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Active quotes

0

Quotes needing review

0

Open work orders

0

Needs you now

everything urgent, worst first

0 items

Design queue

office designer keeps drawing while you review 0 queued

Assistant queue

Pearl, Jade, Amber and the Actioner, one item at a time

Drawing reviews

fresh sets from design, oldest first 0 to review

Schedule — today & next

crew, bookings & days off

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Quotes needing action

ProjectClientStatusNext stepValue

Installs & order cutoffs

upcoming

Deliveries

next 14 days

POs needing action

supplier replied, still at Sent 0 to action

Recent leads

Warranty claims

open claims, oldest first 0 open

Today

Where every open job is, and what it's waiting on — worst first. Read-only.

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Inbox

All your communications, together.

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No conversation selected Select a conversation to read.

Leads

Live enquiries from Meta lead ads & the website form — new leads land within seconds

Show:

Status	Name	Phone	Suburb	Source	Received	Follow-up
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No lead selected

Click a row to open its editor.

First name

Last name

Phone

Email

Address

Suburb

Postcode

Job type

Urgency

Budget

What they're after (from the website form, read-only)

Preferred contact

How they heard about us

Who or what

Fit

Where the click came from (read-only)

Status

No follow-up set.

Form response (read-only)

Internal notes

Projects

A project runs Quote → Design → Job → Complete. Quotes are still being estimated; Work Orders are projects in the Job stage.

⌕

All projects

every project by stage — step & assigned save instantly, click a row to open it

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Active quotes

status, follow-up and assigned save instantly — click a row to open it

Open		Job	Status	Follow-up	Assigned	Value ex GST	Waiting	Updated
Click Load Quotes.

Active work orders

every ServiceM8 job at Work Order status — stage & assigned save instantly, click a row to open it

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Schedule

Every active quote & work order's phase chain, on one calendar

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Workforce

— staff, capabilities, placeholders and days off

Staff from ServiceM8, their task capabilities, and this week's allocations. Click a capability chip to toggle it; click a day cell to book that person.

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Capabilities

What each person can be booked for. These drive the task options when allocating.

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Book

Task

Job number (optional)

Start

Hours

Placeholder installers

Planning-only staff for hires you haven't made yet — schedule and roster them now, then swap in the real person once hired. They can never be booked in ServiceM8 directly.

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Name

Start date (if known)

Days off (RDO / leave)

Manual per-person days off — RDOs vary per employee, so they're entered here rather than following a fixed fortnight rule. The scheduler checks this before rostering someone.

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Staff

Date

Reason

Calendar

Day-to-day view — planned stages, site visits and work orders, kept separate; By person shows who is where. Double-click a day to book a visit.

Scheduled (plan) Site visits (actual) Work orders Bookings

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1Qualified

2Booked

3Measured

4Designed

5Estimate

6Proposal

7Contract

8Drawings

9Procurement

10Scheduled

11Complete

12Warranty

Kaboodle$0.00 Polytec$0.00 Häfele$0.00 Benchtops$0.00 Labour$0.00 Provisionals$0.00 Labour hrs0.00 Bench hrs0.00 Total hrs0.00 Review rows0 Subtotal ex GST$0.00 GST$0.00 Total inc GST$0.00

Open a job first.

—

Total inc GST$0.00

Status—

Full estimating, proposal, contract and procurement tools are built for a bigger screen — use the tabs above on a desktop or tablet to edit this job.

🖥 This tab is a desktop tool — pinch to zoom, or switch device for accurate editing.

Current Quote

No quote selected.

Developer details

Project no.

Job ID

BoM import ID

Primary Actions

SketchUp CSV

Quote Status

Visit 1

Editable until finalised.

Review Status

No match0

Benchtop0

Review0

Labour hrs0.00

Cab install hrs0.00

Bench install hrs0.00

BoM Versions

No BoM versions loaded.

Design Requirements — from the initial site visit

What the customer asked for on site — a brief for the designer, not a set selection. Make the real call on the Estimate / Selections tabs below.

Open a quote first.

Pricing detail & profit

Subtotal ex GST$0.00

GST$0.00

Total inc GST$0.00

Materials$0.00

Labour @ $110/hr ex GST$0.00

Kaboodle$0.00

Polytec$0.00

Häfele$0.00

Benchtops$0.00

Benchtop m²0.000 m²

Provisional Sums$0.00

Pricing Summary

Subtotal ex GST

$0.00

GST

$0.00

Total inc GST

$0.00

Materials

$0.00

Labour

$0.00

Kaboodle

$0.00

Polytec

$0.00

Häfele

$0.00

Benchtops

$0.00

Provisional sums

$0.00

Review rows

0

Estimate Versions

Save the current priced estimate as a version before making major changes or sending a quote.

Version name

Notes

No estimate versions loaded.

Finishes in this import

Every distinct SketchUp material found on the door/panel rows below, with how many rows use it and the price of each Polytec finish. Type a replacement and click Apply to bulk-fix a mislabeled or missed material. Choose a pricing family/finish group/style and click Run Polytec Pricing to price just this finish's rows from the Polytec grid — each finish can be priced independently, so jobs with more than one finish price correctly.

Finish / Material (from SketchUp)	Rows	Unpriced	Qty	Cost	Sell	Rename to	Style	Apply	Pricing Family	Finish Group	Markup %	Run Polytec Pricing
Click Load Polytec Items.

