teams, Meet, Zoom time from the tracker.
2 capabilities
Mobile-synced call history and recordings.
Others → Call logs. Mobile-synced rows: number, direction, duration. Open a row. Directory, lookup, sync, store from the EMS app.
On a call log, upload / stream / download the recording (mobile can attach on sync).
34 capabilities
Orders, proformas, GST, bank accounts, sale goals, expenses — with the fields on New.
Accounting → Services. Filter Active. Open a row. Suspend / restore from the detail. New opens the order form.
Accounting → Orders / Services → New. Fill: customer picker + display name, subject, start date, status (Active), billing email/phone/GSTIN, billing address, GST mode (auto / IGST / CGST+SGST), currency, discount, line items (name, description, qty, unit price, recurring cycle). Ticks: create proforma, send mail. Save creates the WHMCS-style service and optionally the first unpaid proforma.
Open /accounting/services/:id. Same fields as create plus suspend/restore. Linked proformas sit on the record.
Accounting → Proformas → New. Fill: service/order, customer, customer name, subject, date, start date, due date, GST mode, currency, email, phone, GSTIN, billing address, discount, line items. Save numbers the proforma. Recurring cron clones due recurrences.
On a proforma: PDF/HTML (signature + payment QR), mail to the customer, Excel, customer Excel, zip many PDFs.
Accounting → GST invoices. Usually generated from a paid/accepted proforma. Open for tax invoice date (created date) and due (created + 5 days). Edit if you have the cap.
On a GST invoice → Void. Tax invoice date is created date; due is created + 5 days.
Accounting → Credit notes. List and detail against GST invoices.
Accounting → Payments (proforma). Record amount, date, account. View/edit the list.
GST-side payment records. View/edit from GST invoice detail.
On a payment, tick 26AS/TDS. That amount appears on the TDS report.
Accounting → Orders. Same service records; create/detail. No View Own — assigned billing staff see the list if they have the cap.
Accounting → Domain orders. View-only list of domain-type orders.
Accounting → Default terms. Edit the HTML that new proformas inherit.
Accounting → Sale goals → New. Fill: name, staff (one or more), start/end (default this month), sale target, description, recurring (repeat every N months, unlimited or N cycles). Save; cron rolls the next period. Open a row for actual vs target.
Accounting → Bank → New. Fill: display name, bank name, account number, IFSC/SWIFT, type (bank or card), branch, card number, card holder, notes, hint, sort order, active. Save is selectable on passbook and purchase payments.
Accounting → Passbook. Add a movement: account, amount, date, description, pool category. Client-currency lookup. Pool in / pool out moves between pools; wallet credits and vendor advances from here.
On passbook, Pool in / Pool out. Pick from-pool, to-pool, amount. Save moves money. Wallet credit/settlement and vendor advances use the same ledger.
Setup → Passbook pools → New: name. Used on passbook movements.
Accounting → Activity. Read-only billing log.
Reports → GST: invoice totals, tax, payment status.
Reports → TDS from proforma payments with the 26AS tick.
Customer → Statements, or Reports → Customer statement. Date range → PDF/Excel.
Settings → Cron → invoice reminders. Token URL mails due invoices.
Settings → Finance. Default tax, due-after days, number format, next number, currency placement, separators.
Setup → Taxes → New: name, percent. Currencies → New: symbol, default. Used on proformas and expenses.
Others → Subscriptions → New. Fill: name, provider, category, amount, currency, billing cycle (monthly…), start, renewal, end, auto-renew, status, login email, account URL, credentials notes, assigned staff, reminder days before, notes. Save; renew from the row (renewed-at, amount, notes).
Finance → Expenses → New. Fill: category, date, amount, currency, tax, tax 2, expense name, reference, note, customer, project, payment mode, billable, repeat every (or custom N day/week/month/year and cycles), create invoice if billable, send invoice to customer. Save. Categories: Setup → Expense categories → New (name, description).
