Showcase

Every machine, vehicle, panel and plant item you look after: what it is, where it is, what it is part of, how much it matters and whether it is running right now.

Screens: Register an asset · All records · Progress board · Overview

Staff claim what they spent, attach the receipt, and the claim goes to their manager and then to finance. Anything large also goes to the finance director.

Screens: New expense claim · All records · Progress board · Waiting for a decision · Overview · Projects · Add a project

Staff report a problem or ask for access, and it becomes a ticket with an owner and a target time rather than a message in somebody's chat.

Screens: Raise a ticket · All records · Progress board · Overview · Devices · Add a device

Ask for leave, say who covers the work, and it goes to your manager and then to people operations. Everyone can see where a request stands.

Screens: Request leave · All records · Progress board · Waiting for a decision · Overview · Employees · Add an employee

Report a fault with a photo, and it becomes a job somebody owns — open, in progress, waiting for a part, done.

Screens: Report a fault · All records · Progress board · Overview · Assets · Add an asset

Ring up a sale line by line and the bill adds itself: subtotal, discount, VAT, what to charge and what change to give back.

Screens: Ring up a sale · All records · Progress board · Overview · Add a product · Price list · Ring up a sale · Take the payment

The order you actually send a supplier: every line priced, the total worked out, the delivery date agreed and a signature against the money before anybody commits it.

Screens: Raise a purchase order · All records · Progress board · Waiting for a decision · Overview · Suppliers · Add a supplier

Somebody asks to buy something, their manager agrees it is needed, and procurement agrees the price. Nothing is ordered before both have said so.

Screens: New purchase request · All records · Progress board · Waiting for a decision · Overview · Suppliers · Add a supplier

Every opportunity on one board, from first contact to won or lost, with the value and the next step written against each one.

Screens: Add an opportunity · All records · Progress board · Overview · Customers · Add a customer

Two screens that work together: the fleet you own, and the trips people book on it. A vehicle already out on another trip is not offered for the same days, and the clash is refused again when the booking is sent.

Screens: Book a vehicle · All records · Progress board · Waiting for a decision · Overview · Vehicles · Add a vehicle

The maintenance job from end to end: what is wrong, who is doing it, the hours and the parts it took, what actually failed and how long the asset was down — costed as it is filled in.

Screens: Raise a work order · All records · Progress board · Waiting for a decision · Overview · Assets · Add an asset · Spare parts · Add a spare part

The places assets live in, each one inside another: site, building, floor, room, line — so a work order can say where rather than roughly where.

Screens: Add a location · All records · Progress board · Overview

Every account in your books, in one list: its code, what kind of account it is, which side it normally sits on and whether anything may still be posted to it.

Screens: Add an account · All records · Progress board · Overview

Every agreement the company has signed, with the renewal date, the notice period and the person who owns it — so nothing renews by accident.

Screens: Register a contract · All records · Progress board · Waiting for a decision · Overview

The customer record everything else quotes: who they are, who to invoice, what they are allowed to owe you and on what terms.

Screens: Open a customer account · All records · Progress board · Overview

Log what the customer said, what was done about it and whether they were satisfied — the record that turns complaints into something you can count.

Screens: Log a complaint · All records · Progress board · Overview · Customers · Add a customer

Every invoice you issue in one register, with what is still owed, what is overdue and who owes it.

Screens: Record an invoice · All records · Progress board · Overview · Customers · Add a customer

One record per employee: contract, documents, contact details and the expiry dates somebody has to watch.

Screens: Add an employee · All records · Progress board · Overview

What the company owns and what it is worth in the books: cost, life, the depreciation that follows from them, and what became of it.

Screens: Add a fixed asset · All records · Progress board · Waiting for a decision · Overview

What actually turned up, counted at the gate against the order: how many arrived, how many were sent back, and what the delivery was worth. It is the paper that stops you paying for goods you never got.

Screens: Record a delivery · All records · Progress board · Overview · Suppliers · Add a supplier

Injuries, near misses and damage, recorded the same day with what was done about it — the record you will be asked for, written while it is still accurate.

Screens: Report an incident · All records · Progress board · Waiting for a decision · Overview

Every applicant in one place, moving from new to shortlisted to interviewed to offered — so nobody is left without an answer.

Screens: Add an applicant · All records · Progress board · Overview

A journal with as many lines as it needs, both columns added up as you type, and the difference on the screen the moment it stops being zero — reviewed before anybody posts it.

