Explain it
Available here: understand reviewed capabilities, access and limitations.
FoundationCurrent organisation
WholeDesk control plane
Platform Console
Operate every tenant without weakening tenant isolation.
Tenant directory
Customer workspaces
Open each branded workspace for demonstrations and testing. Support access remains separately governed and audited.
No tenants match this view.
Private product-owner inbox
Customer feedback
Only the assigned WholeDesk product owner can review, reply and approve work across customers.
Production release
Production release control
No approved feedback has a verified candidate. Production promotion remains locked.
Immutable manifest and components
Verification and execution gates
Customer feedback is never treated as source code, a build instruction or a deployment command. This control can only queue the exact independently verified candidate shown here.
No customer feedback is waiting.
Help shape WholeDesk
Feedback
Tell us what worked, what got in the way, or what would make the platform better. Your feedback stays connected to your verified team account.
Feedback history
Your submissions
You can follow the feedback you have submitted from this account.
No feedback has been submitted yet.
WholeDesk Guide
What can WholeDesk do?
Explore reviewed capabilities across the platform, what is available now, what your role can access, and what is still planned.
One WholeDesk assistant
Explain it. Show me. Do it.
Every future conversational action will use the same permissions, confirmations and approvals as the ordinary workspace.
Show me
Planned: accessible, step-by-step guidance with captions, speech and visible controls.
PlannedDo it
Planned: conversational commands with review, confirmation and governed execution.
PlannedVerified catalogue
Platform capabilities
No action is run from this guide. “Open existing workspace” only navigates to a capability that already exists.
No capabilities match these filters.
WholeDesk Team
Team workspace
Channels, direct messages and action requests for the ILS team.
Automatic refresh starts when Team is visible.
Your team. One working conversation.
Message, meet and move work forward
Create a channel, group conversation or direct message. Start secure video calls, share your screen, direct an @mention and keep action requests visible until they are resolved.
Video meetingsCamera, microphone and screen sharing inside the conversation.
CheckingChannels & groupsOrganise the team by project, function or working group.
AvailableMentions & action requestsDirected work stays in For you until it is acknowledged or resolved.
AvailableInternal conversation
Conversation
0 for you
Search covers loaded messages and conversation names.
ILS · ALTURA
Operations overview
Priority work, today’s schedule and the next decisions in one place.
Inclined Lift ServicesWelcomePreparing live view…
Portfolio and service
Operational health
This week
Delivery snapshot
In progress—
Awaiting action—
Breakdowns—
Maintenance—
Retrofits / modifications—
Quick actions
Move work forward
Open the live registers used across ALTURA without leaving the ILS tenancy.
Google verified · Membership active ·
Unified customer conversations
Communications
One team inbox for new enquiries, customer questions, jobs, services, calls and follow-ups.
Team inbox
Conversations
Select a conversation to see its complete message history.
Conversation
Conversation
ILS controlled launch
ALTURA Go-Live Centre
Prepare the real users and reference data needed for the first field-service pilot without bypassing review or tenant isolation.
Internal field pilot
Checking…ILS users, mobile technicians, customers and service work types.
Customer communications
Checking…Verified provider delivery for approved email and SMS.
simPRO two-way sync
Checking…Provider authorization, reconciliation, conflict handling and production certification.
Live tenant checks
Launch checklist
Recommended order
Start the pilot
- Add the ILS field teamInvite exact verified emails and enable mobile access.
- Load pilot customersCreate them directly or stage the approved source export below.
- Create the first real jobChoose work type, customer, visit time and technician.
- Run the field visitRecord travel, arrival, work, photos, sign-off and report preparation.
Controlled source migration
Stage a simPRO reference export
Preview customers, sites and lifts from a WholeDesk CSV template. Staging is review-only: it does not change live records and it is not two-way synchronization.
Choose a CSV created from the WholeDesk template. Maximum 250 rows per reviewed batch.
Customer relationships
Customers
Customer organisations for this tenant.
Customer register
All customer accounts
Hover for a quick preview. Select the row or its workspace action for complete context.
| Customer | Type / industry | Primary contact | Status | Workspace |
|---|
No customers yet.
Customer & job record
History
Search completed and archived jobs, activity and attachments in one place.
Completed & archived jobs
0 jobs| Job & service | Customer / project | Status | Priority | First attendance | Visits |
|---|
Customer and job timeline
0 events| Occurred | Customer / job | Activity | Recorded by | Open |
|---|
Attachments
0 files| File | Customer | Job | Size | Open |
|---|
Governed imports
Imports
0 import history recordsCompleted and terminal import decisions are retained here as read-only history.
| Record | Status | Summary | Completed |
|---|
Project delivery
Projects
Plan and track genuine customer projects. Operational jobs stay in Service Operations.
| Project | Customer | Status | Progress | Actions |
|---|
No genuine projects yet. Jobs are available in Service Operations.