Items / estimates / classic invoices / payments are disabled. Billing is Accounting (orders, proformas, GST).
On a proforma set recurrence; cron (token URL) clones the next one. Recurring proforma report lists them.
Role matrix still has invoices. It gates some finance insights and classic invoice-shaped access.
Old whmcs_services view grants Orders + Domain Orders + Services List together.
Insights → Cash: expected in, GST still open, staff payout, remaining cash.
Insights → Recurring: this month, next month, three months vs 3-month sales average.
19 capabilities
Vendors through invoices: each New form, copy-through-chain, vendor portal, AI extract.
Purchase → Vendors → New. Fill: company (required), vendor code, phone, VAT, city, website, address, active. Save opens the vendor. Statement panel on the detail.
Purchase → Vendor items → New. Pick vendor and catalog item. Save maps that SKU to the vendor (URL exists even if not on the slim sidebar).
Purchase → Requests → New. Fill: name (required), code, description, plus lines (item, qty, unit price, tax). Save is the PR; then submit into approval.
Purchase → Quotations → New. Fill: vendor, reference, date, expiry, vendor note, terms, taxable line items. Save. Copy from a request when you use Copy through the chain.
Purchase → Orders → New. Fill: name, number, vendor, project, order date, delivery date, vendor note, terms, line items with tax. Save. Copy from a quotation.
On a PO, return (purchase_order_return permission). Records goods sent back to the vendor.
Purchase → Contracts → New. Fill: contract name, vendor, value, start, end, project, content, note. Save opens the contract.
Purchase → Invoices → New. Fill: invoice number, vendor, invoice date, due date, currency, expense category, lines (item, qty, unit price, tax), discount total, shipping fee, admin note, vendor note, terms. Save is the vendor bill. Pay from the detail.
On a purchase invoice → Payment. Fill: amount, date, type (cash / bank transfer / wallet), company bank account, FX INR per unit, transaction id, note. Save reduces amount due.
Purchase → Debit notes → New. Fill: vendor, date, total, subtotal, tax, reference, admin note, terms, vendor note. Save credits against the vendor.
Purchase → Reports. Filter and view PO vs bills vs payments.
Purchase → Settings. Units, vendor categories (name), numbering prefixes for request/quotation/PO/invoice.
Separate /purchase/portal/login. Vendor email and password from the vendor contact.
After portal login: view own orders, quotations, invoices; export lists. Cannot create company POs.
On a request → Copy to quotation or order. On a quotation → Copy to order. On an order → Copy to invoice. Fields and lines carry over.
Purchase invoice → Extract from PDF. Upload the bill; review vendor, dates, lines, then Save. Uses the Gemini key.
On a request/quotation/PO, submit. Approvers in the chain Approve or Reject. Status updates on the document.
On Save of a vendor bill, a warning if number+vendor already exists. You can still continue.
Insights → Purchase: this month vs last month, PO versus vendor bills.
15 capabilities
Office punches, shift categories, the staff roster grid, workplaces, routes, and every Attendance settings tab — including the exact fields on New.
Open Attendance to see a staff × day grid for a date range: check-in, check-out, late, leave, and missing. Click a cell to open that day’s punches, edit times if policy allows, latch a value, or jump to leave history. Export/print from the report toolbar.
Raw punch list (who, time, workplace/IP/device). Use it to audit a day when the grid looks wrong.
Settings → Attendance → Categories → New. Fill: name (required), work start time, work end time, lunch start, lunch end, late grace in minutes, color, description. Defaults are 09:00–18:00 with lunch 13:00–14:00. This category is what you later drop onto the shift calendar. Edit or delete from the same list.
Settings → Attendance → Shifts → New. Pick departments and/or roles to filter staff, then select staff. Set from/to dates (default today + 60 days). Choose layout: by calendar dates, or repeat by weekday. The grid loads one row per staff and one column per day/weekday. Assign a shift type (the category you created) in each cell, optionally apply one type to all cells, skip Sundays, then Save. That roster drives late/absent vs the category’s start time and lunch.
