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Taylored Facilities

One-time setup

Paste in the Client ID and Tenant ID from your Azure AD app registration. These values aren't secret — they identify the app to Microsoft. The page remembers them in your browser.

Application (client) ID

In Azure portal: Microsoft Entra ID → App registrations → Taylored Jobs Dashboard → Overview

Directory (tenant) ID

Same page in Azure portal as the client ID

Taylored Facilities

Jobs Dashboard

Taylored Facilities

Choose your workbook

Pick the Staff Planning workbook from your accessible OneDrive / SharePoint files. The dashboard remembers your choice.

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Taylored Facilities

Dashboard TV mode

Auto-refresh every 5 min

Electrical Plumbing Drainage Building & Civils Calendar Reports History

Missed-jobs pipeline — unassigned by age

Age of each currently-unassigned job, per discipline. Click a slice for the underlying list.

Job history

From To

View Engineer Discipline

Not loaded •

Unassigned Tasked Return Done Cancelled

Edit job

Status

Unassigned Tasked Return visit Awaiting date Completed Cancelled

Engineers tick one or more

Date Booked

Notes / comments

Completed job

Read only

Jobs in status

Raise a new job

Discipline *

Job Number *

The job number must match what's been generated in EWM / SimPro.

Client *

Site *

Description *

P / D Flag *

Engineer(s) * tick one or more, or type a subbie below

Date Assigned

PO Number

Comments

Priority