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Live Workload

Ongoing Jobs

Open active jobs

Finished Work

Completed Jobs

Review completed work

Work Pipeline

Accepted Quotes

Ready to schedule

Planner

View Month

Hover over a booked job for customer details. Empty cells glow when a job is selected for booking.

Welcome

History

Job History

Customer jobs

Billing

Invoices

Issued invoices

Docs

Certificates

Available certificates

Records

Assets

Customer assets

Customer Summary

Job History

Job	Status	Date	Time	Engineer	Notes

Invoices

Invoice	Issue Date	Status	Total	Balance	Download

Certificates

Job	Certificate	Uploaded	Download

Assets

Property	Appliance	Make	Model	Fuel	GC Number	Asset ID

Completed Jobs 0 jobs

Job	Customer	Date	Time	Assigned	Action

Ongoing Jobs 0 jobs

Job	Customer	Date	Time	Assigned	Action

Accepted Quotes 0 quotes

Quote	Customer	Job	Issue	Valid Until	Total	Action

Reports Dashboard

Report Filters

Widget Visibility

Visual Snapshot

Jobs by Status

Report Summary

Metric	Value

New Customer

Title Customer Type Customer Account Number Customer Reference Number Customer Name Contact Name Phone Email Customer Portal Access Enabled Search Address Address Line 1 Address Line 2 Town / City County Postcode Price Book Allocation Service Plan Service Plan Status Service Plan Start Date Service Plan Next Due Date Service Plan Price Override How did you hear about us?

Secondary Properties

Secondary Address Name Search Address Address Line 1 Address Line 2 Town / City County Postcode Country Contact Name Phone Email Notes

Secondary Property	Address	Contact	Phone	Email	Notes	Actions

Saved Customers

Search Customers

Title	Type	Account	Reference	Name	Contact	Phone	Email	Address	Heard About	Actions

Customer Profile

Secondary Properties

Secondary Property	Address	Contact	Phone	Email	Notes	Actions

Assets

Property	Appliance	Make	Model	Serial	Location	Actions

Reminders

Type	Due Date	Status	Email	Actions

Jobs

Job	Status	Date	Time

Communications

Linked Job

Date	Type	Subject	Linked Job	Status	To	Actions

Files

Name	Folder	Updated	Shared	Actions

Invoices

Invoice	Issue Date	Status	Total	Balance

Customer Reminders

Set dated reminders and send emails automatically when due.

Customer	Type	Date	Email	Status	Auto	Last Sent	Actions

Assets for Customer

Add Asset

Property Appliance Make Model Fuel Type Flue Type GC Number Asset ID Barcode QR Code Serial Number Location Picture Notes

Property	Appliance	Make	Model	Flue Type	Fuel Type	GC Number	Asset ID	Barcode	QR Code	Serial	Location	Notes	Image	Actions

Diary

Layout

Current Jobs

Ongoing Jobs

Completed Jobs

Diary Filters

Add New Customer (if not listed)

Invoice

Create Invoice From Job

Search Job Job Customer Full Name Customer Reference Number Customer Address Invoice Type Invoice Number Issue Date Due Date Invoice Amount (Ex VAT) VAT Rate (%) Invoice Description

Invoice Notes

Include job parts on invoice

Invoice Breakdown Breakdown No Breakdown

Line Items

Description	Qty	Unit	Discount	Markup	Total	Action

Line Subtotal: £0.00

Job Parts Preview

Add Payment

Invoices

Invoice	Breakdown	Job	Customer	Ref Number	Issue	Due	VAT %	VAT	Total	Paid	Balance	Status	Payments	Actions

All Invoices

Invoice	Customer	Job	Status	Issue	Due	Total	Paid	Balance	Actions

Quotes

Create / Edit Quote

Customer & Scope

Pick customer, template and quote title first.

