Dashboard
Portal Overview
A simple overview of the Bailey & Dalton portal. For now, the active workspace is Quotes, so this dashboard focuses on quote activity and quick access into the quoting workflow.
QuotesCreate new quotes, continue drafts, and track completed or approved quotes.
TimEstimator chat, scope confirmation, material review, and quote summary support.
SimproQuote handoff rules, labour, attendance, materials, and terms formatting.
NextSettings, SharePoint storage, reporting, and wider portal modules can be added here.
Quote Workspace
Open the Quotes tab to start a new quote, continue draft quotes, or review quotes by lifecycle status.
Quote
Quote Workspace
Start a new quote, continue saved drafts, and review quotes by status. Approved quotes will later sync back from Simpro when approval is completed there.
Action
Quote access follows the linked salesperson, Estimator, Management, and Director permissions. Approved quote sync from Simpro can be wired later.
Settings
Portal Settings
My Account
Company Data
Open Settings to load Form Fill companies.
Company Folders
Add permanent reference documents
Drop documents here or click this box to choose files.
App Data
Simpro Data
CSV Files
CSV Preview
User Access
Open User Access to load invites.
Admin
Form Fill
Controlled Selection
Signed-in user
Company Folders
Select a company to see its folders.
Additional Reference Docs
Create or select a company first, then open one of its folders.
Drag the Word, PDF, or Excel forms here that you want the AI to complete using the selected company folders.
No forms selected for completion.
Preview
The completed form preview will appear here after the selections are confirmed.
Admin
Complete Forms
Forms
Document Preview
Screen 1
Staff Login
Portal Login
Two-Factor Authentication
Setup key
Not available
Staff Setup
Activate Portal Access
Invite Details
Checking invite
LoadingCreate Your Login
Quote
Update Existing Quote
11213
Matched from staff lookup
Add revised scope details, update labour, and adjust materials where required.
Quote
New Quote
Quote Customer Details
Screen 4
Quote Scope
Scope Chat
Connect to Tim to begin.
Tim
Sign in and open or create a quote session to start chatting with Tim.
Sign in and open or create a quote session to start chatting with Tim.
Cost Centre Workspace
Review one cost centre at a time. Tim will use the active cost centre when you ask for edits.
No active cost centre
Screen 5
Materials Review
Screen 6
Quote Summary
Send Quote to Simpro
Management
Improvement Review
Suggested Rules
Accessory Material Rules
| Category | Title | Trigger | Rule | Question | Status |
|---|