WOODY Dashboard

Switch between all studios or view one studio at a time.

Live activity

Monthly turnover and profit

Studio profit share

£0Completed profit

Latest quotes and jobs

Studio performance

Quotes and jobs

Original quotes, extras, payments and costs all remain under the studio reference.

Money in & money out

A simple list of incoming and outgoing figures for the selected dates.

Figures

Invoices

Convert accepted quotations into invoices and print payment details for customers.

Invoice

Invoice / job reference
Linked job reference

Invoice details

Invoice items

Invoice summary

Net£0.00
VAT£0.00
Total£0.00
Payments received incl. VAT£0.00
Balance due£0.00

Payment schedule

Use “Add extra or credit” for invoice changes. Enter a positive amount for an extra or a negative amount for a customer credit. Adjustments are added to the final payment and copied to the invoice and P&L.

Payment options

Account name
Bank
Sort code
Account number
IBAN
BIC
Prefer to pay securely by card? Pay by Card
Pay securely by card Opens the Wood & Stone Floors secure CityPay payment page. https://payments.citypay.com/UlkBQV4R/~WoodStoneFloors
Pay by Card

New quotation

Customer/job reference
Assigned on save
Use this reference on customer payments and supplier orders

Customer and project

Quote details

Quotation items

ProductQtyUnitSellCostDiscount typeDiscountOrder
Live customer previewQuotation
Your quotation will build here as you add details.
Add a product or custom line to begin.
Net£0.00
VAT£0.00
Total£0.00
Please note:
This mirrors the customer-facing wording. Internal quantities, costs and margins remain hidden on supply-and-install quotations.

Commercial summary

Net selling value£0.00
Estimated product costs£0.00
Additional purchases£0.00
Live profit£0.00
Margin0%
Total saving£0.00
VAT£0.00
Customer total£0.00

Customers

Add customers once and select them from quotations.

Add customer

Customer list

Product catalogue

Administrator maintains master costs and prices. Studios may override selling prices on individual quotes.

Product list

Suppliers

Store supplier contact details in one simple directory.

Add supplier

Supplier list

Studio calendars

Each studio has one combined calendar for surveys, appointments, installations, deliveries, site visits and reminders.

Upcoming entries

Add calendar entry

Entries already on this date

You can add unlimited entries to the same day.

Studio P&L reports

Only invoices marked completed are included, using the completion date to allocate each job to the correct month.

Settings and data

This prototype stores data in this browser only.

Prototype controls

Export a backup before clearing browser history or moving to another device. The final AWS version will use a central database instead.

Default invoice and payment details

These details are used unless separate payment details have been saved against the selected studio.

Studio payment details

Choose a studio to override the default bank details and card payment link on its invoices and client payment sheets.

Add user

Users and showroom access

Add studio

Studio references

Add product

Create a catalogue product and add it straight to this quotation.

Automatic m² calculation: select “m²” and enter the coverage per pack. When this product is added to a quotation, WOODY uses the quotation area, rounds up to full packs and inserts the chargeable m² automatically.

Add custom quotation line

Enter the exact wording you want the customer to see.

Edit product

Update the catalogue details and pack coverage.

For products sold per m², WOODY uses the quote's total area including wastage, divides it by the coverage per pack, rounds up to a whole pack, and charges for the full m² contained in those packs.

Add new supplier

Create the supplier without leaving the product screen.

Add new customer

Create the customer without leaving the quotation.

Record payment received

Enter the payment details below.

Creating PDF…