Financial oversight
Estimated vs actual
Pale gold = estimated at quote · Green = actual once known. Gaps between the two are your reconciliation targets.
Profitability
Job profitability — my earnings vs pass-through
| Job | Customer | Gross (turnover) | Pass-through | Received | Paid out | My earnings |
|---|
Profit = actual amount billed − payouts recorded. Blank until actuals exist, so estimates never masquerade as results.
Manual entry is for existing clients; new clients register via the Registration Form tab.
| ID | Name | Contact | Onboarded | Jobs |
|---|
| Job | Customer | Service | Est | Actual | Approval | Status |
|---|
Bookkeeping view
Receipts register
Read-only: receipts are issued inside each job when money is actually received.
| Receipt | From | Amount | Date | Job |
|---|
Payouts register
| Date | Payee | Method | Ref / Cheque | Amount | Job |
|---|
Money owed to me
Outstanding advances (financed orders)
Product money you fronted, not yet repaid. This is your capital at risk.
| Job | Customer | Advanced | Repaid | Balance | Days out |
|---|
Total capital advanced & outstanding: $0.00
Money owed to me
Balances due (labour jobs awaiting final payment)
| Job | Customer | Job amount | Deposit taken | Balance due | Status |
|---|
Total balances due: $0.00
Cheque series
Cheque numbers auto-assign when a payout's method is "Cheque" — matching your cheque book series.
Downloadable
Forms library
Blank templates to download, print, or send to customers. Fill them in and import the results where supported. (Hosted version turns these into fillable links.)
| Form | Purpose | |
|---|---|---|
| Bulk Stationery Order Form | Business customers list the items & quantities they need; you source & quote. | |
| Customer Import Template | Add your existing customers in bulk, then import via Settings → Data & backup. |
Satisfaction
Survey results
Send a survey for a job
Pick a job, then copy its unique survey link to share by WhatsApp, SMS, or anywhere. Each link ties the response to that job and customer. (Hosted version emails/WhatsApps it automatically on close.)
Responses
| Date | Customer | Job | Service | Overall | NPS | Marketing |
|---|
Protected
Settings are locked
The password gates this tab against casual access on a shared screen. Because this prototype runs entirely in the browser,
it is a lock on the door rather than a vault — the hosted version adds true account security.
Business settings
Rates & defaults
FreightLink rates (USD)
Service rates & markups
Duty categories (estimator)
Rates from Guyana's CET schedule — edit as GRA classifications or VAT treatment change.
| Category | Duty % | VAT % |
|---|
Change password
Data & backup
Export saves a full backup to your browser's download folder — set that to a OneDrive folder
(e.g. WEE/Backups) and every backup syncs to the cloud. Import replaces all data, which is why it lives here behind your password.
Import customers from template
Load the WEE Customer Import Template (.xlsx or .csv). Adds customers without touching existing jobs.
Migrate historical data
One-time load of your migration_database.xlsx (Customer + Transaction sheets). Imports customers and historical jobs as summary records flagged "migrated". Safe to preview — it reports what it will add before committing.
Uploads any ID documents still stored inside the database (the Phase 2 interim) into the private customer-docs bucket, then trims them from the record. Safe to run any time — already-moved documents are skipped.
Customer Registration
Welcome to We Envision Everything — please share your details so we can serve you.
Public link
Digits only, starting with country code — e.g. 5926556959
Please confirm your details
This in-app tab is your staff copy — it saves directly and sends no email. Customers use the public link above: those submissions save to the database, store the uploaded document in secure Storage, and email you automatically.