Total Leads0All captured opportunities
WORKSPACE
Welcome to A.I.M Business OS
Active Opportunities0Open sales conversations
Pipeline ValueR0Potential revenue
Deals Won0Closed successfully
Follow-ups Due0Need attention today
PERFORMANCE
Pipeline Overview
ACTIVITY
Follow-ups Due
UPDATES
Recent Activity
RECURRING REVENUE
Hosting Control Centre
Hosted Websites0Accounts under management
Active Accounts0Live and operational
Renewals Due0Within the next 30 days
Monthly Hosting RevenueR0Current recurring income
CLIENT INFRASTRUCTURE
Hosting Accounts
| Client / Domain | Package | Status | Renewal | Monthly Fee | SSL | Usage |
|---|
PEOPLE DATABASE Cloud
Contacts
Create and manage client contacts linked to company accounts.Total Contacts0People in the CRM
Clients0Converted contacts
Need Follow-up0Open next actions
With Email0Reachable by email
DIRECTORY
All Contacts
| Name | Company | Contact Details | Type | Last Contact |
|---|
ACCOUNT DATABASE Cloud
Companies
Create company accounts here or directly while building a quote.Total Companies0Business accounts
Active Clients0Current customers
Prospects0Sales opportunities
Account ValueR0Combined estimated value
ACCOUNTS
Company Records
| Company | Industry | Primary Contact | Status | Value |
|---|
SALES DOCUMENTS
Proposals
Total Proposals0All generated proposals
Sent0Awaiting response
Accepted0Won proposals
Proposal ValueR0Total quoted amount
| Proposal | Client | Status | Value | Created | Valid Until |
|---|
A.I.M WEB • CLOUD SALES
Quotes
Formal Quotes0Cloud quotations
Quote Requests0Website / customer requests
Accepted0Won quotations
Open Quote ValueR0Once-off total
QUOTATIONS
Formal Quotes
| Quote | Client | Status | Once-off | Recurring | Valid Until | Source | Actions |
|---|
INBOUND
Quote Requests
| Request | Business / Contact | Status | Once-off | Recurring | Payment | Review | Actions |
|---|
MASTER CATALOGUE
Services & Pricing
| Code | Service | Type | Once-off | Recurring | Online | Active | Actions |
|---|
QUOTATION OUTPUT
Quotation Preview
DELIVERY
Projects
Total Projects0All project records
In Progress0Currently being delivered
Completed0Successfully delivered
Project ValueR0Combined project value
| Project | Client | Status | Progress | Deadline | Value |
|---|
FINANCE
Payments
Received This MonthR0recorded payments
Total ReceivedR0all recorded payments
| Date | Project | Client | Amount | Type | Method | Reference |
|---|
ACTION CENTRE
Tasks & Follow-ups
Open Tasks0Still to complete
Overdue0Need immediate attention
Completed0Finished actions
Lead Follow-ups0Scheduled from leads
TO-DO LIST
Tasks
| Done | Task | Priority | Due Date | Owner |
|---|
A.I.M BEAUTY CRM
Dashboard
Today's Bookings00 upcoming
This Week0appointments
Revenue This MonthR0recorded payments
Clients0Beauty CRM contacts
BOOKINGS
Next Appointments
SERVICES
Top Services
CLIENT CRM
Recent Clients
REVENUE
Payment Overview
TEAM
Active Staff
A.I.M BEAUTY
Bookings
APPOINTMENT REGISTER
Appointments
| Date | Time | Client | Staff | Status | Total | Payment | Action |
|---|
RECURRING CLIENTS
Recurring Booking Series
| Client | Staff | Pattern | Start | Created | Conflicts | Status |
|---|
SCHEDULE
Beauty Calendar
Loading scope
CALENDAR
Schedule
SELECTED DAY
Appointments
CLIENT CRM
Clients
CRM DATABASE
Beauty Clients
| Client | Contact | Branch | Activity | Status | Created | Actions |
|---|
SERVICE CATALOGUE
Services
The current A.I.M Beauty price list can be loaded automatically. Prices are imported exactly as supplied.
