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Good morning 👋
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Clients
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Active projects
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Unpaid invoices
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Open snags
Unpaid invoicesView all →
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Open snagsView all →
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Active projectsView all →
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Clients
Manage both companies' relationships
| Client | Phone | Category | Company | Status | Actions |
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Quotations
Build and track project quotes
| Quote # | Client | Company | Description | Total | Status | Actions |
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Projects
Track active jobs from start to handover
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Invoices
80% deposit on signing · 20% on completion after snag sign-off · extras invoiced separately
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Total invoiced
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Total paid
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Outstanding
| Invoice # | Client | Milestone | Amount | Due | Status | Actions |
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Subcontractors
Your specialist trade network
| Name | Trade | Phone | Rate | Compliance | Status | Actions |
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Snag Manager
Every snag on every project — from the client, Marc and you. The client sees only the ones they raised and unassigned ones; anything given to a subcontractor stays private. You give the final sign-off.
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Open
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Awaiting your sign-off
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Signed off
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Urgent
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Project Photos
Before · During · After — your visual project record
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📝 Variation Orders
Extra work requests — track approvals and totals for Sage invoicing
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🗑 Trash
Deleted clients, projects, quotes, invoices, subcontractors and snags — restore anything removed by mistake
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👥 User Management
Create and manage access for all Urbanac AI users