Recent Jobs
| Task | Client | Quote Status | Value |
|---|
Upcoming Tasks
| Task | Assigned | Due | Priority |
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Sent Invoices
PO number, customer, salesperson and days outstanding. Click a row to open the job.
| Invoice # | PO # | Customer | Salesperson | Status | Amount | Days Outstanding |
|---|
Quote & Follow-up Calendar
Quotes are coloured by salesperson. Click an item to open the quote.
Jobs Board — Quote · PO · Invoice Pipeline
Clients & Vendors
| Company | Contact | Type | Supplier | Billing Day | Phone | Industry | Actions |
|---|
Tasks & Work Inbox
Turn an email, quote request or document into assigned work without copying and pasting.
Drop an Outlook email or its attachments here
The app will suggest the task title, type, client and related job. Josh only needs to choose the assignee, due date and priority.
Works best with .eml files, PDFs and attachments. You can drop several files together.
Works best with .eml files, PDFs and attachments. You can drop several files together.
| Task | Type | Client / Job | Assigned To | Priority | Due | Status | Actions |
|---|
Live Price Book
Compare current supplier pricing, watch expiry dates and price movement, then use an approved cost in a customer quote.
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Drop a supplier quote, email or price list here
The app will read a text-based PDF, CSV, text file or .eml email and prepare products and prices for confirmation. Scanned documents can be stored but will need OCR later.
| Product / Specification | Category | Best Available Cost | Vendor | Validity | Trend | Recommended Sell | Margin Rule | Actions |
|---|
Invoices
| Invoice # | Client | Amount | Status | Due Date | Actions |
|---|
Build Quote From Vendor Files
Drop several supplier quotes, sales orders, emails, Word files, spreadsheets or paste pricing. Review the extracted descriptions and costs before creating the Takaya quote.
Drop multiple vendor documents or Outlook attachments herePDF · .eml · Word .docx · Excel/CSV · text · images stored for reference
Gross margin:
| Use | Customer Description | Vendor | Qty | Unit | Cost | Margin | Sell | Source |
|---|
Cost: $0.00Sell: $0.00Gross profit: $0.00
Quote Documents
| Quote # | Client | Site | Options | Total (CAD) | Status | Date | Follow-up | Actions |
|---|
Company Access
Invite Employee
Removing an employee blocks access immediately but keeps their name on historical jobs and quotes.
Employees
| Name | Role | Status | Action | |
|---|---|---|---|---|
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Projects
Created automatically from accepted quotes.