Add a new customer in Customers. Fill in business details, contact, and CRN if available.

1. Create a lead at New Lead and upload bills/LOA (PDF/JPG/PNG/WEBP ≤10MB).
2. Run product search at Product Search, adjust commission/uplift.
3. Create a quote from results and send to the customer.

Adding Meters (Electricity, Gas, Water)

1. Open a customer from Customers
2. Click the "Meters" tab (speedometer icon)
3. Click "Add Meter" button
4. Select utility type:
   • ⚡ Electricity - Enter MPAN (13 digits), profile class, Day/Night/Weekend EAC, kVA
   • 🔥 Gas - Enter MPRN (6-10 digits), annual consumption
   • 💧 Water - Enter meter serial number, annual consumption (m³)
5. Fill in current supplier information:
   • Supplier name
   • Current rates (day/night for electricity, unit rate for gas, water/waste rates for water)
   • Standing charge
   • Annual cost
   • Contract end date
   • RPI/Volatility clauses
6. Click "Save Meter"

Managing Meters

• Edit: Click pencil icon on any meter card
• Delete: Click trash icon (soft delete - preserves data)
• View Summary: See meter counts by utility type in summary cards

Creating Multi-Utility Quotes

1. Open a customer from Customers
2. Click the "Quotes" tab
3. Click "Add Quote" button
4. Select utility type (Electricity, Gas, or Water)
5. Fill in supplier quote details:
   • Electricity: Day/Night/Weekend rates, kVA charge, standing charge
   • Gas: Unit rate, standing charge
   • Water: Water rate, wastewater rate, standing charge
6. Enter contract terms:
   • Contract length (12/24/36/48 months)
   • Start date
   • Annual cost
   • RPI clause (check if applicable)
   • Volatility clause (check if applicable)
   • Notes (any special terms)
7. Click "Add Quote"

Quote Display & Comparison

• Grouped Display: Quotes automatically grouped by utility type
• Best Value: Cheapest quote per utility type gets "Best Value" badge
• Color-Coded: Green (Electricity), Orange (Gas), Blue (Water)
• RPI/Volatility Badges: Shows contract clauses at a glance

Generating PDF Reports

1. Add quotes for comparison
2. Click "Generate PDF Report"
3. Professional PDF downloads automatically
4. PDF includes:
   • Introduction & executive summary
   • Current energy profile
   • Supplier comparison tables (grouped by utility)
   • Savings analysis
   • Next steps for implementation

Using the Quick Action Modal

The unified modal combines 4 common actions into one beautiful interface:

📞 Log Call

1. Open a customer and click "Log Call" button in Quick Actions
2. Enter call details:
   • Duration (minutes)
   • Outcome (Interested, Not Interested, Callback, Voicemail, etc.)
   • Notes about the conversation
   • Next action (Follow-up task, Send Quote, Request LOA, Send Contract)
3. Click "Log Call" to save
4. Activity is automatically tracked in Activity Log tab
5. Based on next action:
   • Follow-up: Task created automatically
   • Send Quote: Opens Quotes tab
   • Request LOA: Opens LOA wizard
   • Send Contract: Opens contract creation

✅ Create Task

1. Click "New Task" button in Quick Actions
2. Modal opens in "Create Task" mode
3. Fill in task details:
   • Task type (General, Follow-up, Review, Email)
   • Title and description
   • Status (Open, Pending, In Progress, Done)
   • Priority (Low, Medium, High)
   • Due date
4. Click "Create Task"
5. Task appears in Tasks tab and Activity Log

📄 Request Document

1. Click "Request Doc" button
2. Select document type:
   • LOA (Letter of Authority)
   • Energy Bill
   • Signed Contract
   • Custom (specify name)
3. Set urgency level
4. Add notes about what's needed
5. Check "Auto-send email" to open email wizard
6. Click "Request Document"
7. Task created and tracked in Activity Log

⏰ Set Reminder

1. Click "Reminder" button
2. Quick date buttons or custom date picker:
   • Today
   • Tomorrow
   • Next Week
   • Custom Date (date picker)
3. Enter reminder title and notes
4. Set priority
5. Click "Set Reminder"
6. Reminder task created with due date

Viewing Customer Activity History

1. Open any customer
2. Click the "Activity Log" tab
3. See complete timeline of all interactions:
   • 📞 Calls logged
   • ✅ Tasks created
   • 📄 Documents requested
   • ⏰ Reminders set
   • 📋 LOAs created
   • 💰 Quotes added
   • 📝 Contracts signed
   • 🏢 Sites added
   • ⚡ Meters added

Filtering & Searching

• Filter by Type: Show only specific activity types
• Search: Find activities by keywords in title or description
• Timeline View: Icon-coded, color-coded, chronological
• Entity Links: Click to view related tasks, quotes, or contracts

Automatic Tracking

Activities are logged automatically when you:

• Use any Quick Action (Log Call, Create Task, Request Doc, Reminder)
• Create an LOA
• Add a quote (including bulk quotes)
• Sign a contract
• Add a site or meter

Adding Multiple Quotes at Once

5x faster than adding quotes one-by-one!

