Customers
0 customers
Products
0 products
| Product | Category | Components | Labour | Markup | Setup Charge | Bitrix ID |
|---|
Suppliers
0 suppliers
Materials
Manage materials, parts and labour rates
| Part Name | Type | Category | Supplier(s) | Primary Supplier | Size | Unit | Unit Cost (£) | Min Charge (£) | Stock | Stock Status | Used In | Status |
|---|
| Activity | Rate (£/hr) | Status |
|---|
| Deal Ref | Bitrix ID | Customer | Part | Size | Colour | Order Qty | Supplier | Requested | Status |
|---|
Purchase Orders
0 POs
| PO Number | Supplier | Date | Expected | Total (£) | Status | Paid | Items |
|---|
Settings
Company details, markup and integrations
Company Information
Data & Transfer
Export all your quotes, settings, products and configuration to a file. Use the same file to restore your data on any computer.
Database Migration
Migrate data from the legacy JSON store to PostgreSQL relational tables. This is a one-time operation.
CSV Import / Export
Import or export individual record types as CSV files. Requires PostgreSQL mode with relational tables.
Users
| Name | Role |
|---|
Roles
| Name | Menu pages | PDF templates | Order statuses |
|---|
Bitrix24 CRM Integration
In Bitrix24, open the Sign Shapes pipeline. The ID is the number in the URL:
/crm/deal/category/5/ → enter 5
The stage code your Bitrix24 smart invoice should move to when an invoice is marked Paid here. Leave blank to use the Bitrix default DT31_9:P. If your invoices live in a different category, the prefix changes (e.g. DT31_12:P) — open a paid invoice in Bitrix24 and copy the stage code from the URL / kanban.
Sync from Bitrix24
API Keys
Used by the Sales Widget to pull company data. Free key from developer.company-information.service.gov.uk
Used for AI prospect product analysis. Get a key from console.anthropic.com
Used by the Drawings/Visuals AI feature (Gemini 2.5 Flash Image). Get a key from aistudio.google.com/apikey
AI Drawing / Visual Prompts
Production Sub-Stages
When a deal's status is set to In Production, an extra dropdown appears so the team can pick which sub-stage the work is currently at. Drag the rows to reorder. Changes save automatically.
Daily Cost Defaults
These values are applied to every day on the P&L page. Use them for fixed daily costs that don't fluctuate — wages and overheads — and log anything irregular as a one-off cost directly on the daily row.
Brand & Style
Applied to document title headings.
Document Titles
Customise the heading printed on each document — e.g. rename "QUOTATION" to "ESTIMATE".
Section Visibility
Toggle which sections appear on each document type. A dash (—) means that section does not apply to that document.
| Section | Quote | Confirm | Job | Delivery | Proforma | Invoice |
|---|
Footer Text
Deals
0 deals
| ID | Ref | Customer | Created Date | Price Tier | Items | Total | Status | Due Date | Dispatched Date | Invoiced Date | Documents |
|---|
Dashboard
Daily Sales — This Month
Yearly Sales
| ID | Reference | Customer | Created Date | Price Tier | Items | Total | Status | Due Date | Dispatched Date | Invoiced Date |
|---|
—
Profit & Loss
Daily P&L for the current month
| Date | Invoices | Purchase Orders | Wages | Overheads | One-off Cost | Cases | P&L |
|---|
Cases
0 cases
| Date | Deal | Customer | Item | Line Total | Cost | Category | Status |
|---|
Case
Overview
Deal & Line Item
Photos
No photos attached yet. Click + Add Photos to attach images of the damage / packaging / paperwork.
Activity Feed
Audit
Logs
| User | Role | Login Time | Time Ago | IP Address | Browser | OS |
|---|
Automation
0 rules
Activities
| Type | Subject | Customer | Due Date | Status |
|---|