Add Value Renovations
{{ dateStr }}
{{ aiStatusText }}

{{ greet }}, {{ userName }}

{{ briefLine }}
Your day, prepared.
2 site visits · 1 hold point. Tiler chase-up drafted, 3 POs ready for sign-off, Penny needs a one-line reply.
✦ Today {{ openCount }} open · {{ doneCount }} done {{ hoursLogged }} logged
{{ col.label }} {{ col.count }}
{{ t.title }}
↗ {{ t.job }}
{{ t.hrsLabel }}
{{ col.empty }}

{{ viewTitle }}

{{ viewSub }}
Click a contact for their full profile — projects, money & comms. Click their role pill to set roles & access.
Sample data
{{ setNote }}
As at 30/6/2026 · ex-GST
June 2026 📅
🔐 My sign-in
Change your password. If you only ever sign in with Google, leave "current" blank.
Roles & access
Tick a box to set what each role can do — saved automatically. The number under each role is how many people hold it.
🧭 AI house rules global
Standing instructions the AI reads first — Ask AI, email drafts, comment replies and web answers all follow them.
{{ aiRulesMeta }}
Who does what — AI task routing
Tick which roles handle each task type. A role's dashboard surfaces only the tasks it owns — and a role can own several.
📅 Your Google Calendars {{ myCalCount }}
{{ myCalWho }}
📅
{{ myCalEmail }} {{ myCalPill }}
{{ myCalMeta }}
Add another calendar
🔒 Each link is a private read-only feed kept on the server — never shown to anyone else. Unlink any one any time.
Team calendars {{ teamCalCount }}
Who has connected their Google Calendar(s). Each person links their own from this page.
Team memberCalendars#EventsLast syncStatus
{{ tc.name }}{{ tc.email }} {{ tc.cals }} {{ tc.n }} {{ tc.events }} {{ tc.sync }} {{ tc.pill }}
Divisions
Two arms of the business
📐
Renovation
Design & build
🛠
Restoration
Johns Lyng / insurance
Company
Defaults
Default markup · 50%
GST · 15%
Region · Auckland
Integrations
Connected
Xero · connected
Gmail · connected
Notion · migrating
Xero connection
Bills & invoices sync themselves every morning — you only come here if the link breaks
● {{ xeroStatusLine }}
Nightly sync
● No sync log yet
Runs 7:00am daily. Bills without a job land on Money → Bills to assign.
QS section structure
{{ tradesMeta }}
Trade bookingQS report
{{ st.arrow }} {{ st.key }} {{ st.label }} {{ st.meta }}
{{ s.n }} {{ s.name }} {{ s.trade }} {{ s.note }}
{{ r.label }} {{ r.bookTxt }} {{ r.qsTxt }}
{{ divCalMeta }}
{{ dw }}
{{ cell.num }}
{{ e.short }}
{{ e.title }}
{{ e.name }} {{ e.addr }} {{ e.tipMeta }}
{{ l.label }}
{{ c.title }} {{ c.pill }}
{{ c.sub }}
{{ c.meta1 }}{{ c.meta2 }}
AI preps each meeting before you walk in, then turns the notes into actions you approve. Sample data
🤖 What the AI did for you — every automatic contact/lead it created, so you can undo a mistake
🤖 {{ r.msg }} · {{ r.meta }}
📅 Upcoming {{ meetUpN }}
Before · walk in prepared
{{ m.when }} {{ m.kind }}
{{ m.title }}
{{ m.sub }}
🤖 {{ m.reason }}
🎙 To action {{ meetActN }}
After · notes → actions, you approve
{{ m.title }} {{ m.when }}
🔥 Lead: {{ m.leadName }}
No lead linked —
🎙 {{ m.notes }}
{{ a.icon }}
{{ a.title }}
{{ a.detail }}
✓ On approve: {{ a.effect }}
✅ Done {{ meetDoneN }}
Done & dismissed
✅
{{ m.title }}
{{ m.when }}
📬 Email — simon@addvaluerenovations.co.nz Sample data
{{ ibTriageLine }}
🔎 {{ ibBuriedN }} filed away but might matter — a quick check
{{ b.title }} ↗ {{ b.title }}
· {{ b.why }}
{{ b.who }} · {{ b.why }}
{{ g.label }}
{{ it.icon }} {{ it.label }} {{ it.n }}
{{ ibCurTitle }} {{ ibCurHelp }}
{{ c.icon }}
{{ c.title }} ↗
{{ c.title }}
{{ c.subMeta }}
{{ c.sub }}
{{ c.amount }}
{{ c.when }}
{{ c.note }}
{{ c.origHint }}
{{ c.origBody }}
✦ Summary{{ c.summary }}
✦ AI-drafted reply — check it reads right, edit freely
· AI filed it here: {{ c.why }}
{{ qsMeta }} Sample data
{{ col.icon }} {{ col.label }} {{ col.n }}
{{ col.hint }}
{{ c.title }}
{{ c.value }}
{{ c.sub }}
Do next: {{ c.doNext }}
{{ c.flag }}
{{ estWName }}
{{ estWSub }}
📋 Scope of work edits save back to the lead
Pricing & margins are role-restricted.
