Jobs & Enquiries
Search by project reference, client or address. Open any record to amend it, or change its status directly from the list.
All enquiries & projects
One searchable register. Select Open to edit the existing record.
Project actions
Job record
Save an enquiry first, then convert it to a project when accepted. The reference stays linked.
Enquiries · New work and quotations
Create enquiries, find an existing site, review its information and convert accepted work into a project.
Enquiry and project information
Complete the details you have now. You can return to the same record to add the remaining information when the job is accepted.
Updates the existing project status.
Enquiry decision and conversion
Project overview and status
Diary and site attendance
Schedule visit and assign people
Site contact and access information
Select a project to display site contact and access details from its enquiry.
Amend these details in the project information section above, then save the changes.
Book an appointment for this project
Create or amend the visit here, without leaving the project record. The booking is saved separately and will appear in the Diary.
Accounts and invoicing
Send project to Accounts for invoicing
Send any accepted project to Accounts for invoicing, including domestic jobs requiring payment before attendance. Work does not need to be completed. This creates an Accounts queue entry, not an invoice.
Send to Accounts
Projects · Appointments, progress and invoicing
Select an active project to review details, book staff and appointments, update progress or release completed work to Accounts.
Projects register
Legacy direct project creation (avoid for new work)
For consistent automatic references, create an enquiry first and convert it. Direct creation is retained for legacy entries.
Enquiry register
Select a client above, save the enquiry, then use Convert to project when the quotation is accepted. You can book the first visit immediately afterwards.
Operations Overview
Live operational records from Supabase. Select a record to open its enquiry or project.
All enquiries and projects
Strata Operations
Choose where you want to work
Delete records
Permanent deletion is restricted to Liam and Mark. Records with linked data cannot be deleted. Issued invoices and payments are protected. Every successful deletion is logged.
Client register · Supabase
Live client records are stored in Supabase.
Sign in to load clients.
Add client
Project Register
Spreadsheet-style overview of live projects. Search, filter and open or modify a project.
| Project ref | Client | Site address | Work type | Division | Status | Agreed value | Actions |
|---|---|---|---|---|---|---|---|
| Open the register to load projects. | |||||||
Use the horizontal scroll on smaller screens. Project amendments are made through the linked enquiry; operational status can be changed here.
Month-end reconciliation
Review scheduled visits without final completion and resolve staff assignments before locking a month.
Monthly Finance
Choose a month to compare Surveying and Removal. Completed work uses the site completion date, invoices use the invoice date, and costs use the entry date. Labour includes entries recorded as wages / operative pay. VAT figures show recorded amounts for the month.
Share of completed work by person
Percentages use the allocated value of completed work for the selected month.
Completed work details
Work type breakdown
Completed site work
How completed work is calculated
Automatic completed work
Work is calculated from Site Work completion records and the agreed project value, divided equally across non-cancelled diary visits. The actual completion date determines the month. Each attendee receives an equal share. If a project has no agreed value or a visit has no matched staff profile, it is flagged for review rather than silently attributed.
Changes to appointments or agreed values can recalculate historical figures.
Site Work & Paperwork
Live project-linked records. Select an appointment or project, then save each form to Supabase. An internet connection is required; do not rely on unsaved entries.
My scheduled site visits
Appointments assigned to your signed-in staff profile. Choose a visit to open its linked forms.
Site attendance
Dynamic risk assessment
Standard hazards
Tick applicable hazards and review their controls against the job RAMS.
Non-standard risks
Site-specific record only; does not replace approved RAMS or a competent assessment.
Site-specific changes to controls or RAMS (optional)
Site photographs
Photos are uploaded to a private Supabase Storage bucket. Do not close this page until upload confirmation appears.
Job completion / handover
Saving a completion form does not automatically close the project or release an invoice.
Saved site records
Daily Site Work
Scheduled site visits
Only visits scheduled for the selected day appear above. The Projects tab retains the full project register.
Selected site visit
Site visit timestamps & location
Use Start Site Visit on arrival and End Site Visit when leaving. Each action records the device date/time and requests GPS permission. The record states if location was denied or unavailable.
Location has not been requested.
GPS coordinates are captured only after you grant permission. Location is captured only when requested.
Paperwork activity history
Site attendance & works record
Dynamic risk assessment
Record site-specific hazards and control measures. This is a draft recording tool, not a substitute for a competent risk assessment or approved RAMS.
Site photographs
Select images from your phone. Each selected image shows its selection timestamp and last captured GPS result, if available. Images are displayed locally and are not saved.
Project completion checklist
Checklist varies depending on whether the selected project is surveying or removal.
Completion must be checked and confirmed by an authorised person.
Live project progress
Operational tracking for both divisions, including site completion.
Shared staff diary · Live
All appointments
Accounts & invoicing
Admin only · Invoices are issued in your external accounting system. This register tracks status and payments in Supabase.
Projects ready for invoicing
Record invoice issued externally
Invoice register
Record a payment
Expenses, labour and drawings
Record fuel as an operating expense and enter Fuel as the category.
Staff feedback & improvements
Report an issue or suggest an improvement
Feedback is saved centrally to Supabase. Management can review and update its status. Previous feedback stored on this device can be imported below.