Giant Tech
Log in with your email and PIN
Log in with your email and PIN
Sign in with your manager email and password
Enter your PIN
Incorrect PIN.
Manager Portal
Sales follow-ups appear here automatically from the pipeline. Tap ✔ Done after each call and the next follow-up is created for you.
Nothing here. 🎉
| Date | Customer | Rep | Quote # | Total |
|---|
| Installer | Date | Jobs | Hours |
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Nothing pending — all submitted days are reviewed.
| Date | Customer | Rep | Quote # | Items | Total | Documents |
|---|
No sales confirmed yet.
No projects match.
Deposit → 2nd payment before installation → final payment. When the last payment is in, the project moves to the archive.
Jobs the installer marked done that still have money owing. Biggest first — tap one to open it.
| Client | Contact | Installed | Balance |
|---|
Nothing to collect. Every installed job is paid in full.
Every quote marked Won is a project here automatically. Tap a project to open its money worksheet.
| Project | Contract | Received | To Receive | Owe Suppliers | Profit | Next Payment |
|---|
No projects here yet. A project appears as soon as Sales confirms a quote.
Totals across projects: what you spent (with HST), what customers still owe you, what you owe suppliers, HST and profit. Month uses each project's completion / profit month, or its contract date if that's blank.
| Project | Contract incl. HST | Spent incl. HST | Received | To Receive | Owe Suppliers | Remaining HST | Profit |
|---|
The amounts start from the confirmed quote. Only change them for a change order. Paying in cash doesn't remove HST by itself — use the cash amount only when there's a valid tax reason.
One invoice for each part of the contract. Create it, then email it from info@gianttech.ca or save the PDF. It is checked ✔ Paid automatically when you record that payment below.
Enter exactly what the customer paid. For the HST part, that amount already includes the tax.
Drag a deal to another column, or use Move…. Every open deal should have a next step with a date — deals without one are flagged. Tap a deal to log a call.
Each client gets a private link to follow their project (no prices, no address). It goes out automatically with the deposit receipt, and the client gets an email at each step. Here you can copy, resend or turn off a link.
Email and phone exports only include clients who said yes to emails / texts (Canada's anti-spam law, CASL). They use the filters above, so you can pick a group first.
| Client / Project | Phone | Stage | Quoted | Next Follow-up |
|---|
No clients match.
Add their email — the app makes a PIN and emails them how to log in (their email + PIN). Tick exactly what they can open — they won't see anything else.
| Name | Can Open | PIN | Rate |
|---|
No team accounts yet — add one above.
Live — staff clock in and out in My Worksheet.
Live — updates as installers log and submit their hours. Grouped by installer, most recent first.
| Installer | Date | Job(s) | Hours | Status |
|---|
No worksheet entries yet.
Earned = submitted hours × hourly rate. Record each bi-weekly payment here; paying the full amount brings the balance to zero. Everyone paid by the hour (installers, office, sales) logs hours in My Worksheet and sees their own payments.
| Installer | Hours | Earned | Paid | Balance |
|---|
No installers yet. Add one from Users.
| Date Paid | Installer | Period | Hours | Amount | Note |
|---|
No payments recorded yet.
| Type | Item | On Hand | Your Cost (before HST) | Price to Giant Tech | Profit / Unit | Stock Value (cost) | Status |
|---|
No items yet. Add your fabric rolls, tubes, cassettes, bottom bars and motors below.
When an order arrives, add it here so the shelf count goes up. Enter a new cost only if the price changed.
Price shades for Giant Tech. Upload the Contract & Order Confirmation PDF (or the Order Form PDF) exported from Sales, or add shades by hand. Price to Giant Tech = calculated price − 30%. Customer price = calculated price × 2.
| # | Location | Fabric | Class | LF/BO | Top | Width (in) | Height (in) | Qty | Calculated | To Giant Tech | Customer |
|---|
No shades yet. Upload a PDF or add a shade by hand.
Motors aren't included. They go to Giant Tech at their stock price when taken from stock.
Price for the shades on a project's quote: each shade's calculated price minus 30% (change the % in Settings → Pricing). Customers pay double the calculated price. Motors go to Giant Tech separately at their stock price when taken from stock.
The sale shows in the project's expenses (supplier GT Manufacturing) and in Orders from Giant Tech below. Only the manager can change it afterwards.
Material from stock plus orders bought from GT Manufacturing for each job, minus what Giant Tech has paid. Tap a project to see the items and payments.
| Project | Last Taken | Sold to Project | Paid | Still Owed | Status |
|---|
No material taken for projects yet.
Every project expense where the supplier is GT Manufacturing shows here as a manufacturing sale. Tap the button on an order to record a payment received from Giant Tech, or to enter what the order cost manufacturing so its profit is counted (until then it counts as no profit). Payments show in the project too.
| Date | Project / What | Sale | Mfg Cost | Profit | Received | Balance |
|---|
No orders yet. In a project's Expenses, pick GT Manufacturing as the supplier and it shows up here.
When Giant Tech pays manufacturing back for material taken from stock, record it here with the date. (For GT Manufacturing orders, use the button on the order above.) Pick the project, or "General" for a lump-sum top-up.
| Date Paid | Project | Amount | Method / Note | Recorded |
|---|
No payments recorded yet.
Manufacturing as its own business. It sells to Giant Tech, buys from its own suppliers and pays its own workroom labour. Stock you buy isn't a cost until it's used.
