Estimate #	Customer	Project	Status	Total	Valid Until	Created
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Customer * ?

👤 Click to select customer…

Line Items ?

📐 Show full descriptions

Qty	Description	Unit Price	Disc %	Line Total
No items yet — click "Add Product" below

Notes (optional)

Subtotal $0.00

Taxable / Non-taxable

Item discounts

Order discount

Additional discount

Tax ?

$0.00

Total $0.00

🎟 Store credit −$0.00

Amount due $0.00

📦 Pickup Location ?

Where the customer collects. Leave as "same as selling store" for a normal sale; choose another store to sell here but have them pick up — and pull stock from — there.

Show stock across stores

Payment Method * ?

Invoice #	Customer	Project	Status	Total	Paid	Balance	Milestones	Due
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Name	Company	Type ?	Tier ?	Phone	Location	Follow-up
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Select a view to load inventory.

Date	Change	Qty After	Reason	Reference	Notes	By
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🪨

Slab Tracker

Individual natural stone slab records — dimensions, bundle, finish, warehouse location, status (available → reserved → sold/damaged). Each slab variant is its own SKU.

📍 Phase 6 — Slab Tracker

PO #	Vendor	Status	Expected	Subtotal	Shipping	Total	Created
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SPO #	Customer	Vendor	Status	Expected	Invoice	Created
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Waiting on a payment right now?

The mailbox is checked every 30 minutes on its own. Press Check for Payment to look immediately — useful with a customer at the counter.

Assemble #	Customer	Invoice	Priority	Scheduled	Delivered
No completed assemble jobs yet.

?	Transfer #	From ?	To	Status ?	Items	Created	Dispatched
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RMA #	Customer	Invoice	Status ?	Reason	Refund ?	Created
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Task #	Subject	From	To	Priority	Status	Due	Created
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Team Portal

Everything in one place

Jump to the tools your team uses every day, and see what’s happening across the company.

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Loading the board…

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💰 Sales Summary

Today

—

Total Revenue

—

Invoices

—

Avg Sale

—

Quick Sales

Paid 0% Outstanding $0

💳 Payment Methods

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📋 Estimate Pipeline

—

Draft

—

Pending

—

Approved

—

Invoiced

Conversion rate —%

Total value in pipeline —

🏆 Top 10 Products

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🪨 Countertops Sold

Slabs, peninsulas, backsplashes and bullnose — by piece.

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🚪 Cabinets Sold by Colour

Read from the line comments where the SKU and the colour disagree.

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🚰 Sinks · Faucets · Mirrors

Top sellers across the three, by revenue.

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⚠ Outstanding Invoices

—

0–30 days

—

31–60 days

—

60+ days

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📦 Inventory Value

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Total retail value —

Settings

Your profile and sign-in.

Profile

Signed in as—

Role—

Home location—

To change your name, role or location, ask an admin.

Password

Use at least 8 characters.

New password

Confirm new password

Build Roadmap

All 17 build phases and where each one stands.

Phase	Feature	Status

Product Categories

One list, used everywhere — dropdowns, filters, the product picker, imports, and pricing. Order here is the order shown app-wide.

Order	Icon	Name	Status
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		SKU	Name	Category	Unit	Retail	Cost	Margin	Status
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User Management

Create accounts, assign roles and locations, set manager PINs

Name	Email	Role	Location	PIN	Status	Last Login
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🔐 Page Access by Role

Which sidebar pages each role can open, and where they land after login. Admins always see everything. Changes apply at each user's next login.

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📊 Report Access by Role

Page Access (above) decides who can open Reports. This decides what they see inside: which report tabs, which sensitive figures, exports, store scope, and how far back they can look. Admins always see everything. Enforced in the report functions, not just hidden in the browser.

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🏭 Factory Reorder Permissions

Who may prepare a company-wide reorder sheet, and who may send it to the factory without approval. Anyone allowed to prepare but not to submit directly raises a request that an admin approves in ⑭ Approvals. Admin can always do both. Changes apply at each user's next login.

