Job management portal

Full visibility of every job, from quote to invoice

Every WinNorth Digital website comes with a private, login-gated portal for your team — track jobs, plan work, manage customers and see exactly where the business stands, without digging through spreadsheets or paper.

Track, plan, manage

Know exactly where every job stands

Every job gets a clear status — quoted, in progress, awaiting parts, complete, invoiced — so you and your team always know what's happening and what's next, without a phone call to check.

  • Job status, key dates and progress at a glance
  • See instantly which jobs are invoiced and which aren't
  • Plan upcoming work around your team's availability
JobStatusDueValue
Bathroom refitActive12 Jul£4,200
Boiler serviceQuoted15 Jul£380
RewireInvoiced02 Jul£2,750
Customers & sites

Every customer and site, one click away

Keep customer details, site plans and job locations in one organised place — so anyone on your team can pull up the right information before they even arrive on site.

  • Customer contact details and job history in one record
  • Site plans, access notes and locations attached to each job
  • Full job history if a customer calls back for more work
Right down to the detail

Track people, materials and time when it matters

For bigger jobs, drill down as far as you need — who worked on it, what materials went in, and how many hours it actually took.

01

People

Assign team members to jobs and see who's working where, at a glance.

02

Materials

Log materials against each job to keep a clear record of cost and usage.

03

Timesheets

Track hours per job and per person, so labour cost is never a guess.

Analytics & reports

Make decisions backed by your own data

See which jobs are most profitable, how quote-to-win rates are trending, and where time and materials are actually going — so decisions about pricing, staffing and growth are based on your numbers, not a gut feeling.

  • Job and revenue reporting over any time period
  • Quote win-rate and outstanding invoice tracking
  • Material and labour cost trends per job type
Data isolation, done properly

Your data lives in its own database — never shared

Every client gets a fully separate database. Not shared tables with filters, an entirely separate database. There is no path in our architecture for one client's data to reach another's.

Fully isolated

Your data lives in its own database, not shared infrastructure with other clients.

Clean to delete

If you ever leave, deleting your data means deleting your database — clean and demonstrable.

Nothing to misconfigure

No cross-client data path exists in the architecture, so there's nothing to leak between clients.

See the portal alongside your new website

Book a free consultation and we'll walk you through exactly what the portal looks like for a business like yours.

Book a free consultation