Stock received from a supplier, at the price you bought it (plus HST if the supplier charges it), and other manufacturing expenses. Tap a bill to record a payment. Only the manager can change or delete a bill once it's saved.
| Date | Supplier | What | Before HST | HST | Total | Paid | Balance |
|---|
No bills here. Receive stock with a supplier picked, or add an expense below.
For things that aren't stock items, like machine repair, thread, glue, tools, rent or delivery. To buy stock items, use Receive Stock in the Stock section.
Once saved, only the manager can change or delete it.
Manufacturing's own profit month by month: sales to Giant Tech (before HST) minus material used, labour and other expenses. Plus cash received from Giant Tech, paid to suppliers, and new stock bought.
| Month | Sales to Giant Tech | Material Used (cost) | Labour | Other Expenses | Profit | Received from Giant Tech | Paid Suppliers | Stock Bought |
|---|
Nothing yet.
Hours logged in the worksheet with 🏭 Manufacturing / workroom work picked as the project. They are paid through installer pay like other hours, but their cost counts against manufacturing profit, not a customer project. Only submitted days are counted, and they can't be changed afterwards.
| Person | Days | Hours | Rate | Labour Cost |
|---|
| Date | Person | Time | Hours | Cost |
|---|
No manufacturing hours in this period. In the worksheet, pick "🏭 Manufacturing / workroom work" as the project for that job.
Entries are locked once saved. Only the manager can edit or delete one. Deleting puts the quantity back as if it never happened.
| When | Who | Item | Qty | Project / Note |
|---|
No entries yet.
Projects count in their completion / profit month (or the date they were won). All amounts before HST.
13% Ontario HST. "On sales & bills" follows contracts and supplier bills; "On money moved" follows payments actually received and paid. Your accountant files the return — this is for tracking.
| Client | Project Status | Next Payment Due | Contract | Received | Balance | Contact |
|---|
No customer balances. Everyone is paid up.
One line per bill. Enter what you paid (including HST) and the date, then tap Pay.
| Supplier | Project | Before HST | HST | Total | Paid | Balance | Pay |
|---|
No supplier bills owing.
One line per installer: everything earned from submitted hours minus everything paid.
| Installer | Unpaid Hours | Rate | Balance | Pay |
|---|
All installers are paid up.
Everything you bought from each supplier in the period: purchases with HST, the HST, purchases without HST, what you've paid and what you still owe. Tap a supplier to see each purchase.
| Supplier | With HST (before tax) | HST | No HST | Total | Paid | Balance |
|---|
No suppliers yet. Tap ＋ New Supplier to add one.
| Period | Received from Customers | Paid to Suppliers | Paid to Labour | Paid to Manufacturing | Net Cash |
|---|
Supplier payments include HST as paid. Paid to Manufacturing is money moved from Giant Tech to your manufacturing side for material from stock. Net Cash = received − suppliers − labour − manufacturing.
| Service | Hours | Est. Cost |
|---|
Estimated cost apportions each day's total hours evenly across that day's filled job rows, at the installer's hourly rate.
| Rep | Quotes | Total Sold |
|---|
Live log of everything that happens in the app: logins, confirmed quotes, PDF downloads, worksheets, approvals, user and settings changes. Newest first.
| When | Who | Action | Details |
|---|
No activity recorded yet. New activity shows up here as it happens.
The service options installers choose from for each job they log.
Any Monday that starts a pay period. Every period is a 14-day block counted from this date.
Quotes are numbered GT-00100, GT-00101, GT-00102, and so on — each confirmed quote takes the next number automatically. Only change this to skip ahead or correct the sequence.
Contracts get their own number in order (GTC-00001, GTC-00002 …) the first time the contract PDF is made. Invoices are numbered INV-00001, INV-00002 … Change these only to continue from your old numbers (for example from QuickBooks).
New Quote
| Location | Spec | Size | Qty | Unit Price | Line Total |
|---|
Tip: click Confirm Quote, then Export Proposal PDF or Export Production PDF to preview the PDF right here and save it, then use Email Quote — your mail app opens ready to send, just attach the PDF you saved.
Welcome
Your times are filled in below automatically. You can still fix any time, then tap Submit Day at the end of the day.
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| Date | Jobs | Hours | Status |
|---|
| Date Paid | Period | Hours | Amount | Note |
|---|
No payments recorded yet.
Jobs assigned to you. When a job is finished tap Installation Done, then fill the QC form on site.
No open jobs right now.
Submitted days are visible to your Manager live — no need to send a code.
Accountant Portal
| Date | Customer | Rep | Quote # | Items | Total |
|---|
No sales confirmed yet.
| Service | Hours | Est. Cost |
|---|
| Rep | Quotes | Total Sold |
|---|
Workroom
Once saved, entries can't be changed or deleted here. If you make a mistake, tell your manager.
| When | Item | Qty | Project / Note |
|---|
Nothing logged yet.
When an order arrives, pick the item and enter how many pieces or rolls came in. If an item isn't in the list, ask your manager to add it first.
| Item | On Hand | Status |
|---|
No items yet. Your manager adds items first.
Office Administrator Portal
| Date | Customer | Rep | Quote # | Items | Total | Documents |
|---|
No sales confirmed yet.
View only — live, updates as installers log and submit their hours.
| Installer | Date | Job(s) | Hours | Status |
|---|
No worksheet entries yet.
Live log of everything that happens in the app: logins, confirmed quotes, PDF downloads, worksheets, approvals, user and settings changes. Newest first.
| When | Who | Action | Details |
|---|
No activity recorded yet. New activity shows up here as it happens.