Getting Started

SaaS

The CubixOne SaaS App lives at /app/ — a mobile-first surface for field technicians and office staff who create SCIE reports, manage installations, and schedule visits without the full ERP dashboard.

SaaS App (/app/) is optimised for phones and tablets. The ERP Dashboard (/dashboard/) is the back-office workspace for CRM, billing, and deep configuration. Both share the same tenant and company data.

What you can do in the SaaS App

📄 Reports

Create inspection, fire pump, simple pumping, and fire door reports directly from the field.

🏢 Installations

📅 Calendar

View and manage technician appointments on a mobile calendar.

🤝 Clients

Maintain customer records linked to installations and reports.

QR scan entry is not available in the SaaS App today. Technicians open the correct report type from the Reports hub and select the installation manually. QR-based pump identification exists in the ERP and is on the SaaS roadmap.

App Launcher

After login, navigate to /app/ to see the app grid. Each tile opens a module you have permission to access.

Screenshot Placeholder — SaaS App Launcher Replace with the /app/ welcome screen showing Reports, Clients, Installations, Calendar, and Settings tiles.

Available apps

Tile	Route	Purpose
Reports	/app/reports/	Choose report type and open existing reports
Clients	/app/clients/	Customer master data
Installations	/app/installations/	Sites and fire systems
Calendar	/app/calendar/	Technician schedule
Settings	/app/settings/	Company preferences and report defaults (admin)

The launcher only shows apps your SaaS role allows. If a tile is missing, ask your tenant administrator to grant access under Technicians → Permissions.

Report Workflow

Unlike the ERP, where reports often flow through work orders, the SaaS App lets technicians create reports directly — pick a type, link an installation, fill the form, sign, and deliver.

Open Reports

From the launcher, tap Reports and choose the report type: Inspection, Fire Pump, Simple Pumping, or Fire Door.

Select installation

Search and pick the client site. For pump reports, select the pump group; for fire doors, select the fire system.

Screenshot Placeholder — Installation Search Replace with the installation lookup on a new report form.

Fill the form

Complete measurements, observations, photos, and compliance fields. Drafts auto-save so you can resume later from the installation page.

Sign and complete

Collect technician and client signatures on the Sign-off tab. When PIN signing is enabled, the technician confirms with a personal PIN before the PDF is sealed.

Deliver (optional)

Email the signed PDF to the client directly from the report menu.

Sign-off

Every SCIE report ends with technician and client signatures. The SaaS form includes a dedicated Sign-off tab with signature pads and optional cryptographic sealing.

Technician signature

When Auto-apply technician signature is enabled in Settings → Reports, the form pre-fills the technician signature from the user's saved profile signature.

PIN requirement

When Require PIN to sign reports is enabled, the technician must enter a personal signing PIN before the report is cryptographically sealed. When disabled, a simpler approve flow applies without a cryptographic seal.

These options are configured by administrators in the SaaS app under Settings → Reports (/app/settings/?tab=reports). They are not changed from the report form itself.

Permissions

SaaS access is controlled separately from ERP roles. Each module (Reports, Clients, Installations, Calendar, etc.) has its own permission level per user.

Level	Typical access
Viewer	Read-only lists and report viewing
User	Create and edit own records
Manager	Broader scope — team records, bulk actions
Admin	Full module control including settings

Reports additionally supports scoped access (own vs all reports) and an extra flag for responsibility term generation where applicable.