Polytec Style Allocation

Finish/material is pulled from the original SketchUp BoM material. Use this section only to select the Polytec profile/style for each door and panel item. This updates the order finish label without changing the original BoM.

Bulk style

Finish source

Pulled from SketchUp BoM material

Review finish to select

Replace with Polytec finish

Category

Supplier

Finish from BoM

Style selected

Search

Show full Polytec items table

Edit	Select	Source Name	Code	Category	Supplier	Qty	Width	Height	Thickness	Finish from BoM	Style selected in MAUD	Pricing Status	Save
Click Load Polytec Items.

Lighting (Häfele Loox)

Prices the LED lighting properly instead of charging a whole strip roll per cut. Strip is per lineal metre, channel packs into 2.5m/3m sticks, each run gets 2 end caps + a connector lead, and drivers are auto-sized to the total load at 80% max. Add runs manually and pick the job add-ons below.

Add a run — length (mm)

Qty

Strip

Channel stick

Connector lead (per run)

Driver headroom %

Distributor

Distributor qty

Extension lead

Extension qty

Switch

Switch qty

Connect Mesh qty

Include standard freight ($30)

Benchtops — Silksurface

Select the Silksurface range, then apply the sheet plan — pieces are nested onto 650/950/1600mm sheets and the cheapest combination is priced. The side workflow button turns green after the price is applied.

Range

Markup % (on landed material + freight)

Colour (agreed selection) — for the proposal document and customer record only; price is set by Range, not Colour

Benchtop & Splashback Pieces

Every benchtop and splashback piece on this estimate. Stone pieces' combined m² drives the sheet-plan price above. Flip a piece Benchtop ⇄ Splashback if it's tagged wrong — splashbacks show on their own line in the proposal. Set Material to Laminate for a Polytec laminate top: it leaves the stone sheet plan and is ordered cut-to-measure from Polytec instead. Set it to Timber for a solid timber top (Marri from Revealing Timbers): it leaves the sheet plan too and waits for a price from the supplier's quote (Edit, then Set price). A timber shelf or panel is set the same way from its Edit drawer (Supplier: Revealing Timbers). Reset (per row or the button above) clears edits, flips and pricing back to the raw BoM.

Edit	Piece	SketchUp tag	Category	Material	W (mm)	L/H (mm)	m²	Status	Cost	Sell
No benchtop pieces loaded yet.

Cutting List — Sheet Layouts

To-scale layout of each sheet from the applied plan. Hatched area is waste; green dashed areas are offcuts worth keeping (≥0.25m², no edge under 300mm) — they're auto-tracked in Silksurface stock. Red dashed edges are join lines (pieces longer than one sheet). Veined colours show 30° grain arrows and are never rotated. A 1.8mm saw kerf is allowed between pieces.

No sheet plan applied yet.

Benchtops — 18mm Board Substrate

Markup %

Nest the 18mm Polytec (Satin) board build-up pieces onto the cheapest mix of board sheets and price the substrate. To-scale layout of each sheet: hatched area is waste; green dashed areas are offcuts worth keeping (≥0.25m², no edge under 300mm) — they're auto-tracked as board stock. Red dashed edges are join lines (pieces longer than one sheet). Board has no grain, so pieces may be rotated freely. A 1.8mm saw kerf is allowed between pieces.

No board plan applied yet.

Hardware — Hinges & Rules

Apply hinge selections and known hardware rules from here. Use Load Hinge Options if the dropdowns need refreshing.

Base hinge

Wall hinge

Base multiplier

Wall multiplier

Appliances

Search Häfele packages and items, plus every appliance in the Selections Centre catalogue, and add it with a quantity. Add, adjust quantity, or remove appliances at any time — no need to find a matching placeholder in the original BoM.

Search packages / items

Qty

Item Code	Item Name	Qty	Sell ex GST	Total ex GST	Remove
No appliances added yet.

Sink

Cape Kitchens supplied Customer supplied

Search materials library

Qty

No sink selected.

Tap / Mixer

Cape Kitchens supplied Customer supplied

Search materials library

Qty

No tap selected.

Handles

Cape Kitchens supplied Customer supplied

Search materials library

Qty

No handles selected.

Kaboodle Cabinetry

All Kaboodle-supplied rows for this import. Click Edit to open the same Processed BoM editor and change any field.

Category

Pricing Status

Search

Edit	Edited	Order Name	Category	Supplier	SKU	Qty	Width	Height	Depth	Thick	Status	Cost	Sell	Note
No Kaboodle rows loaded.

Häfele Hardware & Appliances

All Häfele-supplied rows for this import. Click Edit to open the same Processed BoM editor and change any field.

Category

Pricing Status

Search

Edit	Edited	Order Name	Category	Supplier	SKU	Qty	Width	Height	Depth	Thick	Status	Cost	Sell	Note
No Häfele rows loaded.

Review Items

Rows that need an action. Click Edit to fix the category, supplier, finish or any other field directly, then click Reprice Row in that same drawer to reprice just that one row immediately. Use Mark non-essential for items that should not block the quote, such as placeholders, client-supplied items or items to handle later.

Fixed several rows and want to reprice everything at once? (same action as Process BoM in Primary Actions) reprocesses the BoM, preserves every manual edit made here, reprices everything, and reports exactly what changed - use this instead of editing rows one at a time.

