Live client portal

SUN Holdings

What needs your approval, who approves it, and where every work order stands. Updated live by Seamless FM.

Data as of
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01

Approvals

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02

Updates & work orders

From the Seamless FM team · every open work order
Our updates0
What Seamless FM wants you to know this week
Work orders0
Click a row for the full record
03

Manage

Seamless FM only · changes go live for everyone as soon as you save
Tracker data
Upload this week's workbook to replace the live data
Chain of command
Who approves what. Quotes go to the first level they fit under.
Saved
Level 1 approvers by brand
Brand as it appears in the STORE column. Separate names with commas and put a note in brackets, e.g. Brian DeHart (VP, sometimes). Brands not listed use the WO MGR column and show as “not confirmed”.
What the client sees
Settings apply to everyone who opens the portal
Saved
Leave empty to hide it.
Quotes waiting longer than this count toward the BFI counter.
Activity
Last changes to the live portal