Operations Board
Sticky lanes, full-column drag/drop, and room links keep jobs moving without hunting.
Orbit Morning Briefing
Cached operations radar for today.
Generate a briefing to see risks, todayβs schedule, money items, and next moves.
Operations Backbone
Business Pipeline
A visual board for customers, quotes, jobs, orders, permits, inspections, invoices, and the automations that move them.
Customers
Client records, billing contacts, and sites live here.
Requests
New requests, site visits, quote requests, and converted requests.
Quotes
Task-based quote builder using Scope data and editable pricing.
Locked quote: select an opportunity
Quote Lines
Use task defaults, then tune qty, area, and price.
Internal Board Notes
Private team notes. These become cards on the quote room board, not customer-facing quote text.
Jobs
Accepted work becomes scheduled jobs, field tasks, files, and room links.
Invoices
Generated invoices will move cards through billing and payment states.
Invoice workflow rough-in. Cards will appear here when jobs move to invoice required.
Payments
Paid, partially paid, and unpaid invoice totals for accounting follow-up.
Expenses
Supplier receipts, job expenses, credits, and field costs gathered from jobs.
Accounting
Income, invoicing, receipts, tracked labour, expenses, and job profit in one place.
Schedule
Level 1 office scheduler. Drag unscheduled jobs onto a day/time block, then link back to the field job.
Timesheets
Field start/stop entries with optional device start and stop locations.
Messages
Business-linked room activity will surface here.
Office Email
Connects to the office mailbox configured in the backend .env.
Open Email to load the inbox.
Select an email
Incoming customer and supplier messages will show here. Linking to rooms/jobs comes next.
Documents
Quotes, permits, drawings, safety forms, PDFs, and exports will be grouped here.
Cost & Profit
Sales, collected income, tracked labour, real job expenses, and profit from active job data.
Settings
Pipeline stages, ordering, and future automation defaults.
Pipeline Stages
These columns drive the operations board and future automations.
Automation Rules
Choose what happens when an opportunity enters each stage. These rules are saved now and will drive the automatic workflow pieces as they come online.
Automation Settings
Controls quote acceptance, quick quote imports, crew actions, schedule notices, and request flow defaults.
Office Settings
Shared profile, email, signatures, notifications, company, AI, and integration defaults used by the office tools.
Numbering
Customer ranges, prefixes, and purchase order formats used by the backend generators.
Opportunity Settings
Opportunity imports, defaults, linked team, customer info, and stage automation entry points.
Quote Settings
Quote defaults, approval movement, import behaviour, and customer-facing quote flow.
Import From Quick Quote
Select an old quick quote JSON. The app will create the opportunity and draft quote together.
Job Settings
Field defaults, job cards, timer rules, and supplier order email addresses.
Invoice Settings
Invoice terms, automatic draft creation, job-complete stage movement, and paid-card flow.
Payment Settings
Customer payment options, e-transfer text, and payment links used on invoices and the customer hub.