Just added or renamed an item in ServiceM8 (while it still owns the catalogue)? pulls it now instead of waiting for the hourly sync, so Match catalogue can find it. Syncing does not reprice rows — run Process Edited BoM afterwards.

	Edit	Action	Source Name	Category	Supplier	Qty	m²	Pricing Status	Review Reason	Pricing Note
No review items loaded.

Processed BoM

Order-ready BoM. Finish and order fields can be edited without overwriting the original SketchUp import.

Supplier

Category

Finish

Pricing Status

Sort by

Search

Edit	Edited	Order Name	Category	Supplier	SKU	Qty	W	H	D	T	Finish	Status	Cost	Sell	Note
No BoM loaded.

Labour Adjustments

Check the labour inputs, then save and calculate labour. These values are saved against the active BoM import.

Cabinet factor

Under panels

Oven towers

Bulkheads

Integrated fridge

Integrated dishwasher

Integrated microwave

Wall scribes

Custom shelves

Recessed rail doors

Bench factor

Factory joins

Site joins

Undermount sinks

Waterfall ends

Cooktop cutouts

Tap cutouts

Bench sqm

Lighting factor

LED flush lm

LED surface lm

LED drivers

LED switches

LED downlights

Splash factor

Polymer splash sqm

Stone splash sqm

Glass splashbacks

Door/panel supplier

Underpanel type

Underpanel depth

Set the labour hours manually

Replaces the calculated hours with the two figures below — for a job sold on agreed hours rather than MAUD's estimate. Cabinet hours mean everything that is not benchtop. Ticking the box fills in the calculated figures first, so nothing moves until you change a number; clearing it restores them.

Cabinet hours

Bench hours

Reason

Labour adjustment not calculated yet.

Demolition / Provisional Sums

Allowances not calculated from the BoM. These add directly to the quote subtotal ex GST.

Demolition (hours @ $110)

Skip bin

Consumables

Cardboard waste disposal

Plumbing allowance

Electrical allowance

Plastering & wall removal

Painting allowance

Flooring allowance

Provisional sums not saved yet.

Advanced / Raw Response

No response yet.

Finished estimating?

Save the estimate to keep a version snapshot of the pricing as it stands — you can keep editing afterwards. Finalise & Lock Quote (left sidebar) is separate: it locks the estimate against further editing once the quote has gone out.

Lock the proposal once it's final — section pricing, reorder and new-link generation are frozen until you unlock it.

Generate Proposal

Creates a private proposal-only link to send the customer — just this proposal (designs, pricing, colour selections, accept). Not the full project portal. It shows a frozen copy exactly as it is right now, so later estimate changes need a new link. You can see when it has been sent, viewed or accepted, and revoke it at any time. On a new job the design queue builds the first proposal for you and leaves it below, marked not sent: Preview it, then use Email to customer or Text to customer on that row. Send proposal to customer sends that same one while the estimate has not changed since it was built; if it has, a fresh one is built and the unsent draft is withdrawn. Text proposal to customer does the same by text message from the Cape Kitchens number.

★ Final proposal

When the design has landed: builds the final proposal (no options, no selections — the finalised drawings instead of renders, plus what changed since the accepted proposal) from a refreshed estimate, then opens its email for you to check and send. The contract is separate: generate and send it from the Contract tab. Building locks the selections centre, revokes open proposal links, and marks the current revision final.

No links created yet.

Customer Portal (whole project)

A separate link to the customer's whole project — proposal, contract, selections, trades, drawings and key dates. Send this once the job is underway, not for quoting.

No portal link yet.

Offer a booking

The customer picks a time on their portal and it books straight into the ServiceM8 calendar (weekdays 7am–3pm, from tomorrow). On a job still at Quote status the booking shows in the quotes area of the dispatch board.

Visit type

Whose calendar

Window

Duration

Proposal Preview

Mirrors the ServiceM8 proposal format, generated live from this estimate: sectioned pricing, selections, totals, purpose statement and payment schedule. Indicative until the contract is issued.

Open a quote and run the estimate first.

Design Images

Upload SketchUp renders and photos for this proposal. They appear live in the Kitchen Designs gallery on every customer link for this quote — including links already sent.

No images uploaded yet.

Customer Selections

Finishes and ranges on this quote, shown as swatches. Add swatch image URLs to the Polytec/Silksurface finish libraries and they appear here automatically. Customer-side selection (colours, taps, appliances) arrives with the customer portal.

No selections yet.

Room name on the customer's proposal

Used for "Your Kitchen Proposal", "Kitchen Designs" and "how your kitchen could look". Blank = Kitchen.

Rooms

When the SketchUp model puts parts in two or more rooms, the proposal adds a price block per room. Set the room name above to match (e.g. "Kitchen & Laundry").

Stone benchtop colour picker on the proposal

Auto shows it only when the job actually has Silksurface stone benchtops.

Design revisions

Lock the contract once it's final — the payment schedule and contract-link generation are frozen until you unlock it.

Contract Status

Not created

Contract Value

Pending final estimate

Deposit Invoice

Not sent

Variations

0 active variations

Customer Contract

Generates the WA Supply & Install contract from the template with this quote's particulars, payment schedule and provisional sums filled in. The accepted proposal attaches as Appendix A and uploaded plans as Appendix B — the customer initials each section and signs online.