Settings → Attendance → Workplace → New. Fill: name, address, latitude, longitude, allowed radius in metres (default 100), default yes/no. Then use Assign to attach staff to a workplace so mobile/web check-in must fall inside that geofence.
Field routes: first add a route point (name, address, lat/lng, radius, optional related customer/lead, default flag). Then add a route row: staff, point, work date, stop order. Monthly assignment can push a month of points to staff. Mobile uses these for the day’s visit path.
Settings → Attendance → Default settings. Recipients for attendance notices; toggles: allow updating check-in time, allow older dates, attendance by coordinates, device restriction, auto check-in when system opens, auto checkout, notify if check-in forgotten, email on each punch, IP restriction. Auto-checkout type: after X hours past shift end, after check-in X hours, login time X hours, or desktop silent/idle (idle hours + offset minutes). Also: forgotten-check-in delay, annual leave cycle month/year, approval-expiry notice hours, Google Maps API key, timekeeping form mode.
Settings → Attendance → Restriction. Turn IP restriction on, then add allowed IPs. Turn device restriction on, then allow listed hostnames. Punches from other IPs/devices are blocked when the toggle is on.
Settings → Attendance → Attendance policy. Per-policy rules for how late, early leave, and missing punches are treated against the assigned shift type.
Settings → Attendance → Permission. Per staff (non-admin): view/edit caps for timesheet functions. Admins show as all.
Staff with mobile_check_in_out punch from the EMS app (status, check-in, check-out). Server checks workplace geofence and, if enabled, valid IP/device. Dashboard tiles show in / late / missing / leave for a chosen date.
Dummy attendance page to seed test rows. Import punch files onto the grid when migrating or correcting a day.
Cron writes a check-out when auto-checkout is on: after shift-end + X hours, after check-in + X hours, or last desktop-tracker activity + offset. Open timers are stopped.
Export visits, attendance, monthly attendance, tour weekly/monthly, and task daily/weekly/monthly as CSV from Staff tracking reports.
Desktop reports hub: daily punch in/out, monthly days present, monthly in-out, and break vs idle vs online.
7 capabilities
Request types, the Type of leave master, yearly norms, holidays, and the approval chain.
Leave → New. Choose type: leave, late, go early, work from home, manual time, or overtime. Set staff (self unless you have global view), start and end date/time, reason. Late/early/WFH/OT use times as well as dates. Save submits into the approval chain. View Own sees only your rows.
Settings → Attendance → Type of leave → New. Fill: type name, timesheet symbol, optional slug. When it starts: eligible after N days or months from joining (0 = day one). How days are credited: Manual (you type a yearly quota on Norms of leave) or Automatic recurring (every day/week/month/year add X days after eligibility). Edit/delete from the list.
Settings → Attendance → Norms of leave. For a year, set each staff member’s quota (total / remain) per leave type. This is where manual credit is typed. Change year from the toolbar.
Settings → Attendance → Holidays → New, or HR → Day off. Fill: break date, type (holiday / event break / unexpected break), reason, optional department and role filters, optional repeat. Those dates do not count as missing on the attendance grid.
Settings → Attendance → Approval process. Add a chain: which leave types, which departments/roles/staff, and who approves in which order. Incoming requests follow that chain; Approve/Reject on the leave list applies the next step.
Leave list (View Global). Open a request to see times, type, and predicted punch effects (e.g. update check-in). Approve or reject; history stays on My leave history for the requester.
Personal list of your requests with status, dates, and type. No approval rights unless your role also has leave View Global.
18 capabilities
Jobs, candidates, interviews — New fields — plus public careers, apply, joining, and onboarding.
HR → Recruitment. Pipeline counts for jobs, candidates, interviews. Click a tile to open that list.