Customer Related Job (Optional) Quick Template Proposal Style

Quote Pack

Quote Title Quote Notes

Commercial & Dates

Set status, timeline and commercial values.

Show

Quote Number Status Issue Date Valid Until Next Follow-up Follow-up Owner Win Probability (%) VAT Rate (%) Quote Amount (Ex VAT)

Line Items

Description	Qty	Unit	Discount	Markup	Optional	Include	Total	Allocate	Source	Action

Included Subtotal: £0.00 | Optional Value: £0.00

Option Matrix

Live Proposal Preview

Draft

Quote Communications

0 records

When	To	Subject	Status	Action

Quotes

Status Parts Action Sort

Quote	Job	Customer	Issue	Valid Until	Status	Revision	Total	Parts Plan	Actions

Follow-up Board

Email

0 emails

Folders

Search Email Boxes

Inbox

0 shown

Email Preview

Jobs

Search Customer Job Number Job Title Status Customer Job Address Customer Phone

Customer Email

Customer Assets

Price Book Select a customer to view customer pricing.

Item	Available On	Customer Price	Rule	Details

Is this a service? Start Date Start Time End Time Customer Reference / PO Number (optional) Assigned User Job Notes

Job Costing

Awaiting data Margin 0%

Review labour, parts, overhead, and manual cost lines for this job.

Automatic labour Include job parts Labour Hours Manual Labour Hours Labour Cost Rate Labour Sell Rate Use job title sell price Overhead % Target Margin % Costing Notes

Automatic Cost Rows

Category	Description	Qty / Hrs	Unit Cost	Unit Sell	Cost Total	Sell Total

Manual Cost Lines

Category	Description	Qty	Unit Cost	Unit Sell	Cost Total	Sell Total	Action

Recent Jobs (latest 5)

Job	Customer	Date	Time	Status

Communications

0 records

Keep a paper trail for this job. Linked emails and internal chat messages are stored together here.

Email Customer

Send invoice, quote, certificate, job report or custom emails to the customer.

When	Type	To	Subject	Status

Paper Trail

When	Channel	With	Summary	Status	Action

Job Attachments

Create the job first, then add files, certificates and parts.

Shared Files Library

Name	Folder	Updated	Shared	Actions

Name	Type	Size	Action

Name	Type	Size	Action

Select a stock item to add it to this job.

Part	Qty	Notes	Action

Files

Drop files here to upload into the current folder, or use the upload button.

Current location All Files

0 visible 0 shared 0 mine

Name	Folder	Linked To	Owner	Size	Updated	Actions

Details

No selection

Select a file to preview, link it to work, and update sharing access.

File Name Folder Linked Customer Linked Job Tags Description

Version History

New Version Change Note

Version	File	Updated	By	Note	Actions

Role Access

User Access

Purchasing

Purchasing Flow

1. Create or open PO 2. Add line items 3. Track delivery 4. Save supplier invoice

Purchase Order Workspace

Purchase Order Details Core supplier, status, dates and tracking fields

PO Number Supplier Status Delivery Status Order Date Expected Date Linked Quote Linked Job Receive To Location Tracking Company Tracking Reference Tracking URL Notes

PO Line Items

Line Item Entry Add ordered parts and receiving locations

Part	Receive To	Ordered	Received	Unit Cost	Total	Action

Purchase Orders

0 shown

PO	Supplier	Linked Work	Expected	Status	Tracking	Total Cost	Action

Supplier Invoices

0 shown

Create / Edit Supplier Invoice Keep this closed until you need to add or edit an invoice

Internal Ref Supplier Linked PO Status Supplier Invoice No. Invoice Date Due Date Subtotal VAT Total Paid Notes

Internal Ref	Supplier	Supplier Invoice	PO	Status	Total	Outstanding	Action

Deliveries & Tracking

0 live

PO	Supplier	Tracking	Expected	Receive To	Progress	Action

Part Notifications by Location

0 alerts

Part	Location	On Hand	Reorder	On Order	Status	Action

Quote Purchasing Suggestions

0 suggestions

Quote	Customer	Job	Parts Value	PO Coverage	Action

Platform

No platform customer selected

SaaS control centre for platform customers, plans, module access, billing, updates, training, and advertising.

