Team Calendar

All site visits, trade bookings and client meetings.

Legend

Site Visit

Client Meeting

Delivery

Inspection

Admin

Other

May 2026

Show:

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Upcoming

Next 14 days

This week

Andrew Online

Your AI executive assistant — knows your business, takes notes, drafts everything, and never sleeps.

Andrew

PR&D AI — Owner Mode

Andrew

G'day boss! Andrew AI here — your business brain for PR&D. I know your clients, leads, procedures, finances and Victorian construction law. Ask me anything. 🤙

Safety & SWMS

Compliance, incident management, toolbox talks, inductions and risk register — everything Victorian construction law requires.

Active SWMS

6

Current & compliant

Incidents YTD

0

This year

Expiring Soon

0

Next 30 days

Inductions Logged

0

Site personnel

SWMS Library

Click any SWMS to view, edit expiry, or print

🎖️ Compliance & Licences

Insurance, registration, certifications — track expiry

🚨 Incident Log

Near-misses, injuries, property damage — every report builds your safety culture

📢 Toolbox Talks

Weekly site safety briefings

👷 Site Inductions

Every worker on every site, signed off

📋 Risk Register

Known hazards across all active projects — likelihood × consequence

Settings

Account, business details, integrations and team management.

🔑 Backend functions key (APP_SECRET)

Paste the same APP_SECRET you set in Supabase, then click Save. This unlocks cross-device sync and the account-requests list.

APP_SECRET

Your account

Your name, email, signature, password.

Your name

Email ?

Email signature ?

Business details

Appears on quotes, invoices, landing pages.

Business name

ABN

Phone

Public email

Address

Branding

Colors and logo text used across the platform and landing pages.

Logo text ?

Tagline

Primary color

Accent color

AI Proxy (Cloudflare Worker)

Powers Andrew and all AI features.

Worker URL

Shared token ?

Supabase

Your database for users, leads, quotes, projects.

Project URL

Anon key

Status: checking...

Tracking

Default pixels/tags injected into all landing pages.

Meta Pixel ID

Google Tag ID

GA4 Measurement ID

Coming next

Integrations queued for future rounds.

M

Meta Ads

Create + manage Facebook and Instagram campaigns. Round 45.

Soon

G

Google Ads

Search and Performance Max campaigns. Round 46.

Soon

X

Xero

Live cash, P&L, invoices, expenses. Available now via Andrew.

Connected

Platform users

People who can log in. Roles control what they see.

Export your data

Download backups of your business data as JSON.

Reset things

Safe resets for personal preferences.

⚠️ Danger zone

These actions cannot be undone. Use with care.

Landing Pages

AI-built landing pages for your ads. Generate, edit, preview, deploy.

Total pages

0

Published

0

Total leads

0

Best converter

—

Your pages

Social Media AI

@property.renovations — Instagram, Facebook, TikTok content for PR&D.

Open Instagram

Social AI

Active

Quick Content

Accounts

📸

Instagram

@property.renovations

📘

Facebook

PR&D on Facebook

🎵

TikTok

@property.renovations

Quote Builder

Build, save and send project quotes. Track conversion. Internal cost breakdown stays private.

Quotes Sent

—

All time

Acceptance Rate

—

Won ÷ sent

Pipeline Value

—

Sent + accepted

Avg Quote Size

—

Across all quotes

All Quotes

Loading…

No quotes yet. Click "+ New Quote" to start.

Acceptance Rate by Project Size

Are bigger quotes winning at a different rate?

Quote Status Breakdown

Where all your quotes currently sit

Quote Activity Over Time

Sent vs accepted, last 12 weeks

Top Performing Scopes

Most-included scopes in won quotes

Time-to-Response Metrics

How quickly clients reply to your quotes

Avg Response Time

—

Days from sent to action

Fastest Win

—

Hours

Pending > 7 Days

—

Needs follow-up

Best Day to Send

—

Highest accept rate

New Quote

Draft — not yet sent

Project Name

Quote Reference

Select Client (or type below for a one-off)

Client Name

Client Email (needed to send to their portal)

Project Address

Status

Valid Until

Project Description (visible on client quote)

Scope of Works (bullets shown to client — no prices)

Tip: load a template, then edit each line. Every job is different and you can write whatever you need.

Add-ons & Special Items ?

