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Aule
Unified Platform
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Aule
Customer Management
Shared customer master list used across Schedule and Quotes.
0 customers •
0 selected
Company ▲
Code ▼
Salesperson ▼
Contact ▼
Email ▼
Phone ▼
Addresses ▼
Terms ▼
Locations ▼
Industry ▼
Status ▼
Actions
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Edit Customer
Internal work account. Jobs and quotes booked under this customer are treated as internal Fusion work and are excluded from all metrics, reports, graphs, and exports. This carries through to the Job Modal automatically.
This name comes from JobBOSS, because the customer has a JobBOSS code. To change it, change it in JobBOSS — Aule follows on the next sync.
The customer’s code in JobBOSS — the one code Aule uses to match jobs, names and exports. Must be a code JobBOSS has.
Shown to whoever quotes this customer and on the Job modal. Internal only — never printed on a quote.
Dashboard Metrics
Overview of production and quoting performance.
Start Date
to
End Date
Filter
Pinned KPIs
Win Rate
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Awarded vs total quotes
Quoted Value
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All quotes
Expired Value
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Lost opportunities
Avg Quote Value
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Per quote
Won Revenue
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From won quotes — linked-job pricing
Top Won Quotes
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Credits Issued
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Credits in period
Credited Jobs
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Quote To Order Conversion
$10,000 minimum
Unquoted Jobs
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Won
—
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Pending
—
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Expired
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Lost
—
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Revenue Target & Pipeline Calculator
Annual Revenue Target
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Click to edit (admin)
Win Rate (trailing 12 mo)
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Quoted $ Needed
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To hit target at this win rate
Quotes Needed
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At avg quote value
Bookings
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New orders received
Revenue Pipeline
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Pending quote value
Active Backlog
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Active jobs total value
Completed Jobs Value
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Throughput
On-Time Delivery Rate
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Completed before due date
RMS Jobs
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RMS work, all statuses
Jobs Completed
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In period
Profit
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Accounting’s method
Still Open (cost)
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Not in profit yet
Hours Worked
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Whole shop
Customer Concentration
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Top 3 customers % of revenue
Quote Turnaround
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Avg quotes per week
Past Due Jobs
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Active jobs past due date
Avg Job Value
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Across all active jobs
Pending → Won Forecast
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Based on win rate
Quote-to-Cash
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Avg days from quote to job completion
Top 10 Customers by Awarded Value
Monthly Quoting Trend
Monthly Revenue Trend (Quoted vs Won)
Top Customers
# ▼
Customer ▼
Won ▼
Expired ▼
Total Quotes ▼
Win Rate ▼
Total Jobs ▼
Awarded Value ▼
Actual Value ▼
Avg Quote ▼
Variance ▼
Quoted By Performance
Quoted By ▼
Total Quotes ▼
Won ▼
Lost ▼
Expired ▼
Pending ▼
Win Rate ▼
Total Quoted ▼
Won Value ▼
Avg Quote ▼
Awarded Quotes
Quote # ▼
Customer ▼
Items ▼
Quote Price ▼
Job Price ▼
Variance ▼
Job # ▼
Date ▼
Expired Quotes
Quote # ▼
Date ▼
Customer ▼
Items ▼
Total Quoted ▼
Action
Lost Quotes
Quote # ▼
Customer ▼
Quoted By ▼
Reason Lost ▼
Total Quoted ▼
Quote Date ▼
Lost Date ▼
Action
Job Status Breakdown All current jobs — not filtered by date range
Status
Count
Percentage
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Management Summary
Executive overview — single-screen snapshot of business performance.
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Period:|to
Revenue
Pipeline & Operations
Top 5 Customers by Revenue
Top 3 Industries by Revenue
Risks & Attention Items
Pricing
Fusion Price Schedule — read-only view embedded from Google Sheets. Use the bottom tab strip to navigate between sheets.
No spaces or special characters. PINs are case-sensitive.
Export Metrics Report
Select metrics to include:
Include additional sheets:
Backlog Aging Report
Active jobs by time since arrival
Manage Industry Labels
Manage Salespeople
Customers pick their account salesperson from this list, so one person can't end up under three spellings.
Aule users
Tick someone to link them as a salesperson. Sales role first; every active account is listed with its role so you decide per person rather than by rule.
No unsaved changes
Customer Grouping
Consolidate customers under parent companies for accurate rollups. Suggested & Manual set the parent company on customer records; Job-Name Aliases maps stray job spellings that don't match any record.
Matching
Assign to parent
Picks an existing parent from the dropdown to keep grouping consistent, or types a new label to create one.
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Activity Worklist
Every open follow-up across all customers. Sorted by due date — overdue first, then today, then upcoming.
Scope
Type
Mark as Lost
Manage reasons
Manage Lost Reasons
?
Help & Guide
Admin Panel
Complete development history — newest first
Hourly Snapshots · Schedule & Quotes
Every hour, a complete copy of the schedule and quotes (jobs, quotes and all their line items and history — live and archived) is saved to Azure storage.
The most recent 24 are kept — each new one replaces the oldest.
Deeper history is covered separately: the database itself can be restored to any second within the last 35 days.
Download a copy to this computer
Downloads two files right now — an Excel workbook and a JSON snapshot of the live data (quotes, jobs, customers, travelers, quality, workforce, CRM).
Shop tablets
A tablet running the Job Photo Tracker holds a key that never leaves the device. It can only add photos to job records — it cannot change or delete anything.
A new tablet appears here as Waiting with a six-digit code; approve it only when that code matches the one on the tablet’s own screen.
Revoke cuts a lost or retired tablet off.
Active Sessions
Currently logged-in users with location
Login History
Permanent record of all successful logins with IP and location
Active Lockouts
Devices are locked after 5 failed PIN attempts for 24 hours
Security Alerts
Bursts of failed logins from a single IP (server-detected) — flagged for review, not auto-blocked
Failed Attempt Log
Permanent record of all failed login attempts — newest first
Application Errors
Uncaught client errors (all surfaces) + failed scheduled jobs — newest first
Customer note sections
These are the boxes shown on every customer. Renaming one is safe — the text
stays with it. Removing one keeps the text too: the box stays visible on customers
that use it, flagged as retired, and re-adding restores it.
