Quotation, supplier bills and client invoices all in the App. Job closes, P&L generates itself. Same data prints the DO. Pick an answer for each question below, then send it back. Nothing to install.
Client, PIC, GP target.
jobs
Selling price. The spine.
quotation_items
Today links to job only. Must link to the row.
supplier_comparisons
One bill splits across rows and jobs.
supplier_invoice_items
Per row, per category, per job.
project_profit_loss
Tick rows, print PDF. Runs parallel.
delivery_orders
Revenue side. Today just a typed number.
client_invoices
Your Excel already works this way. We turn row alignment into a real link.
The whole sheet is one idea: GP = sell − cost, on the same row.
| Missing | Today | Result | |
|---|---|---|---|
| Row ↔ cost link | Cost hangs on job_id only. No link to the quotation row. | Job-level GP only. Per-row GP impossible. | P1 |
| Bill line items | One bill = one amount, one category. | Bills covering many rows or jobs can't be split. | P1 |
| Client invoice | No table. Amount typed by hand. | Revenue side stays manual. | P2 |
| Delivery Order | Does not exist. | Still made outside the App. | P3 |
Answer what you can. Blanks are fine, we will follow up on those.
supplier_invoice_items, split per row and jobquotation_item_id on comparisons and POsproject_profit_loss rebuilt row-leveldelivery_orders + items