For things not in templates: provisional costs, client supplies, exclusions, anything custom.

🔒

Internal Cost Breakdown — Owner Only

This section is never shown to clients. The client view only ever shows the final fixed price.

Description	Qty	Rate ($)	Total

Quick add:

Subtotal (ex GST)$0.00

GST (10%)$0.00

Fixed Price (inc GST) — this is the only price the client sees$0.00

Internal Notes ?(your eyes only)

Client Notes / Terms ?(visible on client quote)

Submit Invoice or Quote

Upload an invoice or quote and we'll route it to Finance AI for review and reconciliation.

New submission

Submission type

Invoice (work completed)

Quote (work proposed)

Variation

Linked project

Reference number

Amount (inc GST)

Issue date

Work description

Attach PDF or photo of invoice/quote

Tap to attach (PDF, JPG, PNG)

What happens next?

1

Submitted

Your invoice/quote lands in the Finance AI inbox.

2

Categorised

Finance AI extracts vendor, amount, GST and tags the project.

3

Owner approval

Andrew reviews and approves. You get notified.

4

Paid / Filed

Synced to Xero, payment scheduled.

My recent submissions

Nothing submitted yet.

Funnel Templates

Lead capture funnels designed for the renovation & construction industry. Pick a template, edit copy, deploy.

1-Step Funnel — Instant Quote Request

Lowest friction. Best for paid social and high-intent traffic.

Renovations That Actually Fit Your Family

Melbourne's trusted bathroom & kitchen specialists — fully licensed, fully insured.

🏠

For Growing Families

Space that fits real life

✓

Fully Compliant

Every trade certified

📐

Built to Code

Compliance certificates from every trade

Your name

Phone

Suburb

What are you renovating?

🔒 Your details are never shared. No obligation. Real humans respond.

2-Step Funnel — Free Guide → Booking

Warms cold traffic. Builds trust, captures email, books a call.

STEP 1 — GUIDE

The Real Cost of a Melbourne Bathroom Reno in 2026

A no-fluff PDF guide: real price ranges by spec level, the 7 hidden costs nobody warns you about, and how to spot a dodgy quote.

Budget vs mid vs high spec — what each gets you
Why "$15k bathroom" ads are misleading
The PCG & waterproofing checklist

How to read a builder's quote properly
Timeline expectations by reno scope
VBA compliance — what to look for

STEP 2 — BOOK A CALL

Want a personalised price range for YOUR home?

Book a 15-min phone consult. We'll review your space, walk through your goals, and give a real ballpark — no obligation.

Name

Phone

Best time to call

How to use these

1-Step works best when ad cost is low and intent is high — e.g. Google search ads for "bathroom renovation Hawthorn", or Instagram retargeting people who watched a project reel.

2-Step works for cold traffic that doesn't know you yet. The free guide builds trust, captures email so you can nurture, and self-qualifies leads — only serious renovators book the call.

Customise the headline, copy and form fields. Submissions feed into your CRM Pipeline automatically when the funnel is hosted on prd.group.

🤖 AI Hub — All Agents

Single point of access to every PR&D AI agent. Chat below to consult all agents at once, or jump to a specific one.

🛠️ Trades: Need a trade for a task? Send a quote request straight from a project.

Project Timeline

Live Gantt scheduling — edit tasks, assign trades, notify on changes.

Active Projects

—

In progress

Tasks This Week

—

Across all projects

Overdue

—

Need attention

Avg. Completion

—

All active

Select Project

Switch between active and upcoming projects

—

Loading…

Active

Task List

Click any field to edit · Status changes auto-save · Click trash to delete

Task	Start Wk	Duration	Trade	Status
Select a project above to see tasks

Document Vault

Every project document organised, searchable, and synced — contracts, permits, plans, certificates, compliance.

+ Upload

Total Documents

0

Across all projects

Expiring Soon

0

Next 30 days

Missing / Required

0

Need to upload

Storage Used

0 MB

Vault capacity

📂 Folders

Project & category structure

By Category

By Project

All Documents

0 documents

📋 Required Documents Checklist

Compliance docs every project should have on file

Progress Payments

Track every stage payment across all projects · Xero-ready · Cashflow forecast included.

