Xpert FSE

Estas aqui Panel Resumen general del sistema web aislado y estado de lectura.

Flujo sugerido: Panel > Clientes > Equipos > Visitas Base: Clientes 0 | Equipos 0 | Visitas 0

Panel

Requiere atencion Prioridades de hoy

Contratos por vencer 0

Proximos PM 0

Garantias por vencer 0

Tareas abiertas 0

Trabajo activo Agenda y tareas

Agenda tecnica (hoy)

No hay registros.

Drag a visit or visit task to the right technician to reassign.

Analitica Reportes y tendencias

Total clients 0

Total equipments 0

Total visits 0

Critical open 0

Contracts at risk 0

Retained potential revenue $0.00

Visits last 30 days 0

Closed visits % 0%

Renewals this month 0

PM done vs pending 0 / 0

Operacion estable: ventas, PM y sync sin acciones criticas.

Seguimiento automatico

Cola diaria de acciones

Documentos sin firma, sin email o incompletos que requieren atencion.

Seguimientos abiertos0

Firma0

Email0

Revision de datos0

No hay seguimientos pendientes.

Modo sin internet

Continuidad operativa

La app avisa que queda en cola y que se puede seguir haciendo localmente.

Revisando

Sin datos de conectividad.

Flujo operativo

Trabajo diario del tecnico

Cliente -> Equipo -> Visita/Entrega -> Firma -> PDF/Email -> Sync.

Cargando flujo...

Supervisor

Carga por tecnico

Visits, deliveries, signatures and open items grouped by owner.

Sin actividad de tecnicos.

Cierre diario

Antes de cerrar el dia

Sync, emails, firmas, documentos incompletos y backup.

Sync pendiente0

Firmas0

Emails0

Datos0

Cierre limpio.

Ciclos operativos

PM y Dosimetria

Open items, next cycles, contracts and badge reading/delivery.

No hay ciclos pendientes.

Instalacion

Checklist operativo

Resumen compacto. La evidencia completa esta en Settings.

0% Pendiente

Centro de estado

Estado general

Web/API--

Desktop DB--

SMTP--

Tailscale / Funnel--

Backup--

QA--

Ultimo error: - Ultima revision: -

Historial documental

PDF, emails, firmas y exports recientes.

No hay actividad documental reciente.

Inteligencia operativa

Clientes, equipos, documentos y alertas

Follow-ups0-

Equipos en riesgo0-

Portal cliente0-

Cola offline0-

Smart Follow-Up

Equipment Health Score

Customer Timeline

Document Center 2.0 / Portal

Smart Alerts

Templates por tipo de servicio

Centro de decisiones

Risk Radar

Vista 360 por cliente

Assistant interno

Modo auditoria/legal

Follow-up automatico por flujo

Expiring alerts

Type	Client	Equipment	Date	Status	Days	Actions
No active alerts.

Monthly visits

By engineer

Service engineer	Visits	Total hours	Total billable

By modality

Iniciar sesion

Acceso seguro.

Modo API mock Esperando API

Snapshot generado - Sin snapshot todavia

Modulos 0 Sin modulos activos

Inicia sesion para ver el dashboard.

Centro tecnico

Centro tecnico para tareas y visitas por tecnico.

Tareas y visitas en un solo centro tecnico.

Centro tecnico Listo Sync: - | Pendientes: 0

Tareas de campo 0 Tareas bajo control

Visits 0 Sin visitas activas

Ponche del tecnico Fuera de turno -

Ponche del tecnico

Estado -

Horas semanales 0h

Sesion actual -

Ultimo movimiento -

Resumen semanal

Tecnico de servicio	Horas totales	Sesiones	Estado	Resumen
No hay registros.

Eventos recientes

Fecha	Tecnico de servicio	Tipo	Resumen
No hay registros.

Crear tarea

Puedes dejar cliente y asignado vacios para notas libres.

Mis tareas

Fecha	Hora	Tipo	Cliente (opcional)	Nota / recordatorio	Estado	Acciones
No hay registros.

Mis visitas

Fecha	Orden de trabajo	Cliente	Equipo	Estado	Acciones
No hay registros.