Appointment durations are not included in the price list, so imported services use a temporary 60-minute duration until you amend them in Services.
| Service | Category | Duration | Price | Deposit | Status | Assigned Staff | Actions |
|---|
TEAM
Staff
| Staff Member | Role | Services | Working Hours | Contact | Status |
|---|
FINANCE
Payments
PAYMENT REGISTER
Payments & Reversals
| Date | Client | Amount | Type | Method | Beauty Status | Finance | Reference | Actions |
|---|
A.I.M FABRICATION
Operations Command Centre
Active Jobs0Currently in progress
Pipeline ValueR0Open opportunities + quotes
Quotes Awaiting Decision0Follow up on open quotations
Projected Gross ProfitR0Across active jobs
LIVE OPERATIONS
Active Jobs
SUPABASE CLOUD
Fabrication Cloud Records
Cloud Opportunities0Stored in Supabase
Cloud Quotes0Quotation revisions
Cloud Jobs0Shared active projects
Quoted ValueR0Total quote value
LIVE DATABASE
Opportunities
| Reference | Project | Client | Status | Required Date | Created |
|---|
COMMERCIAL
Quotation Revisions
| Quote | Status | Estimated Cost | Selling Price | Deposit | Created |
|---|
DELIVERY
Cloud Jobs
| Job | Project | Status | Contract Value | Estimated Cost | Progress |
|---|
A.I.M FABRICATION
Site Mode
Fast field access for quotations and active jobs.
TODAY
Quick Operations View
SITE QUOTATION
New Quote
1 Client
2 Scope
3 Costing
4 Price
5 Review
A.I.M FABRICATION · BOM / COSTING
Bill of Materials → Quotation
Checking access
Select a BOM or create a new one.
The editor is designed for fast workshop costing: materials, labour, equipment and transport in one place.
The editor is designed for fast workshop costing: materials, labour, equipment and transport in one place.
A.I.M FABRICATION · BOM OUTPUT
BOM Preview
FABRICATION COMMERCIAL WORKFLOW
Opportunity → Costing → Quote → Job
QUOTATION OUTPUT
Quotation Preview
SALES PIPELINE
Opportunities & Tenders
| Opportunity | Client | Stage | Estimated Value | Due / Decision | Next Action |
|---|
COMMERCIAL
Fabrication Quotations
| Quote | Client | Status | Value | Estimated Cost | Margin | Valid Until |
|---|
DELIVERY
Jobs & Projects
| Job | Client | Status | Progress | Contract Value | Est. Cost | Est. Profit | Deadline |
|---|
WORKFORCE
Labour & Subcontractors
| Name | Role / Trade | Type | Rate | Assigned Job | Status |
|---|
ASSETS
Equipment Register
| Equipment | Ownership | Status | Daily / Project Cost | Assigned Job | Notes |
|---|
PROFIT CONTROL
Job Costing
| Job | Contract | Materials | Labour | Equipment | Consumables | Transport | Other | Total Cost | Gross Profit | Margin |
|---|
SALES DATABASE
Lead Management
Page 1 of 1
| Company | Contact | Status | Follow-up | Deal Value | Next Action |
|---|
SALES FLOW
Pipeline Board
LEAD GENERATION TOOL
Website Audit Score System
Score prospect websites, identify weaknesses and turn audits into value-first outreach.
Total Audits0
Average Score0
Needs Improvement0
Sales Opportunities0
A.I.M FINANCE · ENTERPRISE CONTROL
Finance Command Centre
Protected financial operations across your permitted divisions. Invoice and payment lifecycle actions run through the protected Finance governance APIs.
