Dashboard
Office and installer view for active kitchen jobs.
Active Jobs
Job Detail
Vista Sales Studio
A conversion workspace for enquiries, quotes, kitchen designs, contracts, signatures and the clean handover into pre-production.
Lead Board
A live view of enquiries, pricing, quotes, follow-ups and signed work. Move cards when their position changes.Pre-Production Bridge
Signed quotes are cleaned, checked, contracted and handed over before production starts.
Contacts
Client, builder, site contact and designer records pulled from every job.
Staff
Staff details, department allocation, birthdays, annual leave, personal days and sick days.
Add / Update Staff
Add Leave / Personal / Sick Day
Staff Register
Leave / Availability Calendar Items
Financial
Outstanding payments, overdue clients and forward cash-flow forecast from signed and scheduled jobs.
Financial Build Plan
Pricing Sheets / Estimator Library
Controlled material names, dropdown selections and accessory allowances for the quote builder and estimator.
Material and selection names
Add or refine the names that appear in quote dropdowns. Material rows do not carry job pricing here; pricing is handled by the estimator and accessory allowances.
Estimator Desk
Pricing requests sent from Sales CRM land here with area-by-area scope, accessories, drawings/files, returned prices and approval tools.
Quote / Contract + Document Library
Build the quote or contract, then review kitchen designs, construction plans, signed returns, Egnyte path and revision history.
Reports / PDF
Printable office, scheduling, stakeholder, installer and maintenance reports.
Report Groups
Selected Job Reports
Department Reports
Company / Management Reports
Print Preview / PDF
Review the printable page first, then print or save as PDF.
Client Schedule
Printable client-facing dates only. Manufacturing, cutting, paint and internal production dates are hidden.
Master Gantt
Generated from install dates, dependencies and maintenance return visits across jobs.
Job Gantt
One selected job with its own dependency settings.
Settings
Adjust dependency timing for standard, hard and custom jobs.
Create Dependency Channel
Save the current offsets, or generate a short stocked/fast-track template for small jobs that do not need the full lead time.
Saved Presets
How It Works
Offsets are business days from install day. Negative numbers happen before install. Positive numbers happen after install.
Use standard for normal melamine, hard for complex multi-area jobs, or save your own presets for paint-only, veneer, trade or stone-heavy jobs.
Job Dependencies
Payment Milestone Presets
Create reusable payment splits for larger jobs. Use comma-separated percentages that add to 100, for example 10, 10, 20, 20, 20, 20.
Saved Payment Presets
Trash & Backups
Deleted jobs are held for 120 days and can be reinstated. Backup tools protect prototype job data while the live app is being planned.
Trash Can
Backup Area
Maintenance
Installer issues, backorders, return visits and client notification tracking.
Schedule & Notice
Jobs Needing Attention
Scheduled Return Visits
Issue Dispatch Board
Schedule only the items that are ready. Items not selected stay outstanding for the next return.
Selected Item
Department Queues
Alerts
All urgent work, filtered by department and job.
Alerts Maintenance
Maintenance issues that need chasing, ready-location checks, return dates or site completion.
Trade Partner Work
Builder, architect and supply-only partner jobs that still need to flow through production, delivery and install.
Installer App
Mobile field view for installers, stonemasons and delivery crews, with daily run sheets and photo capture.
Calendar
Build Plan
The live app modules we need to build after the prototype screens are agreed.
5-Day Internal Pilot Sprint
Target: a working internal version the office can trial with real jobs, logins, live data entry, printable reports and a mobile-friendly field view. Deep integrations can be staged behind this so they do not block the pilot.
Department logins and permissions
Office, designers, scheduling, CAD/CAM, purchasing, factory, paint, stone, delivery and installers each get their own role and screen access.
Core buildTrade partner portal
Builders, trade customers and subcontractors log in with email + PIN to see only their own jobs, status, invoices, released files, delivery notes and site attendance tools.
Future app phaseActual jobs database
Store jobs, contacts, stages, dates, dependencies, notes, files, photos, history and completed job archives in one structured database.
Core buildSmart document builder
Quote, contract and variation documents pull from CRM fields: client details, site contacts, rooms, materials, appliances, accessories, stone, payment gates and notes.
High valueAI and spellcheck assistant
Clean up sales notes, draft scope descriptions, check grammar, find missing contract data, suggest follow-up emails and summarize client conversations.
High valueMaintenance audit history
Every maintenance item records who changed status, when it moved departments, photos uploaded, and when it was completed on site.
Core buildEgnyte folders and file storage
Create job folders automatically, store quotes/contracts/plans/photos/videos, and link every file back to the job record.
IntegrationGoogle Calendar sync
Push installs, deliveries, stone measures, stone installs, maintenance returns and filtered department calendars to Google Calendar.
IntegrationAcuity online bookings
Pull website bookings into the calendar for design consults, site measures and showroom appointments, then convert accepted bookings into leads.
IntegrationVista Acceptance
Send quote, contract and variation documents through Vista's own acceptance flow, then save the signed PDF, acceptance status and audit trail back to the job.
Core document platformKitchen design assets
Keep Vista kitchen design images, design boards and quote PDFs inside the CRM, saved back to the job folder.
High valueXero accounting
Create or update contacts, raise deposit and pre-delivery invoices, read paid status, and prompt admin when 45% before delivery is still unpaid.
IntegrationCustomer notification log
Track calls, emails and date-change notices so scheduling can see whether the client has been told.
Core buildBarcode and QR scanning
QR on job packs, cabinets, doors, stone pieces and maintenance parts so departments can scan stage changes from phones or tablets.
Factory toolMaterial backorder register
One register across all jobs showing supplier, part, expected date, affected jobs, new projected install date and client notification.
High valueReady-to-deliver lock
Prevent delivery from being marked ready until the 45% pre-delivery payment, key parts and delivery photos are complete.
High valueInstaller offline mode
Cache today's jobs, plans and forms on the phone, then upload photos and notes when reception returns.
App phaseCustomer sign-off form
Installer or stone team can collect client sign-off, photos and final notes from site.
App phaseCompleted job archive
Finished jobs leave active boards and Gantts, but remain searchable with documents, photos, date history and warranty notes.
Core buildWarranty and follow-up reports
Report warranty issues, defect trends, six-month follow-ups, recurring installer issues and supplier/material problems.
ReportingPrintable views
Print calendar, maintenance lists, daily installer packs, job details, production warnings and backorder registers to PDF.
Prototype added