Clients

General Data

Facility Name Contact Department Client SLA (hrs) Phone Email Address

Client Database

0 visible

Visible 0

No email 0

No visits 0

Active 90 days 0

Inicia sesion para cargar la base de clientes segura.

Document center

Visible 0

With visits 0

No visits 0

Active 90 days 0

No document-center records for this search.

Revision segura Revision de clientes Solo para revisar cambios web antes de una conexion grande.

0 seleccionado 0 pendientes 0 aplicados

Cola pendiente

Cambios pendientes

Esta cola es solo de revision web. Todavia no aplica nada al sistema principal.

No hay cambios pendientes para clientes.

Aplicados sobre copia segura

Estos cambios ya pasaron revision web y quedaron aplicados sobre una copia controlada, sin tocar snapshot ni desktop.

No hay cambios aplicados todavia sobre la copia segura de clientes.

Equipments

Equipment form Complete client, modality and serial; open advanced only if needed.

Mode New equipment Full form enabled for components and coverage.

Client Select client Type pending | Modality pending

Identity Unnamed equipment Manufacturer pending | Model pending | Serial pending

Coverage No coverage configured No warranty | No contract | PM no date

General Data

Client Select the facility that owns this equipment. Client type Si transfieres el equipo, confirma este valor antes de guardar. Modality La modalidad alimenta PM, checklist y reportes del equipo.

Equipment name Usa un nombre corto y claro para que el equipo sea facil de identificar en visitas y tareas.

Manufacturer Model Serial number Verifica el serial antes de guardar para evitar duplicados y errores en QR.

Generator

Generator brand Generator model Generator serial

Tube

Tube brand Tube model Tube serial number

Detector and Software

Detector brand Detector model Detector serial Software version

Warranty and Contract

Warranty Warranty end Preventive due PM per year Contract Contract end Equipment SLA (hrs, 0=client)

Equipment Database

0 visible

Visible 0

Warranty risk 0

Contract risk 0

PM due soon 0

Inicia sesion para cargar la lista read-only de equipos.

Equipment History

Technical file

Client-

Equipment-

Modality-

Visits0

Status0 Open

Critical visits0

Delivery history0

Equipment contracts0

Client contracts0

Avg labor hours0.00

Avg billable0.00

Last visit-

Warranty-

Contract-

Preventive due-

Recent visits

Recent deliveries

Recurring issues

Equipment contracts

Client contracts

No history for this equipment.

Cola pendiente

Cambios pendientes de equipos

Esta cola es solo de revision web. Todavia no aplica nada al sistema principal.

0 pendientes

No hay cambios pendientes para equipos.

Aplicados sobre copia segura

Estos cambios ya pasaron revision web y quedaron aplicados sobre una copia controlada, sin tocar snapshot ni desktop.

0 aplicados

No hay cambios aplicados todavia sobre la copia segura de equipos.

Visitas

OT, cliente, equipo, ingeniero y estado en una pagina separada como en el desktop.

0 visitas

Visit form Extended mode active for labor, quotation and evidence.

WO No work order yet New visit

Context Select client and equipment Equipment pending | -

Schedule - - | Technician pending

Totals 0.00 h | 0.00 Hours and billable total update as labor and costs change.

1/3 - General Data

General Data

Selecciona una visita de la tabla o usa este formulario como borrador seguro de trabajo.

Client Select client

1) Select the client first.

Equipment

3) Si el equipo es nuevo, crealo aqui.

Model (auto) 2) Luego selecciona el equipo de ese cliente.

Date

Work order number Status Severity Workflow Select type Billable

Send service sheet by email

Select a saved visit and send its PDF by email from here.

Quote/Service Number

Quotation required Follow-up required PDF template Service Engineer Service recipient

Mano de obra

Inicio labor

Fin labor

Temporizador de visita

00:00:00

Horas manuales Se suman al temporizador o rango horario. Horas totales

Costing

Labor rate (hour)

Parts total cost Travel cost Other cost Total billable

Engineer signature

Manual signature (touch/mouse)

Sign with finger or mouse. You can also type the name.

