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CCTVpilot Support

Project Details

When you open a specific project from your project list, you land on the Project Details page. This dashboard brings all your quotes, bills, customer details, and financial summaries together in one central place.

Top Dashboard Tools & Info

Section titled “Top Dashboard Tools & Info”

At the very top of the page, you will find the project card header containing core data fields:

1. Project Navigation and Editing

Section titled “1. Project Navigation and Editing”
  • Back Arrow (←): Click this to instantly exit the dashboard and return to your main project list.
  • Status Badge: Displays the current stage of the job (such as Draft, Quoted, In Progress, or Completed).
  • Site Plan Button: Opens the interactive site plan design tool where you plan camera placements, routing paths, and other design elements.
  • Procurement Button: Opens your material buying space where you manage purchases and track inventory orders.
  • Edit Button: Allows you to change basic project parameters like the project notes.
  • Delete Button: Permanently removes this project record.

2. Project Information Card

Section titled “2. Project Information Card”

This card holds the essential profile contact records you logged during setup:

  • Client Details: Displays your customer’s full name, registered email address, and active phone number.
  • Addresses: Lists the customer’s billing address right alongside the specific installation site address.
  • Project Details: Monitors dates for when the project card was originally created and when it was last updated.

Financial Health Summary Cards

Section titled “Financial Health Summary Cards”

Right below the main info card, you will see a quick financial overview row. These cards automatically recalculate your revenue totals:

  • Quoted Value: The total money amount estimated across your client documents.
  • Received: The actual cash or direct transfer payments your customers have already settled.
  • Outstanding: The balance amount still owed to you by the client.
  • Proj. Gross: Your calculated baseline project gross income status tracking.
Section titled “Navigating Project Sections”

How you view and open different project features depends entirely on whether you are using a desktop or a mobile device:

On a computer screen, most of your work areas are laid out as individual tables directly on this page so you can manage them quickly:

  • The Main Sections: Areas like Quotations, Invoices, Receipts, Personnel, and Logistics / Travel show a table preview right on the dashboard.
    • Quick Preview: You can view all the rows of data for that project right on this screen.
    • Add Data: Click the orange buttons (like + New Quotation) to create data entries directly from here.
    • Open Dedicated Page: If you want to view a section on its own full page, click the Expand Icon (the button with two small diagonal arrows) right next to the orange add button.
  • Accounting & Financials: Unlike the other sections, Accounting & Financials at the very bottom does not have tables or add buttons. Instead, it displays two direct Page Links that you click to open their own full screens:
    • Profit & Loss: Click this to open a clear sheet showing your revenue vs. expenses.
    • Cash Flow: Click this to open a ledger tracking your money moving in and out.

Service Projects Section

Section titled “Service Projects Section”

Once your project is fully finalized and marked as Completed, a brand new section called Service Projects will automatically appear on this page. This section allows you to manage post-installation checkups, maintenance calls, and ongoing system support requests for this project.