Indicative dates

Printed in Schedule I. Left blank they print as TBC — which is what job 1235's customer queried before signing. Check measure is a window; leave the "to" blank for a single day. All of them are indicative and freeze into the contract when you generate it.

Check measure from

to

Delivery

Install start (optional)

Practical completion

Description of the Works

Printed in Schedule I — the plain-English account of what we are doing, which is what a customer reads to check we understood the job. Filled from the proposal; edit it for anything the sections don't say (demolition, wall repairs, what stays). Freezes into the contract when you generate it.

No contract links yet.

Already signed offline?

Signed on paper or elsewhere? Upload the signed PDF — no online portal signing needed. Whatever you upload becomes the copy the customer downloads from their portal, so they get the document that was actually signed rather than a freshly generated one.

Payment Stages

Calculated from the current priced estimate, per the contract template: a 6.5% deposit on the contract total, then each stage invoiced at 93.5% of its category (inc GST) through to practical completion. Use Edit schedule to rename, re-amount, add or remove stages for this job — the edited schedule is what the customer sees and signs. Once the contract is signed the stages below are the signed ones, and the panel above compares them against today's estimate.

Stage	Includes	Basis	Amount inc GST	Invoiced	Paid
Run the estimate first — payment stages are calculated from the priced summary.

Trades on this job

Who does what on this job — pick from the trades directory (suggestions favour trades servicing the job's suburb) to link a trade and email them work orders and fit-off requests. Ticked trades show on the customer portal.

Open a quote first.

Change Orders

Draft it, set it to Sent, and the customer can approve or decline it on their portal.

Title

Description

Amount inc GST

No change orders yet.

Procurement

Everything this job needs ordered, in one checklist. Create a purchase order per supplier from the processed BoM; track each through Draft → Sent → Ordered → Received. Trades and allowances appear from the provisional sums.

Procurement Checklist

Open a quote first.

Open a quote and run the estimate first.

Parts reconciliation

Every coded part checked across the drawings, the current BoM and the purchase orders — stale drawings, missing/excluded parts, size and finish drift surface here instead of in a PDF side-by-side.

Open a job first.

Capture

Sketch the floor plan (and wall plan if useful), snap photos, or load a measure export from your phone. Originals are never overwritten — markup saves as a new version.

Photo

Voice note

Measure export / other file

No sketches or measure files yet.

No photos or voice notes yet.

On Site

The initial appointment — understanding what the customer wants and whether it's viable, not a measure. The technical check-measure (dimensions, joins, cutouts) is a separate, later visit.

No visit started yet.

Complete

Discovery checklist

Notes

Access / parking / stairs

General notes

Site access for the crew — keys, lockbox, alarm, gate, parking, pets (shown on the MAUD Go job card; saves on its own)

Plans & Drawings

Use 👁 On portal to choose which show on the customer portal; check measure drawings ask the customer for approval there.

Type

Title

File

Select all

No plans or drawings yet.

Drawing Approvals

After check measure, send the final plan set for the customer to initial every page and sign the Client Drawing Approval & Authorisation. Use Send for approval on a PDF row above — the file is frozen into the approval, so a later re-upload never changes what they signed. Wording lives in Settings > Agreements.

No drawing approvals sent yet.

Renderings

Photoreal renders (from the SketchUp render button) collect here — separate from plans & drawings. Upload your own too (finished-job photos, external renders). Open the gallery to delete them, choose which show on the customer proposal, or set the portal hero.

No renderings yet.

Customer Choices (portal)

Give the customer pictured options for sinks, taps and handles — they pick on the portal.

Category

Option name

Note (optional)

Image

No options yet.

Selections Centre

Customer requests from the portal's Selections Centre (the full Häfele catalogue) land here with the price difference and sink-fit result frozen at request time. Confirm updates the job's fixture selection and drafts a change order for any difference; Decline shows your note on the portal.

No selection requests yet.

Catalogue admin — visibility & sink dimensions (all jobs)

Open to load…

Billing

tax invoices raised from MAUD into Xero, numbered job + letter like ServiceM8's. Draft, check, then raise.

Open a job first.

🖥 This tab is a desktop tool — pinch to zoom, or switch device for accurate editing.

What these are generated from

Work-order content is built from the current drawing sets and the priced BoM — the same sources the job card already shows. Re-issuing a drawing set changes what a NEW draft says; it never changes one already sent.

Open a job first.

Electrical

Open a job first.

Plumbing & gas

Open a job first.

Cabinet install (our crew)

Install goes to Cape Kitchens' own installers, so there is no email-out: allocating it puts the checklist on that person's Today view in MAUD Go.

Open a job first.

Project coordination, assembly, fabrication, delivery & benchtop install (our people)

Project coordination: one order for the whole job, stage by stage from the schedule, for the field coordinator. Fabrication: the workshop cuts the raw slabs down to the cutting list and gets the pieces ready for site. Delivery: our run to site. Benchtop install: the crew fits the stone on site. Allocating any of them puts the tick-list on that person's Today view in MAUD Go.

Open a job first.

Work orders

Open a job first.

Quality & site safety

›

Open a job first.

Job Requirements

Tick what this specific job needs — nothing is assumed. This determines which trades get scheduled; dates come later on the Schedule page.

