High-level overview of the jobs board for the week.
3 active jobs in progress with confirmed crews.
2 jobs awaiting materials delivery before scheduling.
1 warranty call booked for existing customer work.
Capacity to add 2 more one-day jobs this week.
Quotes overview
Snapshot of recent quotes and how they move through the pipeline.
Recent quotes
Full re-roof – Maple Close
£12,800 • Sent 2 days ago • Awaiting decision.
Chimney repointing – High Street
£1,950 • Sent 4 days ago • Follow-up due today.
Flat roof overlay – City Apartments
£7,600 • Sent yesterday • Follow-up scheduled in 2 days.
Quote builder highlights
This is a static demo of the quote layer. Use it to show structure, then connect it to your quoting logic.
Line-item structure for materials, labour, and extras.
Reusable templates for common roof types and services.
Space for terms, exclusions, and payment stages.
Designed to plug into your preferred PDF or e-sign tools.
Crew calendar
Visual view of crew allocations for a sample week.
Mon12th
Crew A – Cedar Lane re-roof
Crew B – Central Offices repair
Tue13th
Crew A – Cedar Lane re-roof
Crew C – Warranty visit – Oak Avenue
Wed14th
Crew B – Central Offices repair
Crew C – Inspections – North Terrace
Thu15th
Crew A – Cedar Lane re-roof
Crew C – Inspections – Riverside
Fri16th
Crew C – Lakeside garage roof
Sat17th
Buffer day – weather hold
Sun18th
No scheduled work
Automation and AI
Static demo of the AI automation layer for quoting and follow-up.
AI Quote Generator
Use AI to create a draft scope of work and inclusions for a roofing job. This panel is front-end only – connect it to your own AI API.
No real AI call is made in this demo. Replace this button click with your own API integration.
Lead Qualification Score
Sample lead scoring logic for prioritising which enquiries to call first.
82/100
High-intent insurance-backed re-roof enquiry.
Source: ReferralJob type: Full re-roofTimeframe: Within 30 days
Follow-Up Message Generator
Use this area to preview SMS follow-up copy your own system will send.
Static suggestions only. Connect this button to your own SMS or messaging provider.
Analytics overview
Sample analytics view combining pipeline, revenue, and conversion metrics.
Pipeline value
£64,500
Next 30 days
Average job value
£2,640
Won jobs this month
Lead-to-job conversion
31%
Matches headline
Reporting notes
All numbers on this page are static. Use them to show how you would present real reporting once connected to your backend.
Show owners where revenue is coming from and which work types are most profitable.
Demonstrate how conversion rates change after introducing structured follow-ups.
Highlight crew utilisation and available capacity on a per-week basis.
Settings and integrations
Static configuration layout including an AI automation integration section.
Workspace settings
Business details
Placeholders for company name, trading name, addresses, and contact details.
Branding
Logo, colours, and typography pulled from the front-end asset so you can maintain one source of truth.
Users and permissions
Space to add roles for owners, office staff, sales, and crews once wired to your backend.
AI Automation Integration
Connect your preferred AI provider. This is a front-end only placeholder for your real settings panel.
Status: Not connected
AI features require your own API key. No API keys are included. The fields above are purely visual placeholders – no secrets are stored or transmitted until you add your own backend wiring.
