TradeFlow365

Today Home Screen

Daily overview — jobs, warnings, gaps, van pack, invoices

Jobs Board (Kanban)

Pipeline view — Lead through to Paid, 11 columns

Jobs Board — Stage Focus

Alt layout: one stage at a time, rich cards, action buttons

Jobs Board — Dispatch Board

Alt layout: worker × day grid with booking queue sidebar

Jobs Board — Priority List

Alt layout: flat list sorted by urgency group, triage mode

Schedule

Week / month / 3-month view with colour-coded events

New Enquiry

Quick lead capture — designed for use on the phone

Job Detail

Full job workspace — quotes, booking, worker progress

Book Job

Schedule, assign worker, set equipment and materials

Customers List

All customers with property count

Customer Detail

Acorn Lettings — properties, job history, photo evidence

Workers List

Workers with assigned jobs

Materials Planning

Aggregate materials needed across upcoming jobs

My Quote Visits

Today and upcoming quote visit appointments

Quote Visit Detail

Sarah Jenkins — enquiry, property, access notes, survey

Site Survey / Quote Capture

Photos, site notes, property type, access difficulty

My Jobs

Today and upcoming jobs with Van Pack List link

Job — Complete

Acorn Lettings — all 5 steps done, evidence recorded

Job — In Progress

James Carter — step 2 of 5, pre-departure confirmed

Step 1 — Access

Access checked & safe to start

Step 2 — Start Clean

Customer spoken to, job/price confirmed, before photo

Step 3 — Clean Gutters

Gutters cleaned, outlet cleared, cleaning photo

Step 4 — Finish & Check

Flow test, leak check, clean area photo

Step 5 — Complete Job

Customer happy, extras, invoice, cash, job notes

Van Pack List

Equipment and materials for all of today's jobs