Schedule

The phase chain for this job (trades, assembly, delivery, install). Dates and drag-to-move happen on the Schedule page — this is the at-a-glance view.

	Title	Complete	Duration	Start	End	Accepted	Pending	Files
Not scheduled yet.

Job Schedule

Book check measures, shed assembly, trades, truck bookings and installs for this job. Saved events also appear on the Master Calendar / Gang Chart.

Type

Trade

Location

Status

Title

Assigned to

Start

End

Notes

Hours Summary

Total hours0

Scheduled Events

Type	Trade	Title	Assigned	Location	Start	End	Hours	Status	Action
No events scheduled for this job.

Two-way sync with ServiceM8 and purchase orders is not live yet — this schedule is MAUD's own source of truth for now.

Complimentary Consultation & Concept

The complimentary stage: one onsite consultation, the initial rough design (up to three renders) and the first proposal. Client-requested revisions after that first proposal begin the paid design stage — a genuine Cape Kitchens error is a correction, not a revision. The concept share below is an optional pre-proposal presentation page.

Open a quote first.

Proposed direction (shown on the concept page)

Estimate Band & Design Package

The band prefills from the live estimate (±10%) once the job is priced — adjust and save. MAUD suggests the package from the expected value; picking a different tier, or typing your own fee, needs a reason. The fee and revision allowance freeze when you lock the package, before the agreement is created.

Estimate low (inc GST)

Estimate high (inc GST)

Expected value (inc GST)

Fee override (inc GST)

Design Agreement & Fee

The Design & Pre-Construction Services Agreement is e-signed by the customer, then the design fee is invoiced separately through ServiceM8. Detailed design starts once the fee is paid (or waived with a reason).

Design Continuation Credit

A paid design fee becomes an equal credit. The contract signs at the full (gross) price and the 6.5% HBCA deposit is calculated on that gross price; the credit is earned at contract signing and then applied by you to one payment stage on the Contract tab. It expires 90 days after payment and applies once.

No credit yet.

Revision Rounds

One round = one consolidated list of changes. Included rounds come from the package; a Cape Kitchens correction never consumes one; extra rounds are quoted and approved in writing before work starts.

Request summary

Classification

Charge (inc GST)

Variations against the contract baseline

Open a job first.

Log a warranty claim

For a claim that came in by phone, email or in person — a customer self-submission from the portal lands here automatically. See SOP-10 (Warranty & Defects) for the responsibility test and response SLAs.

Issue

Description

Warranty claims

No warranty claims for this job.

BoM CSV Versions

Uploaded SketchUp CSV files are stored in the private bom-files bucket and linked to the BoM import/version records.

No BoM versions loaded.

Estimate Versions

Saved estimate snapshots for this job/import.

No estimate versions loaded.

Job Documents

Signed contracts, accepted proposals and archived documents for this job — version controlled, newest first.

Open a quote to see its files.

Future File Areas

These are placeholders for the next file workflows.

Supplier DocumentsPurchase orders, invoices and delivery dockets.

ServiceM8 photos & files

Everything attached to this job in ServiceM8 — site and checkout photos, markups, room scans, and the quotes, invoices and forms ServiceM8 generated. Indexed hourly; the files themselves stay in ServiceM8 and load when you look at them.

Open a quote to see its ServiceM8 photos and files.

Job notes

Long-form internal notes — quick notes live in the diary rail. Not built yet: a future decision log, internal notes, customer notes and pricing-change history for this job.

Stock

Native replacement for the My PO / My Stock add-ons — warehouses, materials, levels, traceability, requests, suppliers and purchase orders.

Warehouse

Search

Add item (name)

SKU Barcode

SKU	Name	On hand	Allocated	Available	Min	Adjust
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Warehouses / Vans

Name

Address

Name	Address	Items	Units on hand	Bays	Actions
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Storage locations

Warehouse

Bays read Rack → Bay → Level — B2-3 is rack B, bay 2, level 3. A long rack is the oversize one benchtops go on. “Booked in” is what receiving has put into a bay; it will not come back down until picking is built, so read it as a receiving record, not a stocktake.

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Defect reports to review

Raised by whoever checked the delivery in. Nothing goes to a supplier until you have read it and pressed Send.

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Check in the warehouse first

Draft POs that may already be on a shelf. Look before ordering: on the PO, set From stock for whatever you find, then send the rest. A PO leaves this list when it is sent, or when you press Checked.

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Expected deliveries

Everything ordered and not yet in. The Expected date drives the material-readiness light on the job card and the schedule board — a blank one leaves that light dark, so it is worth filling in when the supplier confirms.

PO	Supplier	Job	Status	Expected	Required by	Outstanding
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Delivery history

Every delivery checked in, newest first. Click a row to see what came in — the same item on several order lines shows once, with the quantities added up.

PO	Supplier	Job	Put away	Docket	Received by	When	Issues
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Stock Trace

Full movement ledger — every receive, adjustment, allocation and transfer.

Material

Warehouse

Start date

End date

When	Warehouse	Item	Type	Qty	Notes	By
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Stock Requests

Request stock for a job — transfer it out of a warehouse, or add it to a purchase order if there isn't enough on hand.

Item

Warehouse

Job number (optional)

Qty

When	Job	Item	Warehouse	Req	Done	Status	By	Actions
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Suppliers

Email addresses prefill PO/RFQ sends. A supplier-specific Word PO template overrides the default — e.g. Polytec orders in Polytec's required format.

