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👁 Demo Mode — sample data only.Changes will not be saved. To connect a real database, refresh the page.
1
Tender Header
›
2
Utility Designs
Tenders
Table Columns
ℹ️Tenders at Complete, Lost, Withdrawn, Secured, Secured LOI/EOI and Superseded are hidden by default. Use Show Hidden to reveal them.
Filter by Outline Design Type
Tender Ref↕
Rev↕
Site Name↕
#▼
Date Received↕
KPI Date↕
Customer↕
Region↕
Quote Type↕
Plots
Status↕
Design Statuses
BDD / KAM↕
Estimator↕
I&C↕
Good to Go↕
Secured Date↕
New Tender
Step 1 of 2 — Tender header details. Fields marked * are required.
Tender Details
Auto-generated — overtype to set a custom reference.
e.g. 2 → (A) & (B)
New Tender
→
Optional — leave blank to let Base Points be calculated automatically once designs are added.
No
Team Assignment
Plot Connections
📅 FromTo
Group by
|
Contracts
Customer Feedback
Feedback by Sentiment
Click a slice to drill into action priorities →
Date↕
Customer↕
Branch↕
Type↕
Summary
Recorded By↕
Feedback↕
Open Actions↕
Manage
Description↕
Customer↕
Branch↕
Assigned To↕
Target Date↕
Status↕
Manage
Commercial Dashboard
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Plot Connections Dashboard
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Service Card Log
Date Received
Status
AP Number
Plots
Team
Service Card
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Add Plots to Contract
Select an AP Number, then add plots individually or as a numbered range. Duplicates are detected automatically.
Contract
Self Lay Provider
Add Individual Plots
Enter one or more plot numbers separated by commas, then press Enter.
Add a Range
Plots to Add
Invoice Tracker
⚠️ Database setup required. Run the following SQL in your Supabase SQL Editor before using this page:
POC Application Log
Outline Designs
Credit Control Dashboard
Overdue Invoices
Chase Letters
Date
Reference
Customer
Invoices
Total
Status
Sent To
Chase Log
When
Customer
Method
By
Contact
Invoices
Outcome
Subject / Notes
Promised
Follow-up
Invoice Log
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Asset Value Invoices
Loading invoice data…
Asset Value Dashboard
Loading asset value data…
Meter Date Reconciliation
AV invoice lines that carry a Meter Install date but where Plot Connections has no connection / service-card / as-laid / meter-card date for that plot & utility — i.e. the AV side is ahead of Plot Connections. Read-only; reloads live from the database.
Tender Dashboard
Work and Points by Estimator/Designer, broken down by Tender and Design Status, plus Peer Check counts.
Update AV Asset Values
Bulk-updates AV_Agreement.Asset_Value from the ESP Agreement Data spreadsheet.
Matches on AP Number + AV Agreement Type. Rows with no matching agreement in Aptus are skipped.
Review the preview below, then click Run Update.
Generate AV Invoices
Read a utility's source export and your Invoice Report to generate AV invoices, one per contract.
Import Audacia Invoice Data
Upload the Audacia Invoice (CVR) report — plot numbers are read from column T and the invoice number/dates/type from its own columns. Optionally add the Site Summary report to supply the per‑plot line values (blended on Contract + Plot + Utility). Check against Aptus360, preview, then import the missing invoice headers and lines.
🚧
Coming Soon
This feature is in the menu but not yet built. Let me know when you'd like to scaffold it and we'll wire it up.
Import Plot Connections
Upload the AV Master Tracker .xlsm — we'll preview before importing.
Vehicles
Insurance, MOT, services, maintenance and mileage are recorded per vehicle — expand a row to see and add each.
HSQE Dashboard
Health, Safety, Quality & Environment overview. Click pie slices to drill in by Status → Region → Business Unit.
Non Compliance Reports
Register of HSQE non-compliance findings. Click a column header to sort, drag the column edge to resize, type in the row below the headers to filter.
