A recce is an expense. Pick the job it became so its cost and the work the client gave against it sit together. The list under each box is that client's open jobs and estimates; any other code the app knows can be typed.
| Recce | Done on | Client | Outlet | Servicing | Job code |
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One row per PO. Balance = PO value minus what is billed against it; where the PO value has not been entered, it is judged on the estimates that PO alone covers. Open an estimate to add POs, enter a PO's value, or say which PO a bill belongs to.
| Client | PO number | PO date | PO value ₹ | Covers | Billed ₹ | Balance ₹ | State | Bills |
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| Estimate No. | Date | Client | Subject | Taxable ₹ | Total ₹ | Status | PO No. | Downloads |
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No estimates yet — press “+ New Estimate” to make the first one.
New Estimate
Line items — pick the particulars and unit, rate & HSN fill in; every rate stays editable
| Sr | HSN auto | Brand | Particulars * | W | H | D cu.ft | Days | Qty | Per pc | Total | Unit | Rate ₹ | Amount ₹ | Outlet / Location |
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Saved ✓ —
📑 Purchase orders — one row per PO the client issued for this estimate; each bill goes against one PO
| PO number | PO date | PO value ₹ | For this estimate ₹ | Billed here ₹ | Balance on PO ₹ |
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Target date for production
The floor plans around this. Pick a date —
it can be changed later on the job card.
Job quantity
How many pieces production has to make and install — the number
the floor counts. The app suggests one from the estimate; check it and change it if
it is wrong (Renu, #85: a quantity cannot be worked out from the line items).
Once an estimate is Sent, changing it asks for confirmation — the client has seen those numbers. Cancelled estimates keep their number (never reused) and stay in the list for the record.
Dashboard
Current financial year only · values exclude cancelled · counts include everything. PO status shows how much approved work still runs on verbal go-aheads.
Company × status
Two tiers: Internal rates are references mined from past estimates — edit them as the business moves. FB (Diageo) rates are contracted for F26 and locked. Renu/Namrata: correcting names and rates here is exactly the review we need from you.
| Item | Unit | HSN | Rate ₹ | Seen min–max | Times used | Tier |
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| Particulars | Unit | Times used | Last rate ₹ | Median ₹ | Min–Max ₹ | Last used |
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