Good morning, James 👋
Here’s what’s happening with your projects today.
Jobs by Status
- In Progress 12
- Completed 5
- On Hold 4
- Not Started 3
Upcoming Jobs
Recent Activity
Bathroom Renovation — Site report uploaded
Kitchen Extension — 5 photos added
New Build – Plot 12 — Quote sent
Roof Replacement — Job completed
Job Locations
| Job | Client | Location | Due | Progress | Status |
|---|
May 2025
Client Management
Customer contacts, live projects and recent communication.
John O’Connor
Kitchen Extension
£42,000 active valueLast update: photos uploaded 09:48Greenvale Homes
New Build - Plot 12
£118,500 active valueAwaiting building control sign-offMary McAllister
Bathroom Renovation
£18,400 active valuePlumbing rough-in booked todayHarbour Group
Office Fit-out
£76,000 quoted valueDecision expected FridayClient Follow-ups
Send revised quoteHarbour Group - acoustic partition changes
Confirm tile selectionMary McAllister - bathroom finishes
Book handover callDavid Thompson - roof replacement
Communication Split
Quotes & Estimates
Track draft, sent and approved construction quotes.
Extension Pack
Kitchen Extension - John O’Connor
Approved £42,000Convert to jobOffice Fit-out
Harbour Group - Belfast
Sent £76,000Follow upGarage Conversion
Sarah Johnston - Carryduff
Draft £21,750DraftInvoices
Deposits, stage payments and outstanding balances.
Cashflow Forecast
Payment Queue
INV-1048 - £12,500Greenvale Homes - due tomorrow
INV-1041 - £8,900Harbour Group - overdue 6 days
INV-1037 - £4,200Mary McAllister - deposit paid
Team Management
Assign work, manage workloads and spot availability.
Joinery Team
4 people - Kitchen Extension
Plumbing Team
2 people - Bathroom Renovation
Roofing Crew
3 people - handover today
Electrical
1 open slot this afternoon
Safety & Compliance
Toolbox talk completeJoinery Team - signed by 4 members
Insurance expiring soonElectrical subcontractor - renew by 28 May
RAMS approvedNew Build - Plot 12
Documents & Files
Drawings, certificates, contracts and job photos.
Recent Uploads
kitchen-extension-steel-delivery.jpgUploaded 09:48 by Joinery Team
bathroom-rams-signed.pdfUploaded yesterday by Admin
plot-12-inspection-notes.docxUploaded Monday by Site Manager
Reports
Pipeline, performance, completion times and profitability.
Monthly Job Value
Insights
Most profitable work typeExtensions are averaging 34% margin.
Delay patternMaterials approvals are causing 3 active holds.
Capacity alertJoinery Team is above 85% utilisation.