M

Mark

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Sync

Notifications

Recent activity from jobs, certificates and calendar.

System Colours

Choose the accent used on your main panels.

Wed 8 Apr 09:41

Good Morning.

Today

Loading Workspace

Your workspace is ready.

Unsigned Certs

0

Quotes Pending

0

Worksheets

0

Open Jobs

0

Schedule

Today's Jobs

Live

Next Day

Tomorrow

Shortcuts

Quick Actions

Account

Your account

Logged in

Electrician

Open admin controls or log out from your account window.

Settings

Desktop settings

Wallpaper

Choose a wallpaper

Admin

Admin

Defaults

Rate Settings

Core pricing used across quotes and jobs.

Certificate Signature

User Signature

Upload the saved signature for the currently logged-in electrician.

Upload Signature
Saved Signature
No Signature Uploaded

Login Security

Two-Factor Authentication

Enable authenticator app codes for each electrician.

Authenticator Setup

Scan With Microsoft or Google Authenticator

Generate a setup key, scan the QR code, then enable 2FA for that user.

No 2FA Key Yet

Cable Suppliers

Source Pricing

Manage 50m and 100m reference prices for each supplier.

Calendar

Shared Planner

The calendar is now managed directly in the app. Add, edit and remove shared jobs from the Calendar workspace.

Shared calendar events are stored locally in the app for now and are ready to move to the DB when that part is built.

Client Pricing

Contracted Client Overrides

Apply personalised pricing per client and item.

Selected Client
No Client Selected

Add New Items

Catalogue Builder

Create catalogue items with separate Supply & Fit and Replacement prices for Quote Builder.

Items Listed

Base Item Pricing

Calendar

Planner

Company Calendar

Rewire Renovation Kitchen Bathroom Other

Shared View

Month

Mon Tue Wed Thu Fri Sat Sun

Planner

Selected Event

New Event

Open Maps Open Maps

New Job

Installation Details

Job Planner

Create A Job

Build the job record.

Job Type

Step 1

Address

Step 2

Client

Step 3

Work Tracker

Step 4

Job Details

Type Required
What are you working on?
Address Required
Site address
Client Info Required
Client Type
Client
Planning Notes Optional

Work Tracker

Started

To Be Done

Completed

Jobs

Job Browser

Job Browser

Open & Browse Jobs

Find, reopen and sign off job records.

Open Jobs

Job Browser

Open

Browse

Find Jobs

0 Jobs Live Filter

Worksheets

Work Summary

Write up what was done for a quick invoice

New Summary

Job Summary

Certification

Minor Works (Single Circuit)

Generate and archive site certificates

New Certificate

Minor Works (Single Circuit)

Minor Electrical Works Single Circuit
Description of the Minor Works
EICR Report Details
Presence and Adequacy of Installation Earthing and Bonding
Supply, Earthing and Main Switch

Multiple Circuits

Circuit Pages

Circuit Details
Test Results

Meter Serial Numbers

Inspection Schedule and Observations

Inspection Schedule

EICR Inspection Schedule

Observations

Photos and Codes

Declaration
Guidance for Recipients

Archived

Search Minor Works

Notes

Notes

Shared Team Notes

Shared Library

All Notes

Shared Workspace

New Note

Note
Saved locally and ready for future DB sync.

Timesheets

Timesheets

Labour Hours

New Entry

Log site time

Today 0h
This Week 0h
Entries 0

Quote

Quote Builder

Quote Builder

Create An Estimate

Build, compare and send customer quotes.

Quote setup

Job details

Build

Add items

Manual item

Use this when the item is not listed in the catalogue.

Cable source

Added

Materials & Extras

Hourly model

Labour

Used only to compare the hourly model against the priced model.

Fixed costs

Controls

Visits, minimums and certification stay fixed regardless of VAT.

Total Estimate

£0.00

Start a fresh estimate and add the items you need.

Suggested: Priced Model

Labour £0.00
Materials £0.00
Markup £0.00
Certification £0.00
Visits £0.00
Minimum £0.00
VAT £0.00
Final total £0.00

Included

    Send Quote To Customer

    No acceptance link created yet.

    Creates the customer acceptance link, copies the branded email content, then opens your email draft.

    Quotes

    Acceptance Tracker

    Customer Acceptance

    Saved Quotes

    Admin Access

    Enter admin pass key

    Incorrect admin pass key.

    Tutorial

    Your workspace

    1 / 8

    A quick guide to what each area can do.