Contract Value

$0

All projects

Received

$0

Paid to date

Outstanding

$0

Awaiting payment

Overdue

$0

Past due — action needed

Project

Switch between projects to manage individual payment plans

—

Cashflow Forecast

Expected payments over the next 12 weeks

$0 forecast

Paid

Due (pending)

Overdue

Payment Stages

Select a project above to start

Total stages: 0 · Sum of amounts: $0

⚠️ Needs Attention

Overdue payments and stages due this week

Loading…

📊 Project Summary

Quick stats for current project

Loading…

Daily Site Log

Central project discussion hub — team, trades and client updates in one place

📍 Trade Arrivals — GPS Tracked

Log site arrivals and departures with GPS timestamp

No arrivals logged yet today.

Privacy protected — only role + initials visible in this feed. Full names, emails and contact details are never shown. Team-only posts are marked 🔒.

Team Activity

Every action across the platform — who did what, when, on which record. Auto-refreshes every 30 seconds.

Actions Today

—

Across all users

Most Active

—

This week

Records Changed

—

Last 7 days

Last Activity

—

Latest event

Filter activity

User

Action type

Time range

Search

Activity stream

Loading...

Loading activity...

My Compliance

Keep your insurance, license and certifications up to date. Updates trigger a review by PR&D.

Your Details

Business contact info

Business Name *

Contact Person

Trade Type *

ABN *

Email

Phone *

Service Area

Trade License

Your VBA / state trade license

License Number *

License Expires *

License Photo / Card

Upload photo of your license (JPG/PNG, max 2MB)

Public Liability Insurance

PR&D requires minimum $20M cover

Policy Number *

Policy Expires *

Insurance Provider

Cover Amount *

Certificate of Currency *

Upload your Certificate of Currency (PDF/JPG/PNG, max 2MB)

Construction Induction & WorkCover

National White Card + WorkCover (if you employ staff)

White Card / Construction Induction # *

WorkCover Policy (only if you employ staff)

White Card Photo

Upload your White Card photo (JPG/PNG, max 2MB)

SWMS Acknowledged

Tick the safe work method statements you have read and agree to follow

Working at Heights Electrical Work Waterproofing Demolition Tiling Plumbing Hot Work / Welding Manual Handling

Payment Details

For paying your invoices — PR&D pays Net 14 days

Bank BSB

Account Number

ℹ️

Once you save:

Your record will be marked Pending Review while PR&D verifies your documents
Andrew will be notified immediately
Once approved, you can be scheduled for work
You'll get reminders 30/14/7 days before any of your documents expire

📊 Sales views:CRM (kanban)Lead Database (table)All Clients (cards)Client Files (detail)Same data, different layouts

All Clients

Active projects and pipeline clients. Click any to view, click the pencil to edit.

👥

No clients added yet

Real client records will show here once added. PR&D only ever holds real data — no placeholder profiles.

Client Overview

Contact & Project

Progress

Client AI

Project Stages

Project discussion board

Documents

CONFIDENTIAL — Team & Owner OnlyNever visible to client or trades

Notifications

Trade confirmations, lead alerts and system updates.

🔔

No notifications yet. Trade confirmations, payment alerts and lead updates appear here.

📊 Sales views:CRM (kanban)Lead Database (table)All Clients (cards)Client Files (detail)Same data, different layouts

CRM Pipeline

Live lead pipeline — drag cards between stages, customise stages, track conversion.

Pipeline Value

—

Open opportunities

New This Week

—

Fresh enquiries

Conversion Rate

—

Quote → won

Avg. Deal Size

—

Last 90 days

Conversion Funnel

Stage-by-stage lead flow with drop-off rates

Pipeline Board

Drag cards to change stage · Click a card for full lead detail

Funnel Builder

1-Step

2-Step

1

Lead Capture

Source

Response

AI Welcome Message

2

Qualify & Book

Trigger

Action

Follow-up if no reply

3

Convert

On Quote Accepted

Automation Rules

New lead → Instant SMS

AI SMS within 60 seconds of new enquiry

Quote sent → 48hr follow-up

Auto follow-up if quote not opened after 48 hours

Invoice overdue → Chase sequence

Andrew drafts payment reminders at 7, 14, 21 days

CRM AI

AI

I manage your lead pipeline, draft follow-up messages, and track conversion rates. What do you need?