Screens: Write a journal entry · All records · Progress board · Waiting for a decision · Overview · Chart of accounts · Add an account

Who is allowed on site and to do what: trades, insurance that is still valid, the induction they sat through, what they charge and how quickly they turn up.

Screens: Register a contractor · All records · Progress board · Overview

What the asset itself says: hours run, kilometres driven, units produced — with the usage since the last reading worked out, which is the figure that says when the next service is due.

Screens: Record a reading · All records · Progress board · Overview · Assets · Add an asset

Hours worked beyond the shift, approved by the supervisor who asked for them and priced by payroll before it reaches the salary run.

Screens: Claim overtime · All records · Progress board · Waiting for a decision · Overview · Employees · Add an employee

One voucher, one payment, however many invoices it settles — with the account it leaves, the account it lands in, and two signatures before either happens.

Screens: Raise a payment voucher · All records · Progress board · Waiting for a decision · Overview · Suppliers · Add a supplier

One record per person per month: what they are owed, what comes off, and the net — agreed by their manager and by HR before it reaches the bank file.

Screens: Enter a month's pay · All records · Progress board · Waiting for a decision · Overview · Employees · Add an employee

What has to be done to each asset, how often, and when it is next due — worked out from the last time it was done rather than remembered.

Screens: Set up a routine · All records · Progress board · Overview · Assets · Add an asset

The price list the till is typed from: what you sell, what it cost you, what you charge and how much is left on the shelf.

Screens: Add a product · All records · Progress board · Overview

Goods coming back, priced line by line, with the reason and the condition written down and a supervisor's name against the money leaving the till.

Screens: Take goods back · All records · Progress board · Waiting for a decision · Overview

At the end of a shift: what the till says it took, what the drawer actually holds, and the difference between them in front of a supervisor rather than in somebody's head.

Screens: Close a shift · All records · Progress board · Waiting for a decision · Overview

What has to be done, by whom, by when — on a board the whole team reads the same way at the Sunday meeting.

Screens: Add a task · All records · Progress board · Overview · Projects · Add a project · Employees · Add an employee

The rooms you have, and who has them when. A room already booked for that hour is not offered, and two people who click at the same moment do not both get it.

Screens: Book a room · All records · Progress board · Waiting for a decision · Overview · Rooms · Add a room

What the customer actually agreed to buy, what has been delivered against it, and a credit check before anything leaves the store.

Screens: Take a sales order · All records · Progress board · Waiting for a decision · Overview · Customers · Add a customer · Products · Add a product

What you offered, priced line by line, with the total, the validity date and — the figure most quoting is done without — what it costs you and what is left.

Screens: Write a quotation · All records · Progress board · Overview · Customers · Add a customer · Products · Add a product

The one form everybody else in the building uses: something is broken, here is where and here is a photograph. Maintenance decide whether it becomes a work order.

Screens: Report something · All records · Progress board · Waiting for a decision · Overview · Assets · Add an asset

The parts a job consumes: what they are, which assets they fit, where they sit on the shelf, how many are left and which of them you cannot afford to run out of.

Screens: Add a spare part · All records · Progress board · Overview

A count sheet you fill in on the shelf: what the books say, what you can actually see, and the difference worked out line by line while you are still standing there.

Screens: Start a count sheet · All records · Progress board · Waiting for a decision · Overview · Stock items · Add an item

Every time something enters, leaves or crosses a store — with who authorised it and why. The register says what you hold; this says how it got that way.

Screens: Record a stock movement · All records · Progress board · Overview · Stock items · Add an item

What you hold, where it is, what it cost and when it runs low — one row per item, with the reorder level written down instead of remembered.

Screens: Add a stock item · All records · Progress board · Overview

Every bill you have been sent, matched against the order and the delivery before it is scheduled for payment — and visibly unmatched when it is not.

Screens: Record a supplier invoice · All records · Progress board · Waiting for a decision · Overview · Suppliers · Add a supplier

Register a supplier once — trade licence, tax card, bank details — and procurement approves them before the first order.

Screens: Register a supplier · All records · Progress board · Waiting for a decision · Overview

Nobody opens a panel, lights a torch or enters a tank without one: what is being done, what could go wrong, what has been done about that, and two signatures with a start and an end time.

Screens: Raise a permit to work · All records · Progress board · Waiting for a decision · Overview · Contractors · Add a contractor · Assets · Add an asset