Operational shell
Overview
Active projects, quotes, estimates, communication and low-stock routes in one operational entry point.
Operational feed
Company Events
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Communication
Inbox Summary
Private Inbox
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Project Chat
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Next actions
Due Dates
Project deadlines and estimate response dates will appear here.
Readiness
Attention Queue
Projects, estimates and CRM routes needing action will appear here.
Delivery control
Projects
Create, assign, schedule and surface delivery detail without leaving the workspace shell.
Create
New Project Brief
Queue
Project Board
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Detail
Project Editor
Media
Upload Photos / Documents
Media Library
Commercial intake
Quotes
Review guest and client enquiries, triage priorities and move accepted briefs toward estimates and projects.
Queue
Quotes Review
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Detail fields
Operational focus
Client / guest identity
Name, email, phone and claim state should remain visible in every quote card.
Scope + budget
Project type, location, budget range and structured proposal details guide estimate drafting.
Commercial state
Workflow, priority, latest estimate, response deadline and loss reason stay near the primary actions.
Attachments
Photos and documents should open from quote detail without leaving the workspace shell.
Pricing
Estimates
Draft, version and update estimate routes while keeping project and quote references visible.
Builder
Estimate Builder
Versioning
Approval flow
Current
Only the active version should be sent to the client for review.
Superseded
Older versions remain in history once a new revision is issued.
Accepted
Accepted estimates become the strongest candidate for project conversion.
Estimate Editor
Estimate
Add Estimate Line
Communication
Inbox
Switch between one-to-one client inbox routes and project chat without leaving the current workspace shell.
Direct routes
Private Inbox
Start private thread
Threads
Messages
Project routes
Project Chat
Create project chat
Threads
Participants
Messages
Brochure control
Website
Keep brochure copy, SEO metadata and CTA structure aligned with the same brand system as the public site.
Content model
Page Content Control
SEO checklist
Public page governance
Metadata
Meta title, description, canonical and robots should move together.
CTA alignment
Website CTA must stay in step with quote intake and service/category mapping.
Link clusters
Use internal links to reinforce service, location and quote routes around each core page.
Offer catalogue
Services
Control brochure-facing services, display order and quote context from one service card.
Catalogue
Website Offer
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Materials
Stock
Track materials, supplier context and low-stock routes under the same operational shell.
Inventory
Materials Inventory
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Client routes
Clients / CRM
Surface lifecycle, contact context and linked work when a client route needs a manager response.
Search
CRM Clients
Detail fields
CRM detail expectations
Contact context
Name, email, phone and company should sit beside lifecycle state and last activity.
Linked routes
Client cards should bridge quickly into quotes, projects and private inbox threads.
Manager ownership
Assigned manager and current lifecycle should be editable from this card.
People
Staff
Create and maintain studio staff access, roles and availability from one people card.
Access