Quick Jump

Platform Customers

0 customers

Company Name Tenant Key Status Plan Contact Name Contact Email Contact Phone Billing Email Billing Address Trial Ends Renewal Date Notes

Company	Tenant	Status	Plan	Modules	Contact	Action

Plans & Module Access

0 plans

Plan	Price	Limits	Default	Action

Customer Module Toggle

0 modules

Subscriptions & Platform Invoices

0 records

Customer Plan Status Amount Currency Next Invoice Date Start Date End Date Provider External Subscription ID Notes

Customer	Plan	Status	Amount	Next Invoice	Action

Customer Subscription Invoice Number Status Issue Date Due Date Currency Subtotal Tax Total Paid Amount External Invoice ID Notes

Invoice	Customer	Status	Issue	Total	Action

Update Centre

0 releases

Version	Status	Channel	Rollout	Released	Action

Training

0 resources

Title Type Status Audience URL Tags (comma separated) Content

Title	Type	Status	Audience	Action

Advertising Campaigns

0 campaigns

Name Channel Status Budget Spend Leads Conversions Start Date End Date Notes

Name	Channel	Status	Budget/Spend	Leads/Conversions	Action

Platform Settings

Data Tools

Import, export, and data reset controls moved from the main menu.

Customer & Asset Import (Excel/CSV)

Download the template, fill it in Excel, then save as CSV (UTF-8) and import.

Settings Hub

Open one settings module at a time for a cleaner full-page workspace.

User Management

Add User

Create a user account, then assign level access below.

User Levels

Change individual user levels quickly.

Email	Username	Level

Feature Access By Level

Set which pages each level can open.

Feature	Admin	Office	Manager	Staff

User HR Management

Select a user and update profile, payroll, and planner details.

Full Name Phone Department Stock Location / Van Planner Colour Job Title Employment Type Start Date End Date Manager NI / Payroll Ref Emergency Contact Name Emergency Contact Phone Address HR Notes

Skills

Skills	Action

Qualifications

Qualification	Issuer	Awarded	Expiry	Notes	Action

Files

File	Category	Uploaded	Action

Reminders

Type	Due	Notes	Status	Action

General Settings

Shared Logos Library

Upload logos once and use them across forms, certificates, invoices, quotes and templates.

Logo	Name	Action

Location	Action

Company

Manage company details used across certificates, templates and forms.

Legal Company Name Trading Name Company Number VAT Number Gas Safe Number OFTEC Number NICEIC Number Phone Mobile Email Accounts Email Support Email Website Address Line 1 Address Line 2 Town / City County Postcode Country Certificate / Form Footer Default

Terms & Conditions Library

Terms Name Terms Content

Name	Preview	Action

Jobs Terms Invoices Terms Quotes Terms Payment Receipts Terms

Header & Footer Designer

Configure the default header/footer used by Invoices, POs, Quotes and Job Reports.

Editing Section Enable Company Default Header/Footer Disable Default If Custom Header/Footer Is Used Apply To Invoices Apply To Quotes Apply To Purchase Orders Apply To Job Reports

New Logo Name New Logo Image Auto assign to editing section

Header

Show Header Show Additional Logos Show Main Company Logo Main Header Logo Position Main Header Logo Max Height (px) Include Company Address Include Company Contact Details Header Title Header Details Header Background Header Text Color Header Border Color Header Padding (px) Header Logo Align Header Logo Max Height (px) Header Logo Area Background Header Logo Area Border Header Logos (multiple) Header Logo X Offset (px) Header Logo Y Offset (px)

Footer

Show Footer Show Logo Include Company Address Include Company Contact Details Footer Details Footer Notes Footer Background Footer Text Color Footer Border Color Footer Padding (px) Footer Logo Align Footer Logo Max Height (px) Footer Logo Area Background Footer Logo Area Border Footer Logos (multiple) Footer Logo X Offset (px) Footer Logo Y Offset (px)

Live Preview

Drag each logo in the preview to position it anywhere in the selected header or footer area.

