Pipeline by Status
Upcoming & Overdue
Recent Activity
| Project # | Customer | Roof Type | Status | Value | PM | Start | End |
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| Doc # | Type | Project | Related Staff | Date | Status |
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| Invoice # | Project / Customer | Net | VAT | Total | Paid | Balance | Due | Status |
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Sub-Contractor Invoices
Invoices raised by sub-contractors against your projects, with CIS deduction tracked automatically.
| Invoice # | Sub-Contractor | Project | Gross | CIS | Net | Paid | Balance | Due | Status |
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Project Profitability
Cash actually received from customers vs. cash actually paid to sub-contractors, project by project — a running profit & loss to date. Figures are cash-basis (payments made/received so far, not full invoiced totals); click a project for the full breakdown, including outstanding amounts.
| Project | Customer | Status | Contract Value | Received | Paid to Sub-Contractors | Paid to Staff | P&L to Date | Staff Involved | Sub-Contractors Involved |
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Xero
Unmatched Payments
Payments pulled from Xero, waiting for you to confirm which invoice each one belongs to. Nothing here updates the CRM until you confirm a match.
| Date | Type | Contact | Reference | Amount | Match to |
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Pending Account Requests
New team members who sign up need to be approved by an Owner or Manager before they can access the CRM. Choose their access level, then approve or reject.
| Name | Requested | Access Level |
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Team Access
Control what each logged-in team member can do. Owner: full access, including managing this list. Manager: can manage projects, documents, invoices, and the price list, but not staff records or team access. Staff: can only see and work on the projects (and their documents/invoices) they've been assigned to below.
| Name | Access Level | Status | Assigned Projects | Joined |
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