Customer signature

Manual signature (touch/mouse)

Sign with finger or mouse. You can also type the name.

Work done

Recommendations

Parts Used

Part description	Qty	Flow	RMA Status	RMA #	Actions

Checklist ready

Quick summary

Work Order Number: -

Client: -

Equipment: -

Status: -

Total Hours: 0.00

Total billable: 0.00

Review note

Visits 0

Open 0

In Progress 0

Closed 0

Facturables 0

Revision segura Revision de visitas Solo para revisar cambios web antes de una conexion grande.

0 pendientes 0 aplicados

Revision pendiente

Cambios pendientes de visitas

Esta cola es solo de revision web. Todavia no aplica nada al sistema principal.

No hay cambios pendientes para visitas.

Aplicados

Aplicados sobre copia segura

Estos cambios ya pasaron revision web y quedaron aplicados sobre una copia controlada, sin tocar snapshot ni desktop.

No hay cambios aplicados todavia sobre la copia segura de visitas.

Inicia sesion para cargar la lista read-only de visitas.

Work Order Number	Date	Total Hours	Total Billable	Client	Equipment	Status	Attachments	Actions

CRM

Leads, oportunidades, actividades y Client 360 en una vista desktop-like sobre copia web segura.

Lead Lead status Opportunity stage Activity status From To

Open amount 0.00

Won amount 0.00

Won 0

Close rate 0.0%

Visible leads 0

Open opportunities 0

Open activities 0

Client 360 No client selected

Pipeline

Open

No records found.

Proposal

No records found.

Won

No records found.

Lost

No records found.

Client 360 view

Equipments 0

Visits 0

Open opportunities 0

Open activities 0

CRM

Type	Name	Status	Date
Select a client.

Equipments

Equipment	Serial	Modality
Select a client.

History

Date	Status	Equipment	Work done
Select a client.

Leads

Company	Contact	Phone	Email	Source	Status	Actions
No records found.

Opportunities

Lead	Title	Amount	Stage	Expected close	Actions
No records found.

Activities

Lead Opportunity Activity type Date Status Notes

Lead	Opportunity	Activity type	Date	Status	Notes	Actions
No records found.

Dosimetria

Annual contract with 4 quarterly readings. The system sends automatic reminders based on configured rules.

Radiation Safety Center0

Lecturas pendientes0

Aprons por inspeccionar0

Documentos activos0

Contratos por vencer 30 dias0-

Badges activos0Segun contratos activos.

Proximo ciclo--

Sin contactos0Contratos sin email.

Expediente dosimetria por cliente

Contratos0

Lecturas pendientes0

Lead aprons0

Movimientos0

Accion requerida

Entrega / recogida de badges

Tipo Tipo de badge Estado Fecha Cliente Cantidad de dosimetros Trimestre Logistica Carrier Tracking Fecha de envio Entrega estimada Recibido por cliente Proxima accion Fecha completado Fecha resultado Dosis reportada Resultado Recibe Evidencia shipping Reporte laboratorio Plantilla email Badge IDs / items Notas

Client Contract number Location Start date Expiry date Dosimeter quantity Client contact email Client admin email Internal email (dosimetry)

Contract file (optional)

Notes

Dosimetry contracts

Quarterly readings

Email log history

Lead apron tracking

Client Apron ID Type Size Location Condition Ultima inspeccion Proxima inspeccion Notes

Calendario PM

Active range: current window

Contracts 30 days0

Contracts 15 days0

Contracts 7 days0

Due today0

Upcoming PM0

Warranty risk0

PM Operations0Listo para accion.

Salud de contrato-Prioriza vencidos y 30 dias.

Checklist por modalidadGeneralPasos PM sugeridos.

PM Data Quality

Preventive backlog

Equipment missing PM date, overdue PM and contracts in risk.

Missing PM date0

Overdue PM0

Due soon0

Contract risk0

No PM data quality issues.

X-Ray: generator, tube, image quality DR: detector, calibration, workstation PACS: storage, DICOM, backups Safety: labels, grounding, exposure check

Programador PM inteligente

Agenda PM sugerida

Priorizado por vencimiento, zona y carga reciente.

