NorthAura Portal
Dashboard
Daily Sales Operations
Due Items
Due Follow-ups
Due Measurements
Due Tasks
| Client Name | Company | Sales Rep | City | Region | Phone | Status | Action |
|---|
| Status | Measurement Name | Client | Property | Measurement Type | Version | Scheduled Date | Measured By | Created Date | Actions |
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| Opportunity | Client | Property | Project Type | Estimated Value | Status | Sales Rep | Next Follow-up | Action |
|---|
| Quote No | Client | Property | Opportunity | Revision | Status | Total | Created Date | Valid Until | Action |
|---|
| Project No | Client | Property | Status | Contract Value | Deposit Status | Production Status | Shipping Status | Installation Status | Balance Status | Action |
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Settings
Product Info
| Product Category | Product / Service Name | Description | Action |
|---|
Settings
Glazing Options
| Glazing Name | Glazing Description | Active | Action |
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Settings
Quote Settings
Settings
Employees
| Name | Mobile Phone | Active | Action |
|---|
Settings
Supabase Data
Connection Status
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Setup
Run supabase-schema.sql, confirm this page says connected, then use Import Local Data once from the browser with current local data.
Client Info
Client
Contacts
Client Contacts
| Name | Title | Phone | Primary | Action |
|---|
Properties
Client Properties
| Address | City | Province | Postal Code | Property Type | Action |
|---|
Opportunities
Client Opportunities
| Property | Opportunity | Project Type | Estimated Value | Status | Sales Rep | Next Follow-up | Action |
|---|
Measurements
Client Measurements
| Measurement | Property | Opportunity | Type | Status | Scheduled | Measured By | Openings | Action |
|---|
Quotes
Client Quotes
| Quote No | Property | Status | Total | Valid Until | Action |
|---|
Projects
Client Projects
| Project No | Property | Status | Contract Value | Balance Status | Action |
|---|
Measurement Basic Info
Measurement
Measured Openings
Measurement Items
| Opening Number | Product Type | Operation Type | Floor | Room | Width | Height | Billable Area | Raw Area | Shape Window | Privacy Glass | Shape Multiplier | Notes | Actions |
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Pricing
Quick Quote
Pricing Settings
Quote Header
Quote
Quote Items
Products & Services
Template Content
Scope, Warranty, Terms
Project Header
Project
Payment Tracking
Deposit & Balance
Production Tracking
Production
Shipping / Delivery Tracking
Shipping & Delivery
Installation Tracking