Recruitment → Jobs → New. Fill: campaign name, code, workplace, salary from/to, display salary, from/to dates, job description (AI generate available — Gemini), status (1 = published on careers), headcount, linked hiring proposal, position, department, manager, reason, ages from/to, gender, experience, form of work (full time…). Save publishes when status is open; closed hides from /careers.
Recruitment → Hiring proposals → New. Fill: proposal name, position, department, headcount, form of work, workplace, salary from/to, from/to dates, reason, job description, ages, gender, height, weight, literacy, experience, approver, status. Save is the plan you link on a job.
On New candidate, upload a CV → Extract. Fills name, email, phone, LinkedIn, qualification, years, skills, work rows. Review, then Save. Gemini key.
On a candidate/interview, evaluation form: scores and comments. Save is stored on the candidate.
When you Save an interview, calendar warns if that interviewer already has a slot.
Recruitment → Candidates → New. Fill: name, email, phone (required), alternate phone, LinkedIn, state, last salary, desired salary, position applied, highest qualification, current accommodation, interests, years experience, campaign, status, skills, work-experience rows. Save opens the profile. Edit from the list.
Candidate → Transfer to HR. Fill staff fields: first/last name, email, phone, password, role, active, admin, date of joining, designation, monthly salary, bank name, account name/number, IFSC, branch, PAN. Save creates the staff login. Tokened joining and onboarding forms collect the rest from the candidate.
Candidate → AI interview. Send link; review answers. Question count, audio/text default, and notify emails are Recruitment → Settings → AI interview.
Recruitment → Interviews → New. Fill: campaign, interview name, day, from time, to time, interviewer, position, description. Save; conflict warning if the interviewer is booked. Calendar view of the same rows.
Public /careers and /careers/jobs/:id. Lists jobs with status published. Apply uses the channel form.
/recruitment/forms/wtl/{campaign}/{key}. Candidate fills the channel’s fields and submits. Creates a candidate on that campaign.
Tokened AI interview wizard. Candidate answers (audio or text). Submit stores the session for staff review.
Tokened joining form mailed to selected candidates. Fill joining details → Submit.
Tokened onboarding wizard (documents, bank, etc.). Submit completes onboarding.
Recruitment → Careers settings / Channels → New. Fill: form name, form type, campaign (or global), language, submit button text, success message, candidate status after submit, staff to notify, notify-on-import, notify specific staff vs roles, optional reCAPTCHA, plus form-builder fields. Save issues a public apply URL for that form.
Recruitment → Settings. Careers portal options; AI interview tab (question count, default answer type audio/text, notify emails). Job copy and CV extract use Settings → Google / AI (Gemini).
EMS app: campaigns, candidates, interviews (read/create where the API allows).
4 capabilities
New cycle fields, leaderboards, and personal scorecards.
HR → Performance → Cycles → New. Fill: name, description, start/end (default this month), status (draft), departments, members, manager, recurring (repeat every N months, unlimited or N cycles), metric tiers. Save. Leaderboard and scorecards need staff_performance View Global.
HR → My performance. Own scorecard only when the role has view_own and not global view.
On a cycle, Review. Extra review cap on staff_performance. Scores and comments → Save.
Settings → Cron → performance cycles. Token URL rolls the next cycle from the recurring flags.
8 capabilities
Staff salary form, benefits, run (month/year/staff), advances, and slips.
Payroll → Staff → New. Fill: staff member, employee code, designation, monthly salary, date of joining, bank name, account name, account number, IFSC, branch, PAN, UAN, PF, ESI, notes, plus per-benefit amounts. Save is the row a run uses. View Global sees everyone; view_own is only your row.
Payroll settings → Benefits → New. Fill: name, type (allowance), calc (fixed), default amount, active. Save; edit/delete from the same tab. Amounts per staff are on the payroll staff form.