No hay sugerencias PM.

Planificador de rutas PM

Rutas sugeridas por zona

Agrupa PM para reducir viajes y preparar lotes de visitas.

No hay rutas sugeridas.

Autopilot renovaciones

Siguientes acciones comerciales

Detecta contratos, PM y garantias que necesitan propuesta o recordatorio.

No hay renovaciones listas.

PM calendar items0

Expired0

PM equipment calendar

Information comes from the PM, contract and warranty fields saved on each equipment record.

Type	Client	Equipment	Serial	Modality	Date	Status	Days	Source
No records found.

Renewal kanban

Drag cards to update the commercial stage.

New

Contacted

Proposal

Won

Lost

Renewal commercial email

Template type Variant

Commercial message Variables: {{client}}, {{equipment}}, {{due_date}}, {{category}}, {{days}}, {{total_alerts}}.

Preview by recipient (optional) Email

No preview available.

Recipients by client

Client	Email	Expiring alerts	Actions
No records found.

PM/contracts history

Resend from history for follow-up.

Date	Action	User	Email	Summary	Actions
No records found.

PM / sales proposals

Active block: all commercial proposals.

Visible0

Borradores0

Approved0

Due soon0

Expired0

Visible amount0.00

PM Proposal Wizard

Build a customer-ready PM proposal

Choose client/equipment, coverage, payment plan, scope and preview/send.

Proposal # Type Status Date Valid until Client Equipment Contact Email Address Subject Editable maintenance objectiveThis text appears in the PDF as Maintenance objective. Keep the default or write it for this client. Editable included coverageEach line becomes a bullet under Included maintenance coverage in the PDF. Exclusions Terms and conditions Payment terms Payment schedule Payment count Notes Currency Subtotal Tax Discount Total

Proposal readiness Needs review Complete client, equipment, email, amount and terms before sending.

Client Equipment Email Amount Coverage Terms

Date	Proposal #	Type	Client	Equipment	Total	Validity	Status	Actions
No records found.

Document archive by client

Active client-

Visible documents0

Expired0

Due soon0

Date	Status	Type	Client	Equipment	Serial	Modality	Days	File	Actions
No records found.

Finance

Installations / commissions 0

Corporate expenses 0.00

Installations 0

Paid commissions 0.00

Pending commissions 0.00

Period expenses 0.00

Select a year and refresh to load finance data.

Installations

Installations by period

Date Client Equipment Location Commission Paid Paid on Notes

Date	Client	Equipment	Serial	Location	Commission	Paid	Paid on	Actions
Sign in to load installations.

Expenses

Corporate card expenses

Date	Merchant	Category	Amount	Card holder	Receipts	Actions
Sign in to load expenses.

Selected expense -

Selected amount 0.00

Receipts loaded 0

Card holder -

Select an expense to view receipts.

Receipts

Name	Date	Size	Actions
Select an expense to view receipts.

Export Center

Centraliza exportaciones PDF/Excel por ano, con logo de empresa.

Documentos cliente 0 Hojas de servicio y entregas

Documentos internos 0 Auditorias, snapshots y reportes operativos

Ultimo documento - Sin exportaciones recientes

Dashboard / KPIs CSV + Excel + PDF

Tareas de campo CSV + Excel + PDF

CRM PDF + Excel

Entrega de equipos PDF

Visitas CSV + Excel + PDF

Ponches PDF + Excel

Backups Abrir carpetas de respaldo

Import Plantillas e importacion de datos

Finanzas PDF

Clientes PDF + Excel

Equipos PDF + Excel

Contratos PM PDF + Excel

Document mail

Document email queue

Real PDF attachments, retry queue and delivery history.

0 visible

Sent/logged 0

Pending 0

Retry / fail 0

Client docs 0

No document emails yet.

Source	Document	Recipients	Status	Date	Actions
No document email records yet.

Ops timeline

Operational timeline

Recent saves, PDFs, emails, outbox moves and audit signals.

0 events

No operational events yet.

PDF, email, sync and audit events will appear here.

Equipment Delivery Report

Flujo web aislado para preparar, guardar, exportar y enviar reportes de entrega sin tocar el desktop real.