💰 Proposal pricing Labour % Materials % Allowance % P&G % Contingency %
TradeDescriptionTypeUnitQtyCost rateMarkupCostSell
{{ r.cost }} {{ r.sell }} ✕
No line items yet — use ✨ AI draft, ⬆ Import xlsx, or + Add line.
Customer price
Trade works (ex GST){{ estTSubtotal }}
P&G + contingency{{ estTPgc }}
Provisional sums{{ estTProv }}
Subtotal (ex GST){{ estTPreGst }}
GST (15%){{ estTGst }}
TOTAL (incl GST){{ estTTotal }}
Provisional sums
✕
Profit (internal)
Total cost{{ estTCost }}
Total sell (ex GST){{ estTSell }}
Net margin{{ estTMargin }} · {{ estTMarginPct }}
Margin by type
Labour margin{{ estTLabourM }}
Materials margin{{ estTMaterialM }}
Allowances (pass-through){{ estTAllowanceS }}
📄 Review & approve
A final check before it goes to the customer. Approving unlocks the Contract phase on the Journey board.
{{ estRevTotal }}
quote total · incl GST
{{ estRevLines }} priced lines
margin {{ estRevMargin }}
Scope
{{ estRevScope }}…
Goes to the customer
🧾 The quote PDF (scope + price, no margins) and any documents you tick on the Send step — with an AI-drafted cover email.
✓ Approved — Contract unlocked
Sending proposals is role-restricted.
📎 Proposal documents tick what goes to the customer
{{ f.kind }}
{{ f.name }}
{{ f.src }}
✕
{{ estIncN }} document(s) will be attached.
✉️ Customer email AI drafts it · review & send from your Gmail
✨ Drafting the proposal email…
{{ estLockedNote }}
{{ jnSummary }} Sample data
{{ jnDiag.msg }}
{{ st.label }}
{{ st.meta }}
{{ l.init }}
{{ l.name }}
{{ l.proj }}
{{ l.budget }} {{ l.last }}
{{ l.next }}
{{ st.emptyLabel }}
Won
Lost
{{ r.init }}
{{ r.title }}
{{ r.sub }}
{{ r.pill }} {{ r.meta }}
{{ k.k }}
{{ k.v }}
{{ k.s }}
{{ mnSync }}
Sold this FY
$773,687.59
invoiced to clients · 1 Apr 2026 – 31 Mar 2027
WIP to date
$−155,043.68
work-in-progress adjustment
Margin & WIP only count the 16 jobs that have bills captured — 3 still don't. Attach the missing bills →
Money across jobs · this FY
■ cost to date · ■ margin
{{ r.code }} · {{ r.t }}{{ r.v }}
Bills to assign
Sample data {{ mnBillsBanner }}
No address in the text
Nothing here names a property — most are overheads. Dismiss with ✕, or assign if you know it.
{{ b.t }} {{ b.ref }}
{{ b.sub }}
{{ b.amt }}
{{ s.k }}
{{ s.v }} {{ s.s }}
No site logs yet — they appear here as the crew submits them from the site app.
{{ d.label }} {{ d.sub }}
{{ l.init }}
{{ l.title }}
{{ l.div }}
{{ l.pill }}
{{ l.tx }}
{{ l.pmInit }} {{ l.pm }} {{ l.when }} {{ ch.t }}
{{ l.tx }}
{{ l.pmInit }} {{ l.pm }}
{{ hc.text }}
{{ cell.text }}
Journal — post 30/6/2026, reverse 1/7/2026
{{ j.d }}{{ j.acct }}{{ j.kind }}{{ j.amt }}
{{ calMonthLabel }}
Sample data
{{ calMatchNote }}
Renovation · {{ calRenoCount }} Restoration · {{ calRestoCount }} faded = unconfirmed
Click or sweep empty days to add a booking · drag a booking to another day to reschedule · click a booking to edit.
{{ dw }}
{{ cell.num }}
{{ e.time }}
{{ e.short }}
{{ e.title }}
{{ e.name }} {{ e.addr }} {{ e.tipMeta }} {{ e.notes }}
{{ d.label }}
{{ e.timeOr }} {{ e.divShort }}
{{ e.title }}
{{ e.title }}
{{ e.name }} {{ e.addr }} {{ e.tipMeta }} {{ e.notes }}
{{ r.kind }} {{ r.title }} ↵
No matches for "{{ query }}".
