NSJ Operations

Overview

Needs Attention

This Week

Outstanding Invoices

Accepted Quotes

Upcoming (30 days)

Key Accounts

Pipeline

From first enquiry to ready-for-scheduling.

Clients

Every account, site and relationship in one place.

Generate with Claude

Drafts the form below - nothing's saved until you review it.

Job description

Quote Reference

Date

Reference - auto-built, editable

NSJ

Client Details

Client Name

Site Name (optional - named buildings)

Property Address

Job Title - used in filename & document header

Phone

Calculator

Select work types above to enable

Select a work type above to open its calculator.

Work Items

Description	Qty	Unit	Rate (£)	Total (£)

Total£0.00

Quote Notes / Scope

Scope of Works - works description & methodology

Notes / Exclusions - exclusions, conditions, duration

Price Summary

Items subtotal£0.00

TOTAL

No VAT applicable.

Payment Terms

Enter line items to see payment terms.

Payment Schedule - Auto from value

Scaffold-hire job - forces 3-stage

Actions

Finance

Every invoice raised, newest first. Click a status badge to mark paid or unpaid.

Outstanding by Client

Invoices

Saved Quotes

No saved quotes yet. Create a quote and click "Save Quote".

Saved Inspection Quotes

No saved inspection quotes yet. Create an inspection quote and click "Save Quote".

Invoice Reference & Date

Invoice Number

Invoice Date

Due Date

Related Quote Ref (optional)

Payment Schedule - Auto from value

Client Details

Client Name

Site Name (optional)

Property Address

Job Title - used in filename & document header

Phone

Work Items

Description	Qty	Unit	Rate (£)	Total (£)

Total£0.00

Invoice Notes / Scope

Scope of Works - works completed

Notes / Exclusions - conditions, variations

Invoice Summary

Items subtotal£0.00

TOTAL DUE

No VAT applicable.

Payment Details

Bank Transfer

Sort code: 04-06-05

Account: 28612626

Name: Joshua Taylor Cowling

Please use invoice number as reference.

Actions

INSPECTION QUOTE

Inspection Details

Client Name

Site Name (optional)

Property Address

Job Title - used in filename & document header

Phone

Inspection Date

Reference

NSJ

Inspection Tier

Tier 1 - Leak Triage

£125

Focused visit where the likely source is already apparent. Covers a specific window, door, visible mortar failure or ground-level gap. Clear recommendation provided on the day.

Tier 2 - Diagnostic Inspection

£185

Used when the cause is not obvious or previous repairs have failed. Examines wider building fabric across the affected elevation. Written report available.

Tier 3 - Access / Multi-Area

£185 + access

For larger properties, multiple elevations, commercial buildings or high-level defects requiring MEWP, drone or other access equipment. Access costs quoted separately.

Access Costs (if applicable)

Additional Notes

Inspection Total

Inspection fee£125.00

Access costs£0.00

TOTAL £125.00

No VAT. Payment on completion.

Actions

INSPECTION INVOICE

Inspection Invoice

Client Name

Site Name (optional)

Property Address

Job Title - used in filename & document header

Invoice Number

Invoice Date

Payment Schedule - inspections are usually on completion

Tier & Amounts

Tier 1 - Leak Triage

£125

Focused single-area inspection. Ground level access.

Tier 2 - Diagnostic

£185

Wider building fabric assessment. Written report included.

Tier 3 - Access / Multi-Area

£185 + access

Large / commercial / high-level. Access costs added separately.

Access Costs

Notes

Invoice Total

Inspection fee£125.00

Access costs£0.00

TOTAL DUE £125.00

No VAT applicable.

Actions

Staged Invoice Builder

For jobs £3,000+ or scaffold / specialist access by NSJ. Split payment into deposit, mid-stage, and final.

Client Name

Site Name (optional)

Property Address

Job Title - used in filename & document header

Related Quote Ref

Total Contract Value (£)

Payment Schedule - Auto picks from value/bands

Scaffold-hire job - forces 3-stage

Waive deposit - no upfront payment (balance due on completion)

Select Stage to Invoice

Deposit

30%

£0.00

Mid-stage

20%

£0.00

Final

50%

£0.00

Invoice Number for Selected Stage

Invoice Date

Notes

Stage Breakdown

Enter contract value in the form to see stage amounts.

