WOODY Dashboard

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

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Completed invoices from Completed invoices to Showrooms included in PDF

Live activity

Quote conversion

Monthly turnover and profit

Turnover and profit

Completed invoices by studio

Completed invoice detail

Latest quotes and jobs

Studio performance

Quotes and jobs

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

Search quotations Studio Quote status From date To date

Won uses the invoice date. Lost uses the date it was marked lost. Live uses the quotation date.

Money in & money out

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

From date To date Studios

Transaction type Supplier Search job, customer, reference or amount

Figures

Invoices

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

Studio

Live invoices

Completed invoices

Invoice

Invoice / job reference

Linked job reference

Invoice details

Invoice date Customer Customer email Customer telephone Studio

Project address line 1 Address line 2 Town / city County Postcode

Area / room Quantity

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

Schedule type

Description Amount including VAT

Use “Add extra or credit” beneath the relevant instalment. Enter a positive amount for an extra or a negative amount for a customer credit. The change is 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

Client Payment Details

Set the payment schedule and payment options sent to the customer.

WOOD & STONE
FLOORSINSPIRED BY NATURE

CLIENT PAYMENT DETAILS
Reference:
Date:

Payment stage	Percentage	Amount	Paid	Balance	Status

Total invoice value

Payments received

Outstanding balance

Payment options

Account name

Bank

Sort code

Account number

IBAN

BIC

Pay securely by card Use our secure CityPay payment page. payments.citypay.com/UlkBQV4R/~WoodStoneFloors

Pay by Card

Please use payment reference:

Supplier costs

Add cost to job

Supplier Amount ex VAT Paid by Date paid / ordered Supplier reference Job reference Description / notes

Supplier allocation

Live job P&L

Invoice profit starts at 100% of the net invoice value. Each supplier cost recorded below is deducted so the current profit remains accurate.

Expected net revenue£0.00

Opening profit before supplier costs (100%)£0.00

Supplier costs recorded£0.00

Settled accounts modifications£0.00

Actual costs to date£0.00

Current accurate profit£0.00

Current profit margin0%

Payment position

Gross invoice value£0.00

Payments received incl. VAT£0.00

Outstanding to collect£0.00

Collection progress0%

Ordering

Product quantities and supplier contact details for this job.

Scope of Works

Automatically prepared from the linked quotation and editable for the installation team.

Job reference

Customer

Studio

Installation address Areas / rooms Products Installation method Operative notes / customer responsibilities

New quotation

Customer/job reference
Assigned on save

Use this reference on customer payments and supplier orders

WOOD & STONE
FLOORSINSPIRED BY NATURE

Quotation

Reference:

Date:

Quotation details

Studio:

Quote type:

Measurement:

Area and quantity

Quote:

Room:

Quantity:

Total saving

Subtotal

VAT

Total

Please note:

Please check all dimensions and details carefully. Customer-supplied measurements have not been independently verified unless a site survey has been completed.

Customer and project

Studio

Customer name

Customer email Customer telephone Quote type Measurement source Quote date (defaults to today, editable)

Project address line 1 (pre-filled from customer, editable) Address line 2 Town / city County Postcode

Please note / caveat (shown to the customer) Internal notes

Quote details

Quote name Net area (m²) Wastage % Total area incl. wastage (m²) Quote VAT rate Area / room description

Quotation items

Search products

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

NamePhoneEmailPostcodeAddress

Customer list

Product catalogue

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

Product list

Search products

Suppliers

Store supplier contact details in one simple directory.

Supplier list

Studio calendars

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

Upcoming entries

Studio P&L reports

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

From date To date

Settings and data

WOODY data is securely stored in the central database.

Data controls

WOODY uses the central database across all authorised devices. You can also export a separate data backup here.

Import backup

Default invoice and payment details

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

Company name Bank name Account name Sort code Account number IBAN BIC / SWIFT Payment note Invoice terms Card payment link

Studio document and payment details

Choose a studio to set its legal document footer or override the default bank details and card payment link.

Studio Bank name Account name Sort code Account number IBAN BIC / SWIFT Card payment link Legal footer for quotations, invoices and payment documents

Add user

Name Email / username Access level Showroom Password

Users and showroom access

Add studio

Studio name Reference prefix Starting number Telephone Quotation footer address Quotation email

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WOODY Dashboard

WOODY search results

Live activity

Quote conversion

Monthly turnover and profit

Turnover and profit

Completed invoices by studio

Completed invoice detail

Latest quotes and jobs

Studio performance

Studio sales and profit history

Quotes and jobs

Money in & money out

Figures

Invoices

Live invoices

Completed invoices

Invoice

Invoice details

Invoice items

Invoice summary

Payment schedule

Payment options

Client Payment Details

Payment options

Supplier costs

Add cost to job

Supplier allocation

Live job P&L

Payment position

Ordering

Scope of Works

New quotation

Quotation details

Area and quantity

Customer and project

Quote details

Quotation items

Commercial summary

Record customer payment

Payments received

Record supplier purchase

Purchases allocated to job

Job financial detail

Customers

Add customer

Customer list

Product catalogue

Product list

Suppliers

Supplier list

Studio calendars

Upcoming entries

Add calendar entry

Entries already on this date

Studio P&L reports

Settings and data

Data controls

Default invoice and payment details

Studio document and payment details

Add user

Users and showroom access

Add studio

Studio references

Add product

Add custom quotation line

Edit product

Product details

Add new supplier

Add supplier

Add new customer

Supplier invoice query

Record payment received