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AceDoors

AceDoors Operations Platform

Residential Operations · v0.5.57
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Residential section Sales & Quotes
Residential Dashboard
Residential

Operations Dashboard

Your current workload, priority actions and team workspaces.

Dashboard overviewWorkload totals
Work areas4 departments
Needs attention0 active jobs
All Residential JobsSearch and manage jobs
Job register view Choose which workflow area to show. This does not change permissions or delete jobs.
Selected job actions
Jobs are synchronised to the protected backend.
Department workspace

Your work

Choose a job to continue.

Selected job
Current stage: Loading…
Job workspacesOpen the department or job controls you need.
Job detailsCustomer, site and workflow information.
Job photosProtected images stored against this job.
Loading protected photos…
Current Job Action
What is required now, and who needs to act.
Quote
Request action from another department
View full workflow
Job management & overrides
Management Review
Staff can request a travel adjustment, discount, special request or technical exception. Only authorised management can decide it.
No request
Authorised management: review the request, make any approved quote changes and record the decision below.
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.
Field-test data safety
Download a recoverable copy before any future cleanup. The cleanup preview identifies records only; no delete action is included in this build.
1
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. New trade applicants require Accounts approval. Non-account customers require a verified customer form before the 75% pro forma can be issued.
Distance uses the protected Google Routes backend; route preview opens Google Maps.
Entered once for the job; not repeated per door.
2
Doors / Options
Configure the quoted door package
Missing information
This section stays open while you review the door details, accessories and installation extras.
Optional: record a site measure while already on site
Use this only when Sales is physically at the property and can complete the production measure now. Otherwise the job follows the normal technician workflow.
Not yet recorded
3
Notes
Internal notes and notes shown to the client
Complete
4
Review & Customer Quote
Validate, generate and send the quotation
Not generated
5
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
Measurements and photos remain separate for every physical opening.
Opening Measurements
Enter dimensions in millimetres · height first, then width
Missing information
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
Release, Production review and dates are recorded against the signed-in staff member in the protected test backend.
Blocked
Quote AcceptedPayment / POFinal MeasureReleasedProduction ReviewCut SheetsMaterialsDoor MadeParts CollectedPackingQC PassedReady
Production Review
The cut sheet is generated automatically on release. Accept it, place it on hold, or return missing information to the responsible department.
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
Job Labels · Zebra GK420T · 100 × 45 mm
Urban 12 · Thermal 12 · Roller 10 labels per physical door. Every label uses the same job QR.
2. Materials Allocated
Reserve the job materials before manufacture starts.
0 / 4
3. Manufacture Door
Complete the door build before parts and hardware collection.
0 / 4
4. Pick Parts & Hardware
Collect every required component after the door manufacture checks are complete.
0 / 4
5. Factory Quality Control & Packaging
QC becomes available after the cut sheets, door manufacture and parts collection are complete.
Not Ready
6. Factory Complete · Install / Dispatch
A passed QC automatically routes installed doors to Install and supply-only doors to Dispatch.
Awaiting QC
The protected test backend queues internal routing, immediate Sales delay notices, the 3:00 pm delay summary and customer-ready email. SMS remains a later option.
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.
Signature required
Dispatch Handover
Available for supply-only or freight jobs after Production passes QC.
Locked
1
Deposit / PO Confirmation
Accounts records the 75% deposit or approved customer PO
Missing information
Record customer acceptance first.
Final Balance Invoice Before Install / Dispatch
Generate the remaining 25% plus approved additions once Production is ready, before fulfilment is booked or released.
Missing information
The app automatically assigns a job-based number such as RES-000031-BAL1. Accounts can enter a MYOB or Jobcost invoice number before generation if required.
Final Invoicing & Close-Out
Complete the final Accounts stage after installation or dispatch handover.
Missing information
Pricing & Rules
Complete North Island and South Island price books used by Residential quotations.
Controlled test pricing
Test environment: Pricing access is open for testing. Access restrictions and approval controls will be added before the live release.
ACE v0.5.57