Dashboard
⌕
◈ Overview
🧾 Invoices & Quotations
▤ Project accounts
▽ Expenses
◇ Leads
★ Customers
⊘ Inactive
☰ List
▥ Board
Pipeline: New → Qualified → Opportunity → Nurturing → Not qualified / Lost. ↕ Drag cards across stages (List or Board) · click a name for details to convert a lead into a customer · 💬 messages · 🔔 set the next follow-up.
Converted leads become customers. Open a customer to create a project under them.
Customers whose projects are completed, or who are on-hold or lost. Kept for records & analysis.
☰ List
▥ Board
▭ Gantt
Every task across all projects. Filter by a person to see their full schedule · drag to reorder / change status · click a task to edit it.
ℹ Details
✔ Tasks
★ Customer
◫ Payments
▽ Expenses
☰ List
▥ Board
▭ Gantt
↕ Drag tasks (List or Board) — due dates recalc from each person's working calendar & leave.
Reusable line items (title, description & default rate) you can drop into any quotation or invoice. Only the super admin can manage these.
Reusable clauses (estimate disclaimer, schematic layout-lock, payment terms). The disclaimer is auto-included on estimate & rate-only quotations.
Bank details printed on invoices & receipts. Set one account as the default for design work (construction accounts are separate).
☷ Team members
✔ Task distribution
🕑 Attendance
🌴 Leave
🏠 Work from home
💷 Payroll