Payroll → Runs → New. Fill: title (optional; defaults to month name), month, year (dates auto-fill from/to), notes, staff to include. Save as draft. Generate lines, finalize all, mark all paid, download bank file (CSV/Excel/preview). view_own sees own lines/slips only.
On a run line: regenerate, deduct advance, performance bonus, PL cover late, granted extra, finalize/unfinalize, mark paid, slip PDF, email slip.
Payroll → Advances → Give advance. Fill: staff, amount, given date, reason, notes. Save creates an open advance with a ledger “given” entry; recover later from a run or repay. View Own sees only your advances.
Payroll → My slips. Open a month for the PDF. view_own vs view all slips.
Payroll → Settings. Company payroll options (view/edit). Benefits live on the Benefits tab.
Insights → Payroll: monthly net pay, salary movement, run status.
7 capabilities
New visit fields, live map, and mobile GPS check-in.
HR → Staff tracking (/hr/tracking). Tiles for visits, map, reports. Open a tile.
Tracking → Add visit. Fill: subject (auto-named if blank), visit type, tags, address + map pin (lat/lng), start date (default today), priority, related type + record (required), assignees, followers, description, status. Save is a field visit linked to that CRM/project record. Open a row for detail, status, locations.
Tracking → Map. Pins of last GPS from staff_location. Click a pin for the person.
EMS app posts staff_location/save and save_bulk (lat, lng, time). Web map reads those points.
On a field visit in the app: Check in / Check out at the location. Separate from office attendance punches.
App: today’s route, place suggest, related-record search and address (same fields as the visit form).
Tracking → Reports (needs staff_tracking reports cap). Settings: visit types, default radius. Export CSVs from Staff tracking reports.
41 capabilities
Agent plus web console: timers, screenshots, live view, DLP Add-policy fields, reports.
Install EMS Desktop Time Tracker (unsigned DMG/EXE). Auto-launch, tray, hidden startup. Login: HTTPS API URL, email, password. JWT in the OS keychain.
Tray → Start Timer / Stop Timer, or auto-start after login. Timer is stored in local SQLite until sync.
After three minutes idle the timer pauses; activity auto-resumes. idle_timer API records the pause.
Mouse, click, keyboard, scroll. Per-minute activity % syncs to the web dashboard.
While Active, a screenshot every 1–10 minutes (server interval). Multi-monitor, compressed, encrypted locally, then queued if offline.
SQLite queue retries sync_data with backoff. API URL must be HTTPS.
Pick an assigned ERP task (tasks_assigned / task_detail). Start/stop task_timer; active_task is what screenshots attach to.
Agent reads check_in_status. Desktop settings: check-in remind interval and task notify interval (minutes).
Agent polls control/poll for website/download/USB/app policies pushed from the web console.
Desktop → Live Preview. Pick staff/device → start. Agent polls live_view; stop ends it. View Own = own device; View Global = any staff.
On a device → Lock / Unlock. Agent polls screen_lock and acks. Admin only.
Desktop → Dashboard. Own or all staff (desktop_dashboard View Own / View Global). Date picker, activity %.
Desktop → Live activity. Who is online / active / idle right now.
Desktop → Apps / URLs. Usage by application and website for a date range.
Desktop → Tracked hours. Date-wise active hours (idle not counted).
Desktop → Screenshots. Filter staff and date range. Open a thumbnail.
Desktop → Timeline. One staff, one day: active/idle blocks.
Desktop → Devices (also /cops360/devices). List and detail of enrolled PCs. View Own vs Global.
Desktop → Website Blocking → Add. Fill: display name, URL/pattern, match type (domain), mode (block or allow), enable, scope (all staff or selected staff/devices), notes. Save. The agent polls this policy and blocks or allows matching sites.
Desktop → Download control → Add. Fill: name, mode (block/allow), enable, scope (all or selected staff/devices), notes. Save. Agent applies the policy.
Desktop → USB storage → Add. Fill: name, mode, enable, scope, notes. Save. Agent blocks or allows USB storage.
