Quote templates
Keep school, domestic, commercial, split, ducted and other quote templates available locally while cloud storage is being connected.
TODAY
Good evening
Priority tasks
Recent jobs
CUSTOMERS & JOBS
Jobs
KEEP MOVING
Tasks
Blacktown/Sunnyholt — send equipment RFQs, Pacific Ventilation fan RFQ and complete tender/costing
Blacktown / Sunnyholt · Priority 1
Longueville — complete material pricing
Longueville · Priority 1
Fusion / Sydney Grammar — complete job setup
Fusion / Sydney Grammar · Priority 2
Andy Mac / Balgownie — complete quote and finalise changes from site visit
Andy Mac / Balgownie · Priority 2
Gil Waminda — prepare access-panel quote
Gil Waminda · Priority 2
Leppington — prepare install-only quote
Leppington · Priority 2
Bega — follow up price rise
Bega · Priority 2
Woronbi — follow up zone motor
Woronbi · Priority 2
Xavier College — follow up maintenance quote after school holidays
Xavier College · Priority 2
Mother Hubbard’s Cupboard — prepare service/maintenance contract quote
Mother Hubbard’s Cupboard · Priority 2
Sharon Rowley — follow-up call again
Sharon Rowley · Priority 2
CVF — follow up purchase order
CVF · Priority 2
Brett Davidson — upload signed acceptance and photos / close-out
Brett Davidson · Priority 3
Alice Beadmore — upload checklist
Alice Beadmore · Priority 3
June Osborne / Glen Alpine — complete sold-job file and checklist
June Osborne / Glen Alpine · Priority 2
Morris Partridge — confirm Simpro quote details with Peter, prepare and send quote
Morris Partridge · Priority 1
Jonathan Turner — book zone-motor visit
Jonathan Turner · Priority 2
Georgina / Goulburn — follow up quote booking
Georgina / Goulburn · Priority 2
Connective Construction — complete quote
Connective Construction · Priority 2
Paul Stonebridge — complete sold-job file
Paul Stonebridge · Priority 3
Aydin — complete close-out / evidence
Aydin · Priority 3
Linwood Park PS — check amended PO number/status with accounts
Linwood Park PS · Priority 2
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
Quick costing
Import an Echo rates CSV, then cost items without invented prices.
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.
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.