ECHO AIR CONDITIONING

WorkBrain

Saved locally

TODAY

Good evening

Priority tasks

Recent jobs

CUSTOMERS & JOBS

Jobs

VOICE QUOTES & DOCUMENTS

Quotes

Save draft quotations before they become jobs. Each quote keeps a permanent WorkBrain ID and can hold Word, Excel, PDF and site documents.

BOOKINGS & AVAILABILITY

Calendar

Work events can follow the work-calendar bridge. Personal events stay inside WorkBrain but still block your availability.

Today

Cloud calendar not yet checked — tap Refresh to confirm bookings.

Calendar connection pending.

KEEP MOVING

Tasks

Cloud tasks not checked yet. Refresh to load tasks from WorkBrain.

INCOMING WORK

Lead intake

Review incoming email leads before adding them to Jobs.

0 waiting

CLEAR YOUR HEAD

Daily dump

Speak or type everything in your head. We will sort it into jobs and tasks later.

WORK TOOLS

Tools & connections

Checking network…0 waiting

Connected app launchers

Open specialist apps from WorkBrain. For an existing WorkBrain job, use WorkSite quote visit on that job to transfer its ID and customer details. Jobsite test captures remain independent.

HVAC CAD: deployment address not yet verified. Quotes and costings use the WorkBrain cloud workspace. Launching an app does not claim cross-app file sync.

Quote templates

Store school, domestic, commercial, split, ducted and other quotation documents in private WorkBrain cloud storage.

Each file must display Available in cloud before other devices can download it.

Costing sheets

Upload supplier PDF price lists, Excel workbooks or CSV files. Cloud files are shared across paired devices; prices are only searchable once verified and indexed.


Supplier price lookup

Search a model saved to your verified WorkBrain supplier-price index. PDF/Excel files are preserved in cloud; prices must be entered or imported before model lookup becomes searchable.


Manufacturer purchase rules

Daikin — 19% off list cost, editable per price. Mitsubishi Electric — 30% off list cost, no override. These do not change customer sell prices. Prices already discounted must be marked to prevent double discounts.


Quick costing rates

CSV rate imports remain available for the quick item lookup tool.

Customer messages

Draft quote follow-ups and booking messages, then open WhatsApp with the approved text.

Email intake

Dedicated Gmail and n8n capture incoming work with message-ID deduplication.

App connections

Sync diagnostics

Inspect local changes waiting for the future cloud sync service.

No manual sync attempted yet.

Connected workflow

WorkBrain coordinates jobs while WorkSite, PlanDroid, costing, calendar, messaging and n8n remain separate specialist systems.

Shared WorkBrain job IDs are used for hand-offs. Cloud actions wait safely when offline.

Device backup

Download an offline backup before moving between devices. Restoring merges newer records and never silently clears this device.