Total Leads

—

All time

Active Pipeline

—

Not won/lost

Win Rate

—

Of quoted leads

Avg Time-to-Win

—

Days

Lead Sources

Where leads come from

Leads Over Time

Last 12 weeks

Automation Rules

Toggle on/off to control Andrew behaviour

💰 Xero Accounting

CHECKING...

Checking connection status...

Once connected, Andrew can pull live invoices, quotes, and cash position; push quotes/invoices to Xero; and record payments — all from this app or via natural language commands to Andrew.

💳 Stripe — Online Payments

NOT CONFIGURED

Accept card payments on invoices and progress payment milestones. Clients pay via a hosted Stripe Checkout page.

Stripe Publishable Key

Webhook Secret (server-side)

After saving, Xero Invoices page will show "Generate Payment Link" buttons. The Stripe webhook needs to be added to your Cloudflare Worker to mark invoices as paid automatically.

💬 Twilio — SMS Automations

NOT CONFIGURED

Power "New lead → instant SMS" and "Invoice overdue → chase sequence" automations. Required for SMS-based trade quote requests.

Account SID

Auth Token

From Number

📧 SendGrid — Email Automations

NOT CONFIGURED

Power "Quote sent → 48hr follow-up" and trade quote request emails. Required for client portal notifications.

SendGrid API Key

From Email

From Name

🔔 Browser Push Notifications

CHECKING...

Get desktop and mobile alerts for trade arrivals, payment received, urgent variations, new leads. Works even when the app is in the background.

Checking browser permission status...

🗄️ Supabase — Database

CONNECTED

URL: pmaqvwzgxrwpccexbzgz.supabase.co

Auth users: Andrew (owner), PR&D Support (quoting & estimating only)

Currently used for: authentication. Most platform data stores in browser localStorage. Wire CRUD tables for: clients, projects, quotes, POs, variations, timesheets to make data multi-device + real-time.

⚡ Anthropic — AI Engine

CONNECTED

Proxy: prd-ai-proxy.aa-ndrew.workers.dev

Model: Claude Sonnet 4.5

Used by: Andrew AI, Social Media AI, Marketing AI, Finance AI, Call Assistant, all Genius Network agents

Files (PDFs, images) uploaded to chat are sent multi-modal to Claude with vision.

💬 Client & Trade Feedback

Everything submitted via the floating Feedback button

🚀 Go-Live Checklist

What needs to be done before clients/trades use the platform daily

0 / 0

📋 Audit Log

Every important action across the platform — who, what, when

Filter by user

Filter by action

💾 Backup & Export

Download all your platform data as a single file

A JSON backup includes: leads, quotes, clients, CRM stages, gantt projects, payment plans, vault documents, calendar events, audit log, and settings. Keep a copy off-platform.

↻ Restore from Backup

Upload a previous JSON backup to restore

📤 Choose Backup File

Warning: Restore will overwrite current local data. Existing data is backed up to a key with timestamp suffix before restore.

📊 Storage Usage

Local storage consumed by the platform

⚠️ Danger Zone

Irreversible actions — be sure before proceeding

Integration Status

Loading...

Xero Accounting

PRO BUILDING GROUP PTY LTD

Not Connected

Connect Xero to create invoices, track payments and pull P&L into briefings.
Get Client ID from developer.xero.com

Xero Client ID

Xero Actions

Microsoft Outlook

Not Connected

Create App in Azure Portal

Azure Client ID

Google Drive

Google Client ID

Approved Folder ID

SMS via Twilio

Configure

Free account at twilio.com

Account SID

Auth Token

From Number

Email via SendGrid

Configure

Free at sendgrid.com

API Key

Live Weather

Free at openweathermap.org

OpenWeather API Key

AI Agents

Specialist AI for every PR&D function. Each agent is fitted with the tools and data they need to act, not just advise.

