☰ Table
⬜ Board
◻ Gallery
| ⚒️ Job | 🏷 Status | 👤 Client | 💰 Value | 🪵 Materials | 📈 Profit | 📅 Start | 🏁 ETA | 📊 Progress | 💳 Deposit |
|---|---|---|---|---|---|---|---|---|---|
🍳Kitchen Fit-Out (Oak) |
In Production | Nomsa Dube | R28,000 | R6,200 | R21,800 | 28 Jan | 22 Mar | 60% |
✓ Paid |
👔Built-In Wardrobes (×3) |
Ready ✓ | Thabo Khumalo | R15,500 | R2,100 | R13,400 | 13 Feb | 2 Mar | 100% |
✓ Paid |
💼Office Desks (×5) |
Confirmed | Lerato Corp | R32,000 | R4,800 | R27,200 | 10 Mar | 31 Mar | 10% |
Pending |
🛋️Custom Couch + TV Unit |
Quoted | Sipho Dlamini | R12,500 | R2,775 | R9,725 | — | 28 Mar | 0% |
Awaiting |
📚Study Nook + Shelving |
Delivered | Zanele Mokoena | R6,500 | R900 | R5,600 | 5 Feb | 15 Feb | 100% |
✓ Paid |
| Totals | R94,500 | R16,775 | R77,725 | ||||||
🏠
Good morning 👋
Wednesday, 5 March 2026 · Here's what needs your attention today.
🔥 Action Needed
✓
2 new bookings — accept or declineFollow up: Quote #Q-2026-0022 (Priya — 4 days)
Order melamine boards — Lerato Corp job
Mark Thabo's wardrobes as Delivered
📊 March Snapshot
RevenueR38,500
Active Jobs5
Pending QuotesR45,000
Auto-WhatsApps Sent47
5-Star Reviews5 ⭐
🗂️ Quick Links
📥
Inbox
System notifications, automation triggers and alerts — all in one place.
New booking — Sipho Dlamini
Custom Furniture · Thu 5 March · R1,500 deposit paid. Action required: Accept or decline.
2 minutes ago
Quote #Q-2026-0021 approved — Thabo Khumalo
Built-In Wardrobes · R15,500. Job card auto-created. Deposit invoice sent.
1 hour ago
Payment received — R14,000 from Lerato Corp
Final payment via PayFast. Job #KK-0039 marked as fully paid.
Yesterday · 3:42 PM
5-star review — Zanele Mokoena
"Exceptional craftsmanship. The quality is unmatched. Will definitely use again!" — Google Review
Yesterday · 10:18 AM
Auto-WhatsApp sent — Nomsa Dube
Production update: "Frame complete, upholstery starting Monday." Delivered successfully.
14 Mar · 4:00 PM
👤
Client CRM
Every client, their history, total spend and referral status. Auto-updates when a new booking comes in.
| 👤 Name | 📦 Jobs | 💰 Total Spent | ⭐ Reviews | 🔗 Referrals | 📅 Last Booking | 🏷 Type | |
|---|---|---|---|---|---|---|---|
👤Zanele Mokoena | +27 79 222 8888 | 3 | R34,000 | ⭐⭐⭐⭐⭐ ×3 | 2 referrals | 28 Feb 2026 | VIP |
🏢Lerato Corp | +27 11 333 4444 | 2 | R58,000 | ⭐⭐⭐⭐⭐ ×1 | 0 | Mar 2026 | Corporate |
👤Nomsa Dube | +27 83 444 5555 | 2 | R42,000 | ⭐⭐⭐⭐⭐ ×2 | 1 referral | Jan 2026 | VIP |
👤Thabo Khumalo | +27 71 888 2233 | 1 | R15,500 | — | 0 | Feb 2026 | Active |
👤Sipho Dlamini | +27 82 555 0123 | 1 | R1,500 dep. | — | 0 | Today | New |
📄
Quotes & Invoices
Auto-generated when a quote is created. Sends to client via email. Tracks approval status.
| 📄 Quote # | 🛋️ Description | 👤 Client | 💰 Amount | 🏷 Status | 📅 Sent | ✅ Approved |
|---|---|---|---|---|---|---|
📄#Q-2026-0024 | L-Shape Couch + TV Unit | Sipho Dlamini | R12,500 | Pending | Today | — |
📄#Q-2026-0023 | Dining Room Set (6-seater) | Ayanda Mthembu | R18,000 | Sent | 3 Mar | — |
📄#Q-2026-0022 | Home Office (2 desks) | Priya Naidoo | R14,500 | Pending | 1 Mar | — |
✅#Q-2026-0021 | Built-In Wardrobes (×3) | Thabo Khumalo | R15,500 | Approved ✓ | 13 Feb | 14 Feb ✓ |
✅#Q-2026-0020 | Kitchen Fit-Out (Oak) | Nomsa Dube | R28,000 | Approved ✓ | 27 Jan | 28 Jan ✓ |
🪵
Material Cost Tracker
Every rand spent on materials, linked to the job. Auto-calculates profit margin per job.