Desktop → File transfer → Add. Fill: name, mode, enable, scope, notes, plus ticks: block USB, block browser downloads, block transfer URLs, block transfer apps. Save. Needs file-transfer CRUD permission.
Desktop → Application access → Add. Fill: name, mode, enable, scope, notes, applications (one per line). Save. Agent blocks or allows those apps.
Desktop → Settings. Intervals (screenshot, sync, idle timeout), screenshot/events/token retention days, categories, Focus rules, department productivity, URL/app patterns, discovered mappings. Save writes what the agent polls.
Desktop reports → Breaks: breaks taken vs idle vs online for the date range.
Desktop reports → Time & motion / summary / organisation activity: productive time and previous-month comparison.
Desktop reports → Heatmap: users present per hour and average activity %.
Desktop reports → Productivity: % and team-wise outliers.
Desktop reports → Logs: application usage and website visits.
Desktop reports → Manual time: user time-log entries with source and approval status.
Desktop reports → Usage: breakdown by category, apps, and productivity.
Desktop reports → Timesheet: hours from the agent vs ERP timers.
Desktop reports → Alerts: tracker alert rows for the range.
Bundled with the agent: guards WhatsApp file sends on the desktop. No extra form — enabled with the build.
Agent calls week_summary, settings, policy_versions, dashboard, screenshots, logout on the stafftraking API.
Tray: Open Dashboard, Start Timer, Stop Timer, Logout, Exit.
Local store is encrypted with HMAC integrity; JWT in keytar. Tamper fails sync.
Role ticks: desktop_report, desktop_tracker_report, desktop_live_view each have View Own and View Global.
Desktop settings → patterns. Add URL/app pattern, map to a category, Focus rules, department productivity. Create/edit/delete via desktop_settings.
Desktop settings: days to keep screenshots, events, and tokens. Older files are pruned.
Desktop settings: task notify interval (minutes). Agent reminds about assigned tasks.
4 capabilities
New asset fields, allocation to staff, and return.
Assets → New. Fill: name (required), code, quantity, unit, serial, group, department, location, purchase date, warranty period, unit price, supplier name/phone/address, description. Save adds it to the register. Open a row for history.
On an asset → Allocate. Pick staff, quantity (cannot exceed remaining), date. Save assigns it. List of allocations on Assets → Allocations.
On an allocation → Return / Evict. Records the asset coming back to stock.
Setup → Asset groups → New: name. Pick the group on the asset form.
1 capabilities
New entry types (server, login, FTP, social, license) and visibility.
Vault → New. Type: server / login / FTP / social / license. Fill: title, then type-specific fields (server address, port, username, password, FTP protocol/root, social platform/profile URL, license item URL/purchase code/domain/type/expiry/support expiry), description, customer, project, share in projects, visibility, visible staff. Save. Popup viewer; stats; mobile list.
4 capabilities
New article (subject, group, body) and optional customer-portal KB.
KB → New. Fill: subject (required), slug, group, body, active, staff-only. Save. View by slug. Customers see non-staff articles if portal KB is on.
KB → Groups → New. Fill: name, slug, description, color, order, active. Save is the group drop-down on New article.
KB → Feedback. Counts of helpful / not helpful per article.
Settings → Customer portal: use_knowledge_base and knowledge_base_without_registration. Tick to show articles on the classic portal.
3 capabilities
Master documents with merge fields, then send.
Documentation → Sent log. Who was mailed which document.
Documentation → Settings → Master documents → New. Fill: title, subject, email message, content (merge fields), company letterhead, active. Merge-fields list is the tokens you insert in content. Separate from Send.
Documentation → Send / download. Fill: related type + entity, master template, email, name, company, phone, date, staff name, address/city/state/ZIP/country, merge-field extras, subject, email body, attach PDF + PDF content. Send emails and writes the sent log. Save draft keeps it without mailing.
1 capabilities
New rule: type, cooldown, recipients.
