Calendar
Later / reference Setup, crew, equipment, revenue, and renewal checks
At a glance
Crew availability
Company setup checklist
0 completeVehicles needing action
Equipment needing service
Revenue / quote summary
Jobs at risk
Unassigned work
Upcoming renewals
Operations Board
Dispatch work, spot blockers, and keep field crews moving.Field job list
Jobs awaiting crew assignment
Select a job to assign supervisors and labourers.
Current workload
Filter the register by stage or open a job to review its dispatch details.View and manage all quotes in your pipeline.
Quote pipeline
See momentum, follow-ups and recent quote activity at a glance.
Job details
Manage, assign and follow up work across every job.
Follow up due
Tasks
Open tasks, current work first
Staff
Manage crew access, roles, availability, and team assignments.
Where everyone is
Crew directory
Field staff who can be assigned to teams, jobs, and attendance.
Teams
Group supervisors and crew for faster dispatch.
Create a team once your staff profiles are ready.
Contact details
Employment
Recent activity
Contracts and other staff paperwork will appear here when document storage is connected.
Timesheets
Job history
Completed workplace and site inductions will appear here when that record type is connected.
Courses and competency records will appear here when training data is connected.
Internal notes will appear here when a persistent staff-notes field is available.
Client records
Open an account to review contacts, sites, jobs, quotes and account history.
Imported CRM
Showing HubSpot activity from 1 January 2025 onward. Older source records remain safely archived.
Account information
Contacts
Keep former contacts in the company history without using them for new work.
Client activity
Job history
Recent changes
Coming soon
Campaigns, repeat-work reminders, and client marketing tools are not implemented yet.Client email workbench
Due-today admin queue
Coming soon
Operations reports, exports, and scheduled KPI emails are not implemented yet.Staff hours
Stock, equipment, vehicles
Asset workspace
Desktop workspaceTracked equipment
Review ownership, location, linked work, and service status.Inventory items
Vehicle list
Admin profile
Workspace settings
Manage how City Line Marking works across office and field teams.
Company profile
Details used across jobs, client communication and the crew app.
People & access
Control who can administer the workspace and what field crews can see.
Jobs & scheduling
Current dispatch safeguards and where to manage scheduled work.
Communications
Manage the real mailbox and job-linked email templates.
Integrations
Connect services used by client, email and scheduling workflows.
Field mapping and sync log
Security & data
Review access, export workspace records and manage retention.
Connected tools
HubSpot
Connection status loads after sign-in.
Email provider
Mailbox status loads after sign-in.
Google Reviews
Workspace review-link status loads after sign-in.
Weather
The provider is checked when a forecast is requested.
Field mapping and sync log
Sync activity
Integration health
How can we help?
Find a workflow guide or send a support request with the right workspace context attached.
Search City Line guides
Use plain language, such as “move a job” or “invite staff”.
Popular workflow guides
Your recent requests
Only requests submitted from your account are shown.
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