Invoiced this monthR0Current month
Cash receivedR0Received payments this month
ExpensesR0Operating spend this month
Cash surplusR0Cash received less expenses
OutstandingR00 open invoices
OverdueR00 overdue invoices
Monthly recurringR00 active agreements
Billing schedulerLOADINGChecking scheduler…
Division Performance
Current calendar month · click a division to drill downRecent Invoices
Open an invoice to view its protected lifecycle| Invoice | Customer | Total | Balance |
|---|
Recent Payments
Received and reversed payment history| Payment | Customer | Date | Amount |
|---|
Recent Expenses
Operating spend in the selected scope| Expense | Description | Date | Total |
|---|
Upcoming Recurring Billing
Active agreements in the selected scope| Customer | Agreement | Amount | Next |
|---|
Collections Watch
Overdue receivables requiring attentionFinance data not loaded yet.
FINANCE
Invoices
Protected Draft → Issue → Payment → Cancel/Void lifecycle.| Invoice | Division | Customer | Issue | Due | Total | Paid | Balance | Status | Action |
|---|
FINANCE
Payments
Received money is reversed, never erased. Record new payments from the related invoice.| Payment | Division | Customer | Date | Amount | Method | Status | Reference | Action |
|---|
FINANCE
Expenses
Operating expenses by division, category and supplier.| Expense | Division | Date | Category | Supplier | Description | Total | Status |
|---|
FINANCE
Recurring Billing
Active, paused and historical recurring agreements.| Division | Customer | Agreement | Amount | Interval | Status | Last billed | Next billing | Due? |
|---|
FINANCE
Overdue Accounts
Outstanding invoices past their due date.| Invoice | Division | Customer | Due | Days overdue | Total | Paid | Balance | Action |
|---|
FINANCE AUTOMATION
Scheduler Health
Recurring billing automation status and latest run. Manual group execution is CEO-only.Health—
Last status—
Successful runs0
Failed runs0
Recurring Billing Scheduler
Production automationFINANCE REPORTING
Current Month Snapshot
Management reporting built from Finance data visible within your authorised scope.Division Performance
Current month authorised operating viewReceivables & Recurring
Management watchlistDIVISION HR · ROLE-SCOPED
HR & Payroll Command Centre
Employee, leave and payroll visibility is resolved from your role and the active division. HR access never implies Payroll access.
Checking access
Access Boundary
Your current effective HR / Payroll authorityHR access has not been loaded yet.
HR · EMPLOYEE DIRECTORY
Employees
Role-scoped employee directory. Sensitive identity, salary, bank and tax information are not returned by this register.
| Employee | Employee # | Title | Department | Manager | Employment | Status | Payroll |
|---|
HR · LEAVE MANAGEMENT
Leave
Self-service requests, direct-manager approvals and HR policy approvals operate in one auditable workflow.
Leave Requests
Only requests inside your role / reporting scope are returned| Employee | Type | Dates | Days | Status | Approval | Payroll | Actions |
|---|
PAYROLL · SOUTH AFRICAN STATUTORY ENGINE
Payroll
Base pay, approved commission, overtime, bonuses and leave feed PAYE / UIF / SDL automatically before protected posting into central Accounting.
2026/27 engine: commission is included for PAYE and SDL but excluded from UIF remuneration; UIF tracks the monthly ceiling across runs; SDL uses employer liability settings. Final approval fails closed when statutory review is required.
| Period | Dates | Pay Date | Gross | Deductions | Net | Status | Accounting | Actions |
|---|
PAYROLL · PAYSLIPS
Payslips
Employees see only their own payslips. Payroll-authorised users may see payslips in their assigned division.
| Payslip | Employee | Pay Date | Gross | Deductions | Net | Issued |
|---|
A.I.M FINANCE · CENTRAL ACCOUNTING
Accounting Command Centre
One central ledger consolidating divisional postings. Accounting access is independent from divisional Finance access.
Checking access
Operational Finance remains inside each division. Accounting receives trusted financial postings and preserves the originating division dimension for consolidated and divisional reporting.
