Open quotes
18
R 642k pipeline
In production
11
3 ship this week
Deposits outstanding
R 84.5k
5 clients · 1 overdue
Repair queue
14
3 ready · 2 collected
This week's pipeline
View all 23 →| Client | Product | Stage | Due |
|---|
Coming up
Full schedule →Repair queue · today
Full queue →01
Received
2
02
In repair
2
03
QC
1
04
Ready
3
05
Collected
6
Avg turnaround this month: 8.2 days · target 7 days · last 3 jobs from BB Transport averaged 5 days.
Top clients · LTV
All clients →Quoting 0
Deposit due 0
In production 0
Delivery / QC 0
Completed 0
New quote
DraftRECOMMENDED SIZE
12 × 24m Peg & Pole · ~288m² · fits 240 banquet
Lining colour, custom dimensions and any other one-off mods go in the notes below — Noelene approves before send.
QUOTE · Q-2894
NGK Brackenfell
12×24m Peg & PoleR 58,400
+ Roof lining (ivory)R 6,800
+ Delivery (Gauteng)R 3,500
+ Erection (2 hrs · Crew B)R 4,200
SubtotalR 72,900
VAT (15%)R 10,935
Church discount (10%)– R 7,290
TotalR 76,545
Deposit: R 38,272 (50%) due to secure date
Balance: Due 7 days before delivery
Warranty: 24 months from delivery
Balance: Due 7 days before delivery
Warranty: 24 months from delivery
01
Received
0
02
In repair
0
03
QC
0
04
Ready
0
05
Collected
0
| Job # | Client | Items | Received | Tech | ETA | Stage |
|---|
⛪ Churches
42
R 148k YTD · church discount
🚚 Transport
31
R 425k YTD · fleet
🎉 Catering
28
R 96k YTD · events
⚽ Sports/Schools
23
R 286k YTD · matric
⚒ Mining
17
R 246k YTD · custom
🌾 Agri / Other
41
R 84k YTD · pre-harvest
Filter
⛪ Churches
All categories
B2B fleet
B2C event
Active quote
Cross-border
High LTV
Sports/Schools
Showing all 182
Revenue · MTD
R 487k
+12% vs Apr
On-time delivery
96%
target 95%
Avg quote → deposit
4.2d
vs 7.1d Apr
Repair avg turnaround
8.2d
target 7d
Revenue by product range · MTD
Framed marqueesR 215,400
Peg & pole marqueesR 134,200
Tarpaulins & tautlinersR 78,600
Repairs & refurbR 42,800
Custom & miscR 16,400
Top revenue clients · YTD
| Client | YTD | Jobs |
|---|---|---|
Anglo Plat Mokopane | R 246,800 | 4 |
Sasol Group Events | R 184,200 | 3 |
BB Transport | R 162,400 | 11 |
Imperial Logistics | R 142,800 | 9 |
Curro Hazeldean | R 124,500 | 1 |
In production
11
3 ship this week
Deposits owing
R 84,500
1 overdue 7 days
Balance owing
R 168,400
on delivered jobs
Ready for collection
3
avg 5 days waiting
Live production register
| Client | Product | Deposit paid | Owing | Due date | Stage | |
|---|---|---|---|---|---|---|
NGK Centurion |
12×24m Peg & Pole + lining | R 35,750 | R 35,750 | Sat 31 May | FINISHED · READY | |
Curro Hazeldean |
15×30m Framed (white) | R 0 | R 124,500 | 14 Jun | DEPOSIT DUE | |
Anglo Plat Mokopane |
24× side curtains, custom | R 91,000 | R 91,000 | 14 Jun | WORK IN PROGRESS | |
Karoo Lodge |
8m Stretch tent · terracotta | R 14,450 | R 14,450 | 10 Jun | WORK IN PROGRESS | |
AGS Pretoria North |
15×24m Peg & Pole | R 31,200 | R 31,200 | 18 Jun | WAITING TO START | |
BB Transport |
8× tautliner covers (new) | R 0 | R 78,600 | 10 Jun | WAITING TO START | |
Wits Sports |
4× sidewalls + repair kit | R 9,100 | R 9,100 | Thu 29 May | FINISHED · COLLECT |
Unread replies
7
3 are quote requests
Sent today
14
11 quotes · 3 status updates
Scheduled broadcasts
2
"Winter tarp drive" · Fri 09:00
This month conv rate
38%
quote sent → deposit
Inbox
DB
Daniel · BB Transport
2 min
NEW
M
Maria · Vermaak Wedding
14 min
QUOTE
P
Pastor Mokoena · NGK Brackenfell
38 min
POP
K
Kabelo · Botswana
1 hr
CROSS-BORDER
Bulk broadcast · the morning-killer ends here
DRAFTCompose once, segment by category, schedule. No more copy-paste mornings.