🛠️ Tools & Capabilities

What each agent can DO, not just say

📋 Project Manager

Reads Gantt + Payments + Vault • Flags overdue tasks • Drafts client status updates • Cross-checks SWMS expiry vs trade bookings

🏗️ Site Manager

Reads Safety + Inductions + Daily Logs • Drafts SWMS via AI • Logs incidents • Tracks toolbox talks & risk register

💰 Estimator

Reads PR&D rate sheet • Reviews uploaded scope PDFs • Builds line-item quotes • Cross-checks margins on Quote Builder

💼 Sales Officer

Reads Lead DB + Discovery Calls • Scores leads 0-100 • Drafts follow-up SMS/email • Reviews objection-handling scripts

⚙️ Operations Manager

Reads Calendar + Trade Bookings • Coordinates deliveries • Manages clashes • Pings trades for confirmations

📐 Scope Writer

Reads site notes (text/image) • Converts to formal scope of works • Pulls AS standards • Outputs to Quote Builder format

📋 Project Manager

Full lifecycle management, scheduling, risks

Active

PM

PM here. I handle end-to-end project lifecycle — scheduling, resources, risk management and progress tracking. What project needs attention?

🏗️ Site Manager

Safety, inductions, trades coordination

Active

SM

Site Manager here. SWMS, trade inductions, daily logs, safety compliance. What do you need on site?

💰 Estimator

Quantity take-offs, costs, line-item quotes

Active

ES

Estimator here. Give me a scope and I will build a detailed cost estimate with real PR&D rates. What are we quoting?

💼 Sales Officer

Lead qualification, proposals, follow-up

Active

SA

Sales Officer here. Discovery scripts, proposals, objection handling, follow-up strategy. Got a lead to convert?

⚙️ Operations Manager

Scheduling, coordination, logistics

Active

OM

Operations Manager here. Trade bookings, delivery coordination, schedule updates. What needs organising?

📐 Scope Writer

Scope documents, estimates from site notes

Active

SC

Scope Writer here. Paste site notes and I will produce a detailed scope of works with accurate line-item pricing. Ready?

Morning Briefing

Your daily PR&D executive summary — generated fresh by Andrew.

Today

Monday

Loading...

Weather

—

Melbourne, VIC

Active Projects

1

Client A

Open Leads

968

In database

Executive Briefing

Generated by Andrew daily

☀️

Good morning!

Tap "Generate Briefing" for your daily summary

Priority Actions

📞

Follow up warm leads

185 warm leads ready to call

📋

Client A site progress

Project Site A — Active

💰

Review pending invoices

Connect Xero for live data

Andrew Daily Chat

Andrew

Morning boss! Hit "Generate Briefing" and I will give you a sharp executive summary of everything happening in PR&D today. ☀️

AI Call Assistant

Call clients and leads — Andrew listens, transcribes and takes notes in real time.

Active Call

No call in progress

Ready

?

Select a contact

—

Phone Number

Contact Name

Purpose

Live Transcript

Transcript appears here when call starts...

Quick Notes

Andrew — Live Analysis

Active

Andrew

Start a call and I will listen along, flag key moments and give you a full summary when done. 📞

Call History

No calls yet.

🟢 Xero LIVE PRO BUILDING GROUP PTY LTD · Last refreshed: moments ago

🔴 Outstanding Receivables

Loading...

Outstanding receivables across active jobs.

Invoice	Client	Reference	Due	Amount

Outstanding: $0 · Paid in Xero: $0 · Recorded here: $0 · ⏳ Pending Xero sync

Cashflow Tracker

Weekly cash in / cash out — reviewed against bank statements.

Total In (MTD)

$0

Income

Total Out (MTD)

$0

Expenses

Net Position

$0

This month

Xero Balance

—

Connect Xero

12-Week Cashflow Trend

Income vs expenses, rolling weekly

Income

Expenses

Net

Expense Categories

Where money's going this month

Materials

$0

Labour / Trades

$0

Equipment & Hire

$0

Permits & Compliance

$0

Marketing

$0

Other

$0

Cashflow Entries

Description	Type	Amount	Date	✕
Tap + Add Entry to get started

Team Chat

Project conversations, client messaging and trade communication.

No conversations yet.
Start a message below to begin.

Team Chat

All messages saved

Today

📊 Sales views:CRM (kanban)Lead Database (table)All Clients (cards)Client Files (detail)Same data, different layouts

Client Files

Complete project files — notes, plans, estimates, photos and communication.

Active Clients

MD

Client A

Project Site A — Active

ACTIVE

Pipeline

MS

Client B

Burwood — Quoting

QUOTING

TH

Client C

Site C — Quoting

QUOTING

AH

Client E

Site E area — Quoting

QUOTING

Select a client

Choose from the list

Status

—

Contract Value

Phone

Email

Current Stage

Discovery Call

15-minute client vetting — record answers for Andrew to score, or let Andrew listen and pre-fill everything for you.

