MainteXolent OperationsQuote → Job → Invoice → Closed
TODAY
MainteXolent Daily Control
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What Needs Attention
Tap a card to go straight to that sectionToday's Schedule
Priority Action Queue
Today's Follow-ups & Tasks
Money & Approvals
Cash still to collect / approveSales Follow-up
Keep quotes movingBlocked / Not Ready
Jobs that cannot move forward yet| Job | Client | Stage | What is blocking it | Value |
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Live Job Pipeline
From accepted quote to closedEnquiry Register
| Enquiry | Client | Source | Service | Urgency | Next Action | Status |
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Inspection Register
| Inspection | Client / Site | Service | Scheduled | Inspector | Status |
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Client Database
All Quotes
| Quote | Client | Service | Total | Deposit | Status | Next Action |
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Quote Details
Client-facing reference informationClient Details
Choose an existing client or capture a new oneService Category
Choose the primary serviceScope & Pricing
Selling price and discounts appear on the client quote. Cost and GP stay internal.
DescriptionQtySellCostDisc %VATClient TotalGP
Commercial Terms
● Internal + client termsQuote Documents
Photos, supplier scopes or supporting filesThis prototype stores the selected file names with the quote. Permanent cloud file storage will be connected when we host the live system.
Revision History
Every formal revision stays traceableSave the quote first to start revision tracking.
Email & WhatsApp
Send the quotation without leaving the systemSave the quote first to enable sending and communication history.
Job Register
| Job | Client | Service | Technician | Scheduled | Status | Readiness | Closure |
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FIELD VIEW
Marcell's Jobs
Today's assigned work and next actions.
My Assigned Jobs
Large buttons are designed for technician phone useNotification Centre
Newest firstInvoices
Send by email or WhatsApp without leaving MainteXolent| Invoice | Job | Client | Total | Paid | Balance | Due | Delivery | Status |
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Business Application DocumentsBUSINESS
- CIPC registration documents
- Copy of director(s)' ID
- Proof of residence / address
- 6 months' bank statements
- Financial statements
- Bank account confirmation letter
Personal Application DocumentsPERSONAL
- 6 months' bank statements
- 3 months' payslips
- Proof of residence / address
- ID document
Sensitive documents: the live system will store finance documents in protected private storage available only inside the signed-in MainteXolent system. This standalone prototype records only the document names/checklist status and does not keep the actual ID, bank statement or payslip file contents.
Finance Application Register
Linked to the client and quotation| Application | Client | Type | Quote | Requested | Documents | Provider | Status |
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Inventory Register
On hand, available stock and reorder levels| SKU | Item | Category | Preferred Supplier | On Hand | Reorder | Unit Cost | Stock Value | Status |
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Purchase Orders
Direct-to-job or general stock purchases| PO | Supplier | Linked Job | Total Cost | Expected | Received | Status |
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Supplier Register
Contacts, terms and purchasing historyActual Job Costing & GP
Quoted internal cost vs actual purchasing/stock cost| Job | Client | Approved Value | Quoted Cost | Actual Cost | Actual GP | GP % | Variance |
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Stock Movements
Every receipt, adjustment and job issue is recordedCloseout Queue
Nothing disappears just because the technician finished on site| Job | Client | Work | Office Review | Certificates | Invoice | Payment | Warranty | Closure |
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Active Warranty Register
From completed jobs| Job | Client | Service | Warranty | Ends | Equipment / Serial |
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Callbacks & Aftercare Cases
| Case | Original Job | Client | Issue | Warranty | Assigned | Visit | Status |
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Communication History
| Date / Time | Client | Channel | Direction | Summary | Linked Record | By |
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Daily Follow-up Control
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Task Board
Search the whole MainteXolent system
Client name • cellphone • email • address • enquiry • quote • job • invoice • finance application • supplier • PO • notes • document filename
Search Results
Start typing aboveSearch across the complete MainteXolent system.
Master Activity History
Document Centre
| Document | Type | Client | Linked Record | Date | Access | Added By |
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Live system note: the standalone prototype records filenames and links only. When hosted, actual files will be stored privately and downloaded/viewed only after signing into MainteXolent Operations.
Company Profile
Used automatically on quotes, invoices, receipts and closeout documentsBanking & Payment Instructions
Stored once and reused on invoices and payment requestsBanking details are intended for the live secure system. The prototype saves these only in this browser's local storage, so do not enter real banking credentials on a shared/public device.
Quote & Invoice Defaults
These values pre-fill new documents but can still be changed per clientDocument Numbering
Prefixes and next sequence numbers for new recordsExample: Quote prefix QT and next number 0100 creates QT-2026-0100. The system increases the sequence automatically whenever a new record is created.