Reaches 42 churches in 90 seconds. Replies land in inbox above with auto-pulled job history.
⊕
Peter asked for this · NEW
Specials & ads template builder
Five templates × four platforms. Type the special, pick a template, hit schedule — Facebook, Instagram, WhatsApp status and Google Business all get the right size at the right time.
BOLD
PHOTO
TIME
BUNDLE
EVENT
Open builder →
Posts published · MTD
14
4 blogs · 6 LinkedIn · 4 FB
Website visitors
2,847
+38% vs Apr
Leads captured
23
from blog + WhatsApp + ads
Google rating
3.0 → 4.4
+1.4 in 90 days
The 5 agents
Each agent does one thing and hands its output to the next. Like five people working overnight without coffee.
A
Question-finder
Scrapes Google & AI search for unanswered questions in the SA tent/tarp space. Last find: "do peg-and-pole tents handle Highveld hail?"
B
Topic selector
Ranks Agent A's findings by search volume × buyer-intent × MT&T relevance. Picks one for the week.
C
Blog writer · trained on Peter's voice
Writes the article in Peter's Afrikaans-English. Awaiting Peter's approval on this week's draft.
D
Publisher · multi-platform
Posts the blog to the website, derives a LinkedIn post, a Facebook post, an Instagram carousel, and a WhatsApp status. Schedules for peak engagement.
E
Analyst · what worked, what didn't
Reports back to Agent B on which topics drove leads. Compounds the system over time.
Lead source breakdown · MTD
"How did you get hold of us?" — captured on every new inquiry, automatically.
WhatsApp status8 leads · R 124k value
Referrals · existing clients6 · R 98k
Blog · Google search4 · R 67k
Facebook · social3 · R 42k
LinkedIn · transport B2B2 · R 38k
Seasonal patterns · 20 years of Sage data
AI noticed these recurring rhythms. Auto-fires campaigns at the right moment.
Churches · Mar–Apr + Sep–Oct
Pre-Easter conferences + matric-dance season. Next auto-campaign: Fri 18 Sep
Transport · 7 days after first Highveld rain
Tautliner repair inquiries spike. Watching weather · auto-fires when triggered
Weddings · Jan + Mar–May + Sep–Nov
Stretch tent + marquee mix. Targets venues, planners, bride directories
Agri · Aug–Sep (pre-harvest)
Grain covers + dam liners. Targets co-ops + farmers in known buying segments
Before · what the crew sent
RAW
4 issues auto-detected:
- 2 people in frame (faces visible)
- Power lines across upper third
- Workshop bakkie · branded · in frame
- Litter on ground
After · 12 seconds · in your brand
READY TO POST
All 4 issues cleaned:
- People removed → grass + golden-hour fill
- Power lines → clean warm sky
- Bakkie → distant tree line
- Tent itself · pixel-perfect untouched (Peter's rule)
Recent cleanups · 6 of 47 this month
Subscribers · synced from Sage
182
+8 this month
Open rate · last campaign
42%
SA SMB avg: 18%
Click rate
11%
→ portal · quote requests
Campaigns sent · YTD
7
avg 1 every 6 weeks
Compose · in Peter's voice
DRAFTRecent campaigns
Autumn refurb · transporters
SENT · 12 May
"Highveld rain is coming — book your tautliner refurb now, save 15% before peak"
31 sent
48% open
14% click
5 quotes
Matric dance preview · schools
SENT · 28 Apr
"Lock in your matric dance marquee — September fills by July"
23 sent
52% open
18% click
3 bookings
Easter conference · churches
SENT · 8 Mar
"Outreach & Easter — 24-month warranty, church discount applies"
42 sent
44% open
12% click
6 jobs
Clocked in now
6 / 8
Mandla off · Lucas at supplier
Hours this week
218
target 320 · Mon-Sat
Overtime · MTD
14 hrs
across 3 staff
Leave pending approval