Alerts → New. Fill: name, rule type (e.g. staff_inactive), cooldown hours (default 24), recipient staff ids, description, active. Save. Logs and health on the same module; mobile alerts meta.
1 capabilities
New agency (name, phone, category) when the agencies table is present.
Agencies → New (when tblagencies exists). Fill: name, phone, email, address, description, category, active. Categories → New: name, color. Save.
8 capabilities
General, company, localization, Gemini, Pusher, Flutex — field by field.
Settings → General. Fill: company name, main domain, phone, logo filenames, favicon, allowed upload types. Save applies across the shell.
Settings → Company. Fill: legal name, address, city, state, country code, VAT/GST, company phone, postal code, info format (merge tokens for PDFs).
Settings → Localization. Date format, time format, timezone, language, require VAT field. Save changes how dates print.
Settings → Google / AI. Gemini API key and optional model (blank = gemini-2.5-flash-lite). Used by: WhatsApp AI Reply, mailbox AI Reply, task checklists, proposal extract, purchase-bill extract, job copy, CV extract, Automail, meeting notes. Meetings may add a separate OpenAI key for Whisper.
Settings → E-Sign. Legal text plus ticks for estimate/proposal identity confirmation when the document is accepted.
Settings → Pusher. App id, key, secret, cluster. Ticks: realtime notifications, desktop notifications, auto-dismiss seconds. Needed for staff chat and live toasts.
Settings → Flutex. Mobile / EMS API options used by the phone app.
Setup → Document types → New: name. Staff form uploads use these types.
8 capabilities
Extra Flutex surfaces that are not just mirrors of a single web screen.
EMS app → Profile. Name, photo, change password (employee_profile paths).
EMS app → Contacts. List/detail of CRM contacts (same people as customers/leads).
EMS app → Accounting hub. Counts for orders, proformas, GST — not a separate product.
EMS app can read the permission catalog (admin). Same matrix as Settings → Roles.
Read-shaped lists for remaining Flutex paths (assets, KB, vault, agencies, vendors, expenses, subscriptions, GST credit notes, sale goals, service items, payments, purchase invoices, alerts, recruitment). Writes may return “not available on the new server yet.”
EMS communicator: email accounts, inbox, counts, refresh, compose (To/CC/BCC/subject/body), send, bulk, star, read — same fields as web Compose.
While chatting or mailing, crm-lookup by phone/email opens the matching lead/customer.
The Android/iOS app still has leftover classic invoices/estimates/items screens. Those modules are removed from the web SPA; billing on web is Accounting (proforma/GST).
5 capabilities
Named so you do not hunt for modules that are not in this product.
There is no point-of-sale module in this product — do not look for a till or barcode checkout.
No BOM, shop floor, or manufacturing planning screens.
No warehouse inventory beyond asset quantity history and purchase vendor items.
Customer portal options and contact module flags are stored here; invoice/ticket login for customers remains the classic clients area, not this Vue shell.
WhatsApp uses the chat gateway and Meta Cloud API, not Twilio. Do not configure a Twilio SID.
2 capabilities
Catch-all permissions still in the role matrix.
Role matrix → Utilities view. Gates miscellaneous tools that are not a full module.
Role matrix → Support view, alongside tickets. Tick it if the staff should see support extras.
1 capabilities
Enrolled device visibility; the working UI is under Desktop Tracker.
Role: View Own vs View Global on enrolled EMS devices. The working UI is Desktop → Devices.
No features match that filter. Clear search or choose All.
Source: COPS 360 Laravel + Vue modules, permission catalog, Vue router, Flutex admin API, stafftraking API, and EMS Desktop Tracker. Classic Perfex Sales (items / estimates / classic invoices) is disabled; billing is Accounting (WHMCS proforma / GST). Some Flutex write paths still return “not available on the new server yet.” Customer portal runtime remains the configured clients area; this staff app owns the settings and the CRM records behind it.