1. Open a customer from Customers
2. Click the "Quotes" tab
3. Click "Bulk Entry" button (green, next to "Add Quote")
4. Spreadsheet-like table opens with 3 empty rows
5. For each row, fill in:
   • Supplier: Select from dropdown
   • Type: ⚡ Electricity, 🔥 Gas, or 💧 Water
   • Day Rate: Price in pence/kWh
   • Night Rate: Optional night rate
   • Standing: Daily standing charge in pence
   • Length: Contract months (12/24/36/48)
   • Commission: Commission rate in pence
   • Green %: Renewable energy percentage
6. Watch statistics update in real-time:
   • Quote count
   • Lowest day rate (best deal)
   • Average day rate
   • Total commission
7. Click "Add Row" for more quotes
8. Click "Fill Sample Data" to test with demo data
9. Click "Save All Quotes" when done

Features

• Dynamic Rows: Add/remove rows as needed
• Delete Icon: Remove individual quotes
• Clear All: Start fresh (with confirmation)
• Sample Data: One-click test data for demo
• Live Stats: See best rate instantly
• Validation: Ensures required fields filled
• Activity Tracked: Bulk entry logged in Activity Log

Time Savings

Fast Navigation Across the System

The global search in the top bar now provides Google-style autocomplete for lightning-fast navigation.

How to Use

1. Type 2+ characters in the top search bar
2. Autocomplete dropdown appears instantly
3. Results are grouped by type:
   • Customers - Company name, email, CRN
   • Suppliers - Name, company #, email
   • Sites - Name, address, MPAN, MPRN
   • Tasks - Title, description
   • Contracts - Reference, MPAN, MPRN
4. Navigate with:
   • Mouse: Click any result
   • Keyboard: ↑/↓ arrows to highlight, Enter to select, Esc to close

Features

• Real-time: Results update as you type (300ms debounce)
• Highlighted Matches: Search term highlighted in results
• Metadata Display: See email, company #, MPAN/MPRN at a glance
• Color-coded Icons: Easy visual identification
• Keyboard Navigation: No mouse needed

Complete Invoice & Commission Management

Track all commission invoices to suppliers in one central location at Commission Control Center.

Dashboard Overview

• Total Invoiced: All-time commission invoiced to suppliers
• Total Paid: All-time commission received
• Outstanding: Unpaid invoices total
• Overdue: Count of overdue invoices

Tab 1: To Send (Draft Invoices)

1. View all draft commission invoices ready to send
2. Click "Send Invoice" to email supplier
3. Bulk send available for multiple invoices
4. Auto-generation based on contract usage

Tab 2: Awaiting Payment

• See all sent invoices awaiting payment
• Days Until Due: Green if time remaining
• Days Overdue: Red if past due
• Click "Mark as Paid" when payment received
• Enter payment reference and date

Tab 3: Paid Invoices

• Historical record of all paid invoices
• Payment references displayed
• Payment dates tracked
• Export for accounting

Tab 4: Reconciliation Issues

• Missing Payments: Invoices sent but not paid
• Incorrect Amounts: Partial payments or variances
• Variance Analysis: Expected vs. actual
• Investigate and dispute handling

Tab 5: Automation

• Supplier Patterns: Payment behavior tracking
• On-Time Rate: % of invoices paid on time
• Average Days to Pay: Supplier payment speed
• Auto-send configuration
• Smart reminders

Central Repository for ALL Documents

Upload, organize, and manage all system documents at Document Management.

Uploading Documents

1. Click "Upload Document" button
2. Select file (max 50MB)
3. Choose document type:
   • LOA - Letter of Authority (with expiry tracking)
   • Bill - Energy/utility bills
   • Contract - Signed contracts
   • Quote - Supplier quotes
   • Invoice - Commission invoices from suppliers
   • Meter Reading - Meter reading documents
   • Correspondence - Emails, letters
   • Identity - ID documents
   • Registration - Company registration
   • Other - Miscellaneous files
4. Enter title and description
5. Link to entities:
   • Customer - Associate with customer
   • Supplier - Associate with supplier
   • Site - Link to specific site
   • Contract - Attach to contract
6. Add tags (comma-separated: "urgent, contract, LOA")
7. Set expiry date (for LOAs)
8. Mark as confidential if needed
9. Click "Upload"

Finding Documents

• Search: Real-time search by title, description, tags, filename
• Filter by Type: Show only LOAs, Bills, Contracts, etc.
• Filter by Customer: See all documents for a customer
• Filter by Supplier: Supplier-specific documents
• Filter by Status: Pending, Approved, Rejected, Archived

Document Actions

• View: Open document (in-browser viewer coming soon)
• Download: Download original file
• Edit: Update metadata, tags, status
• Archive: Archive old documents
• Delete: Permanently remove (file + database)

LOA Expiry Tracking

• Set expiry date when uploading LOA
• System tracks 30-day expiry window
• "Expiring Soon" alert on dashboard
• Automatic reminders (coming soon)

Version Control

• Upload new versions of documents
• Parent-child relationships maintained
• Version history tracked

Statistics Dashboard

• Total Documents: System-wide count
• LOAs: Count of active LOAs
• Contracts: Uploaded contracts count
• Expiring Soon: LOAs expiring in 30 days

Configure SMTP in Settings, then compose and send from the Emails page. All sent emails are logged.