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⚠
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Welcome back
Quick job lookup
⚠ Overdue Tasks
📅 Due This Week
Company Overview
Division
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Job reference
CA-
Batch job lookup
CA- prefix optional. Paste directly from your Excel Job column.
People
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Privileges
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CoS Rates by Category
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WIP Forecast Rates
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Engineer Rates
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Meeting Notes Corrections
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Daily Backups
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Email Alerts
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Development Tasks
Internal Hub development tracker, developers only
Bulk edit
Projects
Jobs
Live Job Status
No data yet
Job data refreshes automatically at 10:00 PM GMT every night.
Dept:
Design Board
Open jobs with design activity — hours and materials tracked against budget
Design Projects
Design Work Flow — safety function diagrams, design/electrical audits and validation sign-off, one per job
C&A Costing Sheets
Asset Care Costing Sheets
S&S Costing Sheets
Workshop Board
Weekly allocation scheduler — workshop jobs and engineer availability
Software Board
Task scheduling for the Software department
Design Schedule
Task scheduling for the Design department
Resource Forecast
| Status | Job Ref | Quote Ref | Customer | Description | Contract Value | Updated | PD |
|---|---|---|---|---|---|---|---|
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WIP Forecast
Month End WIP — Accruals & Deferrals
WIP Recognized Profit (To Date)
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Cumulative — live WIP
Monthly P&L Movement
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vs Prev Month
Profit Taken to Date
From prior periods — editable
Deferred: —
Accrued: —
Net WIP Adj: —
Prev Month Net WIP: —
Cashflow Forecast
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Overdue
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Due This Month
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Next 3 Months
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Forecast Total
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Cash Pipeline — Rolling 12 Months
Filters:
Check PO Status
Look up one PO number directly (even if it's since been invoiced and no longer appears in the list below).
Outstanding Purchases
Purchases with no invoice yet, where the expected delivery date is on or before today. Read from the AJMP data copy, which refreshes about every hour. Changing a delivery date here still writes straight to AJMP.
Job Cashflow Status
All live CA jobs — total costs (materials/labour/subcontract/warranty) vs. contract value vs. actual invoiced/paid. Refreshed every hour from the AJMP data copy; a job drops off this list once it's closed on AJMP.
CA Job Register
Cumulative log of all C&A Live, Compliance & Shift Cover jobs. Updated nightly.
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Project Tasks
Status
Stage
Milestones
— tasks
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— overdue
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— due this week
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— completed
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Across — projects
View:
Sort by:
Click Refresh to load project tasks.
Plan Templates
Check a job's live project plan against its costing sheet and quote, see exactly what will change, then apply it.
Step 1: Research
Research only reads. Nothing is changed until you press Apply in step 2. The costing sheet, quote and opportunity notes are checked automatically.
Risk Register
Level:
Status:
Job:
Category:
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High
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Medium
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Low
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Total shown
| Job | Description | Customer | Category | Level | Details | Owner | Status | Action |
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Add/Omit Register
Type:
Status:
Job:
Project:
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Total Adds
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Total Omits
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Net Variation
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Awaiting Resolution
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Total shown
| Job / Project | Customer | Type | Description | Cost | Timescale Impact | Date Added | Status | Client Response | Notes | Action |
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Opportunities
Pipeline Value
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Weighted Value
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Won This Month
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Lost This Month
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Open Opportunities
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Won / Lost tiles show:
Status:
Owner:
Customer:
Probability:
Value:
Submit date:
Est. Start:
Project Type:
Overdue:
Docs:
| Quote Ref | Description | Customer | Owner | Status ⓘ | Prob% ⓘ | Submission ⓘ | Est. Start ⓘ | Docs |
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Won / Lost Tracker
Won — Value
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Won — Count
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Lost — Value
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Lost — Count
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Win Rate
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Auto-Won
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PandaDoc signed
Year:
Owner:
Status:
Search:
Date range:
| Status | Quote Ref | Description | Customer | Owner | Deal Value | Completed | Completed By | Reason |
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Monthly Trend
Owner Breakdown
| Owner | Won Count | Won Value (£) | Lost Count | Lost Value (£) | Win Rate % | Avg Deal Value (£) |
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Sales Forecast
Total Pipeline
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Weighted Forecast
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Active Opportunities
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Avg Probability
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Win Rate
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Owner:
Customer:
Status:
Project Type:
Probability:
Start Date Range:
to
Total Pipeline
Weighted Forecast
Grouped by Estimated Start Date. Opportunities with no start date appear in the Unscheduled section below.