Client Details

Name

Phone

Email

Source

Project Details

Property Address

What do they want done?

Property Built

Budget

Start Date

Urgency

Andrew Scoring

AI Powered

Fill in details and tap Save & Analyse

—

Save form to score

Recent Calls

No recent calls yet.

Finance Agent

Receipts · ledger · projects · cashflow · debtors · payroll · BAS · approvals — one agent, human in the loop on every decision that matters.

LIVE Sandbox 📸 Receipt 📄 Invoice

Net Position (MTD)

$0

IN minus OUT this month

Outstanding (AR)

$0

Awaiting client payment

Pending Approvals

0

Need human review

GST Position

$0

Current BAS quarter

Executive Summary

AI-generated overview — refresh to regenerate. Always cite-sourced.

Click Generate for FIN's read on where the business sits. Summary is anchored to live data from this platform — no figures invented.

Headline Numbers

💰 Revenue (YTD, accepted)$0

💸 Expenses (YTD recorded)$0

📊 Gross profit YTD$0

🔥 Burn rate (avg 90d)$0/mo

🧾 Outstanding receivables$0

📅 Upcoming liabilities (60d)$0

🏛️ Est. tax obligation (BAS)$0

Project Financial Health

Margin status across active projects.

No projects with financial data yet.

Supplier Exposure

Top 5 vendors by spend in last 90 days.

No supplier data yet.

PR&D · AI Operations Layer

Revenue Operations Agent

Estimating · Pipeline · Drafting · Follow-ups · Onboarding · Pricing Intelligence — with approval-gated AI assist

Loading People Ops…

🌐

Loading Web Ops Agent…

Loading Scout…

Loading Operations Oversight…

Loading Developer / Diagnostic Agent…

Loading procurement…

Loading Project Operations…

📣 Ads Operations Agent

Meta + Google campaigns · approval-gated · brand-voice protected

$100M Vision

PR&D strategic milestones from startup to industry-leading construction platform.

Milestones

✓

Founded PR&D

Legal entity, branding, first projects

DONE

2

$1M annual revenue

Sustained, recurring, profitable

IN PROGRESS

3

First development project

Land acquisition, build, sell or hold

PLANNED

4

$10M annual turnover

Multi-project, multi-trade scale-up

PLANNED

5

$100M Platform Exit

Licensed SaaS or strategic acquisition

VISION

Strategic Pillars

🏗️ Operations Excellence

Systematised SOPs, trade management, quality control at every stage.

📈 Revenue Growth

968 leads, AI-powered follow-up, higher conversion rate each quarter.

🤖 AI Automation

Andrew handles admin, quotes, follow-up and reporting — freeing Andrew to scale.

💻 Platform SaaS

License this platform to the construction industry when ready — $100M play.

📊 Sales views:CRM (kanban)Lead Database (table)All Clients (cards)Client Files (detail)Same data, different layouts

Lead Database

Every enquiry across Facebook, Instagram, Google, referrals — scored, sorted, ready to action.

Total Leads

—

All sources

Pipeline Value

—

Open opportunities

Hot Leads

—

Score ≥ 70

No Contact Yet

—

Needs first call

Lead Sources

Where leads come from — click to filter

Conversion Funnel

Stage-by-stage flow from enquiry to won

🔥 Hot Leads — Call Today

Highest-scoring leads not yet contacted or quoted

Stage:

Loading leads...

Legal & Compliance

Victorian construction law, contracts and compliance — specialist AI.

Legal AI — Victorian Construction Law

Active

⚖️

G'day! I specialise in Victorian construction law — Building Act 1993, Domestic Building Contracts Act, Security of Payment Act, NCC 2022, OH&S Regulations and VBA requirements. Ask me anything about contracts, variations, disputes, permits or compliance.

Quick Legal Actions

📝

Draft Variation Notice

Client-requested scope changes

💰

Unpaid Progress Claim

Security of Payment Act obligations

📋

Building Permit Requirements

When you need one in Victoria

✉️

Letter of Demand

Unpaid invoice formal demand

Key Compliance Dates

Security of Payment response window10 business days

Written contract required above$10,000

Max deposit (domestic)$1,000 or 10%

DBI insurance required above$16,000

My Project

Your renovation live status.

