Internal business system

Dashboard details

Edit profile

Update the name and email shown on your account.

Change password

Your new password must contain at least 10 characters.

Set your sign-in PIN

Use this 4-digit PIN to sign in quickly on this device instead of typing your password every time.

Create user

Add a company account and assign its access role.

Deactivate user?

Delete user?

This cannot be undoneAccounts with company activity history must be deactivated instead.

Delete project?

This cannot be undoneEvery quotation, payment, work record and document linked to this project will be permanently deleted with it.

Delete item?

This cannot be undoneThe selected item will be permanently removed.

Change project status

Convert to project

Move to prospects

Reset password

Share this password with the user directly. They will be signed out everywhere and will need to set a new sign-in PIN.

Manage user access

Application areasDepartment permissions are currently applied.

Create department

Name the team and choose only the CRM modules it needs.

CRM accessThese settings apply to team leads and members in this department.

Allocate work

Send a commercially cleared project to the responsible department.

Project files to sendSelect files already uploaded under this project.
Add new project filesThese will also be saved in the selected project's library.

Assign team members

Choose one or more people for this work.

Assign to
Each person receives their own linked work record for this project.

Add daily progress

Current status
Photos and attachmentsAdd site photos, drawings or supporting files.

Progress history

Prepare the next department

Next department
Files to hand overSelect the approved outputs and references needed by the next department.

Record advance payment

Approve next-stage payment

Next department is lockedIts team lead can assign work only after this payment is recorded and approved.

Edit payment record

Correct the amount, reference or date already recorded.

Edit work allocation

Change the due date, priority or instructions for this stage.

Terms and Conditions

Customize the terms shown on this quotation's PDF.

Upload project files

Choose the project first so every file remains easy to find.

FilesUp to 8 files, 1 GB each.

New quotation

Choose the project this quotation belongs to.

Edit project file

Create project

Add the client project before preparing a quotation.

Client requested changes

The current quotation will be preserved before a new version is created.

Edit before sending?

Add or change sections and line items without creating a new quotation version.

Pricing must be approved againThe existing scope and prices will remain, but the current pricing approval will be withdrawn before editing.

Confirm client approval

Use this only when the client has approved the final quotation.

Record the client's approval.The quotation stays editable afterwards — any further changes are on you, not the client, so keep them informed of anything you change.

Approve pricing

Confirm the square-feet rates and quotation total.

Clone this quotation

Copies every section, subsection and line item into a new draft quotation.

Version history

Every quotation sent to the client remains available here.

PDF branding

These details apply only to this independent quotation download.