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Manager / Supervisor Price Editing

When on, managers & supervisors at the selected stores get an “Edit Price” button on a product’s detail in the Products tab. Turn off to keep price changes inside this admin panel.

Off

Enforced in the database too — turning this off blocks price writes server-side, not just in the browser.

Tier Pricing Rules

Discount % applied by customer tier & product category — auto-applied in all pickers

Tier	Category	Discount %	Effective From	Effective To	Notes	Action
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Location Price Modifiers

Base prices are the company-wide baseline. Click any cell to edit — blank cells inherit the location's "All" default.

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Audit Log

When	Action	Performed By	Record	Result
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Product Pricing

Retail & cost prices — changes are effective-dated

Product	SKU	Category	Retail	Cost	Margin %	Since	Action
Loads on demand — the full catalog is large. Typing in search also loads it.

❓ Help on Demand

When on, a small ? appears next to fields and sections. Clicking it shows a short plain-English explanation — handy for new staff and anyone coming off QuickBooks. Turn off to hide every ? across the app.

Off

The tip text lives in the help_content table — edit a tip in Supabase to fix wording without a code deploy. New tips show up the next time staff reload.

💬 Comment Presets

Standard comments staff insert by typing the code in any comment line (Estimates, Invoices, Quick Sale) — exactly like the SKU lookup.

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Default Tax Rate

× 100 = % (e.g. 0.0950 = 9.50%)

Applied to all new invoices and estimates unless overridden by a location-specific rate below.

🖨 Print Font Size

Overall text scale for all printed documents — estimates, invoices, letterhead, purchase orders, quick-sale receipts, and packing slips. 14 = standard size (documents print as designed); higher scales everything up proportionally, lower scales down. Larger is easier to read but may push long documents onto an extra page.

scale (8–20). 14 = standard.

📐 Document Top Margin

Top margin (inches) for the colored estimate, invoice, purchase order, and return/credit-memo documents. Lower values move content up and shrink the blank band at the top of page 1. Letterhead documents use the separate Letterhead Margins above.

inches (0.25–2). 0.5 = default.

Per-Location Tax Rate Overrides

Location	Tax Rate (decimal)	Notes
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Invoice & Estimate Settings

Company Name (appears on all printed documents)

Default Payment Terms

Estimate Validity (days)

Max Staff Discount %

Max Manager Discount %

Return Policy Text (printed on invoices & packing slips)

Estimate Policy Footnote (printed at bottom of estimates)

Important Notice (prints as bold bordered box on invoices & estimates — e.g. pickup/storage policy)

Terms & Conditions (printed on reverse/page 2 of every invoice & quick sale receipt)

🖨 Letterhead Print Margins

Set the top and bottom margins when printing on pre-printed letterhead paper. Adjust until your content lands in the blank body zone of the form. Typical starting values: top 2.2in, bottom 1.8in.

Top Margin (inches)

Bottom Margin (inches)

Left Margin (inches)

Right Margin (inches)

Default Temp Password — used when creating new users or resetting passwords

Min 6 characters. Share verbally — never email.

Return & Restocking Policy

Return Window (days)

Allow staff to override restocking fee

New / Unopened (%)

All unopened returns

Countertops Opened (%)

Opened countertop returns

Cabinets Opened (%)

Opened cabinet returns

Discount Label Options

Labels available when adding a Group Discount. Staff see all labels including Manager Discount.

Location Settings

Edit showroom details, toggle active status

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Data Export

🧾

Invoices

All invoices with totals, status, customer, location

📋

Estimates

All estimates with status, customer, totals

👥

Customers

All customers with tier, type, contact, location

💰

Payments

All payments with method, amount, invoice reference

📦

Inventory

Current stock levels per product per location

Location

Incoming Payments

Everything in one place

Settings

Profile

Password