Safeguard Roofing & Building Ltd

MANAGEMENT SUITE

Safeguard App Icon Safeguard CRM
AM

Good Morning, Albert

Active Jobs

0

0 Leads
Invoiced Amount

£0

0 payments
Pending Contracts

0

Active drafts
Quotation Amount

£0

0 open quotes

Diary Schedule

Show All Inspection Quotation Booked In Paid
June 2026

Today's Worklist

Invoices & Estimates

Total Invoiced (This Month) £0.00
Total Estimates Pending Approval £0.00

Job Pipeline

Quote Sent
0 Jobs
In Progress
0 Jobs
Awaiting Sign-off
0 Jobs

Recent Expenses

Team Roster Availability

Liam O'Connor Active
Tommy Higgins On Site

Contracts & Guarantees Alerts

All service contracts are up to date.

Clients Directory

Safe Guard Roofing and Building
Synced

Invoices

4 paid · 3 outstanding
Name Company Email Phone
Invoice Roster

Job Pipeline

1 Leads 1 Booked 2 Quotes 1 Contracts 1 Accepted

Diary Calendar

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Diary / Calendar
Track jobs & staff schedules
Contracts NEW
Generate, sign & issue service contracts
Guarantees NEW
Issue 10/20 yr workmanship guarantees
Client Directory
Search, add & manage clients
Expenses
Record company expenses
Payments SOON
Log incoming client payments
Team
Manage staff directory & contact details
Job Pipeline
Track leads, quotes & staging queues

Team Directory

Service Contracts

Workmanship Guarantees

Business Expenses

Total Expenses

£2,205.50

Fuel & Petrol

Liam's Van - Chevron station
-£85.50

Materials Purchase

Spanish Slate Tiles (100 qty)
-£1,850.00

Scaffolding Rental

St John's Wood deposit
-£270.00

Database Management

Manage system database backups, imports, and factory resets. Access is restricted to Administrators.

Export Database

Download a structured JSON backup of the system data.

Import Database

Restore database from a previously exported JSON backup.

Reset Database

Wipe all system data and reset to factory empty state.

Team Management

Manage administrative and restricted team member user profiles.

Name Username Role Actions

Security Settings

Change the password of the active logged-in user profile.