Job Title Options

New Job Title Option Default Price Time To Complete (minutes) Job Template Description (preloads into Job Notes) Default Job Status Template Marks Job As Service Service Reminder Type Job Report Forms

Certificates

Configure default job templates (notes, status, and service settings) plus linked forms. Preloaded values can be edited on each job.

Job Title	Default Price	Time To Complete	Linked Templates	Job Template	Action

Scheduling Optimiser

Optimise daily route order by location and travel-time estimation.

User Base Addresses

Set a different optimiser start address per user. Users without an override will use the default base address.

User	Base Address	Action

Van Tracking

Configure OBD plug-in tracking ingest, webhook security, and alert thresholds.

Tracking Provider Name Webhook Token Enable Teltonika TCP Listener (FMB001) Teltonika Listener Host Teltonika Listener Port Offline Threshold (minutes) Overspeed Alert (mph) Idle Alert (minutes) Telemetry Retention (days) Auto-create unknown devices from telemetry

Add / Edit Device

Webhook Endpoint

Configure your OBD platform to send telemetry to /api/tracking/telemetry.

For Teltonika FMB001, point device TCP server to 0.0.0.0:5027 (use your public IP or hostname, not 0.0.0.0, on the device).

Customer Title Options

Title	Action

Customer Type Options

Type	Action

Multi-Property Customer Types

Only selected customer types can hold multiple properties on one account.

Customer Asset Options

Appliance Type	Action

Asset Location	Action

Make	Action

Model	Action

Fuel Type	Action

Customer Reminder Settings

Set reminder types and default reminder email content.

Reminder Type	Action

Available placeholders: {{customerName}}, {{contactName}}, {{reminderType}}, {{dueDate}}, {{notes}}, {{customerAddress}}.

Service Plans

Configure monthly/annual service plans for gas, oil, and air conditioning and auto-link reminders.

Add / Edit Plan Template

Plan Name System Type Billing Cycle Price Included Visits / Year Included (what the plan covers) Excluded (what the plan does not cover) Reminder Type Reminder lead days Template active

Name	System	Cycle	Price	Visits	Included	Excluded	Reminder	Status	Actions

Saved Plans

Customer Portal Settings

Control customer portal access, sign-up flow, and portal invite templates.

Available placeholders: {{contactName}}, {{customerName}}, {{customerReference}}, {{customerEmail}}, {{portalLink}}, {{companyName}}, {{portalSignupInstruction}}.

Chat Settings

Quick Reply	Action

Job Email Settings

Follow the steps in order to set defaults, build your signature, style it, then validate the final email preview.

1. Delivery Defaults 2. Signature Content 3. Signature Style 4. Preview & Copy

Step 1: Delivery Defaults

Default Job Email Type Send Mode Default include all job attachments

Step 2: Signature Content

Email Signature Template

Placeholders: {{senderName}}, {{senderRole}}, {{companyDisplayName}}, {{companyPhone}}, {{companyEmail}}, {{companyWebsite}}, {{customerName}}, {{jobNumber}}, {{jobTitle}}, {{todayDate}}.

Step 3: Signature Style

Signature Font Signature Font Size (px) Signature Text Colour Signature Accent Colour Signature Background Include logo Logo Source Template Logo Logo Max Height (px) Show divider line

Step 4: Preview & Copy

Signature Preview (styled)

Plain text fallback

Live Email Preview

Preview Subject Template Preview Message Template

Email Platform Settings

Configure SMTP host, ports and sender defaults for the email platform.