ACCOUNTING · GENERAL JOURNAL
Journals
Posted central ledger journals from payroll, future Finance posting bridges and authorised manual journals.
| Date | Division | Reference | Source | Memo | Debit | Credit | Status |
|---|
ACCOUNTING · LEDGER REPORT
Trial Balance
Central trial balance with optional division dimension.
| Code | Account | Type | Debit | Credit | Balance |
|---|
ACCOUNTING · PERFORMANCE
Profit & Loss
Consolidated or division-scoped P&L from the central ledger.
AIM ONE · BUSINESS OS
Workspace Overview
Internal AIM ONE sales, customer hand-off and enquiry operations. Commercial tenant administration remains behind the separate Platform Control boundary.
BUSINESS OS ACCESS
Workspace scope ≠ commercial Platform Admin
Manager/Admin here controls internal Business OS workflows only. Provisioning, subscriptions, tenant lifecycle and independent platform authority remain separately protected.
QUICK ACCESS
Internal AIM ONE Operations
Everything below stays inside Business OS.AIM ONE · CUSTOMER HAND-OFF
Customer Queue
Won leads that have entered the AIM ONE customer lifecycle. This queue does not grant commercial tenant administration.
| Customer | Contact | Plan | Expected MRR | State | Converted | Tenant | Next action | Action |
|---|
No customer hand-offs yet
Convert a Won lead to Pending Customer and it will appear here.
AIM ONE · INTERNAL REPORTING
Sales & Conversion Reports
Business OS reporting from the internal AIM ONE sales pipeline. No commercial billing or tenant data is exposed here.
PIPELINE DISTRIBUTION
Stage Performance
| Stage | Leads | Expected MRR | Share |
|---|
AIM ONE · INTERNAL PLATFORM CONTROL
Commercial SaaS Command Centre
Manage the commercial AIM ONE business platform from A.I.M Business OS while keeping tenant authentication, customer data and the independent admin platform inside their separate commercial security boundary.
SECURE BRIDGE NOT CONNECTED
Separate backend and Auth remain mandatory
This Business OS workspace is an internal control surface only. The secure bridge is designed to call a protected server-side API / Edge Function; it never requires a commercial service-role key in the browser.
COMMERCIAL FINANCE
AIM ONE Financial Pulse
High-level SaaS commercial position from the independent AIM ONE platform.Collected—This month
ARR—Annualised recurring
Overdue—Commercial billing
Trials—Current trials
Seats—Provisioned users
Churn—Current period
No commercial financial feed yet
Once the secure bridge is connected, MRR, ARR, revenue, collections, outstanding balances and subscription billing will populate here without mixing tenant data into the internal Business OS database.
ADMIN PLATFORM
Independent Admin Access
CEO-controlled appointment of A.I.M platform operators.Platform OwnerCEO ownership and ultimate platform authority.
Platform AdministratorCustomers, organisations, subscriptions, plans, support and platform operations.
Billing / Finance AdministratorCommercial financials, subscriptions and billing visibility.
Support AdministratorCustomer support, tenant assistance and platform health visibility.
QUICK CONTROL
Platform Operations
Shortcuts into the internal AIM ONE control surface.AIM ONE · SALES CRM
Lead List & Conversion
Track AIM ONE prospects from first contact through demo, proposal and negotiation. Mark deals Won or Lost, then convert a Won lead into a pending customer for protected commercial provisioning.
BUSINESS OS ACCESS
Page 1 of 1
| Lead | Contact | Fit | Stage | Conversion | Expected MRR | Follow-up | Next action | Actions |
|---|
AIM ONE · SALES FLOW
Sales Pipeline
Move prospects through the funnel, close them Won or Lost, and hand Won deals into the pending-customer provisioning queue.
AIM ONE · CUSTOMER CONTROL
Commercial Customers
Customer businesses using AIM ONE. No fabricated tenants are shown while the commercial bridge is disconnected.
| Customer | Owner | Plan | Seats | MRR | Outstanding | Subscription | Access | Joined | Admin |
|---|
No AIM ONE customers loaded
Customer businesses will appear here from the commercial multi-tenant backend after the protected platform bridge is connected.
