Dashboard

Daily control room for backoffice: review, planning, invoicing and revenue leakage.

Ready for review0
Urgent / deviations0
Invoicing-wachtrij0
Revenue this week€ 0

Backoffice task list

Revenue leakage alerts

Intake

Intake is a compact preparation step with one technician by default. Only the fields needed to assess the situation, create a quote or prepare a work order are shown.

Intake rule: one technician owns the intake by default. Additional technicians are assigned later through the work order/planning flow when execution requires it.
New requests0
Plan intakened0
Ready for quote0
Ready for work order0
Request Customer Address Type Intake technician Status Action

Intake detail

Compact intake form

Only the essential intake fields: customer, contact, address, request type, short description, urgency and assigned intake technician.

Quotes

From intake to quote, from customer approval to work order. This prevents loose agreements and unclear start moments.

Draft0
Sent0
Accepted0
Expired0

1. Intake ready

2. Quote draft/sent

3. Customer approved

4. Work order ready

Quotetabel

QuoteCustomerIntakeAmountStatusWork orderActions

Quote detail

Quote builder

Quote lines

adds quote_flow, quote_builder, quote_status, quote_lines, quote_customer_acceptance, quote_to_workorder, quote_valid_until, quote_total_amount and quote_audit_trail.

Weekly Planning & Availability

See each technician’s availability, partial capacity and full slots. Pick an available slot to plan directly.

Create planning

Available0
Partially booked0
Full / unavailable0
Work orders to plan0

Weekly overview

Available Partially booked Full / unavailable
Type: Intake
Planning action Choose a work order at the top left, then click an available slot.

Planning rules

Green = fully available. Amber = partly booked but may still fit a short job or intake. Red = full or unavailable. Double booking triggers a backoffice warning.

Planning

Plan work orders per technician, review availability, capacity and double bookingings.

Available technicians0
Today's occupancy0%
Double bookings0
Unassigned0

Quick plan

Planning review

Work orders

All work orders in table view with filters and detail panel.

Work orderCustomerDateTechniciansStatusInvoicingAction

Detail

Review queue

to open details, review the assigned work order/intake and complete a review action.

Open review0
Invoicing-ready0
Review required0
Clickableyes

Review queue

LinkTypeRiskStatusAmountAction

Bookkeeper package

Create a complete administration package: reviewed work orders, invoice lines, material lines, extra work and payment status.

Ready for export0
Review required0
Export value€ 0
Last exportNot yet

Export to bookkeeper

Select what to include in the bookkeeper package. Prices, material lines and invoice data are read-only for backoffice/owner.

Package contents ✓ reviewed work orders
✓ invoice lines
✓ used materials with prices
✓ extra work lines
✓ customer details
✓ payment status / outstanding
✓ PDF/CSV overview for administration

Export preview

Bookkeeper lines

Work orderCustomerDescriptionAmountStatusAction

Invoicing

From reviewed work order to invoice, bookkeeper package and payment.

Ready for invoicing0
Exported, unpaid0
Paid0
InvoiceCustomerAmountStatusBookkeeper packageActions

Revenue leaks

to see the cause, amount and next action.

Open revenue leaks0
Risk amount€ 0
Actionclickable
Reviewbackoffice

Revenue leakage overview

TypeLinkAmountRiskStatusAction

Owner / Finance

Revenue, costs, margin, outstanding amount and revenue protection.

Total revenue€ 0
Total cost€ 0
Margin0%
Outstanding€ 0

Margin per klus

Paymentsstatus

Revenue leaks

Forgotten-invoice detector as a separate backoffice dashboard.

Technician ↔ Backoffice logica

documents the shared V1 logic: what the technician enters, what goes to backoffice, which statuses apply and what backoffice reviews.

Intakeflow1 technician
Work orderflowstrikte review
Materials1 catalogus
Pricesbackoffice only

Gedeelde hoofdflow

1. IntakeTechnician records photos, notes, material estimate, hour estimate, urgency and recommendation.
2. Backoffice quote Uses intake input and material prices to create a quote or work order.
3. Work order executionTechnician performs the work and records time, work, materials, extra work, issues, after photo and customer approval.
4. Backoffice reviewBackoffice reviews, marks ready for invoicing and monitors export/payment.

Intake → Backoffice

Technician recordsBackoffice uses forStatus
Before photossituation review / quoterequired
Short intake notedescription and calculationrequired
Material catalogquote calculation with pricesrequired
Hour estimateplanning and quoterequired
Execution needed1/2 technicians or specialist planrequired
Urgencyprioritisationrequired
Office advicequote / work order / discussionrequired

Work order → Backoffice

Technician recordsBackoffice reviewsStatus
Before photo before startproof of initial situationrequired
Start/stop time per technicianhoursreviewrequired
Werkzaamhedeninvoicetekst/reviewrequired
Material catalogused materials + pricesrequired or no materials
Extra workextra invoicing/reviewrequired or no extra work
Issue/no deviationrisk and follow-uprequired
After photosopleverbewijsrequired
invoicing basisrequired

Statusmapping

Technician statusBackoffice statusBackoffice action
intake ready for officeintake receivedcreate quote / prepare work order / discuss
ready for backofficework order ready for reviewexecute review
work order completeready for invoicingcreate invoice / export
issue reportedaction requiredplanning/backoffice follow-up
no accessmissed appointmentplan new appointment

Sync-check

Material catalog

Backoffice manages materials here, including prices. Technicians can search and select, but cannot see prices.

Materials0
Categorys0
Avg. sales price€ 0
Backoffice onlyprices

New / edit

Search material catalog

MaterialsCategoryUnitPriceVisible to technicianAction

Material pricing is controlled by backoffice and owner roles. Technicians only see name, category and unit — not price, cost or margin.

Settings

Company, roles, rates, VAT, materials and numbering.

Rates

Fields: sales hourly rate, internal cost rate, contractor cost rate and VAT percentage.

Numbering

Invoice prefix, next number and payment term.

Roles & permissions

Users & roles

Multiple users can get access as backoffice, owner/finance or admin. Permissions are controlled per role.

Active user: -
Backoffice users0
Owner/Finance0
Admins0
Inactive0

Invite new user

User list

Permission matrix for active user

adds multi_user_accounts, user_roles, backoffice_users, owner_finance_users, admin_users, active_user_context, role_based_permissions, user_invitation_status and user_access_control.

Technician accounts

Technicians are now real users with mobile access, availability, cost rate and planning/work order linkage.

Internale technicians0
ZZP / subcontractors0
Today available0
Inactive0

New technician

Technician list

Assign technician to work order

Choose a work order and assign an available technician. This updates planning, work orders and finance.

Technician mobile app permissions

adds technician_users, technician_mobile_login, technician_type, technician_availability, technician_hourly_cost, technician_sales_rate, technician_job_assignment, technician_permissions and technician_active_status.

End-to-end mobile + backoffice test

Full chain test: intake → quote → approved → work order → planning → technician → review → invoice → payment → bookkeeper package.

Teststatus-
Checks0/0
Testwork order-
Payment status-

Process flow

Mobile technician sync

This demo/training review simulates whether mobile technician data returns to the backoffice.

Backoffice handling

This demo/training review simulates back-office review, invoicing, payment and the bookkeeper package.

Test results

Adds end_to_end_test, mobile_backoffice_sync, intake_to_payment_flow, technician_completion_sync, office_review_sync, invoice_payment_sync, export_package_sync, full_flow_validation and acceptance_test_report.