Access Control & Entry Systems

Introduction

The Access Control & Entry Systems Industry Pack is a tailored solution designed to meet the unique needs of businesses specialising in access control and entry system services. This pack is equipped with advanced dashboards, essential reports, and critical forms to help ensure compliance, streamline your operations, and drive maximum performance.

This industry pack provides:

• 6 Dashboards: Gain real-time insights into financial performance, preventive maintenance, sales pipelines, and engineer productivity to optimise decision-making and operational efficiency.
• 6 Essential Forms: Ensure compliance with key standards like BS EN 16005:2012 and BS EN 12453:2017, while maintaining safe and effective operations for automatic doors, gates, and shutters.
• 36 Comprehensive Reports: Monitor performance metrics, track customer insights, and analyse operational data to enhance customer satisfaction and profitability.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Reports

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Purchase Invoice Analysis
• Job and Visit Details
• Job Performance and Cost Analysis
• Quote Tracking and Analysis
• Monthly Timesheet Report
• Customer Profile and Receivables
• Vehicle Safety Inspection
• Site Insights & Receivables
• Job Performance KPI
• Non-Productive Time KPI
• Purchase Order Details
• Asset Inventory & Financials
• Stock Inventory Details
• Adept Sage Purchase Export
• Adept Sage Sales Line Item
• Kashflow Sales Export
• Pegasus Opera Purchase Analysis
• Pegasus Opera Purchase Transaction
• Pegasus Opera Sales Analysis Export
• Pegasus Opera Sales Transaction Export
• Quickbooks Purchase Export
• Quickbooks Sales Invoice Detailed
• Sage 200 Purchase Invoice Export
• Sage 200 Sales Invoice Export
• Sage 50 Purchase Export
• Sage 50 Sales Export
• Sage Purchase Business Cloud Accounting
• Sage Purchase Invoice Export
• Sage Sales Business Cloud Accounting
• Sage Sales Export
• Xero Purchase invoice export
• Xero Sales Export
• AccountsIQ Export Report
• Xero Export Canada

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Automatic Door Risk Assessment Checklist (TADRAC)
• Automatic Door Worksheet (TADW)
• Gate Worksheet (TGW)
• Shutter Worksheet (TSW)
• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-Site Risk Assessment (RAandSDWSRA)
• Vehicle Checklist

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• JLD01: Finance
• JLD09: PPM
• JLD04: Quotes
• JLD07: Engineer Performance
• IACES01 Entry Systems Compliance
• IRA01 Risk Assessment

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.