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Customer messages, portal questions, warranty claims and tasks — everything waiting on a reply, newest first.Loading…
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Live enquiries from Meta lead ads & the website form — new leads land within seconds
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Jobs
Quotes are still being estimated; Work Orders are confirmed jobs in production.All jobs
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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| Loading… |
Schedule
Every active quote & work order's phase chain, on one calendarLoading job schedules…
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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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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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.
Calendar
Day-to-day view — planned jobs and real ServiceM8 visits, kept separateLoading calendar…
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
Quote Status
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.
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.
Pulled from SketchUp BoM material
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.
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.
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. 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
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.
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 Code | Item Name | Qty | Sell ex GST | Total ex GST | Remove |
|---|---|---|---|---|---|
| No appliances added yet. | |||||
Sink
No sink selected.
Tap / Mixer
No tap selected.
Handles
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.
| 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.
| 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.
| 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.
| Edit | Edited | Order Name | Category | Supplier | SKU | Qty | Width | Height | Depth | Thick | 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.
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.
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.
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.
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.
Used for "Your Kitchen Proposal", "Kitchen Designs" and "how your kitchen could look". Blank = Kitchen.
Auto shows it only when the job actually has Silksurface stone benchtops.
Design revisions
Open a quote first.
Contract Status
Not created
Contract Value
Pending final estimate
Deposit Invoice
Not sent
Variations
0 active variations
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.
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.
Discovery checklist
Notes
Plans & Drawings
Use 👁 On portal to choose which show on the customer portal; check measure drawings ask the customer for approval there.
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.
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.
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…
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.
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.
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.
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 that reduces the building contract price (never counted toward the deposit — the 6.5% HBCA deposit is calculated on the net price). It expires 90 days after payment and applies once, at contract signing.
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.
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.
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.
| SKU | Name | On hand | Allocated | Available | Min | Adjust |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Settings
Shared MAUD settings — changes apply to all staff, except Appearance which is per deviceAppearance
Saved on this device only.
Cashflow
Planned and actual money in and out by week, inc GST. Click a planned cell to move it; enter the bank balance to project it forward.Loading the cashflow…
Knowledge
Admin-only SOP library — search, read and edit in placeLoading…
Select a SOP from the list, or click “New SOP” to create one.