Installed equipment
Assets
One live register of lifts, equipment, customers and service locations for this tenant.
Asset register
0 assets| Asset | Customer | Location | Equipment | Serial | Status | Actions |
|---|
Capture opening stock
Development: counts start as unsaved local drafts. Server saving requires an enabled tenant service and confirmation. Photos upload privately before the count saves and remain unscanned/unreviewed. Barcode mapping is not connected; scanned barcode evidence still blocks saving. Download unsaved work before leaving. This does not receive, issue or approve stock.
Catalogue not loaded.
Item not in the catalogue?
Record what is physically here now. Enter its description, location, count and unit above; a part code is optional. Add the label barcode and a photo if available. Do not use quantities from a job BOM or count material already consumed.
This creates a review record, not an approved item or stock balance.
Reopen a saved revision
Opening a historical revision does not make it the latest. Conflicting saves are rejected.
Physical stock awaiting review
Saved observations are evidence of a count, not available stock. Identification, units and duplicate counts need review before any catalogue or opening-stock approval. Photos are stored privately and are not displayed here.
No review page loaded.
Inventory / Opening counts
Opening stock review
Review each part, its location and its counted quantity before opening your inventory ledger.
What file can I open?
A JSON review bundle containing registry, draft and optional decision from the opening-count workflow. Not an Inventor snapshot, PDF or price list. Maximum 2 MB / 500 count rows. File contents are displayed, not authenticated or verified.
No count loaded. Open a review bundle for this tenancy. Saved counts are not connected yet.
Count register
Parts & locations
| Part / description | Location | Counted | Unit | Source row |
|---|
No rows match these filters.
Counted quantity is not available stock. No opening balance, reservation or variance is assumed.
Engineering & manufacturing
Job BOM & parts
Job-specific parts, quantities, drawing references and source images. Saved imports remain separate from manufacturing approval.
Inventor assembly trees
Review assemblies and their nested components from a saved connector capture. Quantities retain Inventor's reported values, including lengths. This import does not approve manufacture, link a job automatically, change stock or write back to CAD.
Import connector snapshot
No assembly capture loaded.
Manufacturing preparation
Parts register
Choose a saved BOM source to open its parts register.
| Reference image | Part / assembly | Qty | Drawing number | Unit | Revision | Status |
|---|
Source documents & upload
Source file uploads
Store files separately from CAD sync and BOM approval. PDF, CSV, XLS/XLSX, IPT, IAM, IDW, DWG, DXF and STEP/STP; one file at a time, maximum 15 MB. Stored sources are unreviewed and not malware-scanned or executed. A job/reference label does not automatically attach a file to a job record.
Files are saved only after the server confirms the upload.
Read-only preview, not a manufacturing approval. PDF scripts, interactive forms and links are not enabled.
3D mesh preview — local only
Inspect STL exports with rotate, zoom and pan. Native Inventor 2015 and STEP conversion is not connected. Files remain on this device and are cleared when you leave. No CAD edits, uploads or BOM changes. STL has no verified units, part identities or assembly relationships; multiple files must share export coordinates.
No 3D model loaded. Local STL preview is not saved or linked to the BOM.
Drag to rotate; scroll/pinch to zoom; right-drag or two-finger drag to pan. Select a mesh in the model or list.
CSV BOM preview
Review an exported BOM and matching PDF drawing fingerprints. This CSV preview is not saved and selecting PDFs here does not upload them; use Source file uploads above for storage. Production approval is not connected. Leaving this module clears previews, not successfully stored source files. No stock or purchase orders are changed.
Confirm source columns
Map exported quantities and their units explicitly. No units, revisions, materials or manufacturing processes are inferred. Drawing cells must match the selected PDF filename exactly.
No import loaded. Review previews are not saved to the server.
PDF source review & proposed corrections
Load the extracted PDF review JSON, then select the original PDFs to verify their fingerprints. Sources stay separate. Proposals do not change original data, approve manufacturing, update prices or move stock. This local session is cleared when you leave; download proposals before leaving. Server storage is not connected.
Local review only. Nothing is saved to the server.
Propose a correction
Sales & estimating
Quoting
Quote and job history, materials, installation options and job pricing. Separate from company finances.
Previous quotes and jobs
| Reference | Customer / description | Status / activity | Action |
|---|
Price a job
Save a draft to retain your work and revision history. Drafts are not issued customer quotes. Historical quotes and catalogue prices are never changed by editing a draft.
Unsaved draft
Quoting catalogue and price adjustments
WholeDesk prices are separate from Simpro source evidence. Changes do not write back to Simpro or alter issued quotes.
| Part | Description | Group | WholeDesk price, ex tax | Action |
|---|
Commercial operations
Finance
Invoices, quotes, purchase orders and financial activity in one secure workspace.
