Customer BaseSynced
TODAY'S JOBS
THIS MONTH'S SERVICES
| Name | Phone | Address | Tenant's Name | Tenant Contact | Service Type | Service Due | Status | Reminder |
|---|
QUOTES
SALES ORDERS
INVOICES
Diary
Jobs
Active jobs
Quotes
Quotes page is ready and linked in navigation. Functional content can be added next.
Invoices
Invoices page is ready and linked in navigation. Functional content can be added next.
Business Overview
Service Centre
SERVICE RECORDS
| Customer | Mobile | Home Tel | Address | Postcode | Tenant's Name | Tenant Contact | Service Type | Service Due | Status | Reminder | Remove |
|---|
No customer records available yet.
Accounts
Subscriptions
Use this area for your plan and billing when subscription management is connected to your account. If you need to change or cancel a paid plan, do that here before using Erase all business data below.
Until billing is wired in, contact your provider or workspace owner for subscription changes.
Company Details
Business & branding
Company name
Limited company number
Companies House API key (optional)
Free developer key from
Companies House.
Must be a REST API key (UUID). Streaming API keys will not work. Paste the UUID only, or a full Basic … value with a space after Basic. Optional if COMPANIES_HOUSE_API_KEY is set on companiesHouseProxy.
Groq Cloud API key (optional — AI Assistant)
Create an API key in Groq Cloud (starts with gsk_). Used for Tools → AI Assistant when you click Get plan. Saves when you leave this field (click elsewhere) or press Enter. The characters clear after save for security — the green line below confirms it is stored. You can still use Save company details for everything else. Stored in this browser’s company details and sent to fireflyAssistantPlan over HTTPS while signed in. For production you can set GROQ_API_KEY on the function instead.
Invoice logo (optional)
Navigation logo (optional)
Company address
Printed on quotes, invoices, and similar documents.
Street / line 1
Address line 2
Town / city
County
Postcode
Country
Contact & engineer
Shown on paperwork and certificates where relevant.
Engineer name
Company phone
Gas Safe licence number
Gas Safe ID
Engineer signature (default)
Bank details (PDF footer)
Optional. Shown on quote and invoice PDFs for bank transfer. Leave blank to hide the strip.
Account name
Sort code
Account number
Communication Templates
Message templates
On my way
Message
Delayed
Message
Postponed
Message
Invoice payment reminder
Email subject
Message body
Quote follow-up
Email subject
Message body
Quote & invoice templates
Quote and invoice items
App Settings
Feature toggles below apply as soon as you change them. Payment link URLs in Payment links (emails) are stored when you click Save payment links in that section.
One switch — when this is on, all four features below are on; when it is off, they are all off. Purchase Orders and Service Orders link to jobs using Sales Order references (not quotes).
- Sales Orders — confirmed work / agreed scope on a job timeline (like a quote that has moved forward). You need these so supplier documents can tie to a firm job reference.
- Suppliers — a Suppliers view on Customer Base, supplier profiles, and contact/address details for who you buy from.
- Purchase Orders — PDFs to send suppliers for materials and labour, with references aligned to the job’s Sales Order where applicable.
- Service Orders — orders to suppliers for work at the customer’s property, stored on the supplier and on the job timeline.
Why turn it on — use this when you buy from subcontractors or merchants against real jobs and want Sales Orders, POs, and Service Orders to stay consistent. Turn it off if you only use quotes and invoices and do not need supplier paperwork in the app.
Turn on when you work under HMRC’s Construction Industry Scheme. Business Overview can show CIS-related summaries when this is enabled.
CIS deduction rate
Subcontractor UTR (optional)
This rate is used for quotes and as the default for new invoices. CIS applies to the labour share of each line (ex VAT). You can set a different rate on the invoice form when needed.
When SumUp is on, job timeline Payment can use SumUp as the method and the SumUp button to open your pay page. Paste your SumUp payment URL in Payment links (emails) below, then click Save payment links (the SumUp button does nothing until that URL is saved).
Payment links (emails)
Optional URLs added when sending quote/invoice emails (not on the PDF). Placeholders:
{amount}, {reference}, {title}, {customerName}, {companyName}, {documentType}.
SumUp uses the same placeholders in its template field.
Quote deposit link
Invoice payment link
SumUp payment link template
Twilio & SendGrid (cloud send)
When enabled, outbound messages use Firebase Cloud Functions: Twilio for SMS/WhatsApp and
SendGrid for email. This applies to certificate/quote/invoice sends, diary job texts (On My Way / Delayed / Postponed),
quote-invoice PDF windows, and timeline Share (PDF: email attachment + SMS/WhatsApp). PDF share also needs
Firebase Storage (firebase deploy --only storage). When disabled, drafts open on this device with download links (default).
See docs/TWILIO_SETUP.md for secrets and deploy.
Quote / invoice / booking read receipts: The app exposes window.__fireflyOnQuoteInvoiceReadReceipt so a
Cloud Function (Twilio/WhatsApp status callbacks, SendGrid opens, etc.) can record when a customer opened a message.
Use payload fields customerId, jobId, timelineItemId for quotes/invoices, or
linkedAppointmentId (plus channel, optional readAt) to update every job-timeline appointment row for that diary booking.
The Seen: row on appointment entries appears when cloud send is enabled. Until webhooks run, use Mark … seen on the timeline.
Theme
Choose a color scheme for the app. Theme selection is saved locally.
Data Import / Export
Excel-only tools for Customer Base and Certificates.
Erase all business data
Permanently removes customers, jobs, quotes, invoices, appointments, gas safety records, certificates, and related data from this device. If you are signed in, matching cloud copies are removed when possible; use while online for a full cloud wipe.
Company details, logos, themes, message / quote / invoice templates, certificate layouts, and description-pad templates are not removed.
Tools
Open the Gas Rate Calculator as a standalone tool.
Open the Gas Pipe Sizing Chart tool.
❤ Suppliers
Start typing to auto-find map matches. Pick from the dropdown (or keep typing), then click Add Merchant and save.
Merchant Name
Support
Gas Base keeps stored copies of quotes, orders, and invoices in customer and supplier profiles on a rolling basis. Older items are removed automatically from those lists after the periods below (based on each document’s date). Job timeline rows may still show that a document was sent even after the file is no longer stored.