Dashboard
Operations
Active quotations
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Pending approvals
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Price variances + changes
Active clients
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Active projects
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Overdue projects
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Past target end date
Inventory
Low stock items
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Below reorder level
Out of stock
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Needs immediate reorder
Returned stock available
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Ready for reissue
Recent quotations
View all →
| Quotation # | Client | Total | Status |
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Pending approvals
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| Type | Details | Status |
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Recent clients
View all →
| Company | Contact | City | Status |
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Inventory alerts
View all →
| Material | Warehouse | On hand | Reorder at | Status |
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Quotations
Quotations
Customized
Add-Ons
Total
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Awaiting approval
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Approved value
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| Quotation # | Client | Proj Name | Grand total | Status | |
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BOM & Orders
BOM
Purchase Orders
Labor Only
Deliveries
Usage Log
No quotation selected
Pick a quotation above to see its generated Bill of Materials, grouped by procurement phase.
Warehouse Inventory
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Prefab Packing List
Prefab units from quotations whose first invoice is paid and confirmed
To prepare
Pulled out
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Clients
Leads
Pipeline
Active Clients
| Company | Contact person | Phone | City | Created by | Status | |
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Projects
| Project name | Client | Location | Status | Created by | |
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Overview
Project Images
Financials
Progress overview
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Project info
Client—
Location—
Directions—
Team lead—
Project in charge—
Created by—
Start date—
Target end date—
Days active—
Notes—
Project members
| Name | Role | |
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Linked quotations
| Quotation # | Status | Grand total | Date |
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Phases & Actual Materials Used
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Purchase orders
| PO # | Quotation | Phase | Supplier | Amount | Status | Variance |
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Deliveries
| Date | PO # | Site location | Received by | Status |
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Cash Advances
| Phase | Amount | Purpose | Requested by | Date | Status | Disbursed | Remaining |
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Products
Standard
Customized
| Code | Product name | Category | Unit | Phase | Total price | Status |
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Suppliers
| ID | Store | Location | Contact | Phone | Default payment | Status |
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Materials
Standard Materials
Materials for Custom Products
| Code | Material name | Category | Size | Thickness | Unit | Current price | Last updated | Status | |
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Approvals
Pending
Approval History
Approval Settings
Price variances
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Material changes
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Special orders
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CA requests
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Phase reversals
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Discount requests
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Quotation approvals
| Quotation | Client | Grand total | Stage | Requested by | Date | Actions |
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Payments to confirm
| Type | Reference | Paid by / to | Amount to confirm | Recorded | Actions |
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Ocular
| Type | Reference | Client / Project | Waiting for | Date | Actions |
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Quotation cancellation requests
| Quotation | Client | Grand total | Reason | Requested by | Date | Actions |
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Discount requests
| Quotation | Client | Current discount | Requested discount | Requested by | Actions |
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Price variance requests
| Material | Quoted price | Actual price | Variance | Requested by | Actions |
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Material change requests
| Material | Original qty | Requested qty | Reason | Requested by | Actions |
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Purchase orders
| PO # | Supplier | Project | Phase | Amount | Approval date | Waiting for | Actions |
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Cash advance requests
| Project | Phase | Amount | Purpose | Requested by | Date | Status | |
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Supplier payment detail changes
| Change | Requested by | Date | Actions |
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Phase reversal requests
| Project | Phase | Reason | Requested by | Date | Status | |
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Ocular
Ocular requests and inspection reports
Request
Report
| Request | Quotation | Client / Project | Location | Surveyor | Vehicle | Fee | AR No. | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Reports
Operational reports for Prefab Davao
Reports will populate with real data as quotations, projects, and purchase orders are completed. Some reports require the Projects module (Phase 2).
Quotations
Quotation summary
All quotations — status, value, client, date range
Available now
Quotation breakdown
Per-quotation materials cost, labor, markup, grand total
Available after quotation calculator
Projects & Profitability
Project profitability
Materials budget vs actual, labor budget vs actual, savings per project
Phase 2 — Projects module
Contractor incentive
3% profit incentive + 6% savings incentive per role per project
Phase 2 — Projects module
Procurement
Purchase order summary
All POs — supplier, amount, status, per project
Available after PO module
Price variance report
All variances logged — approved, rejected, pending per period
Available after PO module
Inventory
Inventory movement
Stock in, stock out, returns per material per period
Available now
KPI tracker
Engineer, architect, estimator performance per project
Phase 2 — Projects module
Invoicing
Generate and track invoices across all approved quotations
Invoices
Total invoiced
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This year
Total collected
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Paid invoices
Outstanding
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Unpaid balance
Pending invoices
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Sent but unpaid
| Invoice # | Client | Quotation | Type | Amount | Status | Date issued | Due date | Updated by |
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CA Disbursements
Cash advances approved and confirmed by the Auditor, ready to be paid out
Ready to disburse
History
| Project | Phase | Requested by | Confirmed | Approved amount | Disbursed | Remaining | |
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Supplier Payments
Record what was paid to suppliers and which POs each payment covered
| Date | Supplier | Amount paid | Applied to POs | Credit left | Method | Reference | Status |
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Fees & Formula
Manage markup formula percentages and fixed fee tables
Markup Formula
Delivery & Transpo Fee
Installation Fee
⚠️ Items showing 0% need to be confirmed in the formula session before the quotation calculator can go live. Click any row to edit.
Formula sequence
Applied in this order during quotation calculation
| # | Label | Applies to | Value | Type | Status | |
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Employee Database
Prefab Davao employees and shared staff
Employees
Change requests
| ID | Name | Role | Company | Reporting to | Hired | Tenure | Status | |
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Users
| Name | Role | Status | ||
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Financial Hub
Consolidated income, expenses, payroll, and shared cost tracking across AZE Inc, SRED Inc, DESCOR, and PLAYBREW.
Starts after Project 1 launchIncome tracker
Per-business income tracking with custom categories.
Project 2Expense tracker
Per-business expense tracking. Links to Prefab PO data.
Project 2Payroll
15th and 30th cutoff. Government deductions per business.
Project 2Tax deadlines
VAT, income tax, withholding tracker.
Project 2Financial reports
Per-business and consolidated. PDF and CSV export.
Project 2