Name	Address	Contact	Email	Phone	Rating	PO Template	Status	Actions
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Purchase Orders

From date

To date

Delivery status

Active

Show entries

Search

Supplier

	PO Number	Generated	Supplier	Job	Delivery Status	Required By	Delivery Ref	Received	Total	Staff	Notes	Actions
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Stock & PO Settings

Everything the My Stock add-on's Settings page had, now native. Used on printed and emailed POs and RFQs.

Company name

ABN

Stock manager's email

Accounts email (shown on PO/RFQ documents)

Business phone number

Default tax rate % (GST)

Billing address Default delivery address (can be overridden by the PO's warehouse address)

Purchase Order document template

Request For Quote (RFQ) document template

Templates are HTML files with merge placeholders (like the My PO Word templates): {company_name} {company_abn} {accounts_email} {business_phone} {po_number} {generated_date} {supplier_name} {supplier_contact} {delivery_address} {po_notes} {required_by_date} {requested_by} {job_number} and {lines_table} (the full line table with totals). Download the current template, edit it in any editor, and upload it back — it drives both the printed document and the emailed one.

PO list from number of days ago (0 = show all)

PO number prefix

Next PO number (for non-job POs)

CC all PO/RFQ emails to (blank = off)

PO email from name

Reply-to email address — also fills {contact_email} below and the signature's E: line (blank = accounts@capekitchens.com.au, the sending mailbox)

Subject line of PO email

Subject line of RFQ email

PO email template — variables: {supplier_name}, {supplier_contact}, {po_number}, {contact_email}, {company_name} RFQ email template — same variables

Enable Request For Quote (RFQ) Use random attachment name in emails Never add items to job card Hide Adjust Stock controls for vans / utes Show edit controls in Material List

Polytec Stock

Spare Polytec doors & panels on hand (wrong orders / genuine extras). When you build a Polytec purchase order, any line an on-hand piece exactly matches (same finish + size) is flagged so you can use it instead of ordering.

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Item #	Finish	Type	H × W	Thick	Profile / Edges	Qty	Warehouse	Notes	Actions
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Silksurface Stock

Spare Silksurface benchtop slabs/offcuts. On the shelf is stock the nester and ex-stock pricing can use; cut pieces are off the bench but not shelved yet; planned pieces are what a job's nest would leave over — not stock until the bench cuts them and someone shelves them.

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Show planned on quotes

Item #	State	Colour	Sheet type	L × W	Thick	Edge profile	Qty	Area m²	Cost	Warehouse	Notes	Actions
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The trade desk signs in with the email below and a password you set here and read out over the phone. MAUD sends them nothing — no welcome email, no link and no code.

Portal address

Users

Name	Email	Status	Password	Last sign-in	7 days	Actions
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Networks seen in the last 30 days

What a "signed in from a new network" notice should be judged against. A network marked new was first seen inside this window.

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Settings

Shared MAUD settings — changes apply to all staff, except Appearance which is per device

Appearance

Saved on this device only.

API Tokens

for external tools — the SketchUp BoM exporter, the Claude connector — to talk to MAUD without your MAUD password. Purpose matters: maud-mcp only accepts a “Claude connector” token, so a SketchUp token can never send a customer email.

Label	Purpose	Token	Owner	Created	Last used	Status
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Each token belongs to whoever created it — you can see and revoke your own; admins can see and revoke anyone's. Revoking is immediate and can't be undone; generate a new one and re-paste it into the tool if that happens.

Quoting rules

Applies to all staff.

Stale-quote days

A quote with no activity for this many days is flagged stale on the board. Default 14.

Labour charge-out rate ($/hr)

Hourly rate the quoted labour total is priced at. Default 110. (Installer cost is separate, below.)

Installer costing

Used by the admin profit view to work out labour cost per hour = base × (1 + super% + workers-comp%).

Installer base rate ($/hr)

Superannuation (%)

Workers comp (%)

Ex-stock pricing

Defaults for pricing material allocated from spare Silksurface stock (Stock → Silksurface Stock → Allocate). Overridable per allocation.

Default markup on replacement cost (%)

Gross margin floor (%)

Warning threshold shown on the Proposal tab.

Labour Defaults

Edit default labour hours here. Saved to MAUD's database and shared by all staff on every device.

Category	Item	Current Hours	New Hours	Unit
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Trades Directory

Every trade we use and the areas they cover. Picking a trade on a job suggests the ones covering that job's suburb. Skip bin companies are suppliers (Stock → Suppliers), not trades.

Show suspended

Company	Type	Contact	Phone / Email	Service Areas	Rating	Portal	Status	Actions
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Portal shows the default customer-portal visibility for that trade type (plumber/electrician yes, others no) — each job's Trades section can override it per job.

Service areas

The suburbs offered when setting a trade's coverage (and matched against a job's suburb to suggest trades). One per line.

Matching rules

Saved catalogue matches. When a BoM row is matched by hand once (Match catalogue), MAUD remembers it here and auto-prices that component name on every future import, on any job. Change item points a rule at a different catalogue item; Disable stops it applying but keeps it for reference; Delete forgets it entirely.

