Trades Dashboard

Real-time overview of active quotes, won contract value, and live customer activity.

Quotes Sent

1

1 active in pipeline

Accepted Won

£1,161.60

100% win rate

Active Jobs

2

On site / scheduled

Invoices Due

£0.00

Awaiting settlement

Active Customers

3

Directory synced

Recent Quotes & Pipeline

Real-time status updates from client acceptance links.

Create new
Quote IDClientJob SummaryAmountStatusCustomer Link
BB-1042

Sarah Jenkins

2026-10-16

En-suite Bathroom Renovation & Radiator Upgrade£1998.00SentCustomer Page
BB-1041

David Miller

2026-10-15

Full Consumer Unit Upgrade & 8 Downlights£1161.60AcceptedCustomer Page
BB-1040

Oakfield Management Ltd

2026-10-14

Commercial Combi Boiler Plant Inspection & Flush£1422.00DraftCustomer Page

Live Trade Feed

Live

Quote BB-1042 Sent

16 Oct

Issued £1998.00 quote to Sarah Jenkins

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Quote BB-1041 Accepted

15 Oct

David Miller signed £1161.60 (Full Consumer Unit Upgrade & 8 Downlights)

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New Customer Added

14 Oct

Oakfield Management Ltd added to trade directory

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New Customer Added

12 Oct

David Miller added to trade directory

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New Customer Added

10 Oct

Sarah Jenkins added to trade directory

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