{{ conSelName }}
{{ conSelHead }}
{{ r.v }}
Roles — a person can hold more than one
Trade
{{ conSelHint }}
{{ conProfName }}
{{ k.n }}
{{ k.label }}
Pulling everything linked to this contact…
{{ r.v }}
✦ Reading their projects, money, emails & activity…
{{ conProfAiError }}
✦ AI summary
{{ conProfAiText }}
{{ s.title }}
{{ s.none }}
{{ r.main }}
{{ r.sub }}
{{ r.pill }} {{ r.money }} {{ r.meta }}
Financials
🔒 Financials hidden for your role.
Financials
Invoiced
{{ conProfFinInc }}
Costs
{{ conProfFinExp }}
Net
{{ conProfFinNet }}
{{ t.date }} {{ t.detail }} {{ t.pill }} {{ t.amt }}
{{ conProfFinNote }}
{{ s.title }}
{{ s.none }}
{{ r.main }}
{{ r.sub }}
{{ r.meta }}
Add a contact
Type
Trade — what they do
Role — what they can do
{{ conNewHint }}
{{ leadSelName }}
{{ leadSelHead }}
{{ r.v }}
{{ leadSelNotes }}
Activity
{{ a.d }} {{ a.t }}
Stage Changing the stage saves to Notion.
{{ jpCrumb }}
{{ jpTitle }} {{ jpPill }}
{{ jpSub }}
{{ k.k }}
{{ k.v }}
{{ k.s }}
Where it's at
Latest from site
📋
{{ jpLogDate }}
{{ jpLogText }}
{{ s.k }}
{{ s.v }}
Money snapshot
Cost vs contract
{{ m.label }}{{ m.amt }}
Scope of work
Trade-by-trade · from the QS take-off
{{ s.t }} {{ s.d }}
Exclusions / to confirm: {{ jpScopeNote }}
{{ jpOwnerInit }}
Owner & site access — {{ jpOwner }}
{{ jpOwnerSub }}
Programme
Stage-by-stage · published to the client portal · ✓ = complete
{{ p.t }}
{{ p.done }}
Cost vs contract
{{ m.label }}{{ m.amt }}
Claims & invoices
{{ c.label }} {{ c.amt }} {{ c.pill }}
Variations
approving updates the contract sum & the client portal
{{ v.no }} {{ v.title }} {{ v.amt }} {{ v.pill }}
Site log
{{ l.av }}
{{ l.who }} · {{ l.when }}
{{ l.tx }}
Tasks
{{ t.chkTxt }} {{ t.t }} {{ t.who }} · {{ t.when }}
Messages · shared with the client portal
{{ m.who }} · {{ m.when }}
{{ m.text }}
Purchase orders · built from the BOQ at sub price
{{ p.trade }}
{{ p.scope }} · {{ p.meta }}
{{ p.amt }} {{ p.pill }}
{{ cpName }} · {{ cpJob }}
Stage {{ cpScore }} Saves to the pipeline & Notion.
{{ f.k }}
{{ f.v }}
✦ AI summary — where this is at
{{ cpSummary }}
📋 Scope of work
{{ cpScope }}
💰 Financials 🔒 money access only
Estimate
{{ cpEstimate }}
Sent to customer — every version
{{ cpSent }}
{{ cpEmailsArrow }} 📧 Email history · {{ cpEmailsMeta }}
{{ e.who }} {{ e.sub }} {{ e.when }}
{{ cpActArrow }} 🕐 Activity history · {{ cpActMeta }}
{{ a.d }}
{{ a.t }}
Booking
{{ efTitle }}
{{ efProject }}
{{ dlLbInit }}
{{ dlLbTitle }}
{{ dlLbMeta }}
{{ dlLbCount }}
{{ confirmMsg }}
This can't be undone.
Confirm it's you
This change needs a fresh sign-in — enter your password or PIN.
{{ stepUpErr }}
📋 Prep pack — {{ mpTitle }}
{{ mpPurpose }}
{{ s.t }}
• {{ r.v }}
🎙 Notes — {{ mnmTitle }}
🔗 Link "{{ mlTitle }}" to a lead
{{ mlNone }}
{{ r.name }}
{{ r.sub }}
{{ meTitle }}
✓ On approve: {{ meEffect }}
{{ folderTitle }}
{{ app.label }}
Tap to open · drag a tile down onto a dock slot to pin it Reset dock
Drop on a slot to place · drop on More to remove
{{ app.label }}
More
{{ app.label }}
{{ w.day }}
{{ toast }}