✎ Tip: click the title, any spec line or a price in the quote to edit it directly — changes save with the quote.
Quote Builder
π₯οΈ Garden Office Configurator
🐴 Equestrian Configurator
ποΈ Shed Configurator
🏠 Building
💵 Price & delivery
➕ Optional extras
Total: Β£0.00
📤 Actions
Schedule
π§ Installersπ Manufacturers (Workshop)π Manufacturers (On Site)πͺ Workshopπ Managementπ Holiday
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Jobs
Click a job to view details, subcontractors and schedule
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Holiday Management
Manage staff leave and allowances
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Manage Staff
Add or update a team member
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βοΈ
β Use their login email (e.g. the Gmail they use to sign in) so they can see their own record.
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Pick a department and set a temporary password to give someone a portal login. Leave the password blank for a holiday-only record (no login). Theyβll be asked to set their own password when they first sign in.
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Book Leave
Submit a holiday request
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Allowance Year & Carry-Over
Set when the leave year resets and how many unused days can roll over
Unused holiday (up to the cap) rolls into the next leave year automatically. Only holiday counts towards the allowance β sick, unpaid, appointments and other absences are logged but don't use days.
Team Overview
Holiday Portal
Manage the staff portal β people, departments, permissions, logins and allowances. Separate from your own team's holiday.
How it works β1. Add your departments below (e.g. SHEQ). 2. In Staff & permissions, tap Manage on a person to set their department, staff/manager, and holiday approval. 3. On that same card, tick which managers can see them off so they show on the right people's schedule.Anyone Lisa adds appears here automatically for you to sort out.
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Departments
Add a department so you can assign people to it. Only an empty department can be removed.
Repair logins & allowances
Links any unlinked logins and fills missing allowances. Safe to run anytime β it only adds missing info, never deletes.
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Staff & permissions
Everyone with a portal login. Set department, staff/manager, who needs approval, who can see whom, and reset or hand over logins. Tap Manage on a person to open the controls.
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Reset a password
Set a new temporary password for someone who's locked out. They'll be asked to choose their own on next sign-in.
Portal staff by department
Timesheets
Weekly staff hours
Business Stats
Live data from your leads and jobs
Revenue Won
Jobs marked as won
Leads Incoming
New enquiries per month
Leads Per Day
New enquiries by day (5pmβ5pm window)
Conversion Funnel
Leads β Quotes β Won
Building Types Won
Jobs won by category
Lead Sources
Where your enquiries come from
Lost Reasons
Why leads didn't convert
π Website Quote Widget
Engagement and drop-off through the website quote tool
Subcontractors
Your supplier and subcontractor directory
Customer Portal
A read-only preview of what each customer would see for their job.
πPreview only β real jobs aren't live to customers yet. Pick a real job to check what its customer would see (it shows only a safe, curated set of fields β never workshop notes, drawings, or anything internal). Or use Create a test job to share to make a fake job with its own link you can send to anyone to try on their phone β test jobs are kept completely separate from your real data.
Stock
Live stock levels with reorder & oversold alerts
Xero Integration
Connect your Xero account to generate invoices directly from jobs.