Actions

NSJ Payment Rules

ℹ

These rules auto-apply in the Quote Generator.

Under £500

Small repairs, sealant work, call-outs

Simple

Payment in full on completion. No deposit required.

£500 - £1,199

Mid-size repointing sections, window sealing

Deposit Optional

A deposit of up to 30% may be required. Balance due on completion.

£1,200 - £2,999

Full facade repointing, larger sealant contracts

30% Deposit

30% deposit required before works commence. Balance due on completion.

Over £3,000 or Scaffold / Specialist Access by NSJ

Large contracts, multi-phase, scaffold required

3-Stage

30%

DEPOSIT

20%

MID-STAGE

50%

FINAL

⚠

Never quote repointing below £55/m². Minimum call-out: £100 (sealant) / £165 (pointing & masonry). Aborted visit charge: £150 or 50% of daily rate.

Enquiries Inbox

Form submissions from northernsj.co.uk/contact.

Contacts

Manage free-floating contacts. For full account management, use a Client Profile.

Add Contact

Name *

Company (optional)

Phone

Contact Type

Address (optional)

Notes (site access, preferences, etc.)

ℹ

No contacts yet. Add your first contact above.

Jobs Board

Live jobs pipeline - from quote accepted to invoice raised.

Month

Loading calendar…

Read-only. Add or edit events via Visits and Jobs tabs, or open Google Calendar directly.

Settings

Business details, pricing rules, scheduling rules and system config - one shared settings object read by the central helpers.

Business Profile

These details drive document headers, the app header, footers and the “From” block on every quote, invoice and inspection.

Business display name

Business legal / payment name - shown on bank transfer; blank uses display name

Owner / primary contact

Tagline / service strapline

Address

Phone

Website

Terms & Conditions - links sent with quotes and inspections

Host your T&Cs PDF anywhere (Drive, your website, Netlify) and paste the link here. Leave blank to use the built-in NSJ defaults.

Service work T&Cs URL

Inspection T&Cs URL

Quote validity (days)

Invoice payment terms (days)

Finance & Payment Details

Deposit kicks in above (£) - 30% deposit required

2-payment threshold (£) - deposit + balance

3-payment threshold (£) - deposit + mid + final

Stage split (%) - reference for 3-stage schedule

Guidance only. The staged builder still uses its proven 30/20/50 maths.

Deposit %

Mid %

Final %

Minimum call-out by work type (£) - the small-job floor used by every calculator

This is the real minimum each calculator enforces - if a job prices below the floor for its work type, it's rounded up. Set 0 for no minimum.

Cement (CEM)

Lime (LIM)

Patio (PAT)

Ext sealant (EXT)

Int sealant (INT)

Repellent (REP)

Gasket (GAS)

Masonry (MAS)

Walling (WAL)

Force 3-stage payments on any scaffold / access-hire job

When on, ticking the scaffold-hire flag on a quote/invoice forces the 30/20/50 schedule regardless of value.

Allow deposit waivers

When off, the "Waive deposit" option in the staged builder is hidden so deposits can never be skipped.

Charge VAT

Off by default. Turn on only if this business is VAT-registered - adds a VAT line to every quote and invoice total.

Bank transfer details - shown on invoices

Leave blank to fall back to the built-in defaults. Account name uses your legal / business name from Business Profile.

Bank name

Sort code

Account number

New quote default status

The status applied to a brand-new saved quote.

ℹ

Payment bands (auto, per quote value):
• Below deposit floor - payment on completion, no deposit.
• Deposit floor to 2-payment threshold - deposit + final (30/70), deposit optional.
• 2-payment to 3-payment threshold - 30% deposit + balance.
• At/above 3-payment threshold or any scaffold-hire job - 3-stage (30/20/50).

