Home Dashboard · Residential Jobs
See workload at a glance, then open the correct client and site job.
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Every job is autosaved separately in this browser for testing. Shared staff access will require the authenticated backend.
Job Status & Department Access
At-a-glance workflow, department workspace and action ownership.
Quote
Override Requests & Management Review
Departments may request an exception; only Master / Management can approve or clear one.
No request
No technical warnings for the selected door.
Commercial Discount Override
Discounts require a reason and are shown as separate lines on the quote, pro forma and Accounts balance.
Replace the test prefix and starting number at go-live. Serials are generated automatically by door quantity and never block Production.
Customer, Payment Path & Site
Choose the account pathway first, then enter the customer and site.
Required
Choose this first — it controls acceptance and payment.
Approved account customers use a customer PO. Non-account customers use the 75% pro forma process.
Approved account customers use a customer PO. Non-account customers use the 75% pro forma process.
Entered once for the job; not repeated per door.
Doors / Options
Configure the quoted door package
Missing information
Quote Notes
Lead time, validity and customer notes
Complete
Review & Customer Quote
Validate, generate and send the quotation
Not generated
Customer Acceptance
Record acceptance after the quote is sent
Missing information
Generate the customer quotation first.
Site Measure Coordination
Allocate only the assigned site-measure job to the selected technician.
Missing information
The job appears in this technician's dashboard and is hidden from other technicians.
Installation Coordination
Plan the installation during Production; confirm the booking only after the remaining balance gate.
Missing information
Site Visit
Sales measures are pre-quote. Paid/approved jobs automatically pass to the technician as a final production measure.
Sales Pre-Quote
Selected from the current job stage.
Opening Measurements
Enter dimensions in millimetres · height first, then width
Missing information
Motor or hand-chain side when viewed from inside the garage looking out.
Production Size—
Track / Headroom—
Sideroom Check—
Measure StatusDraft
Site & Installation Details
Required prompts reduce missed details
Missing information
Site Photos
Opening is required; all other photos are optional and do not block production.
Missing information
Site Accessories & Commercial Changes
Choose the physical opening first. Only accessories compatible with that door are offered, with the current sell price visible before adding.
No changes
Production Release
Role will come from the signed-in user/department when authentication is connected.
Blocked
Quote AcceptedPayment / POFinal MeasureReleasedCut SheetsDoor MadeParts CollectedQC PassedReady
Production release is blocked
Complete the release gates.
1. Production Sheets / Cut Sheets
Confirm factory-controlled inputs, create the cut sheets and issue them to Production.
Awaiting release
2. Manufacture Door
Complete the door build before parts and hardware collection.
0 / 4
3. Collect Parts & Hardware
Collect every required component after the door manufacture checks are complete.
0 / 4
4. Factory Quality Control
QC becomes available after the cut sheets, door manufacture and parts collection are complete.
Not Ready
5. Ready for Install / Dispatch
A passed QC automatically routes installed doors to Service and supply-only doors to Dispatch.
Awaiting QC
This static review build records notification routing locally. Actual email/app notifications require the shared backend.
Installation Handover
Available to the Install / Service team only after Production passes QC.
Locked
Customer Completion Acceptance
The customer signs on the technician’s phone. The signature, time, customer and technician are retained on the job.
Dispatch Handover
Available for supply-only or freight jobs after Production passes QC.
Locked
Deposit / PO Confirmation
Accounts records the 75% deposit or approved customer PO
Missing information
Record customer acceptance first.
Remaining Balance Before Install / Dispatch
Issue the remaining 25% plus approved additions once Production is ready, before fulfilment is booked or released.
Missing information
Final Invoicing & Close-Out
Complete the final Accounts stage after installation or dispatch handover.
Missing information
Settings · Internal Cost Logic
Master-only controls. These values are not shown on customer documents.
Master only
Editable in this build: Roller Door labour hours, technician rates and lifting-equipment charges. These values currently drive Roller installation pricing only.
Calculation Source Status
Confirmed inputs are connected below; unresolved inputs remain visible rather than being estimated.
Some input required
✓ Sectional standard installation
Urban $500 single / $600 double; Thermal $500 single / $700 double.
Urban $500 single / $600 double; Thermal $500 single / $700 double.
✓ Retrofit, removal and dumping
Builder and Retail rates connected from MASTER - SD Install Extras - 030424.
Builder and Retail rates connected from MASTER - SD Install Extras - 030424.
✓ Urban and Thermal accessories
Product-specific motor, low-headroom and accessory rates connected from the supplied master lists.
Product-specific motor, low-headroom and accessory rates connected from the supplied master lists.
✓ Urban and Thermal springs
Production height and width select the next applicable band from the supplied Urban and Thermal spring charts. Fiordland follows the Wairakei chart.
Production height and width select the next applicable band from the supplied Urban and Thermal spring charts. Fiordland follows the Wairakei chart.
Freight and travel
Current freight values are retained. Confirm included kilometre allowance, per-km rate and rounding when available.
Current freight values are retained. Confirm included kilometre allowance, per-km rate and rounding when available.
Commercial controls
Confirm target margins, GST/rounding policy, effective dates and any future Wiri/Rolleston differences.
Confirm target margins, GST/rounding policy, effective dates and any future Wiri/Rolleston differences.
Controlled calculation rule:
Thermal Wairakei and Fiordland use the supplied embossed-panel spring chart; Tekapo uses the supplied smooth-panel chart. Force Safety Beams, Wi-Fi and Auto-Lock remain unavailable until supplier pricing is supplied.
Thermal Wairakei and Fiordland use the supplied embossed-panel spring chart; Tekapo uses the supplied smooth-panel chart. Force Safety Beams, Wi-Fi and Auto-Lock remain unavailable until supplier pricing is supplied.
Job Audit & Traceability
Important workflow actions recorded with user, department and time.
0 events
