Set up once.
Run every job.
This companion portal prepares the business, trains the team, checks data health, and manages the pilot. Daily estimating, purchasing, production, dispatch, and invoicing stay inside the operational app.
Ready before the first live job
These settings feed the same browser data used by the operational app. Save here, then open the app to continue.
Company & pricing
Used on quotes, purchase orders, invoices, and setup checks.
One job, one continuous record
The portal teaches the process; the operational app performs it.
Capture & measure
Client, site, opening dimensions, series, finish, and glass.
Estimate & quote
Cut list, materials, glass schedule, price, VAT, and approval.
Purchase
Supplier orders, expected delivery, receipts, and inventory.
Produce & QA
Workshop assignment, checks, defects, remakes, and approval.
Dispatch
Ready jobs assigned to an installation date and crew.
Variations
Changed work documented and approved before proceeding.
Invoice & collect
Contract balance, tax invoice, payment, and receipt.
Cost & protect
Quoted versus actual profitability and weekly backups.
Test the workflow with evidence
Complete each check with a real or clearly labelled demonstration job before wider use.
Pilot checklist
Current data health
Safe training records
Demo jobs are marked DEMO and excluded from the app’s real dashboard totals.
Bring useful evidence, not guesswork
Create a compact report with the version, record counts, health flags, and your description. Client details are not included.