2
Sipho · Thabo
Workshop floor · today
| Name | Role | Clock in | Hours today | Hours week | Status | |
|---|---|---|---|---|---|---|
Sipho Dlamini |
Erection crew A · lead | 06:47 | 4.2 hrs | 38 hrs | ON SITE · NGK | |
Mandla Khumalo |
Erection crew A | 06:51 | 4.1 hrs | 34 hrs | ON SITE | |
Thabo Mokoena |
HF welding · floor | 07:02 | 3.9 hrs | 32 hrs | WELDING · Anglo | |
Lucas van Tonder |
Repairs · QC | 06:55 | 4.0 hrs | 30 hrs | AT SUPPLIER | |
Abigail Sibanda |
Office · admin@ | 07:15 | 3.7 hrs | 32 hrs | CLOCKED IN | |
Kagiso Mokgetha |
Sales support | 08:05 | 2.9 hrs | 30 hrs | CLOCKED IN | |
Hugo Coreejes |
Cutting · workshop | — | — | 28 hrs | OFF · annual leave | |
Joseph Ndlovu |
Delivery · driver | 05:30 | 5.5 hrs | 40 hrs | ON DELIVERY · BB |
Leave requests
Sipho Dlamini
PENDING
5 days · 14-18 July · family wedding · Eastern Cape
Days available: 12 / used 7 this year
Thabo Mokoena
PENDING
2 days · 9-10 June · personal
Days available: 8 / used 4 this year
Weekly hours · ready for Sage on Sunday
| Name | Reg | OT | Gross |
|---|---|---|---|
| Sipho | 40 | 4 | R 5,860 |
| Mandla | 40 | 2 | R 4,420 |
| Thabo | 40 | 0 | R 4,800 |
| Lucas | 40 | 0 | R 4,400 |
| Abigail | 40 | 0 | R 4,200 |
| Kagiso | 38 | 0 | R 3,800 |
| Joseph | 40 | 8 | R 5,920 |
Auto-syncs to Sage Pastel Payroll Sunday 23:00 · Hugo on leave (paid)
Google rating
3.0 → 4.4
+1.4 in 90 days · target 4.7
Reviews requested · MTD
28
22 replied (79%)
Google reviews captured
17
all 4–5★
Internal feedback (private)
5
2 follow-up actions taken
How the filter works
⭐⭐⭐⭐⭐
4 or 5 stars
→ Auto-WhatsApp: "Thank you Pastor — would you mind dropping a short review on Google? Here's the link: g.page/midrand-tarp-tent/review"
⭐⭐⭐
3 stars
→ Internal only. Peter gets a Telegram alert: "3-star rating from BB Transport. Reason: delivery 2 days late. Reach out personally."
⭐⭐
1–2 stars
→ Noelene gets a priority alert. Personal call within 24 hours. Recovery process kicks in. Never reaches Google.
Recent ratings · this month
NGK Centurion · Pastor Mokoena
⭐⭐⭐⭐⭐
"Tent was up by 7 in the morning. Crew was respectful. Tent held the wind. Will use again."
→ Google review posted 22 May
Curro Centurion · Mrs Nel
⭐⭐⭐⭐⭐
"Best quality marquee we've hired for matric dance. Already booking next year."
→ Google review posted 20 May
BB Transport · Daniel
⭐⭐⭐
"Quality good as always, but delivery was 2 days late on the last order."
→ Peter called same day · resolved · no Google post
Karoo Lodge · Anton
⭐⭐⭐⭐⭐
"Custom stretch tent · exactly what we wanted. 27 years of craftsmanship shows."
→ Google review posted 18 May
Live integrations · 9 connected
Sage PastelLIVE
Two-way · clients, invoices, payments, payroll
Last: 2 min ago
WhatsApp BusinessLIVE
Meta API · inbox + bulk send + status
14 sent today
YocoLIVE
SA card payments · in-portal + WhatsApp link
R 84k MTD
StripeLIVE
International cards · 2.9% vs 5-8% Forex
3 international txns MTD
Wise · BWP/USDLIVE
Cheaper Botswana + Zim corridor
1.3% vs 6% Forex
Google AnalyticsLIVE
Pulls top-search queries → blog topics
2,847 visits MTD
Google BusinessLIVE
Profile claimed · review filter active
3.0 → 4.4★
Telegram alertsLIVE
Peter + Noelene · priority pings
3 alerts today
Resend · emailLIVE
Newsletters + quote PDFs + receipts
182 subscribers
What this portal replaces · subscription audit
R 11,847/mo savedEvery tool you were paying for, folded in. Year 1 saves R 142k on subscriptions alone — before counting time, errors, or new revenue.
