AllForProjects

Every part of running a trades business

Built around the way UK trades actually work — not a generic CRM with trades sprinkled on top.

Quotes

  • ›Sectioned quote builder with optional lines a customer can toggle
  • ›Per-customer labour rates and price overrides
  • ›Inventory bundles drop in as one click — auto-add labour line
  • ›Online portal: customer reviews + signs without an account
  • ›PDF + email send via Resend, branded with your colour and logo
  • ›One-click convert to job

Jobs

  • ›Stub-on-open create — start typing immediately, autosave throughout
  • ›Lifecycle: draft → scheduled → en-route → on-site → complete
  • ›Per-job line items, materials, labour, customer overrides applied automatically
  • ›Engineer assignments with capacity-aware diary
  • ›Job templates + recurring jobs (PPMs) with auto-generation
  • ›Edit-lock to prevent two people changing the same job at once

Field app (AFPro)

  • ›Today + Upcoming view, clear from the lock screen
  • ›Pre-job safety checklist (acknowledgements stored on the job)
  • ›Photo capture direct to R2 storage, signature pad for sign-off
  • ›Offline transition queue — works through tunnels and basements
  • ›Push notifications when a job is assigned, rescheduled, or moved
  • ›RBAC down to per-button — security groups extend to the mobile app

Certificates

  • ›EICR, EIC, Minor Works, Emergency Lighting, EV Charger, G3 Unvented, LGSR
  • ›BS7671 30-column schedule of circuit details + test results
  • ›Schedule of inspection across all 8 sections, 9-code grading
  • ›Per-board test instrument register (snapshots make/model/serial at issue)
  • ›Engineer accreditation gating — can't issue without the right scheme
  • ›AI Suggest panel for observations from board/test photos
  • ›Customer signature on PDF + email send + email history

Invoicing & payments

  • ›Auto-create invoice from job at completion
  • ›Stripe Checkout on the customer portal
  • ›Webhook reconciliation — paid status updates without polling
  • ›Multi-payment support (part-paid → paid)
  • ›Aged debtors report

Projects

  • ›Group multiple jobs / quotes / invoices into a single project
  • ›Auto RAG status from job progress vs schedule
  • ›Auto status advance: planning → active → complete from child job state
  • ›Gantt timeline view of project jobs
  • ›P&L rollup: quoted vs invoiced vs paid

People

  • ›Customers, sites, contacts (with role tags: quote / job / invoice / statement)
  • ›Suppliers and subcontractors with their own contact panels
  • ›Employees with security-group-based RBAC (mobile + web)
  • ›Customer 360° overview: every quote, job, invoice, cert at a glance

Catalogue & costing

  • ›Inventory items with cost + sell + VAT + supplier link
  • ›Daily price-check from supplier websites with pending updates queue
  • ›Bundles: combine items + labour minutes for fast quote building
  • ›Standard UK task library importable in one click

Compliance

  • ›Per-tenant audit log of every mutation
  • ›Edit-lock on jobs / quotes / invoices / bundles
  • ›Cross-tenant write defence (every parent FK verified)
  • ›API keys for sister-system integration with rate-limited public endpoints