Dufour Building Services

This Morning

Pipeline

The same enquiries as the Leads list, arranged by the stage they have reached. Drag a card to move it along.

Overview

Today, sales, revenue and what is on site.

Leads

Every enquiry that's come in, and where it came from. The Pipeline board is these same enquiries, arranged by the stage they have reached.

Follow-ups Due

Money owed

Work you have done that has not been paid for, oldest first.

Quotes

Every quote sent, ex-VAT and inc-VAT.

Calendar

Every job on the dates you have set. Tap one to open it.

Projects

Accepted jobs, on site or complete, with full profit tracking.

Growth

Progress against the annual target.

Money

Revenue, costs and profit (ex VAT), all time.

Revenue, costs and profit by month

Profit by job

This financial year

Profit margin, all your work

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Profit by month

Every month you have work in, not just the last six. Bars are what was left after job costs.

Profit by job type

Monthly Breakdown

All Costs (labour & materials)

Settings

Company details, targets, lists and data backup.

Company & Targets

Company name

Default VAT rate (%)

Annual turnover goal (£)

Target profit margin (%)

What you aim to keep out of every pound. The Money screen measures you against it.

Data & Backup

Your data lives in this artifact's storage and stays put between visits. Export a backup regularly just in case.

⬆ Import backup (JSON)

Importing replaces current data. Export a backup first if unsure.

Monthly Overheads (fixed running costs)

Your recurring monthly costs: wages, insurance, marketing, software etc. This is your current monthly run-rate. It is applied to every month in the financial projections (each month is charged this same total). Click any cost name, amount or VAT flag to edit it inline. When your costs change, just update the figure here and every month's net profit and the year forecast update with it. Sort by clicking a column heading.

Cost name

Amount (£/mo)

Total monthly overheads: £0

Import Your Existing Spreadsheets (CSV)

Save any tab of your Excel/ODS files as CSV (Excel: File → Save As → CSV. LibreOffice/ODS: File → Save As → Text CSV), then drop it in below. Download the template first if you want to match column names exactly. The importer is flexible on naming, but closer is safer.

Leads

name, date, phone, email, source, jobType, amount, status, notes

Import CSV

Quotes

quoteNumber, leadName, date, description, amountExVat, vatRate, status

Import CSV

Projects

clientName, jobType, valueExVat, startDate, endDate, status, amountPaid, notes

Import CSV

Costs (labour & materials)

projectName (client name), date, category, description, amount

Import CSV

Projects no longer need a linked quote. Client name, job type and value go straight on the project. Costs match to a project by client name. Importing is additive: it never deletes existing data.

This Morning

Pipeline

Overview

Leads

Follow-ups Due

Money owed

Quotes

Calendar

Projects

Growth

Money

Revenue, costs and profit by month

Profit by job

This financial year

Profit by month

Profit by job type

Monthly Breakdown

All Costs (labour & materials)

Settings

Company & Targets

Data & Backup

Monthly Overheads (fixed running costs)

Import Your Existing Spreadsheets (CSV)

Lead Sources

Job Types

Expense Categories

Job Book

This Morning

Pipeline

Overview

Leads

Follow-ups Due

Money owed

Quotes

Calendar

Projects

Growth

Money

Revenue, costs and profit by month

Profit by job

This financial year

Profit by month

Profit by job type

Monthly Breakdown

All Costs (labour & materials)

Settings

Company & Targets

Data & Backup

Monthly Overheads (fixed running costs)

Import Your Existing Spreadsheets (CSV)

Lead Sources

Job Types

Expense Categories