Monthly Breakdown
| Month | Total Pipeline | Weighted | Count | Avg Probability |
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By Owner
| Owner | Count | Total Pipeline | Pipeline vs Max | Weighted Forecast | Weighted vs Max | Avg Prob | Win Rate |
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Unscheduled — No Estimated Start Date
0
| Quote Ref | Description | Customer | Owner | Status | Prob% | Deal Value | Weighted |
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Invoice Report
Invoiced YTD
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Avg Monthly
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Outstanding
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Paid YTD
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Invoice Count
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Year:
Month:
to
Customer:
Status:
View:
Invoiced vs YTD Trend
Monthly Invoiced
YTD Cumulative
Top Customers by Revenue
Monthly Breakdown
| Month | Invoiced | YTD Total | Outstanding | Paid | Count |
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Invoice Detail
| Invoice # | Customer | Date | Due | Reference | Amount | Tax | Outstanding | Status |
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Jobs by Nominal Code
Pick one or more Xero nominal/account codes, then find every AJMP job whose invoices used them. Codes are pulled live from the same invoice data the Invoice Report reads.
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Weekly Bookings
Debtors Report
Total Outstanding
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Total Overdue
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Current (Not Yet Due)
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Max Days Overdue
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Customers with Overdue
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View:
Grouping:
Customer:
Age filter:
Outstanding by Customer
Outstanding Invoice Detail
| Invoice # | Customer | Inv Date | Due Date | Reference | Invoiced | Outstanding | Days Overdue | Age |
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Budget vs Actuals
Total Budget
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Actual YTD
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Live Jobs Pipeline
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Opportunities Forecast
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Total Projected
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Year:
View:
Show:
Customer:
Past — Xero actuals only
Current month — Xero + remaining forecast
Future — milestones + opps + run rate
Hover any cell for source breakdown · Live Jobs tile = all cashflow milestones
Invoice Milestones
Outstanding invoice milestones from Live & Invoiced projects
Total Outstanding
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Overdue
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Due This Week
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Projects
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Invoiced This Month (to date)
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Projected Total This Month
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Stage:
Source:
Manager:
Customer:
Assignee:
Due:
to
Job Ref:
Open the tab to load data, or click Refresh.
Uninvoiced Closed Jobs
C&A jobs filed under AJMP's "Other Jobs" tab that have no invoice raised against them in Xero — catches a job accidentally closed off before it was billed.
Status:
Year:
Customer:
Manager:
Job Ref:
Open the tab to load data, or click Refresh.
Job GP Review
Every job AJMP shows as Invoiced. The GP shown is the LATEST figure, calculated the same way as the Jobs Hub Profit tab: contract value less labour (with markup), subcontract, materials, expenses, warranty and the costing sheet mileage estimate, plus credits. It is brought up to date automatically within about an hour of any change to a job's hours, purchases, expenses, credits or items in AJMP, using current labour rates. Click a GP% to see exactly how it is made up. The initial, one week and two week snapshots taken after a job is invoiced are kept as history. A job with no revenue of its own shows 0% (jobs that are part of a project are marked with the project). Refresh pulls the actual figures from AJMP right now, if you are signed in to AJMP. "As Of" is when the figure was worked out; hover it for where the data came from.
Open the tab to load data.
Financial Outlook
3-month lookahead — invoice forecast, cashflow, and weighted opportunity pipeline.
Non-Chargeable / Non-Bookable Time
Hours booked to AJS Control & Automation's internal non-chargeable/non-bookable jobs on AJMP, by category and month.
Hours by category —
Monthly breakdown —
Quoted Hours by Department
Every open C&A opportunity (not Won or Lost), quoted hours per department from its linked Costing Sheet, and a win-probability-weighted total.
Hours by department — quoted vs. probability-weighted
Totals by department — click a department to see it split by month
Open opportunities with a matched Costing Sheet
Job Search
Budget Settings
Annual budgets and monthly run rates per customer. Run rates are recurring monthly invoice amounts. Each division keeps its own separate budgets.
Division:
Year:
Other / Misc Budget:
£
Counts towards the total budget but not attributed to any individual customer (e.g. small / new customers). Previously "Numerous Others".
| Customer (Master Name) | Annual Budget (£) | Monthly Run Rate (£) | Notes |
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Month Detail
Customer Settings — C&A
Group customers under a master name or exclude from reports. Settings are per-entity — hiding a customer here only affects this entity's reports.
Enter a Master Name to group customers. Tick Hidden to exclude from reports.
| Customer Name | Invoiced (all time) | Group under (Master Name) | Hidden |
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Suppressed Invoice Emails
Tasks flagged so the Business Systems "please raise this invoice" instruction is skipped once, the next time each is marked complete. Your own completion digest is unaffected. A flag is removed automatically once used.
| Job | Task | Flagged by | Action |
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Workload Report
Customers grouped by owner, with this year's invoiced, live job and weighted opportunity values. Hidden customers are excluded.
| Owner | Customers | Invoiced YTD | Live Jobs | Opportunities (Wtd) | Total |
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