| Tool you were paying | What it did | Monthly cost | Now in portal |
|---|---|---|---|
| Sage Quotes module | Custom quote builder | R 890 | REPLACED ✓ |
| Excel + Google Sheets Pro | Production list, leave tracking | R 220 | REPLACED ✓ |
| Mailchimp | Newsletter sends | R 1,200 | REPLACED ✓ |
| ChatGPT Plus × 2 seats | Blog refining, photo cleanup | R 720 | REPLACED ✓ (built in) |
| Canva Pro | Social graphics, brochures | R 280 | REPLACED ✓ |
| Buffer / Hootsuite | Social media scheduling | R 480 | REPLACED ✓ |
| Calendly | Site-visit scheduling | R 170 | REPLACED ✓ |
| Manual clocking + paper | Staff time tracking | R 0 (4 hrs/wk) | REPLACED ✓ |
| Yoco link via WhatsApp | Card payment requests | R 0 (process pain) | UPGRADED ✓ |
| Forex fees · international | ~R 4-6k/mo on cross-border | R 5,200 | Stripe + Wise cut to R 1,400 |
| Dext | Receipt scanning | R 285 | KEPT (already works) |
| Hostinger website | WordPress hosting | R 380 | KEPT (or migrated) |
| Total saved | R 9,160/mo | ||
| Plus Forex savings | R 3,800/mo | ||
| Total monthly delta | R 11,847/mo |
Year 1 saved: R 142,164. Year 2+: R 142k per year, every year, while the portal's monthly stays at R 4.5-5k. Net positive cash from month 11.
AI agent control · 5 + 3 supporting
Pause any agent. View its last run. Adjust its schedule. Everything an agent does is logged.
Question-finder
Scrapes Google + AI search · finds unanswered tent/tarp questions
Every 6 hrs
RUNNING
Topic selector
Ranks by search volume × buyer intent × MT&T relevance
Sundays 22:00
RUNNING
Blog writer
Writes in Peter's Afrikaans-English voice · awaits his approval before publish
Mondays 06:00
REVIEW
Publisher · multi-platform
Website + LinkedIn + FB + Instagram + WhatsApp status
Tue/Thu 09:00
RUNNING
Analyst
Reports what worked back to the Topic selector · compounds over time
Daily 23:00
RUNNING
Photo cleaner
Pre-prompted with brand voice · runs on every crew photo upload
On upload
RUNNING
Review filter
4-5★ → Google · <4 → internal · 1-2★ → Noelene priority
On rating
RUNNING
Seasonal trigger
Watches weather + calendar · fires campaigns when patterns match
Hourly
RUNNING
Peter's voice · trained, calibrated, in use
CALIBRATED · 96%17 blog posts + 8 LinkedIn articles + 30 WhatsApp messages ingested. Voice model captures Peter's Afrikaans-English rhythm, the technical-but-warm tone, the "we don't make the cheapest" positioning, the 12-year warranty mentions, the church-discount references.
Voice signature · captured
- Long, flowing sentences (avg 22 words)
- Specific over generic ("Highveld hail" not "bad weather")
- Warm address ("Pastor", "Pastor Mokoena")
- Calm-confident close ("Hit reply, or click the quote button")
- Afrikaans-English bilingual switching
Sample · auto-generated · Peter to approve
"Hope this finds you well. Just a quick note from the workshop floor — we're heading into spring conference season, which means our diary fills up fast. A few things worth knowing: every marquee comes with our 24-month warranty…"
Who can see what · permissions
| Role | Sees | Can do |
|---|---|---|
| Noelene · Owner | Everything | Everything · admin · billing · settings |
| Peter · Sales & Marketing | Sales · marketing · clients · production read-only | Quotes · campaigns · blog approval · photos |
| Floor manager | Production · jobs · repairs · team clock-ins | Move job stages · assign crews · approve leave |
| Crew · Sipho/Mandla/Thabo | Today's jobs · job sheets · own time | Clock in/out · photo upload · sign-off forms |
| Admin · Abigail | Quotes · invoices · clients · WhatsApp inbox | Quote drafts · invoicing · client comms |
| Tanya · external accountant | Financials read-only · Sage data · invoices | Pull reports · reconcile · export |
| Fleet client · BB Transport | Their own jobs · warranty · invoices · re-quote | Request repair · pay · rate · reorder |