RDO Portal

Operations dashboard

New enquiries0
Quotes sent1
Live projects3
Due this week7

Lead pipeline

Active projects

ProjectStageFeesProgress/status

Tasks

Follow up PandaDoc quoteSarah Thompson - Today - High
Upload planning validation letterLime Grove - Tomorrow - Normal

Finance queue

26-001 - Westfield rear extensionPlanning: Due on signing | BC: Agreed, invoice later
26-002 - Lime Grove loft conversionPlanning: Paid | BC: Not invoiced
26-003 - Oak Avenue garage conversionPlanning: Paid | BC: Ready to invoice

Recent activity

  • Quote sent to Sarah Thompson via PandaDoc
  • Measured survey task created for 26-001
  • Planning submitted status updated for 26-002
  • Building control fee marked agreed for 26-003