Report Manager / Operations Portal

Report Manager Portal

Centralise inspections, generate pre and post-completion reports, build quotations, and track job delivery from intake to handover with precision-level visibility.

Live Jobs 0 0 active today
Quotes Pending 0 0 awaiting approval
QC Compliance 0% last 30 days

AI Quote Builder

Agent Ready
Auto-build a detailed BOQ and pricing schedule for inspection-driven remedial works.
Estimated Total (incl. VAT) GBP 0

Job Intake

Capture property details, scope, and onsite media from the first request.

Schedule Manager

Coordinate inspections, contractor availability, and client walkthroughs.

Active Job Tracker

Live
Portfolio progress

SLA & Reminders

Track due dates, risk flags, and automated reminders.
New Reminder
Recipient
Due Date
Message

Audit Log

Live activity trail across quotes, jobs, and reports.

Quotes Studio

Quote Templates

Reuse common scopes and line items.
Template Library
Save Current Draft As

Draft Quotes

Build a detailed quotation and send it to Philip for orchestration.
Quote ID
Linked Job ID
Client Name
Client Email
Recipient Email
Property Address
Scope Summary
Notes
Draft Total (incl. VAT) GBP 0

Quote Generator

Agent Ready
Provide scope details and let the agent build a line-by-line quotation.
Client Name
Linked Job ID
Property Address
Scope Summary
Constraints / Notes

Recent Quotes

Status updates and approvals.
Search Quotes
0 selected

Client Approvals

Pending approvals for submitted quotes.

Quote View

Review and manage a specific quote.
Quote Total GBP 0
Notes

Quote Preview

Formatted HTML output preview.

Quote Version History

Track revisions and shared drafts.

Invoice Editor

Create, update, and manage issued invoices.
Invoice ID
Quote ID
Linked Job ID
Client Name
Client Email
Issued Date
Due Date
Status
Notes
Invoice Total GBP 0

Invoice Summary

Outstanding balance and cashflow visibility.

Invoice History

Search, edit, and manage issued invoices.
Search Invoices

Approved Quotes

Generate invoices from approved quotes.

Jobs Manager

New Job Intake

Log the property, scope, and inspection requirements.
Job Template
Client Name
Property Address
Job Type
Priority
Start Date
Due Date
Assigned Manager
Notes
Upload Job Photos

Field QA Checklist

Gate sign-off with required evidence.
Job ID

Field Capture Mode

Mobile-friendly notes, voice capture, and offline queue.

Cost Tracker

Compare actuals to quoted totals.
Job ID
Linked Quote ID
Category
Amount (GBP)
Notes
Variance GBP 0

Live Job Register

View all contracts and current status.
Search Jobs
Filters
Page 1

Job Pipeline

Track progress across intake, inspection, QA, and handover.
Search Jobs
0 selected

Managers

Manager Directory

View, update, delete, and create manager profiles from one place.
Use Manager List to assign/update/delete and Add / Update Manager to create a new manager.

Contractor Portal

Assigned Jobs

Only jobs assigned to your account are visible. Select a job to submit updates and evidence.
Search Jobs

Submit Job Update

Send progress notes and upload photo/video evidence. Evidence is stored as URLs (no base64 saved in the portal).
Job ID
Progress %
Status
Update Notes
Upload Evidence (Photos / Videos)

Schedule Planner

Align site visits, inspections, and client sign-offs.

Book an Inspection

Send to scheduling workflow.
Day
Time
Event
Job ID
Location
Assigned
Status
Event ID

Resource Allocation

Balance workload by manager or contractor.
Resource Name
Role
Capacity (jobs/day)
Assign to Job
Job ID
Day
Time

Calendar Sync

Push inspection schedules to external calendars.

Live Schedule Register

Synced events from the scheduling workflow.
Search Schedule

Report Queue

Live production and approvals.

QC Monitoring

Quality checks and audit trails.

Client Approvals

Share reports for sign-off and feedback.

Report History

Search for a report, open it in the editor, or start a new draft.

Report Editor

Load and edit historical report content including notes, photos, labels, and evidence.
Report ID
Report Type
Job ID
Linked Quote ID
Linked Invoice ID
Client Name
Property Address
Assigned Manager
Summary
Load Existing Report
Search Reports

Report Version History

Track amendments and issued revisions.

Link Job

Search jobs and attach one to this report. Job details and photos will be copied.
Search Jobs

Attach Quote

Search quotes and attach one to include in the report and download pack.
Search Quotes

Attach Invoice

Search invoices and attach one for billing context and executive totals.
Search Invoices

Observations

Capture findings, add photos, and attach them to the report workflow.
Zone / Area
Observation Notes
Observation Photos

Evidence Pack

Upload supporting files to include with the report.
Evidence Files

Messages

Threads

Two-way SMS with clients. Visibility is restricted to assigned clients.
Search

Conversation

Message

Admin Console

User Management

Create users, reset passwords, and manage roles. (Admin only)
Email
Full Name
Role
Temporary Password Creating a user with an existing email will reset their password and reactivate the account.

User Directory

Assignments restrict data visibility for contractors/clients/viewers.
Search

Assignments

Non-admin users only see entities assigned to them via the admin console.
User
Entity Type
Entity (pick from live data)
Entity ID (override)
Search Assignments