Component name	Matches to	Used	Updated	Active

Catalogue editor

Edit a catalogue item's name, SKU, prices, or active flag. While ServiceM8 still owns the catalogue, changes are pushed to its materials library first so the hourly sync keeps them; once the catalogue has moved to MAUD they're saved in MAUD only. Category/type are guessed from the item's name, so renaming the item is what changes them.

Silksurface Colours

Every Silksurface colour, its range, and whether it's veined (directional stone — the slab-nesting logic must not rotate a veined piece 90° when packing a job, because the grain has to run one way; a non-veined/plain colour can be freely reoriented for a better fit). Tick Veined for directional/patterned stone, leave it unticked for plain colours.

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Colour	Range	Veined	Glue code	Silicone	Active
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Every change here saves immediately — no separate Save button. New colours default to veined: assuming a plain colour is directional only costs a little nesting yield, but assuming a veined colour isn't means a bench could be cut with the grain running the wrong way.

Silksurface Sheet Pricing

What each Silksurface sheet costs and sells for. Edit this when the supplier raises prices — nothing else needs to change. Enter figures ex GST; GST (10%) and markup are applied automatically, and the sell price is what a job's estimate pulls when it prices a benchtop/splashback sheet plan.

Quick-fill: Standard $/m² (ex GST)

Quick-fill: Deluxe $/m² (ex GST)

Quick-fill: Infinity $/m² (ex GST)

Material is priced flat per m² with no width discount, so typing a rate above and clicking Fill sets that range's three material cells below from sheet area (650 = 2.08m², 950 = 3.04m², 1600 = 5.12m²) — freight and markup aren't touched. Nothing saves until you click "Save sheet pricing" below.

Range	Width	Sheet area	Material $/sheet (ex GST)	Material $/sheet (inc GST)	Freight $/sheet (ex GST)	Freight $/sheet (inc GST)	Landed (inc GST)	Markup %	Sell price (inc GST)
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Freight note: the "ex GST" freight figures shown are exactly what's live today. A known data-entry issue means some historical rows may already have GST folded into that "ex GST" number, so they won't match a fresh freight invoice 1:1 — flagged, not silently corrected (see design_handoff/silksurface_slab_nesting.md §3). Edit and save a row only when you're ready to update its live pricing; rows you don't touch keep exactly the values they have now.

Minimum freight per order (ex GST)

Company phone (Twilio — calls & SMS)

The company number customers call and text. Calls ring the numbers below in business hours (Perth), or the groups under "Who rings"; unanswered or after-hours calls go to voicemail, which is transcribed and filed on the caller's job (or the Inbox for unknown numbers). Staff can also Call as Cape Kitchens from a job's contacts: MAUD rings your mobile, then connects you showing this number.

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Company number

The Twilio number (also MAUD's SMS number).

Ring these phones

Comma-separated; all ring at once.

Answer from

until

Days

e.g. Mon-Fri, or Mon,Tue,Wed,Thu,Fri,Sat

Ring for (seconds)

Who rings

With everything here switched off, every phone above rings together for every call. Each group rings for the time above; if nobody takes the call the next group rings, then the voicemail.

Only ring people who are clocked on in MAUD Go. A team member who isn't on shift is skipped; with nobody left, the caller goes straight to the company voicemail. Anyone can also set Don't ring me in MAUD Go › More (their phone's Do Not Disturb can flip it for them). A number that isn't a team member's mobile always rings. Returning a call: when someone rings back a number we called from the company phone in the last days, the person who called them rings first, on their own (if they're clocked on), then the groups below. The whisper says who they are returning the call for ("…returning Richard's call"). A known customer rings the people on their job first (the job's coordinator and whoever it is assigned to), then everyone.

New callers ring

Team members with a mobile on their Team entry. Nobody ticked = everyone above. A new caller is a number MAUD doesn't have on an open job.

When more than one is ticked

Accounts calls ring

Only used by the menu's option 3. Blank = the menu has no accounts option.

Listen for voicemail. When a staff mobile's own voicemail picks up (the phone is off, out of range, on Do Not Disturb, or the call was declined), MAUD hangs that up and the caller goes on to the next phone or the company voicemail. The caller may hear a few seconds of the personal greeting first. Answer with a short "hello": about two seconds of unbroken talking is taken for a machine and the call is pulled back. Not used when the key press below is on. Staff press a key to take a call. On answering you hear who is calling ("call from Sarah, job 1 3 2 0" or "a new caller") and press any key to be put through. This stops a mobile that is off or busy from sending a customer to its own voicemail instead of MAUD's. Play a menu to callers MAUD doesn't know: 1 a new kitchen or a quote (the new-caller people), 2 a job already under way (everyone), 3 accounts. Known customers never hear it; saying nothing is the same as no menu.

Voicemail greeting

Your own recorded greeting (optional; callers hear this instead of the computer voice reading the text above)

Record it on your phone (Voice Memos works) or computer, then choose the file here: MP3, WAV or M4A, up to 60 seconds. Finish with "please leave a message after the tone". It is saved as soon as you pick the file.

After-hours greeting (optional; blank and no recording = the greeting above is used after hours too)

Recording of the after-hours greeting (optional)

Booking link by text

Offer new callers a booking link: a caller MAUD doesn't know, ringing from a mobile, hears the greeting below instead and can press 1 to be texted a link, or 2 to go straight to the tone and leave a message (1 still works after the tone). The link asks a few questions first (what they're after, where, when, budget). A full kitchen or a laundry on a budget at or above its level below sees the default person's next free working days and picks times; anyone else (a smaller budget, no budget in mind, a benchtop or a few cabinets) is told we'll be in touch and lands in MAUD Go › Booking requests with no time, for you to ring or email. You confirm every time yourself. The caller becomes a lead. Known customers and landlines get the normal greeting.

