Operations

Dashboard

Operations overview

Director Alerts

Projects missing cemetery requirements

Projects

Active memorial projects, health score and lifecycle tracking
📷 Drop a picture or invoice here to start a new project Invoices (PDF) are read automatically — client name, phone, cemetery, grave code and amount. Photos of printed paper can be read too.

Calendar

Target completion and installation dates across all active projects

Target completion Installation Unveiling

Upcoming Schedule

Installations
Unveilings
Target dates

Installation Calendar

The day each memorial is scheduled to be installed

Installation

Project Boards

Drag projects between stages to update their workflow status

Materials

Material records with live measurement drawing — height × width × thickness

Material Record

Saved Materials

Catalogue & Portfolio

Designs you sell, and completed work to show clients
Catalogue
Portfolio (completed work)
Drop a tombstone design picture here You'll be asked for the catalogue number and details

Designs

Drag & drop design pictures or videos, allocate to a project, and track change requests until final
Drop a design picture or video here You'll choose which project it belongs to

Rectifications

Tombstones needing attention — damage, client concerns, or corrections

Receipts & Expenses

Upload receipts and invoices — read automatically, searchable, grouped by month for your financials
🧾 Drop a receipt or invoice here — or tap to upload PDF, CSV and TXT are read automatically. Photos of printed receipts are read too (takes 10–20 seconds).

Users & Access

Create user accounts and control who can access what — Director only

Completed Projects

The permanent record of finished memorials

Audit Trail

Who did what, and when — every action in the system

Recycle Bin

Deleted items are kept here — restore them or delete permanently

8-Week Tracker

Standard memorials — working weeks since sketch approval, against the 8-week promise

Installation Routes

Group installations by day and area, send the route to the team

Reports

Production, cemeteries, installations, rectifications and spending — Manager & Director

Backup & Data

Protect your data — export it, restore it, and watch the storage limit

Storage used

Backup

Download everything — projects, materials, catalogue, users, expenses, the lot — as one file. Save it to Google Drive or Dropbox weekly. Restore replaces ALL current data with the backup.

Sample data

Remove the demo projects and cemeteries that came with the system (Thandi Mokoena, Andre van Wyk, Rebecca Street & Zandfontein seeds).

Glass Orders

Drag & drop a supplier quote — quote number, measurements and total are read automatically
Drop a glass quote here — or tap to upload Becomes a Quote Order — starts on the board under "Place Order"
🖼 Drop artwork here — or tap to upload You'll choose which order it belongs to

Glass Order Board

All Glass Orders

Granite Orders

Drag & drop a supplier quote to start an order — quote number and materials are read automatically
Drop an existing or new granite quote here — or tap to upload Quote number, client and materials are read automatically into the form below

New Granite Order

Granite Order Board

All Granite Orders

Perspex Orders

Drag & drop a supplier quote — quote number, measurements and total are read automatically
Drop a perspex quote here — or tap to upload PDF is read automatically. You can also add one manually below.

Payments

Drag & drop proof of payment — quote number and amount are read automatically
Drop proof of payment here — or tap to upload Quote numbers starting QU- link to Glass Orders, RL- link to Granite Orders

Cemetery Database

Requirements, permits and dimensions by cemetery

Director Alerts Centre

System-generated alerts across all active projects

Invoice Sync

Connect InvoicesOnline.co.za — paid invoices become active projects automatically, payments stay in sync

How this works

InvoicesOnline has no push notifications, so a small Supabase Edge Function polls it on a schedule and normalises invoices into the format below. This app reads that feed, creates an Active project the first time it sees an invoice, and updates the payment status on the matching project every time it syncs again. Nothing is duplicated — each invoice number is only ever linked to one project.

Deploy the Edge Function (download below), then paste its URL and your Supabase anon key here.

Connection Settings

FNB Bank Statement Import

Upload your FNB statement as a CSV file (in FNB online banking: Statements → Download → CSV). The system reads only money received (payments in) and lets you link each payment to a project to confirm it. PDF statements can't be read in the browser — please use the CSV download instead.

Upload Quotation / Invoice

Upload a quotation or invoice and link it to a project — it will appear in that project's Files & Invoices tab. PDF, CSV and TXT files are read automatically: the document number, type and total amount are detected for you to confirm. Scanned/photographed documents can't be read — enter those details manually.

Statement Overview — money in vs money out

Upload an FNB statement above and the monthly graph appears here.

Sync Log

No syncs run yet.

Sketch Submit

Measurement sketch — edit the fields to update the drawing live, then download as PDF

Project (optional)

Headstone Measurements

Full Grave Measurements

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