Invoices
0 invoices| Invoice | Customer | Date / due | Status | Total | Paid | Due |
|---|
Quotes
0 quotes| Quote | Customer | Validity | Status | Total |
|---|
Purchase orders
0 purchase orders| Purchase order | Supplier | Order / required | Status | Total |
|---|
Imported finance records
0 records| Record | Organisation | Date | Summary | Amount | Allocation |
|---|
Planning & resources
Operations Calendar
Booked breakdowns, maintenance, service, projects, team availability, approved leave and unassigned work in one tenant-governed view.
Shared schedule
This week
BreakdownServiceProjectLeaveAvailableConflict
People & capacity
Team availability
0 peopleAction centre
Unassigned & conflicts
0 itemsOperations
Service work
Find, update and schedule every service job from one durable record.
WholeDesk-wide service viewSummary numbers and the register below cover every permitted service job. Open a row for one clearly separated job workspace.
Service work register
0 jobs| Job & service | Customer & site | Work type | Status | First attendance | Visits |
|---|
Customer report cards
Select a jobOperational history
0 events| Occurred | Activity | Work order | Visit | Origin | Evidence |
|---|
Technician field workspace
My Field App
Your next visits, site details and field actions in one focused mobile workspace.
Visit queue
Active & upcoming
Current and planned visits ready for field action.
0 visits
No visits match this view.
People & Culture
Your people, connected
Manage organisation structure, team access, leave and workforce availability from one secure workspace.
Workforce directory
0 people| Person | Role / unit | Worker type | Access | Status | Actions |
|---|
Staff-authored support
My help requests
Tell your authorised managers what support would help. Open requests are also visible read-only to authorised tenant or WholeDesk platform administrators. WholeDesk never infers a request from your activity, messages, attendance or location.
Your requests
0 requestsYou and managers already authorised through your direct-report or managed-unit relationship can read these requests. Managers cannot edit, resolve or withdraw them; only you can close your request.
Permission-scoped team evidence
Manager overview
See achievements recorded on the selected day, current staff-authored help requests and current work state dated through the selected date. This is not a reconstructed historical snapshot.
Selected day and current work
Permission-scoped evidenceShowing permitted staff
This view contains permission-scoped work evidence and explicit staff-authored help requests. Managers can read but cannot change a help request. Private notes, messages, precise location trails and inferred employee sentiment remain excluded. Missing evidence does not mean no work occurred.
Evidence, not scoring
Team KPIs
Completed visits and submitted work records cover the selected period. Outstanding and unresolved visits are current database state for work dated through the selected date, not a reconstructed historical snapshot. WholeDesk does not calculate ratings, rankings, targets or productivity scores.
30-day evidence period
Operational evidence by staff member
0 peopleShowing permitted staff
| Staff member | Completed visits (period) | Submitted work records (period) | Currently outstanding from work dated through selected date | Currently unresolved from work dated through selected date |
|---|
Counts are shown with their supporting evidence totals and must be interpreted in work context. They are not comparable employee scores.
Human review required
Staff review evidence
Prepare a fair conversation from period achievements and current open work dated through the selected date. The open-work counts are not a reconstructed historical snapshot. No automated appraisal or private manager note is created here.
30-day evidence period
Showing permitted staff
A manager must review the evidence, consider work allocation and context, and speak with the staff member. WholeDesk does not produce an automated rating.
Exact-ID workforce crosswalk
Simpro staff mapping
Review source employees, prepare ordinary expiring access, and link their retained history and active visit assignments only after exact-email identity claim.
Preparation creates no administrator roles and sends no email or SMS. Personal and external addresses remain held until their identity and scope are separately approved.
Employee crosswalk
0 source employees| Person | Source identity | Access plan | Mapping state | History / bookings | Action |
|---|
Clear ownership, connected teams
Organisation structure
See how departments, branches, teams and work centres connect, who leads them and where people belong.
Operating structure
0 unitsFlexible work, governed
Leave & availability
Request time away, record working location and manage approvals from web or mobile.
Leave requests
0 requests| Team member | Leave | Dates | Units | Status | Decision |
|---|
WholeDesk Studio
Workflow Studio
Design, govern and improve the operating processes that move work through your organisation.
Workflow library
0 workflows| Workflow | Entity | Status | Versions | States | Automations |
|---|
Platform administration
Integration Centre
Connect the systems your organisation already relies on, with governed two-way data exchange through one secure workspace.
Governed integration delivery
One platform, connected safely
Catalogue entries show verified readiness, not marketing availability. Every provider must independently pass authorization, synchronization, security and recovery checks before activation.
Unified communications
Communication connections
Configure the tenant sender identity and intended direction for email, SMS, telephone and WhatsApp. Saving requirements does not activate a provider or send a message.
Provider catalogue
Enterprise connections
Define requirements for a foundation connector or register an enterprise request.
Operational evidence
Connection and sync health
Live tenant-scoped lifecycle, credential and synchronization evidence. Secret values are never displayed.