Operations Overview
Live operational records from Supabase. Select a record to open its enquiry or project.
All enquiries and projects
Business overview
Find a job, client or site
Workflow status (demo until full integration)
Operational areas
Client register · Supabase
Live client records are stored in Supabase. Other sections still contain fictional demonstration data. Use fictional clients for initial testing.
Sign in to load clients.
Add client
Enquiries · New work and quotations
Create enquiries, find an existing site, review its information and convert accepted work into a project.
Create enquiry
Enquiry register
Select a client above, save the enquiry, then use Convert to project when the quotation is accepted. You can book the first visit immediately afterwards.
Projects · Appointments, progress and invoicing
Select an active project to review details, book staff and appointments, update progress or release completed work to Accounts.
Projects register
Legacy direct project creation (avoid for new work)
For consistent automatic references, create an enquiry first and convert it. Direct creation is retained for legacy entries.
4. Book and allocate a visit
5. Send project to Accounts for invoicing
Send any accepted project to Accounts for invoicing, including domestic jobs requiring payment before attendance. Work does not need to be completed. This creates an Accounts queue entry, not an invoice.
Site Work & Paperwork
Live project-linked records. Select an appointment or project, then save each form to Supabase. An internet connection is required; do not rely on unsaved entries.
My scheduled site visits
Appointments assigned to your signed-in staff profile. Choose a visit to open its linked forms.
Site attendance
Dynamic risk assessment
Site-specific record only; does not replace approved RAMS or a competent assessment.
Site photographs
Photos are uploaded to a private Supabase Storage bucket. Do not close this page until upload confirmation appears.
Job completion / handover
Saving a completion form does not automatically close the project or release an invoice.
Saved site records
Daily Site Work
Scheduled site visits
Only visits scheduled for the selected day appear above. The Projects tab retains the full project register.
Selected site visit
Site visit timestamps & location
Use Start Site Visit on arrival and End Site Visit when leaving. Each action records the device date/time and requests GPS permission. The record states if location was denied or unavailable.
Location has not been requested.
GPS coordinates are captured only after you grant permission. This demo does not continuously track anyone.
Paperwork activity history
Site attendance & works record
Dynamic risk assessment
Record site-specific hazards and control measures. This is a draft recording tool, not a substitute for a competent risk assessment or approved RAMS.
Site photographs
Select images from your phone. Each selected image shows its selection timestamp and last captured GPS result, if available. Images are preview-only and are not uploaded or retained.
Project completion checklist
Checklist varies depending on whether the selected project is surveying or removal.
Completion must be checked and confirmed by an authorised person.
Live project progress
Operational tracking for both divisions, including site completion.
Shared staff diary · Live
All appointments
Accounts & invoicing
Admin only · Invoices are issued in your external accounting system. This register tracks status and payments in Supabase.
Projects ready for invoicing
Record invoice issued externally
Invoice register
Record a payment
Staff feedback & improvements
Report an issue or suggest an improvement
Trial mode: feedback is stored only on this device. Export the feedback file to share it with management; entries are not automatically shared between staff.
Feedback recorded on this device
Version history
Feedback form, priority and section categorisation, local review and export.
Local site record queue and sync status; shared server still requires configuration.
Attendance timestamps, GPS requests and activity records.