1 / 1 history page

Client -

Equipment -

Document -

Delivery -

Recipient -

History 0

Web Sin guardar Completa la entrega.

Desktop/server Pendiente Esperando confirmacion.

PDF Pendiente Genera el reporte.

Email Pendiente No enviado todavia.

Existing client Search and select an existing client from the list.

New client Create this as a new client when saving delivery Use this when the client is not listed in the database.

Existing equipment

Delivery date Document no. Delivered by Delivery mode Delivery template

Delivery checklist

Items verified Condition verified Warranty / coverage verified Recipient confirmed

Checklist adjusts to the selected delivery mode.

Client Address Phone Email Client type Recipient Position

Engineer signature

Sign with finger or mouse. You can also type the name.

Customer signature

Sign with finger or mouse. You can also type the name.

Equipment Manufacturer Model Serial Modality Equipment type Quantity

Delivery items Add several parts or equipment under one delivery, PDF and signature.

Qty	Equipment / part	Serial	Condition	Warranty end	Actions
No delivery items added.

Delivery Pack Valida items, checklist, email y firma antes de cerrar la entrega.

No hay datos de entrega.

New equipment Create this as a new equipment when saving delivery Use this when the equipment is not listed under the selected client.

Condition Warranty end Contract end Preventive due

Equipment technical details Generator, tube, detector, software, PM and SLA.

Generator

Generator brand Generator model Generator serial

Tube

Tube brand Tube model Tube serial number

Detector and Software

Detector brand Detector model Detector serial Software version

Warranty and Contract

Warranty PM per year Contract Equipment SLA (hrs, 0=client) Equipment summary

Accessories / delivered items Observations

Send delivery report by email

Complete delivery data and send the PDF by email from here.

Recipient(s) CC (optional) Subject Message (optional)

Delivery date	Document no.	Client	Equipment	Serial	Delivered by	Actions
No records found.

Convention Leads

Captura de contactos por convencion, separada del CRM, con sorteo auditado.

Conventions 0

Leads 0

Eligible 0

Raffle draws 0

Convention

Event

Active convention Name Event date Location

Product setup

Product / area Status Equipment options

Internal notes

Notes

Lead capture

Ticket Status Clinic / company Customer name Email Phone Interested service Equipment of interest Eligible for raffle Uncheck if the contact should not participate. Notes

Ticket	Company	Contact	Email	Phone	Service	Equipment	Status	Raffle	Actions
No records found.

Visitor mode

Kiosk registration

Open a clean public form for visitors. It only saves leads and does not show admin tools.

/leads-kiosk

Raffle

Convention raffle

Sorteo por convencion usando solamente leads elegibles.

Prize Allow repeat winners

No winner selected.

Date	Prize	Winner	Company	Pool	Hash
No records found.

Settings

Company profile

Company name Website Service phone Service email

Email reminders (PM/contract)

Last sent: -

Enable reminders Days ahead Daily time (HH:MM) Sender email SMTP host SMTP port SMTP secure (SSL/TLS) SMTP user Debe ser el email de Gmail. El nombre visible sale de Company profile. SMTP app password Se guarda solo para la web. Dejalo vacio para conservar el password actual. Recipients General message (fallback) Contract message PM/preventive message Warranty message Dosimetry message (contract) Dosimetry message (quarter reading) Preview for recipient (optional) Enable dosimetry reminders Internal email (dosimetry)

Message preview

Recipients by client

Client	Email	Expiring alerts
No records found.

Send history

Date	Action	User	Email	Summary
No records found.

System health

Last check: -

OK: 0

Warnings: 0

Errors: 0

Operational check: -

Install / Update Status

App version-

Web build-

Server installer-

Client installer-

Latest QA-

Watchdog-

Manifest: -

Data Quality Center

Last check: -

Critical0

Warning0

Info0

Records0

Score0%

Remote Signature Center

Signature Reliability Center

Public link health pending

Verifies public access, local API, preservation triggers and pending signature workload.