AIM ONE · TENANT CONTROL
Organisations
Commercial tenant organisations, owners, plan entitlements, seats and operational status.
| Organisation | Owner | Plan | Modules | Users | Country | Status | Last activity |
|---|
No organisations loaded
The organisation register will remain empty until the independent commercial backend is connected.
AIM ONE · COMMERCIAL
Subscriptions
Monitor plans, monthly value, seat limits, renewal dates and subscription status.
| Customer | Plan | Status | Monthly | Seats | Next billing | Started | Action |
|---|
No subscription feed yet
Subscription records will load from AIM ONE once the secure bridge is available.
AIM ONE · COMMERCIAL FINANCIALS
AIM ONE Financials
Commercial SaaS revenue and subscription performance across all AIM ONE customers.
SECURE BRIDGE NOT CONNECTED
REVENUE
Revenue Trend
Monthly commercial AIM ONE revenue.SUBSCRIPTION HEALTH
Recurring Revenue Mix
Active customers—
ARPU—
Churn—
AIM ONE commercial financials stay separate from internal A.I.M Finance. A protected summary can later flow into Group Finance without exposing tenant Auth or raw customer records.
BILLING ACTIVITY
Recent Commercial Billing
| Date | Customer | Type | Reference | Status | Amount | Outstanding |
|---|
No AIM ONE financial data loaded
This page is ready to show revenue as customers subscribe. No placeholder revenue or fake client billing has been inserted.
AIM ONE · PRODUCT CATALOGUE
Plans & Modules
Commercial plan catalogue and module entitlement control. Prices remain blank until they are returned by the commercial platform.
CURRENT AIM ONE MODULE FOUNDATION
Module Catalogue
These product modules reflect the current AIM ONE commercial backend foundation.CRMCore
Customer, lead, opportunity and relationship management.
FinanceCore
Day-to-day finance, invoices, payments, income and expenses.
ReportingCore
Operational and management reporting.
AutomationAdd-on
Advanced workflow and business automation capabilities.
MarketingAdd-on
Marketing campaign and customer engagement capabilities.
Advanced AccountingAdd-on
Expanded accounting workflows and advanced finance controls.
PLANS
Commercial Plans
Plan name, monthly/annual price, user limits and module entitlements will load from AIM ONE.| Plan | Monthly | Annual | Max users | Modules | Status | Action |
|---|
No commercial plans loaded
No plan prices have been invented in this frontend. Once the platform returns its plan catalogue, it will appear here.
AIM ONE · PLATFORM AUTHORITY
Independent Admin Platform Access
Appoint trusted A.I.M personnel to the separate AIM ONE administration platform without making commercial tenant users part of Business OS.
CEO-controlled appointment. This screen prepares access for the independent AIM ONE admin platform. The actual account must be provisioned through the secure platform bridge so no service credentials or commercial Auth secrets are stored in this frontend.
A.I.M PLATFORM TEAM
Appointed Administrators
Independent AIM ONE admin-platform operators — not tenant employees.SECURE BRIDGE NOT CONNECTED
| Administrator | Platform role | Access | Status | Last sign-in | Action |
|---|
No appointed administrators loaded
Use “Appoint Admin” to select an A.I.M Business OS team member. The appointment will only become active once the secure bridge provisions that person in the independent AIM ONE admin platform.
AIM ONE · CUSTOMER OPERATIONS
Support
Cross-tenant support queue for A.I.M platform administrators.
| Ticket | Customer | Subject | Priority | Status | Assigned | Updated | Action |
|---|
No support queue loaded
Support cases will load from the independent AIM ONE platform through the protected bridge.
AIM ONE · PLATFORM OPERATIONS
Platform Health
Commercial platform service health without sharing the Business OS database or authentication boundary.
Commercial DatabaseNot connected
Tenant data, platform catalogue and subscriptions.
Commercial AuthNot connected
Independent customer and admin authentication.
Platform APINot connected
Secure server-side administration endpoints.
Email / NotificationsNot connected
Commercial customer communication services.