Sender Name From Email Reply-To Email Default CC Default BCC Delivery Mode SMTP Host SMTP Port SMTP Security SMTP Username SMTP Password IMAP Host IMAP Port IMAP Security IMAP Username IMAP Password IMAP Mailbox Test Recipient

No connection test has been run.

Email Folder Management

Add custom folders and control which roles or users can access them. Users still need Email page access.

Files

Control shared folders, upload rules, previews, and who can manage the file library.

File Permissions

Feature access controls whether the page appears. These permissions control what each role can do inside Files.

User Type	View	Upload	Delete	Share	Manage Folders

Shared Folder Setup

Purchasing

Manage supplier records, PO numbering, delivery tracking defaults, invoice controls, and stock receipt rules.

PO Prefix PO Number Padding Next PO Sequence Supplier Invoice Prefix Supplier Invoice Padding Next Supplier Invoice Sequence Default PO Status Default Delivery Status Default Supplier Invoice Status Default Lead Days Default Receive Location Low Stock Buffer % Enable quote purchasing suggestions Auto receive into stock Tracking Companies (comma separated) PO Statuses (comma separated) Delivery Statuses (comma separated) Supplier Invoice Statuses (comma separated)

Suppliers

Supplier Name Contact Name Email Phone Account Number Payment Terms (days) Lead Time (days) Default Tracking Company Default Receive Location Notes Active supplier

Supplier	Contact	Lead Time	Terms	Defaults	Status	Action

Customer Source Options

Source Option	Action

Invoice Settings

Quote Settings

Quote Prefix Number Padding Next Sequence Default Valid Days Default VAT Rate (%) Follow-up Escalation Days Approval If Total Ex VAT Over Approval If Discount Over (%) Approval Role Require Deposit Before Acceptance Default Deposit Percent (%) Default Follow-up Days Default Win Probability (%) Page Title Page Subtitle Layout Mode Preview Position Form Columns (Desktop) Accent Colour Show Live Preview Panel Show Stage Tracker Show Intro Field Show Terms Field Enable Optional Line Items Enable Internal Quote Task Checklist Transfer Internal Tasks To Jobs Lock Quote After Conversion Auto-Create Job After Acceptance Auto-Generate Procurement Actions On Acceptance Auto-Allocate Stock On Acceptance (if available) Auto-Create POs On Acceptance (if supplier set) Auto-Apply Job Title Template On Conversion Show Transferred Tasks On Jobs (Office/Admin only) Compact Density Customer View: Status Customer View: Customer Name Customer View: Customer Address Customer View: Customer Reference Customer View: Job Customer View: Dates Customer View: Quote Title Customer View: Notes Customer View: Intro Customer View: Terms Customer View: Acceptance Customer View: Line Items Customer View: Totals Customer View: VAT Breakdown Item Description Label Item Qty Label Item Unit Label Enable Discount Column Enable Markup Column Discount % Presets (comma separated) Markup % Presets (comma separated) Quote Title Options (comma separated) Default Item Description Default Qty Default Unit Price Min Margin Guardrail (%) Default Internal Tasks (one per line) Layout Preset Quote Template Preset Name

Proposal Template Designer

Template Name Accent Colour Header Background Card Background Text Colour Header Logo Hero Image URL / Data URL Opening Text Terms Text

Template	Colours	Hero	Action

Quote Bundles

Bundle	Items	Notes	Action

Quote Packs

Pack	Quote Title	VAT	Line Items	Tasks	Action

Price Book

Quote and invoice pricing now share one Price Book. Manage item defaults and customer-specific price rules there.

Billing Controls

Invoice Type	Action

Payment Method	Action

Stripe Card Payments

Status: Not configured.

Xero Accounting Integration

Status: Not configured.

Price Book

Invoice line items now pull from the shared Price Book, including postcode and customer-type pricing rules.