📋

Project Status

Your project will appear here once confirmed.

Welcome

Loading your project...

Your Project

—

IN PROGRESS Started —

Contract Value

$—

Progress: —%

💰 Payment Schedule

Loading...

🧾 Invoices

📅 What's Next

💬 Message PR&D

Andrew · PR&D

Welcome to your client portal! Anything you need, message me here or call 0481 306 926.

📐 Quote & Documents

📄 Quote — QU-0255 (Accepted)

📋 Scope of Works

💳 Payment Stages Detail

📸 Site Progress

Photos from the team on the ground

📅 Site Schedule

Who'll be at your home and when

✏️ Request a Change

Variation or addition to scope

Changed your mind on a fitting? Want to add something to the scope? Submit a variation request and Andrew will price it up and get back to you within 48 hours.

Marketing AI

Facebook Ads · Instagram · Google Ads · Google SEO — all in one marketing brain.

Marketing AI — Meta, Google & SEO

Active

MKT

G'day! Marketing AI here. I handle Facebook and Instagram Meta Ads, Google Ads campaigns, Google SEO and content strategy for PR&D. I know the Melbourne renovation market inside out. What do you need — ads, content or SEO?

Quick Actions

📘

Facebook Ad Campaign

3 ad variations for bathroom leads

📸

Instagram Ad Creative

Story and feed ads for renovation leads

🔍

Google Ads Campaign

Search campaign structure

✍️

SEO Blog Post

800 words, fully optimised, ready to publish

Procedures (SOP)

PR&D standard operating procedures. Anyone can view. Only Andrew can edit.

Total SOPs

—

Across all categories

Required Reading

—

Mandatory for all staff

Last Update

—

Most recent change

Updated By

—

Most recent editor

Filter procedures

🤖 Ask Andrew about procedures

Andrew

Ask me anything about PR&D procedures. I know every SOP, SWMS and company process.

Sales Dashboard

Pipeline, hot leads, quotes awaiting response and follow-ups due.

Active Pipeline

0

— total value

Hot Leads

0

New + Consultation

Quotes Awaiting

0

Sent + Follow-up stages

Won This Month

0

— revenue

Quick Actions

🎯 Pipeline by Stage

🔥 Hot Leads

📤 Quotes Awaiting Response

🔔 Follow-ups Due

AI Assistance Dashboard

The AI control room — approvals queue, recent activity, oversight alerts and system health.

Pending Approvals

0

Across all AI agents

AI Actions Today

0

Audit entries logged

Calls (7 days)

0

AI Call Assistant

System Health

✓

All clear

Quick Actions

🔔 Approvals Queue by Agent

📋 Recent AI Activity

🦉 Oversight Alerts

🔴 System Health (Last 7 Days)

People & Trades Dashboard

Staff, trade database, expiring compliance docs and workforce availability.

Active Staff

0

Currently employed

Trades in DB

0

Subcontractors registered

Expiring Compliance

0

—

Out This Week

0

Staff on leave or sick

Quick Actions

⚠️ Expiring Compliance Docs

👥 Active Staff

🔨 Trades by Type

🏖️ Out This Week

Marketing & Web Dashboard

Ad campaigns, lead sources, Scout outreach, web submissions and pages status.

Active Campaigns

0

$0 MTD spend

Leads This Week

0

—

Outreach Waiting

0

0 replied

Published Pages

0

0 in progress

Quick Actions

📊 Active Ad Campaigns

🔎 Scout Outreach Pipeline

📨 Recent Web Submissions

🌐 Web Pages by Status

Estimating Dashboard

Active quotes, awaiting responses, pending selections and supplier activity.

Active Quotes

0

— total value

Awaiting Response

0

Quotes sent, no reply yet

Pending Selections

0

PC items awaiting client choice

Suppliers

0

—

Quick Actions

🎯 Active Quotes

📤 Awaiting Client Response

📋 Pending Selections

🏪 Recent Supplier Activity

Finance Dashboard

Cash position, receivables, POs, recent transactions and 30-day forecast.

