TRIMEDX Service Tracker

Open orders

Total labor hrs

Parts cost

Revenue (invoiced)

Work Orders

All TRIMEDX service records

New Work Order

Click the mic on any field to dictate

Customer / Facility

Contact Email (for auto-email notifications)

Equipment

Asset Number

Work Order #

Status

Primary Technician (TRIMEDX)

Service Date

👥 Additional Assignees

🏭 Vendor / Subcontractor

Include vendor on this WO

Customer Address (for travel distance)

📍 Auto Travel Distance Acquiring GPS…

Customer address (destination)

Starting point

Your location: detecting…

Equipment Photos (tap + to attach, drag & drop, or Ctrl+V to paste)

Description / Notes

Problem

Resolution

TRIMEDX Time & Travel

Labor Hours

Labor Rate ($/hr)

Travel Miles

Travel Time (hrs)

Travel Cost ($)

Other Expenses ($)

Parts Used

Part #	Description	Qty	Vendor Cost	Unit Price	Total

Time & Travel — Vendor Cost

Labor Hours (vendor)

Labor Rate ($/hr) (vendor)

Travel Miles (vendor)

Travel Cost ($) (vendor)

Other Expenses ($) (vendor)

Parts Swap — Vendor Cost

Add vendor parts here and/or enter per-part vendor cost in the Vendor Cost column above. Both are included in margin totals.

Vendor Part #	Description	Qty	Vendor Unit Cost	Total

📞 Dispatch

Service call intake & scheduling

Date

Time of Call

Call #

Equipment Model

Unit #

Equipment Status

Service Area / Facility

Problem Area

Problem Description

Problem Type

Reported By

Assign Technician

Priority

Service Called?

Additional Notes

📅 Schedule / Calendar

Scheduled calls this month

No calls scheduled yet.

Recent Dispatch Calls

Invoice

Generate and export invoices

Select Work Order

Dashboard

Revenue, labor and travel at a glance

Revenue by month

Labor hours by technician

Travel miles by month

Orders by status

💰 Revenue Report

Cost savings, revenue & vendor comparison

Date Range

Report Type

📊 TRIMEDX vs Vendor Cost by Month

💰 Monthly Savings

🧾 Invoiced Revenue by Month

🛡️ Cost Avoidance Cumulative

📋 Work Order Detail

Date	WO #	Customer	Equipment	TRIMEDX Cost	Vendor Cost	Savings	Savings %	Invoiced	Status

🗂️ Equipment History

Full service history by asset number

🔍

Travel Log

All work orders with travel recorded

Date	Work Order	Customer	Technician	Destination	Miles	Travel Cost	Status

PM Schedule

Preventive maintenance tracking & alerts

Technicians

Manage your service team

📋 Service Report

Two-stage service request & completion form

TRIMEDX SERVICE REPORT

Record No: —

📨 Section 1 — User Service Request Filled by requestor

Date

Time

Record No

Equipment Model

Unit # / Asset

Equipment Status

Select Service Area / Facility

Select Service Model

Serial #

Problem Area

Problem Description

Problem Type

Reported By

Portable / Cart Location

🔧 Section 2 — Technician Completion Filled by technician 🔒 Submit request first

Customer

Condition Found

Solution

SN# (Service)

Resolution of Problem

Service Date

PO #

Service Time Tracking

Travel

Total: 0.0 hrs

Wait

Total: 0.0 hrs

Service

Total: 0.0 hrs

Serviced By

Assist By

Call Complete

Total Labor Hours

Downtime Hours

Parts Used

Part #	Description	Qty	Unit Cost	Total

Total Parts Cost

$0.00

Total Travel Cost

Total Labor Cost

Total Cost of Invoice

$0.00

📸 Vendor Report Scanner

Photo or upload a vendor service report — AI extracts all fields

📸

Take a photo or upload a vendor service report

Supports JPG, PNG, PDF — Siemens, Philips, GE, and any vendor

📓 Development Log

Track time, features, and deployments for TRIMEDX Service Tracker

Live Activity Feed

Actions will appear here in real time...

💬 Dev Notes (Chat Style)

No notes yet — type below

Date	Version	Type	Features Built	Developer	Hours

Settings

Travel rates and data sync

Company / Branding

Primary Company Name

Secondary Company Name

Service Report Header

Travel Rate

Rate per mile ($/mi)

Round trip?

🤖 AI / Anthropic API Key

Required for the Vendor Report AI scanner. Get a free key at console.anthropic.com

API Key

📧 Auto-Email Settings (EmailJS)

Send automatic emails when work orders are created, dispatched, completed, or invoiced. Free account at emailjs.com — 200 emails/month free.

From Name

From Email

EmailJS Public Key

EmailJS Service ID

EmailJS Template ID

EmailJS Setup (5 min):
1. Sign up at emailjs.com → Add Email Service (Gmail/Outlook)
2. Create Template — use variables: {{to_email}} {{subject}} {{message}} {{from_name}}
3. Copy your Public Key, Service ID, Template ID above
4. Click Save Settings

Send emails when:

Work order created Tech dispatched Work order completed Invoice generated

Export your data to share with teammates. Import on another device to sync. Save to a shared network folder for team access.

📊 Excel Import / Export

Download a template, fill it in Excel, then import it back. Works with existing spreadsheets too.

⬇ Download Templates

⬆ Import from Excel

📂

Click to select Excel file

Supports .xlsx and .csv — any sheet layout