Kitchens are shown times from

Laundries are shown times from

Greeting for new callers

Recording of that greeting (optional)

It has to say "press 1" for the booking link, and end with the invitation to leave a message.

After-hours greeting for new callers (optional; blank and no recording = the new-caller greeting above)

Recording of that after-hours greeting (optional)

It has to say "press 1" too.

What they hear after pressing 1

Recording of that line (optional)

Call as Cape Kitchens

What you hear when you answer, before the customer's phone rings

Recording of that line (optional)

Team

roles & resets are admin-only, enforced server-side · last login is Perth time

Name	Security Role	Email	Mobile	Job Title	Status	Last logged in
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Job title and mobile feed the email signature (Settings > Templates > Signature) — every customer email is signed with whoever actually sent it, not hardcoded to one person.

Finance

Cash, what's owed both ways, payroll and tax at a glance. Inc GST unless a tile says otherwise.

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Cashflow

Money in and out by week, inc GST, from everything MAUD knows. Hover a figure for its source; drag a figure to another week to move it.

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Bills & receipts

Supplier bills from Xero waiting to be matched to a job, regular overheads Xero suggests for the cashflow, and card receipts waiting to be coded.

Payroll

Timesheets by fortnight, approved here and sent to Xero payroll as drafts. Moved here from Settings › Timesheets.

Timesheets

clock entries by fortnight — each person confirms their own in MAUD Go, you approve, then MAUD sends draft timesheets to Xero payroll. No money on this page: Xero applies the rates.

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Units only — Xero applies the rates. In the MYOB CSV (fortnights before the Xero cutover) fares & travel and km use MYOB's Hourly basis: the Hours column carries DAYS or KM, not hours.

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Xero & books

The Xero connection, the supplier ↔ Xero contact map, and what MAUD's bookkeeper may write to Xero. Moved here from Settings › Xero.

Xero

the ledger MAUD will raise invoices into (spec 41). Demo Company first: real jobs are refused until go-live. Nothing here raises or sends an invoice.

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Bookkeeper

what MAUD may write to Xero (bills, payments, card receipts, Job tracking), the ABA details for payment runs, and supplier documents waiting for a person (spec 56).

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Invoices

Tax invoices raised from MAUD into Xero, and the ones billed before MAUD. Paid amounts come from Xero every 15 minutes (and within a minute by webhook). Raise, void and send from each job's Billing tab.

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Quality

Issues: everything reported with MAUD Go's Report something button, raised at a pre-start, or logged here. Credentials: white cards, licences and insurance, and when they run out. Equipment & SDS: tools and measuring gear with their check dates, and the safety data sheets the crew read on MAUD Go. Scorecard: how the business is tracking against its quality and safety targets. Audits and Reviews: the monthly desk audit and the quarterly management review. Suppliers & trades: the approved list, with the status an admin sets at the review. Evidence: the standard clause by clause, with the records behind it.

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Payment run

Approved supplier bills from Xero, due soon. Tick what to pay, make the ABA file, upload it in Westpac Live, then mark it uploaded so Xero gets one batch payment that reconciles in one click.

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Reports

Quoted vs actual on every job, profit to date, and where the crew's paid hours went. Ex GST.

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System

The System Atlas: pages, edge functions, tables, scheduled jobs, readers, assistants and outside systems.

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Knowledge

Admin-only SOP library — search, read and edit in place

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Select a SOP from the list, or click “New SOP” to create one.

MAUD

Staff Login

MAUD

Set your password

Dashboard

Needs you now

Design queue

Assistant queue

Drawing reviews

Schedule — today & next

Quotes needing action

Installs & order cutoffs

Deliveries

POs needing action

Recent leads

Warranty claims

Message Inbox

Today

Inbox

Leads

Projects

All projects

Active quotes

Quotes Board

Active work orders

Work Orders Board

Schedule

Workforce

Capabilities

Book

Placeholder installers

Days off (RDO / leave)

Calendar

Project

Selections & Finishes

Design Requirements — from the initial site visit

Pricing Summary

Recessed Rail Optimiser

Finishes in this import

Polytec Style Allocation

Lighting (Häfele Loox)

Benchtops — Silksurface

Benchtop & Splashback Pieces

Cutting List — Sheet Layouts

Benchtops — 18mm Board Substrate

Benchtops — Polytec Laminate

Hardware — Hinges & Rules

Appliances

Sink

Tap / Mixer

Handles

Kaboodle Cabinetry

Häfele Hardware & Appliances

Review Items

Processed BoM

Labour Adjustments

Demolition / Provisional Sums

Advanced / Raw Response

Finished estimating?

Generate Proposal

★ Final proposal

Customer Portal (whole project)

Offer a booking

Proposal Preview

Design Images

Customer Selections

Design revisions

Contract Status

Contract Value

Deposit Invoice

Variations

Customer Contract

Indicative dates

Description of the Works

Already signed offline?

Payment Stages

Trades on this job

Change Orders

Procurement

Procurement Checklist