Presenter guide

How a WhatsApp enquiry becomes a coded project with a schedule the client can see — without re-typing anything.

1. 1
   Leads & pipeline

   13 open opportunities, AED 2.39M, weighted 905,230. Open the hot Meridian card.
2. 2
   Meridian Consultants opportunity

   Negotiation at 60%, Rev 2 at 465,000, decision 10 Oct — every call and revision logged.
3. 3
   Quotation Q-TS-26-061 Rev 2

   Printable A4 quote with BOQ and VAT. Click “Convert to project”.
4. 4
   Create project TS-26-021

   Code generated automatically; budget from the estimate; schedule from the “Office Fit-out (Standard)” template.
5. 5
   Project list with the new project

   New row and confirmation — schedule shared with the team.
6. 6
   Schedule (Gantt) for TS-26-014

   Plan vs actual per activity, red today line, glass at risk.
7. 7
   Share with the client

   Read-only link on WhatsApp or email — costs and internal notes are never shown.

Show on a phone. The foreman updates progress with photos; the schedule and the client view update by themselves.

1. 1
   Field app — Mohammed Rafiq

   GPS check-in, crew 7/7, big buttons for daily report, purchases, bills and photos.
2. 2
   Update flooring to 70%

   Photos are required for this activity; the camera opens straight away. Tap “Save update”.
3. 3
   Schedule updated

   Flooring bar moves to 70% and the client view refreshes.

The heart of the demo: control over spending, with an automatic inter-company order to LHP Metals & Glass.

1. 1
   New purchase request

   Ramesh Thapa asks for AED 1,514 of silicone and fixings; budget check and approval route shown before he submits.
2. 2
   Request list

   PR-TS-26-0145 waits for one partner; both partners get it on WhatsApp.
3. 3
   PR-TS-26-0142 · glass AED 38,450

   Over 5,000, so both partners sign. The Investor Partner approved last night; you are next.
4. 4
   Approve

   LPO-TS-26-121 created and sent; tempering slot on 5 Oct held at the factory.
5. 5
   LPO document

   A4 purchase order with both digital approvals, ready to print or send.
6. 6
   Order arrives at Metals & Glass

   SO-MG-26-025 appears in the factory automatically — no phone calls, no re-typing.

Site ran out of tape. The foreman pays cash, snaps the bill, and the amount, VAT and TRN are read from the photo.

1. 1
   Upload bill

   Camera opens; shop, date, amount 64.50 and VAT 3.07 are filled in; float balance shown after the purchase.
2. 2
   Petty cash register

   PC-TS-26-0232 waits for the PM; float cards show who holds how much.

The bill is matched to the order and the delivery before anyone pays — then paid by bank transfer with an OTP.

1. 1
   Al Safa bill AS-INV-55821

   3-way match: LPO ↔ goods received ↔ invoice. AED 24,780 needs one partner.
2. 2
   Approve payment

   Status changes to Approved, with a “Pay now” next step.
3. 3
   Choose how to pay

   Bank transfer (≈ AED 1–5) vs gateway (2%, AED 495.60) — the system recommends the cheaper option.
4. 4
   Payment sent

   Bill closed, ledger posted, remittance sent to the supplier on email and WhatsApp.

Monthly billing (IPA) with advance recovery and retention calculated for you, as a proper UAE tax invoice.

1. 1
   Project billing for TS-26-014

   Contract 404,600 incl. VO-02; billed, received, retention held 11,545, advance still to recover.
2. 2
   Prepare IPA-03

   This period 96,500 − advance 9,650 − retention 4,825 + VAT = 86,126.25.
3. 3
   Invoice list

   INV-TS-26-0093 sent; overdue invoices have a one-tap reminder.
4. 4
   Tax invoice INV-TS-26-0087

   A4 layout with TRNs, bank details and e-invoice readiness; record the payment when it arrives.

The question the partners ask most: how much money do we really have? Answer: AED 30,019 free, not 312,600.

1. 1
   Cash flow & commitments

   Bank minus salaries, rent, bills and VAT already due; 13-week forecast shows December dipping below one month of overhead.
2. 2
   September management report

   Income by source, operational vs project costs, risks and what to do next month.
3. 3
   The same on WhatsApp

   Daily summary at 9:00 PM, approvals with buttons, monthly PDF.

One complete file per employee — visa, Emirates ID, insurance, leave history with return dates — and expiry alerts before fines happen.

1. 1
   Employee directory

   24 staff by department, visa and insurance expiry badges.
2. 2
   Mohammed Rafiq's file

   Tabs for documents, insurance, leave out/back dates, salary & WPS, assets issued.
3. 3
   Apply for leave

   Leave letter upload is required; balance after leave and approval route shown.
4. 4
   Leave planner

   New request in the queue, October calendar, UAE leave rules.
5. 5
   Documents & expiry

   1 expired and 5 expiring within 30 days — start renewals in one tap.

The new factory in teal: every order tracked through cutting, tempering and QC to delivery — and the licence countdown to 1 November.

1. 1
   Factory dashboard

   Glass cut today, yield 88%, machines, low 12 mm stock, launch ribbon.
2. 2
   Order SO-MG-26-021

   Inter-company shopfront order for TS-26-017, delivery 9 Oct.
3. 3
   Job card JC-26-0451

   Cutting list, sheet yield, outsourced tempering, job cost AED 3,288.
4. 4
   Shop-floor app

   Show on a phone: start a stage, report breakage, log a machine problem.
5. 5
   Quality control

   Pass rate 96.2%, open NCRs, tempering certificates.
6. 6
   Dispatch

   Truck and A-frame plan, delivery notes with proof of delivery.
7. 7
   Licence & compliance

   5 of 9 steps done; Civil Defence inspection 8 Oct; launch 1 Nov.

How the partners stay in control of both companies without being in the office.

1. 1
   Approvals inbox

   12 items across both companies; approve 5 small items in one tap.
2. 2
   Users & roles

   16 users, who can see and approve what, in which company.
3. 3
   Settings & approval rules

   Amount limits per company; rule changes need both partners. Try “Add rule”.
4. 4
   Audit log

   Every approval, payment and change with before → after, device and place. Show the blocked sign-in.
5. 5
   AI assistant

   “How much free cash do we have?” — answers with sources, limited to what your role may see.