Cash Position

$0

Current bank balance

Receivables

0

$0 outstanding

Overdue Invoices

0

$0 overdue

Open POs

0

$0 committed

Quick Actions

💰 Cash Position & 30-Day Forecast

⚠️ Outstanding Invoices

📋 Open Purchase Orders

📈 Recent Transactions

Project Management Dashboard

Live snapshot of active projects, variations, schedule and site activity.

Active Projects

0

Currently in delivery

Pending Variations

0

— total value

This Week's Bookings

0

Trade bookings scheduled

Open Defects

0

Punch-list items

Quick Actions

📂 Active Projects

⚠️ Variations Queue

📅 This Week's Schedule

📍 Recent Site Activity

My Schedule

All your confirmed work dates across PR&D jobs.

This Week

No jobs this week.

Coming Up (Next 30 Days)

Recent Work

My Jobs

Your scheduled site work.

📅 Upcoming Jobs

No jobs scheduled yet. Andrew will assign work and you'll see it here.

📨 Quote Requests

PR&D will send quote requests here when there's work to bid on.

📤 Recent Submissions

Your submitted invoices and quotes will appear here with payment status.

💬 Message PR&D

Andrew · PR&D

Welcome aboard! Anything you need on site, message me here or call 0481 306 926.

Purchase Orders

Track material orders, supplier commitments and costs. Each PO links to a project for accurate cost tracking.

Open POs

0

Awaiting delivery

Committed $

$0

Total outstanding

Received MTD

0

This month

Overdue

0

Past due date

Purchase Order List

📦

No POs yet. Tap "+ New PO" to create your first one.

WIP Reporting

Work-in-progress P&L per active project. Track costs against budget in real time.

Active Projects

0

In progress

Total Contract Value

$0

All active

Costs to Date

$0

Spent

Projected Profit

$0

At completion

Project Performance

Project	Contract	Costs to Date	% Complete	Earned	Invoiced	Over/Under Bill	Profit %	Status

Cost Variance Analysis

Variations

Track scope changes, additions and credits — submit, approve, get client sign-off.

Pending

0

Awaiting approval

Approved $

$0

Client signed

YTD Variations

0

This year

Avg per Project

$0

Across active

Variation Register

🔄

No variations yet. Submit one when a scope change is requested.

Templates Library

Reusable templates for scopes, emails, contracts, SWMS — edit by you and your team.

Supplier Portal

Supplier catalogues, product pricing and direct-to-PO quick add.

Suppliers

0

Active

Products

0

In catalogue

Specifications & Selections

Client selections per project. Tracked against provisional sum allowances and archived to project file.

Project

Total Provisional

$0

Allowance budget

Selected $

$0

Items chosen

Variance

$0

Over/Under

Items Confirmed

0

Client signed off

Selection Schedule

Digital Takeoffs

Calculate quantities for tiles, paint, flooring, materials. Convert to quote line items.

📐 Plan Upload

📋

Upload a plan (PDF or image) to reference while measuring.

Click-to-measure on the plan coming next round — for now, use the calculators below with measurements from the plan.

Quick Calculators

Use these for fast estimates

📐 Wall/Floor Area (Tiles, Paint, Flooring)

Length (m)

Width / Height (m)

Wastage %

Unit Price/m²

Area: 0.00 m²

With wastage: 0.00 m²

Cost: $0.00

📏 Linear (Skirting, Cornice, Trim)

Length (m)

Joins/wastage %

Unit Price/m

Length: 0.00 m

With wastage: 0.00 m

Cost: $0.00

🧱 Volume (Concrete, Sand, Soil)

Length (m)

Width (m)

Depth (m)

Price/m³

Volume: 0.00 m³

Cost: $0.00

🎨 Paint (Coats & coverage)

Wall Area (m²)

Coats

Coverage (m²/L)

Price per litre

Litres needed: 0.00 L

Cost: $0.00

Current Takeoff

No takeoff items yet. Use the calculators above and tap "Add to Takeoff" to build a list.

Takeoff Total$0.00

Timesheets

Trade hours per project. Review, approve and export for payroll.

This Week Hours

0

Total logged

This Week $

$0

Labour cost

Awaiting Approval

0

Trade submissions

YTD Hours

0

Year to date

Timesheet Entries

Trade Database

Your active trades — used for quote requests, scheduling and project assignments.

Total Trades

0

In database

Trade Types

0

Categories covered

Insured/Licensed

0

Verified docs

Avg Response

—

Quote turnaround

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