Cloud database
V2 uses the same Supabase database as your original app. If this browser already has your connection saved, you should not normally see this screen.
Cloud sync active. Your customers, jobs, quotes, invoices, payments and settings are securely connected.
Outstanding invoices
£0.00
0 unpaid invoices
Overdue
£0.00
0 overdue
Quotes awaiting decision
0
Open quotations
Payments this month
£0.00
Receipts recorded
Action Centre
Surveys to complete
0
Awaiting customer response
0
Changes requested
0
Accepted — ready to invoice
0
Overdue invoices
| Invoice | Customer | Due | Outstanding |
|---|
Business snapshot
Customers
0
Active jobs
0
Availability Overview
Available
Pre-booked
Busy / In Progress
Holiday / Unavailable
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Customers
| Name | Address | Phone |
|---|
Customer history
| Number | Type | Job | Date | Total | Status |
|---|
Jobs
| Job | Customer | Site | Status | Quote | Invoice |
|---|
Job
Job details
Financial summary
Schedule
Job notes & photos
Job notes
Job photos
Add before, during and after photos. They will be stored with this job.
Job diary
Variations / Extras
Variation photos
Private • customer sees them on approval pageFinancial Summary
Original Agreed Quote
£0.00
Approved Variations
£0.00
Revised Job Value
£0.00
Approved — Not Yet Invoiced
£0.00
Invoiced
£0.00
Paid
£0.00
Outstanding
£0.00
Job status & chain
Activity timeline
Job photos
Pre Works • During Works • CompletionSurveys
| Survey | Date | Property | Status |
|---|
Job documents & payments
| Number | Type | Date | Total | Status |
|---|
Planner
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Surveys
Private survey records and photos are only available after signing in to your Business Manager.
| Survey | Customer | Date | Property | Photos | Status |
|---|
New Survey
Survey photos
Auto-saved privatelyTake a photo as you move around the property, then add its location, stage and note. When you take the next photo, the previous photo details are saved automatically.
Survey
Survey details
Job chain
Survey notes
Private survey photos
Upload pre-work photographs. Each photo can have its own location, stage and note. These images are stored privately in Supabase and require your login to view.
Quotes
| Quote | Customer | Job | Date | Valid until | Total | Status |
|---|
Invoices
| Invoice | Customer | Job | Due date | Total | Paid | Outstanding | Status |
|---|
Payments
| Receipt | Invoice | Customer | Date | Amount |
|---|
Expense Ledger
Accounting expense ledger for bookkeeping, VAT records and Self Assessment.
Tax Year
—
Net Expenses
£0.00
VAT Recorded
£0.00
Gross Expenses
£0.00
Entries
0
| Date | Supplier | Category | Description | Paid From | Job / Customer | Net | VAT | Total | Status | |
|---|---|---|---|---|---|---|---|---|---|---|
| No expenses recorded yet. | ||||||||||
New Expense
Enter the accounting details. Receipt upload is optional.
Receipt / Evidence (Optional)
You can attach a receipt photo or PDF now, or leave the accounting entry without one.
Save the expense or take the first photo to create the receipt record.
Material RFQs
Each supplier is kept separate. Supplier prices remain private and are never shown to other suppliers or customers.
Material RFQ
Optional — link this material request to one of your surveys.
Materials
Choose a saved material or type a new one. If it is not already in Material Inventory, use + Add to Inventory. Returned supplier prices will then update that material's Merchant Price Book when you save the supplier quotation.
| Description | Quantity | Per |
|---|
Suppliers
Only active suppliers are shown.
Supplier Comparison
Material Inventory
Choose a material category below. You can create, rename and delete your own category headings at any time.
Material RFQs
Request comparative material prices from suppliers. You can optionally link each RFQ to a Survey.
Quick Material List
Build a fast working material price using your historical supplier costs.
| Material | Length | Qty | Unit | Merchant | Buy Cost Inc VAT | Markup | Selling Unit | Total | |
|---|---|---|---|---|---|---|---|---|---|
| Add materials from a category below. | |||||||||
Estimated Cost£0.00
Markup£0.00
Material Sell Total£0.00
Quick List uses the cheapest current recorded merchant price including VAT. You can overwrite the working cost if you need to.
Material
Suppliers
Your supplier register is fully editable. Inactive suppliers stay in your records but will be excluded from new material quotation requests.
| Supplier | Contact | Phone | Account / Ref | Status |
|---|
Supplier
Customer
New Quote
Automatically copied from the customer address. Change it here if the job is elsewhere.
Pricing
| Description | Qty | Unit price | Total |
|---|
| Total | £0.00 |
Business Settings
Included in payment reminders if entered.