Price Book

Build one shared item catalogue for quotes and invoices, then override pricing by customer type or postcode.

Price Book Item

Item Name Code / Part Number Available On Default Unit Price Cost Markup (%) Discount (%) Description Notes Item Image Remove image Archive item

Customer Type Pricing

Customer Type	Unit Price	Markup	Discount	Action

Postcode Pricing

Postcode / Area	Unit Price	Markup	Discount	Action

Saved Price Book Items

Code	Name	Available On	Default Price	Customer Type Rules	Postcode Rules	Status	Action

Job Costing

Set the default labour, overhead, margin, and custom cost categories used on the job costing module.

Automatic labour on by default Include job parts by default Default Labour Hours Mode Default Manual Hours Labour Cost Rate Labour Sell Rate Use job title sell price first Show costing pie charts Default Overhead % Target Margin % Manual Cost Categories

Nominal Codes

Set accounting nominal codes ready for integration/export to your accounting system.

Code	Description	Type	Action

Email Templates

Build reusable email templates for customer and job communications. Use tokens like {{customerName}}, {{jobNumber}}, {{jobTitle}}.

Template Channel Template Name Subject (optional) Template Logo Theme Preset Font Family Font Size (px) Line Height Text Colour Accent Colour Paper Size Orientation Margin (mm) Show Header Show Footer Content (HTML supported)

Drag Blocks / Tokens

Search and click or drag items into the canvas.

Drag & Drop Canvas

Name	Subject	Action

Email Template Preview

Advanced Form Maker

Create forms in 4 clear steps: basics, design, fields, preview.

1 Template Basics

2 Header/Footer Design

3 Field Builder

4 Live Preview

Step 3: Field Builder

Build questions in order. Use dependencies to show follow-up questions only when needed.

Field Label Field Key Field Type Required

Advanced Field Options

Placeholder Help Text Default Value Width Data Source (optional auto-fill mapping) Options (for select) Depends On Key Rule Rule Value

Quick Add:

Order	Label	Key	Type	Mapping	Required	Dependency	Action

Template Library

Restore Snapshot

Name	Type	Fields	Status	Action

Van Tracking

Waiting for tracking data.

Live Apple Map

Van

No GPS locations available yet.

Live Alerts

Devices

Van	Device ID	Status	Last Seen	Speed	Location	Actions

Recent Telemetry

Device Time Range

Time	Van	Coordinates	Speed	Ignition	Voltage	RPM	Odometer

Stock

Add Item

Stock Action

Inventory

Item	Part Number	Location	Category	Qty	Reorder	Status	Actions

Welcome to True Grafter

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Home

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Chat Notifications 0 unread

Parts Notifications 0 alerts

Reminders & Notifications 0 due

Today's Jobs 0 today

Planner

Welcome

Job History

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Certificates

Assets

Customer Summary

Job History

Invoices

Certificates

Assets

Completed Jobs 0 jobs

Ongoing Jobs 0 jobs

Accepted Quotes 0 quotes

User Profile & Diagnostics

Account Settings

User Details

Mobile App Status

Device

App Build

Connection Test

Reminders

Reports Dashboard

Visual Snapshot

Jobs by Status

Customers Workspace

Total Customers All

Portal Enabled Access

Reminders Due Action

Secondary Properties

Customer Profile

Details

Secondary Properties

Assets

Reminders

Jobs

Communications

Files

Invoices

Assets for Customer

Diary

Current Jobs

Ongoing Jobs

Completed Jobs

Diary Filters

Invoice

All Invoices Total

Outstanding Due

Paid Settled

Create Invoice From Job

Line Items

Job Parts Preview

Add Payment

Invoices

Actions

All Invoices

Actions

Quotes

Draft Open

Sent Issued

Accepted Won

Create / Edit Quote

Customer & Scope

Commercial & Dates

Internal Task Checklist

Line Items

Option Matrix

Quote Health

Live Proposal Preview

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