Training by role

No feature list — the real screen this person sees, with red markers on what matters.

Monday morning, 7:50am

Owner

The board shows every job with its value — from enquiry to fully invoiced. No flipping through folders, no asking the office.

On site, 8:15am

Address, job and a button for the clock — that is all the site needs. What the customer pays appears nowhere here: the fitter logs hours, not money.

Month end, handover to the tax advisor

Only locked invoices go into the export. A cancellation books as a reversal, not a deletion — every line stays traceable.