Asset Library
Global Details
Global Details i
Price List
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| Material (Item) | Description | Unit | Material cost R / unit |
Print method | Labour min / unit |
Markup % |
Lam. | Disc % |
Total cost R / unit |
Selling R / unit |
Group | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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CSV Import & Export
CSV for Express Accounting
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AI Import (photo, PDF, or messy list)
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Smart Reports & Analytics
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Date range
Key performance indicators
Charts & trends
Detailed reports
Team Workload
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Needs your attention
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Surveys
| Survey # | Date | Customer | Surveyor | Photos | Status | Shared | |
|---|---|---|---|---|---|---|---|
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Estimates
| Quote # | Date | Customer | Items | Total | Status | Shared | |
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Orders
| Order # | Customer | Priority | Deposit | Outstanding | Due | Progress | Status | Design | Shared | |
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Tasks
| Title | Priority | Category | Status | Due | Assigned | Reminder | Comments | ||
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Financial Summary
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Invoices
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| Invoice # | Date | Customer | Total | Balance | Status | Due | Shared | |
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Expense Summary
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Expenses
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| Date | Supplier | Category | Total | VAT | Status | Linked Job | Receipt |
|---|---|---|---|---|---|---|---|
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Bank Reconciliation
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| Uploaded | File | Transactions | Unmatched | |
|---|---|---|---|---|
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Accountant Export
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Team Balances
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Cash History
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Cash Payments
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Balance
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Active / In-Transit
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History
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Website Enquiries
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Customers
Active Order
Role
| Customer Name | Contact | Phone | Sales Person | Type | Order | Portal | Role | |||
|---|---|---|---|---|---|---|---|---|---|---|
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Customers CSV
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Columns to export
CRM Reports
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Audit Trail
i| When | Who | What changed |
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