Dashboard
Active Jobs
--
Awaiting QA
--
Pipeline Value
--
Overdue AR
--
Invoices Paid
--
Low Stock Items
--
Activity
0Jobs
Jobs Board
Jobs
| ID | site | customer | crew | scheduledDate | value | status | Actions |
|---|
Customers
Customers
| ID | name | contact | terms | status | Actions |
|---|
Invoicing
Invoices
| ID | customer | issued | dueDate | amount | status | Actions |
|---|
Stock
Stock Items
| ID | name | qty | reorderLevel | unitCost | Actions |
|---|
Workflow
Job Workflow
Automation Rules
WHEN Job enters Complete → THEN addToFeed + notify
Active · local
WHEN Invoice date condition (dueDate<today && status!=Paid && status!=Draft) → THEN setField + flag
Active · local
WHEN Item threshold (qty<reorderLevel) → THEN notify + addToFeed
Active · local
WHEN Invoice enters Overdue → THEN webhook
Requires hosting
Pipeline
Job value by status
Jobs Pipeline
Schedule
Jobs Timeline
Approvals
Job Approvals
Settings
Data Ownership
Your data lives in this file and your browser. Take it anywhere, any time.
Import from spreadsheets
Drop a CSV exported from Excel, Notion, Smartsheet or Airtable. Columns are matched to fields by name; statuses and links are validated, bad rows are skipped with reasons.