All systems operational ·
New lead
Description / Particulars Qty Unit Size / Spec
💡 Each row becomes a line item. Costing engineer will price each one individually.
Design source
Job type
📎 Click to attach files — PDF, DWG, PNG, JPG
✅ Lead created — what next?
Build quotation
Gross margin: 20% → sell = cost ÷ 0.80. Final margin on sell price is exactly what you enter.
🔒 How this works: Each particular shares one description and can have one or more size variants. Each size variant has its own qty, unit, rate, and internal cost (Labour + Materials + Subcontract + Overhead). Rates are auto-suggested per variant from its cost + margin. Internal costs are never shown to the client.
📋 Particulars & Costing
Client Quotation
🗂 Internal Quotations
From to
Send quotation to client
📎
Step 1 — Save the PDF first
Browsers can't attach files automatically. Click Save PDF below — your browser's print/save dialog will open. Save the file, then proceed to send it via WhatsApp or Email.
After saving the PDF, choose how to send it:
Record client decision
📄 LPO from client
⚠️ Salesman received LPO — salesman must forward to accountant. Accountant will then prepare the Proforma Invoice.
🧾 Prepare Proforma Invoice
Archive lead
Job detail
Submit design files to salesman
📎 Click to attach files — PDF, DWG, PNG, DXF
Design — client decision
Job update
WorkerReg hrsOT hrs
Site work update
Add subcontract job
Record client payment
📤 Send Final Invoice to Client
Dispatch checklist — items to send to client:
Follow-up history
Pay supplier
New supplier order
Drawings
🏭 Assign Stations — Vikram Setup
Select which operations this job requires and assign stations for multi-station machines. This must be done before any updates can be logged.
New Delivery Job
Update Delivery
📎 Attach POD — photo, signed doc
New Material Purchase
Update Purchase
Add Driver
📍 Current location (for live map)
💡 In the future app, this updates automatically via the driver's phone GPS. For now, enter manually or leave blank (defaults to Mussafah area).
User profile
Add / update stock item
Issue / receive stock
Log timesheet entry
Edit timesheet entry
Add Company
Upload Drawings
Upload drawing files to send to the vendor. Accepted: PDF, DXF, DWG, PNG, JPG.
Click to attach files
Send Drawing to Vendor
Mark drawing as sent?
This will create a Delivery job in Logistics to transport material to the vendor.
🗺 Add delivery to a multi-stop route
A new route will be created with 2 stops: pickup from the delivery's origin, then drop-off at the destination.
Route
⚠ Reject & Send Back for Rework
Rework #1 — Log quality issue
⚙ Saving will automatically create a Logistics delivery to return the material to the vendor.
📋 Rework History
⏸ Put job on hold
⏸ The job will be paused and removed from the active shopfloor board. It can be resumed at any time from the job detail or the On-Hold board.
Overview
📋 Daily Attendance —
Mark each operator's status at the start of shift. This updates the heatmap and capacity analysis.
✏ Mark Drawings as Sent
📐 Use this to record that drawings have been sent to the vendor (e.g. via WhatsApp or email outside the system).
New hire
Hourly rate and OT rate are auto-calculated from the basic salary (÷ 208 hrs/month; OT = 1.5×).
💰 My Commission