+ Add Non Compliance Report
Pick a Region to choose a Sub Region.
Manage the list of people from Admin → People.
Photos
Attachments
Actions
Comments
Bulk Edit NCRs
0 NCRs will be updated
Leave any field set to — No change — (or blank) to keep the existing value on every selected row.
Pick a Region to choose a Sub Region.
Site Name follows the contract, so it isn't set separately.
Aptus Utilities, or a specific DNO / IDNO.
Leave blank for no change.
Anything typed here replaces the description on every selected row. You'll be asked to confirm.
Not bulk-editable:NCR Ref is unique to each record and allocated automatically. Site Name comes from the contract, so it changes with AP Number.
Bulk Edit Applications
Application
Equipment
Tools and assets issued to MU teams. Track make, model, warranty expiry, and who's holding each item.
Lookup Tables
← Select a table to manage
🚒 Fire Hydrants
Group by
📥 Call-offs
GIS Canvas
ScalePlace
Layers
Components▣ Link Box ▾
▣ Joint ▾
Place
Tools
Edit / View
Features
🗺️ Choose a contract's site plan to begin designing its utility network. Draw Gas, Water and Electric mains/services as lines that know their real length, place plot/house points (optionally linked to actual Plots), and connect lines to points by snapping. Add a grid reference and every vertex reports OS Eastings/Northings.
🛠️ Field Team Work
Pick your team above to see your active assignments. Only assignments whose Start Date is today or earlier are shown.
Per-team auto-detection will replace this picker once user accounts are linked to teams.
📅 Planning
Click Refresh to load the schedule.
🚒 Import Fire Hydrants from Excel
💬 Comments
💡 Street Lighting
Column Ref↕
Contract↕
Phase↕
Feeder Pillar↕
Column Type↕
Lantern Type↕
Col Installed↕
Lantern Installed↕
Connected↕
Location
Manage
Plot Data
Utility Outline Designs
📋
Step 2 of 2 — Toggle on each utility that applies and complete the design details. At least one is required.
Customers
Customer Name↕
Ref↕
Tenders↕
Contracts↕
Plots↕
DNOs
IDNOs
Suppliers
Materials
SC Compliance
Fire Authorities
⚡ Feeder Pillars
Asset Ref↕
Contract↕
Phase↕
MPAN↕
IDNO (Adopter)↕
kVA↕
Ways↕
Approval↕
Energisation↕
Invoice £↕
Location
Manage
🔌 Plot Joints
⚡ Site Supplies
Generator Hire
Generator
Sourced from the Contract table.
Suppliers shown are those tagged Generator Supplier in the Supplier admin.
✓
Add Plot
kVA
⚡ Electric▶
🔥 Gas▶
💧 Water▶
Plot ↔ AV Line Reconciliation
For each plot and each AV agreement type the contract holds, shows whether it is invoiced, connected but not yet invoiced, has no connection, or is excluded. All derived from the contract's plots, connections, agreements and invoice lines.
Edit Branch
No
New Interaction
New Feedback
New Action
Manage Feedback Categories
Add, rename, reorder or disable categories. Disabling keeps existing references intact —
the category just stops appearing in the dropdown for new feedback.
OrderCategory NameActive
📂 Upload IDNO Approval File
Upload the weekly IDNO Adopter file. Accepted formats: .xlsx, .csv.
📄
Drag & drop file here
or click to browse
📄
ℹ️ Processing notes:
Edit Tender
Parent Tender Secured
Tender Details
This Tender Ref is shared with other records
—
→
This date will be recorded in the tender hold history.
The date this tender was secured.
Always calculated from the linked utility designs — not editable. Use Refresh if it looks out of date.
A separate points figure based on plot count and which utilities are on this tender — distinct from Total Design Points above. Use Refresh if it looks out of date.
Total Design Points + Tender Base Points, combined.
Manual
Overrides Tender Base Points (Auto) when set — feeds into Tender Total Points (Auto). Leave blank to use the calculated value.