| 🪵 Material | 🔗 Job | 🏪 Supplier | 📦 Qty | 💲 Unit | 💰 Total | 🏷 Status |
|---|---|---|---|---|---|---|
🪵Oak Veneer Sheet | Kitchen Fit-Out | Timber World JHB | 8 sheets | R380 | R3,040 | Purchased |
🔩Cabinet Hinges ×40 | Kitchen Fit-Out | Hardware Depot | 40 units | R28 | R1,120 | Purchased |
📋Melamine Board | Office Desks | Board & More | 12 sheets | R290 | R3,480 | Ordered |
🧵Grey Fabric (m²) | Couch + TV Unit | Fabric House | 15 m² | R185 | R2,775 | Planned |
| Total Material Costs | R10,415 | |||||
💰
Revenue Tracker
Monthly income, broken down by job. Formula auto-calculates profit after material costs.
| 📅 Month | 💰 Gross Revenue | 🪵 Material Costs | 📈 Net Profit | 📊 Margin | ⚒️ Jobs | 💳 Deposits |
|---|---|---|---|---|---|---|
📅March 2026 (current) |
R38,500 | R8,400 | R30,100 | 78% | 5 active | R8,500 |
📅February 2026 |
R30,000 | R6,200 | R23,800 | 79% | 3 delivered | R6,000 |
📅January 2026 |
R18,000 | R4,100 | R13,900 | 77% | 2 delivered | R3,600 |
| 2026 YTD | R86,500 | R18,700 | R67,800 | 78% avg | 10 jobs | R18,100 |
📅
Production Calendar
Every active job plotted on a timeline. See what's running, what's overlapping, and when capacity is free.
March 2026
| Job | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 🍳 Kitchen Fit-Out Nomsa |
|||||||||||||||||||||||||||||||
| 👔 Wardrobes Thabo |
|||||||||||||||||||||||||||||||
| 💼 Office Desks Lerato |
|||||||||||||||||||||||||||||||
| 🛋️ Couch + TV Sipho |
|||||||||||||||||||||||||||||||
In Production
Ready
Confirmed
Quoted
📊
Monthly Dashboard
All KPIs auto-calculated from your jobs, payments, and materials databases.
💰 Revenue
R38,500
↑ 28% vs February
📈 Net Profit
R30,100
78% margin · ↑ from 74%
⚒️ Active Jobs
5
3 delivered this month
📄 Quote Conversion
78%
Industry avg: 45%
📱 Auto-WhatsApps
47
≈ 3 hrs saved
⭐ Reviews
5.0
5 reviews · all 5-star
📅 2026 Revenue by Month
Jan: R18,000Feb: R30,000Mar: R38,500
⚡
Automations Log
Every automatic action the system has run on your behalf — WhatsApps, job creation, payment confirmations, all logged here.
| ⚡ Trigger | 📤 Action Taken | 👤 Client | ✅ Status | 📅 Time |
|---|---|---|---|---|
📅New booking received | Job card created · WA confirmation sent · Email sent | Sipho Dlamini | Success | 5 Mar · 09:41 |
💳Deposit cleared | Invoice marked paid · Notion updated · WA receipt sent | Sipho Dlamini | Success | 5 Mar · 09:42 |
⏰24-hr reminder | Reminder WhatsApp sent to client | Sipho Dlamini | Success | 4 Mar · 08:00 |
✅Quote approved | Job card updated · Deposit invoice generated · WA sent | Thabo Khumalo | Success | 2 Mar · 14:30 |
⚒️Status: Production Started | WhatsApp sent · Portal updated · ETA calculated | Nomsa Dube | Success | 28 Jan · 09:00 |
🎉Status: Ready for Delivery | Delivery WA sent · Review request scheduled | Thabo Khumalo | Success | 28 Feb · 16:00 |
⭐Post-delivery review request | Review link sent · Google Review prompt | Zanele Mokoena | Success | 3 Mar · 10:00 |
⚡ 47 automations run this month · 0 failures · 3 hrs 12 min saved
📋
New Job Template
Pre-filled when a new booking comes in. Owner only fills in the quote amount — everything else auto-populates.
💌
WhatsApp Templates
All automated messages your customers receive. Variables fill in automatically. Zero typing required.