Dashboard

Quick view of leads, active quotes and confirmed jobs.

Overview

New leads
0
Active quotes
0
Quotes needing review
0
Known quoted value
$0.00

Recent Leads

OpenStatusNamePhoneSuburb
No leads loaded.

Active Quotes

OpenJobStatusKnown SellReview
Click Refresh Dashboard.

Leads

Mock CRM screen for Meta Business Suite leads. This is front-end only for now.

Lead Inbox

OpenStatusNamePhoneSuburbReceived
No leads loaded.

Lead Details

No lead selected.

Quotes

Quotes are opportunities still being estimated or revised. Click Open to go to the quote card.

Active Quotes

OpenQuoteQuote StatusMAUD StatusKnown SellKaboodlePolytecHäfeleBenchtop m²Labour hrsReview RowsLatest BoM
Click Load Quotes.

Jobs

Jobs are ServiceM8 Work Orders that are either pending MAUD confirmation or have been confirmed from an accepted quote.

Pending Conversion

ServiceM8 work orders appear here first. Confirm the accepted estimate version and BoM version before MAUD transfers procurement/scheduling to Jobs.

ActionWork OrderServiceM8 StatusMAUD StatusAccepted TotalDetected
Click Load Work Orders.

Confirmed Jobs

Confirmed jobs have an accepted quote snapshot and active BoM snapshot locked in MAUD.

OpenJobStatusAccepted TotalProcurementSchedule
Click Load Work Orders.

Master Calendar

Cross-job schedule combining check measures, shed assembly, trades, truck bookings and installs, for resource planning across every job. Two-way sync with ServiceM8 and purchase orders is not built yet — events are entered directly from each job's Scheduling tab.

Gang Chart

One row per installer/trade contact. Bars show booked events across the selected date range.

Click Load Schedule to see the gang chart.

Schedule List

JobTypeTradeAssignedLocationStartEndHoursStatus
No schedule loaded.

Quote Card

Estimate and proposal workspace. Once ServiceM8 changes to Work Order, MAUD will ask before converting this quote into a job.

Waiting.
1Upload
2Process
3Estimate
4Labour
5Review
6Version

Full Estimate Workflow

Runs upload if a CSV is selected, then process, estimate, labour and summary.

Subtotal ex GST
$0.00
GST
$0.00
Total inc GST
$0.00
Materials
$0.00
Labour ex GST
$0.00
Benchtops
$0.00
Review rows
0

BoM by Supplier

Processed BoM totals grouped by supplier. Click a supplier to reveal its line items.

No processed BoM loaded yet.

Estimate Checklist

Working Cabinet catalogue pricing
Working Polytec pricing
Working Silksurface sheet plan
Working Häfele appliances
Review Remaining no-catalogue rows
Mockup Editable BoM drawer

BoM File Versions

Uploaded CSVs are now stored in Supabase Storage and linked to BoM imports. Click Use to switch the active import ID on this job card.

No versions loaded.

Estimate Versions

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

No estimate versions loaded.
Benchtops — Silksurface
Select the Silksurface range, then apply the sheet plan. The side workflow button turns green after the price is applied.
Hardware
Apply hinge selections and known hardware rules from here. Use Load Hinge Options if the dropdowns need refreshing.
Appliances — Häfele
Search for a Häfele package or individual appliance 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.
Item CodeItem NameQtySell ex GSTTotal ex GSTRemove
No appliances added yet.
Labour Adjustments
Check the labour inputs, then save and calculate labour. These values are saved against the active BoM import.
Labour adjustment not calculated yet.
Demolition / Provisional Sums
Allowances not calculated from the BoM. These add directly to the quote subtotal ex GST.
Provisional sums not saved yet.

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 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.

Pulled from SketchUp BoM material
Edit Select Source Name Category Supplier Qty Width Height Thickness Finish from BoM Style selected in MAUD Save
Click Load Polytec Items.

Kaboodle Cabinetry

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

EditEditedOrder NameCategorySupplierSKUQtyWidthHeightDepthThickStatusCostSellNote
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.

EditEditedOrder NameCategorySupplierSKUQtyWidthHeightDepthThickStatusCostSellNote
No Häfele rows loaded.

Review Items

Rows that need an action. Click Edit to fix the category, supplier, finish or any other field directly. Use Mark non-essential for items that should not block the quote, such as placeholders, client-supplied items or items to handle later.

EditActionSource NameCategorySupplierQtym²Pricing StatusReview ReasonPricing Note
No review items loaded.

Processed BoM

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

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

Advanced / Raw Response

No response yet.

Contract Status

Not created

Contract Value

Pending final estimate

Deposit Invoice

Not sent

Variations

0 active variations

Kaboodle PO

Not created

Polytec PO

Not created

Silksurface PO

Not created

Häfele PO

Not created

SketchUp File

Pending link

Client Plans

Pending

Final Drawings

Pending

Benchtop Template

Pending

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.

Hours Summary

Total hours0

Scheduled Events

TypeTradeTitleAssignedLocationStartEndHoursStatusAction
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.

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.

Future File Areas

These are placeholders for the next file workflows.

ContractsSigned contracts and accepted quote PDFs.
Plans / DrawingsSketchUp exports, plans, elevations and check-measure drawings.
Supplier DocumentsPurchase orders, invoices and delivery dockets.
PhotosBefore photos, site photos and completion photos.

Notes / History

Future decision log, internal notes, customer notes and pricing change history.

Settings

Connection and temporary development settings.

Connection

The anon key is public and is used by the browser to reach Supabase. Never paste the service role key here.

Labour Defaults

Edit default labour hours here. Saved in browser only for now.

CategoryItemCurrent HoursNew HoursUnit
Loading labour defaults...