The date this tender was sent to the customer.
No
Team Assignment
Edit Utility Design
Set automatically when a new revision is created — not editable.
Always calculated — not editable.
Manual
Overrides Design Points (Auto) when set — also updates this tender's Total Design Points (Auto). Leave blank to use the calculated value.
—
→
No
Only available when Design Status is set to Completed.
Create New Revision
Current Revision
0
→
New Revision
1
A new Tender record will be created as a copy of this one with the incremented revision number. The original tender is not changed.
Utility designs for the new revision
For each current utility, choose whether it needs a new design. “Yes” starts a fresh design (tracking reset); “No” carries the current design forward. Drop a utility to leave it off, or add one that isn’t on the current revision.
Create Tender Options
Each option is a full copy of this Tender, sharing the same Revision, distinguished by a letter suffix on the Tender Ref — e.g. 2607.014 (A). The original Tender is not changed.
Edit History
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🗑️ Delete Tender?
The following will be permanently deleted:
This action cannot be undone.
🗑️ Delete Design?
The following will be permanently deleted:
This action cannot be undone.
⚠️ Change Quote Type to Street Lighting?
Changing to Street Lighting means only Street Lighting designs apply.
The following non-Street Lighting designs will be permanently deleted:
⚠️ Change Quote Type to Budget?
This tender has existing utility design(s) linked to it.
Changing the Quote Type to Budget means no designs are required.
If you proceed, all linked utility designs will be permanently deleted.
Designs that will be deleted:
New Contract
Contract Details
📷 Meter Photos
No photos yet. Click Add Photo to upload one.
Edit AV Agreement —
New Plot Connection Schedule
The date the connection work is scheduled to be carried out.
Select an AP Number first to load available plots.
Edit Connection
Plot
—
Utility
—
Scheduled date for this connection.
Gang carrying out this connection.
Current state of the connection pack.
Result of the engineer's visit.
Leave blank if not yet connected.
⚠️ A new connection attempt will be automatically scheduled for this date.
Date meter card was submitted.
When first set, adds a row to Asset Value Invoices.
Date as-laid drawings were submitted.
Normally set from the Work Instruction form.
Confirm Delete
New Asset Value Invoice
Manual entry — add header details and one or more line items.
✏️ Adding lines to existing invoiceHeader fields below are locked to the existing invoice's values. Change the Invoice Number or Agreement Type to switch back to creating a new invoice.
Invoice Header
Invoice Lines
📋 Pick from available plots
Select a contract first.
Set all values to:
Subtotal (ex VAT):£0.00
VAT (0%):£0.00
Total (inc VAT):£0.00
Bulk Edit Connections
Selected Rows
0 rows will be updated
💡 Leave a field blank to keep its current value. Any field you fill in will overwrite that value on every selected row.
Scheduled date for these connections.
Gang carrying out these connections.
Current state of the connection pack.
Result of the engineer's visit.
Date the connection completed.
Date meter card was submitted.
For Water, this and Meter Card Date are kept identical.
Date as-laid drawings were submitted.
Date the joint is programmed for.
Date the joint was actually made.
Comments
Comments
Water Infrastructure Charges
📄 Live Working Applications (RTML)
Customise Menu
Tick to show menu items, untick to hide. Use the colour picker on each section header to set its accent colour.
Customise Admin Menu
Reorder items, hide items you don't use, rename sections, add new sections, or
delete section headers. Sections are the bold rows — their labels are
editable inline.
Customise Main Menu
Build the sidebar for everyone. Rename sections inline; reorder by dragging the ⠿ handle
(a section carries its sub-sections & items) or with ▲ ▼.
An item belongs to the section or sub-section directly above it —
to fill a sub-section, move it where you want it and drag items beneath it.
Outdent ⇤ pulls an item out to the top level; Indent ⇥
puts it back. A heading tagged “empty” has no items under it and won’t
appear in the menu. Admin only.