BillingNot connected
Subscription billing and collection health.
Internal Secure BridgeNot connected
Business OS → independent AIM ONE admin platform.
AIM ONE · PLATFORM GOVERNANCE
Audit Logs
Cross-tenant platform administration history from the independent commercial platform.
| Time | Actor | Action | Customer | Resource | Result | Reference |
|---|
No platform audit feed loaded
Commercial platform audit history remains separate from A.I.M Business OS internal security logs.
A.I.M WEB
Website Enquiries
| Received | Name | Contact | Details | Message | Source | Status | Action |
|---|
A.I.M FABRICATION
Website Enquiries
| Received | Name | Contact | Details | Message | Source | Status | Action |
|---|
A.I.M BEAUTY
Website Enquiries
| Received | Name | Contact | Details | Message | Source | Status | Action |
|---|
AIM ONE
Website Enquiries
| Received | Name | Contact | Details | Message | Source | Status | Action |
|---|
A.I.M ENTERPRISE GROUP
General & Business Enquiries
General Enquiry, Business Opportunities, and A.I.M Studio (no dedicated workspace yet) land here.| Received | Name | Contact | Category | Details | Message | Source | Status | Action |
|---|
BUSINESS OS · REPORTING
Workspace Reports
Operational reporting from the live data already authorised for this workspace.
Breakdown
Current authorised workspace dataOperational Insights
Items worth watching in the current snapshotCEO ROOM · ENTERPRISE OVERVIEW
Enterprise Dashboard
Live operating view across A.I.M Web, A.I.M Fabrication, A.I.M Beauty, Finance and enterprise control.
Dashboard not loaded yet.
Group Finance
—Enterprise Financial Pulse
Current finance.dashboard_summary positionOpen A.I.M FinancePayments this monthR0
Expenses this monthR0
Overdue balanceR0
Monthly recurring revenueR0
Open invoices0
Overdue invoices0
Recurring agreements0
Outstanding balanceR0
Invoiced this monthR0
Scheduler health—
A.I.M Web
Sales & Delivery
CRM pipeline and proposal activityOpen A.I.M WebOpen leads0
Pipeline valueR0
Won leads0
Proposals0
Proposal valueR0
Recurring proposal valueR0
Active projects0
Active project valueR0
Follow-ups due0
A.I.M Fabrication
Operations & Commercial
Opportunity, quotation and active-job positionOpen A.I.M FabricationOpen opportunities0
Open quote valueR0
Accepted quote valueR0
Active jobs0
Active contract valueR0
Active estimated costR0
Jobs overdue0
Actual costR0
Gross profit*R0
* Profitability is shown across all jobs represented by the Fabrication profitability view, not only active work.
A.I.M Beauty
Bookings & Collections
Client, appointment and payment activityOpen A.I.M BeautyTotal clients0
Total appointments0
Appointments today0
Upcoming appointments0
Appointment valueR0
OutstandingR0
Payments receivedR0
Payments todayR0
Paid appointments0
People & Control
Enterprise Control
Current access and audit positionActive users0
Active divisions0
Division assignments0
Audit events0
Security events · 7d0
Finance integration errors0
CEO Attention
Alerts
Items surfaced by the enterprise dashboard APINo CEO alerts.
CEO ROOM · PRODUCTION READINESS
System Status & Diagnostics
One protected view for checking the Business OS runtime, authentication boundary, internal Supabase project and major division data paths before deployment.
Not checked
Waiting for checkPending
No production readiness diagnostics have been run in this session yet.
CEO-only diagnosticsImportant: A green diagnostics screen proves connectivity and protected dependency availability. It does not replace the final role-permission, mobile, export, backup/restore and end-to-end transaction regression tests in Checkpoint 8.
CEO ROOM · ACCOUNT CONTROL
User Administration
Create and edit accounts, assign company access and revoke access across A.I.M Enterprise Group.Total accounts0
Active0
Suspended0
Elevated access0
| User | Role | Company access | Status | Last sign-in |
|---|