Google Drive

App Data Folder ID (where nsj-quotes.json lives)

The app's base Drive folder for its shared data file. Find the ID in the Drive URL: drive.google.com/drive/folders/THIS_PART

Document Export Parent Folder ID (optional)

Drive folder ID for customer quote/invoice folders. NSJ Tools creates one folder per quote inside this location and files that quote's PDF - plus all later invoices for it - into the same folder. Leave blank to fall back to the App Data Folder.

Live Jobs Folder ID (optional)

Completed Jobs Folder ID (optional)

Once a quote/job starts (scheduled, on site or snagging) NSJ Tools moves its folder from the parent folder above into the Live Jobs folder; once it's marked Complete, into the Completed Jobs folder. It's always the same folder being moved, never copied, so nothing filed inside it is affected. Leave both blank to use the existing "02 Live Jobs"/"03 Completed Jobs" folders already in NSJ's Drive.

Generate with Claude

Extra instructions added to every draft generated from the New Quote tab - e.g. materials or work this business doesn't do, phrasing preferences, anything you keep having to correct by hand.

Extra instructions (optional)

Google Calendar

Automatically create, update and delete calendar events when visits and jobs are scheduled. Uses the same Google account already connected via Drive.

Checking connection…

Booking calendar ID Writes here
Jobs and visits are created in this calendar. Use primary for your main Google Calendar, or paste a specific calendar ID (e.g. josh@northernsj.co.uk).

Enable calendar sync for visits

Enable calendar sync for jobs

Busy-check calendar ID Reads busy times only
Smart Schedule checks this calendar for busy periods but does not write to it. Paste the ID of your separate "Josh" personal calendar. Leave blank to skip.

ℹ

Example setup for two calendars on the same account:
Booking calendar ID = josh@northernsj.co.uk (your main work calendar - jobs are written here)
Busy-check calendar ID = your "Josh" personal calendar ID (found in Google Calendar settings under each calendar's name)
Result: Smart Schedule avoids busy times from both calendars, but only writes new job events to the booking calendar.

Notifications

A once-daily summary email of enquiries still marked "new" - sent only when there's something to report, not every day. Off until a Resend account is configured on the Netlify site (see CONTEXT.md "Enquiry notifications").

Daily digest recipient - comma-separate for more than one

Access Password

Changes the password everyone uses on the login screen. This device and any other device already logged in stay logged in until their session naturally expires - this only affects future logins.

Current password

New password (min. 8 characters)

Confirm new password

Device & Reset

This device is remembered - you won't be asked for the password on next visit. Forget it to re-enable the password gate.

Reset every Settings field to NSJ factory defaults. Saved quotes, invoices and jobs are not affected.

Diagnostics

Visits

Pre-quote assessments - measurements & photos. A visit can lead to a quote, then a job.

Click "Preview Document" on any tab to render here.

No document rendered yet

Go to any generator tab and click "Preview Document".

Overview

Needs Attention

This Week

Outstanding Invoices

Accepted Quotes

Upcoming (30 days)

Key Accounts

Pipeline

Clients

Generate with Claude

Quote Reference

Client Details

Work Types

Calculator

Work Items

Quote Notes / Scope

Price Summary

Payment Terms

Actions

Finance

Outstanding by Client

Invoices

Saved Quotes

Saved Inspection Quotes

Generate Invoice from Quote

Invoice Reference & Date

Client Details

Work Items

Invoice Notes / Scope

Invoice Summary

Payment Details

Actions

Inspection Details

Inspection Tier

Inspection Total

Actions

Inspection Invoice

Tier & Amounts

Invoice Total

Actions

Staged Invoice Builder

Stage Breakdown

Actions

NSJ Payment Rules

Enquiries Inbox

Contacts

Add Contact

Jobs Board

New Visit

Choose a site for this visit

New Visit

Settings

Business Profile

Branding

Communications

Quote

Invoice

Inspection Quote

Inspection Invoice

Staged Invoice

Follow-up Chase

Finance & Payment Details

Pipeline Defaults

Site-Visit Defaults

Calendars

Smart Schedule Settings

Risk & Scope Filters

Margin & Risk Scoring

Google Drive

Generate with Claude

Google Calendar

Notifications

Access Password

Device & Reset

Diagnostics

Visits

New Client

New Site

Select Client