Good day, Mate 🐾
Here's what's happening at RDU today.
No jobs yet
No leads yet
Jobs
Track every job through the full workflow.
| Job # | Client | Type | Location | Assigned | Stage | Value | Actions |
|---|---|---|---|---|---|---|---|
| No jobs yet | |||||||
Job Detail
Leads
Manage enquiries and convert them to jobs.
| # | Name | Service | Location | Contact | Source | Status | Actions |
|---|---|---|---|---|---|---|---|
| No leads yet | |||||||
Booking
Team bookings, site events and job scheduling.
No bookings yet
Inspections
Job inspections, quotes, cut lists and mud maps.
No inspections recorded yet
Invoices
All invoices across every job.
| Invoice | Job / Client | Type | Amount | Issued | Status | Actions |
|---|---|---|---|---|---|---|
| No invoices yet | ||||||
Daily Reports
All crew activity reports across jobs.
No reports yet
Reminders
Supplier payments, wages, POs and subscriptions.
No reminders yet
Tasks
Type directly into any panel below to add a task. Tick to complete, ✕ to remove.
No tasks assigned yet
Messages
Direct messages and team broadcasts.
Advertising
All active campaigns and performance in one place.
| Campaign | Platform | Budget | Leads | CPL | Status | Actions |
|---|---|---|---|---|---|---|
| No campaigns yet | ||||||
Files & Photos
All Drive folders and linked files across every job.
No files or folders linked yet.
Open a job → Files tab to link a Drive folder.
RDU Workflow
Standard operating process for every job.
Team Workflows
Individual workflows for each team member. Visible to all, editable by admin.
Networking
Contacts, meetings, BNI events and referral tracking.
| Name | Company | Type | Phone | Notes | Actions | |
|---|---|---|---|---|---|---|
| No contacts yet | ||||||
| Date | Type | Contact | Location | Notes | Actions |
|---|---|---|---|---|---|
| No meetings logged yet | |||||
| Date | Direction | Contact | Description | Linked Lead | Value | Actions |
|---|---|---|---|---|---|---|
| No referrals logged yet | ||||||
Admin Settings
System configuration — admin access only.
| Member | Position / Role | Manage Tasks | Manage Leads | Manage Jobs | View Reports | Manage Finance | Admin Access | Msg Rules |
|---|---|---|---|---|---|---|---|---|
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