ACEGROUP

Live status across all jobs — straight from the store.

Each team has a Windows rate and a Doors rate. Items inherit their team's rate for their category (doors are detected from the item type/code) unless a per-item override is set. The rate flows to Monday's Labour Cost column when an item is synced. A team with items assigned can't be deleted — Retire it instead: it stays on existing items and reports but disappears from new assignment lists, and can be reactivated anytime.

You're signed in as . Only admins can add or edit teams.

Link each job to its Monday board, then push its items across. Matching is by item name (the full code), so re-syncing updates in place — it never duplicates. Board id is the number in the board's URL: monday.com/boards/18424137545.

Upload a floor plan or elevation per job, then pin each item to its spot. Field staff see the pins on the phone. Click an item on the right, then click its location on the plan.

Every scheduled install across all jobs and teams. Dates come from Monday (Sync tab → Pull fitters + dates). Filter by team, page months, click a day to see what's on.

Assign a rule to a job, then see the budget cost and the customer price broken down by flat.

Create logins for office and field staff, set their role, and deactivate anyone who leaves. Roles: admin (full access + this tab), office, surveyor, scanner, fitter, and invoice manager (budget/pricing only — no operational data).

A fitter's team decides which items they see in the phone app. Set it here; item→team assignment itself comes from Monday (Sync tab → Pull fitters). A customer only signs in to a read-only portal — set their CLIENT code (e.g. AXS) to control which jobs they can see and download the rate-free install report for.

What each role can do. This matrix is the single source of truth used by the office app, the mobile app, and the database. To change it, edit packages/shared/src/permissions.ts. Assign a role to someone in the Users tab.

Data scope: a fitter sees only items that are ready to fit; every other role sees all items in the tenant.

Pre-load a job's items floor by floor.

Download the installation report for each of your jobs.