Public link--

Local API--

DB protection--

Queue--

Public URL: -

Pending0

Signed0

Expired0

Revoked0

Visit signed0/0

Delivery signed0/0

Protected-

Blocked attempts0

Last check: -

Document	Client	Status	Created	Signed	Audit	Action
No records found.

When	Module	Record	Fields	Actor
No records found.

Installation checklist

Valida API, SMTP, backup, rollback y escritura antes de mover la instalacion.

Instalacion nueva

Checklist antes de operar

Semaforo operativo para evitar desconfiguracion y datos incompletos.

0% Pendiente

API--

SMTP--

Backup--

Rollback--

Staging--

Idioma--

PDF--

Revision visual--

Go / No-Go--

Evidencia de conexion

Gates para escritura real

Validaciones que deben estar verdes antes de activar live write.

Pendiente

Client Status Center

Last check: -

OK0

Warning0

Error0

Pending sync0

Dead letters0

Type	Status	Pending sync	Date	Summary
No records found.

Client status

Nodes: -

Installation	Status	Pending sync	Date	Summary
No records found.

Sync outbox

Total 0

ID	Type	Action	Status	Date	Summary
No records found.

1 / 1

Conflicts (Server vs Client)

Conflicts: 0

ID	Type	Server vs client	Actions
No records found.

Data hardening

Retention policy recycle (days) Audit (days) Sync inbox (days) Acked (days) Dead (days) Preset Punch (days) Punch (max rows)

Recycle: -

DB quick check: OK

DB size: - Oldest pending: -

Type	Summary
No records found.

Backup policy

Last successful backup: - Backup policy: - 3-2-1 status: -

Connection mode Channel Server name Sync URL or folder Token

Scope	Status	Date	Count
No records found.

Users

Username Full name Role Email PIN

User access is ready for review.

Username	Full name	Email	Role	Status	Actions
No records found.

Recycle bin

Type	ID	Date	User	Status	Actions
No records found.

1 / 1

Security & Access

OK: 0

Failed: 0

Blocked: 0

Active locks: 0

5 attempts / 5 min

Date	User	Action	Status	Summary
No records found.

Activity Monitor

Events: 0

Changes: 0

Sends / exports: 0

Risk: 0

Last 100

Date	User	Module	Action	Summary
No records found.

Smart Alerts

Critical: 0

Warning: 0

Info: 0

Score: 0%

Live monitor

Status	Type	Summary	Next step
No records found.

System audit

Date	Type	ID	Action	User	Summary
No records found.

1 / 1

Panel

Agenda tecnica (hoy)

Cola diaria de acciones

Continuidad operativa

Trabajo diario del tecnico

Carga por tecnico

Antes de cerrar el dia

PM y Dosimetria

Checklist operativo

Estado general

Historial documental

Clientes, equipos, documentos y alertas

Smart Follow-Up

Equipment Health Score

Customer Timeline

Document Center 2.0 / Portal

Smart Alerts

Templates por tipo de servicio

Centro de decisiones

Risk Radar

Vista 360 por cliente

Assistant interno

Modo auditoria/legal

Follow-up automatico por flujo

Expiring alerts

Monthly visits

By engineer

By modality

Iniciar sesion

Fuente

Actividad reciente

Centro tecnico

Crear tarea

Mis tareas

Mis visitas

Clients

Client Database

Document center

Cambios pendientes

Aplicados sobre copia segura

Equipments

Equipment Database

Equipment History

Recent visits

Recent deliveries

Recurring issues

Equipment contracts

Client contracts

Cambios pendientes de equipos

Aplicados sobre copia segura

Visitas

Cambios pendientes de visitas

Aplicados sobre copia segura

CRM

Pipeline

Client 360 view

CRM

Equipments

History

Leads

Opportunities

Activities

Dosimetria

Expediente dosimetria por cliente

Accion requerida

Entrega / recogida de badges

Dosimetry contracts

Quarterly readings

Email log history

Lead apron tracking

Calendario PM

Preventive backlog

Agenda PM sugerida

Rutas sugeridas por zona

Siguientes acciones comerciales

PM equipment calendar

Renewal kanban

Renewal commercial email

Recipients by client

PM/contracts history