INVOICED
£0
PIPELINE
£0
BOOKED JOBS
0
OUTSTANDING
£0
VAT POSITION
£0
OPEN TASKS
0
TARGET PROGRESS — THIS MONTH
Live actuals against editable ViziQ targets.
6-MONTH FINANCIAL TREND
Invoice value, expenses and gross contribution by month.
DAILY OVERVIEW EMAIL
Send today's jobs, tasks, debtors, fleet issues and target position using the same secure email connection as ViziQ invoices.
VIZIQ AI — LIVE
Your latest typed or voice conversation, visible directly in Mission Control.
No AI conversation yet.
AI APPROVALS
Actions ViziQ AI has proposed and is waiting for you to approve.
EMAIL OVERVIEW
Unread mail, replies waiting and recent operational conversations.
DATA LAUNCH HEALTH
Checks missing links, duplicates, broken table loads and records that need attention before you rely on the system.
CHECKING
PRIORITY ACTIONS
SALES TO CHASE
UPCOMING OPERATIONS
FLEET STATUS
DEBTORS
OPPORTUNITY SCOUT
COMPANIES
0
Show all
ACTIVE CLIENTS
0
Click to filter
PROSPECTS
0
Click to filter
FOLLOW-UPS DUE
0
Click to filter
FILTER CLIENTS / COMPANIES
Filter the list by the same information shown in each column.
| COMPANY | STATUS | INDUSTRY | MAIN CONTACT | PHONE | NEXT FOLLOW-UP | REVENUE |
|---|
OPEN PIPELINE
£0
WEIGHTED PIPELINE
£0
QUOTES OUT
0
WON THIS YEAR
£0
FILTER SALES
Use the same data shown in the list to narrow down leads and quotes.
| LEAD | COMPANY | CONTACT | STATUS | VALUE | PROB. | NEXT ACTION | FOLLOW-UP | SOURCE | FLOW |
|---|
| QUOTE | COMPANY | DATE | VALID UNTIL | TOTAL | STATUS | ACTIONS |
|---|
BOOKED / CONFIRMED
0
LIVE
0
NEXT 30 DAYS
0
JOB VALUE
£0
Click for highest value
FILTER JOBS / OPERATIONS
Search and filter the operational diary without changing the Activity Date allocation model.
| JOB | COMPANY | OPERATIONS | COMMERCIAL | START | END | LOCATION | VALUE | VAN / ALLOCATION | ACTIONS |
|---|
CALENDAR PERIOD
—
| VEHICLE | TYPE | START | END | STATUS | NOTES | ACTION |
|---|
CHECKS THIS MONTH
0
FAILED / REVIEW
0
VEHICLES NEVER CHECKED
0
| DATE | VEHICLE | DRIVER | MILEAGE | RESULT | FAILED ITEMS | SHEET | ACTION |
|---|
| ASSET | TYPE | SERIAL | STATUS | PURCHASE | ALLOCATED JOBS | ACTION |
|---|
VIZIQ TEAM
0
QUALIFIED DRIVERS
0
CLIENT CONTACTS
0
SUBCONTRACTORS
0
SUPPLIERS
0
OPEN ASSIGNED TASKS
0
| NAME | ROLE / DEPARTMENT | CONTACT | STATUS | DRIVER | NEXT JOB | OPEN TASKS | EXPENSES TO REVIEW |
|---|
| CONTACT | COMPANY | BUSINESS FUNCTION | JOB TITLE / DEPARTMENT | CONTACT | JOBS | OPEN TASKS |
|---|
| SUBCONTRACTOR | SUPPLIER / LEGAL ENTITY | CAPABILITIES | COVERAGE | CONTACT | STATUS | JOBS |
|---|
| SUPPLIER | TYPE | CONTACT | VAT | TERMS | EXPENSES | RECURRING | STATUS |
|---|
| JOB | CLIENT | PERSON | TYPE | ORGANISATION ROLE | ROLE ON JOB | LEAD / PRIMARY |
|---|
NET INVOICED
£0
Invoices less issued credit notes
CREDIT NOTES
£0
EXPENSES
£0
GROSS PROFIT
£0
VAT POSITION
£0
OUTSTANDING
£0
OVERDUE
£0
FINANCE FIND / FILTER / EXPORT
One filter bar across invoices, expenses, receipts, payments, recurring costs and bank transactions.
ALL RECORDS
RECENT INVOICES
RECENT EXPENSES
| INVOICE | CLIENT | LINKED JOB | DATE | DUE | NET | VAT | TOTAL | OUTSTANDING | STATUS | ACTIONS |
|---|
SALES CREDIT NOTES
Issued credit notes reduce sales, output VAT and the linked invoice balance. Draft notes have no financial effect.
| CREDIT NOTE | CLIENT | ORIGINAL INVOICE | JOB | DATE | NET | VAT | TOTAL CREDIT | STATUS | REASON | ACTIONS |
|---|
| DATE | SUPPLIER | CATEGORY | DESCRIPTION | JOB | VEHICLE | NET | VAT | GROSS | RECLAIM | TEAM MEMBER | STATUS | RECEIPT |
|---|
| DOCUMENT | TYPE | SUPPLIER | DATE | NET | VAT | GROSS | FINANCE STATUS | ACTIONS |
|---|
| DATE | CLIENT | INVOICE | METHOD | REFERENCE | AMOUNT |
|---|
OUTPUT VAT
£0
RECLAIMABLE INPUT VAT
£0
ESTIMATED VAT POSITION
£0
NET SALES
£0
VAT RETURN PERIODS
Create the actual filing periods used by your business. ViziQ calculates the current figures from linked invoices and expenses for review.
| PERIOD | DUE | STATUS | BOX 1 | BOX 4 | BOX 5 | BOX 6 | BOX 7 | ACTION |
|---|
| JOB | CLIENT | REVENUE | EXPENSES | GROSS PROFIT | MARGIN |
|---|
MONTHLY EQUIVALENT
£0
ANNUALISED
£0
ACTIVE ITEMS
0
NEEDS REVIEW
0
| SUPPLIER | DESCRIPTION | FREQUENCY | NET | VAT | GROSS | OCCURRENCES | NEXT DUE | STATUS | ACTION |
|---|
BANK TRANSACTIONS
0
MATCHED
0
UNMATCHED
0
MISSING RECEIPTS
0
STATEMENTS
RECONCILIATION QUEUE
| DATE | DESCRIPTION | REFERENCE | OUT | IN | BALANCE | MATCH | ACTION |
|---|
| TASK | PRIORITY | DUE | STATUS | ASSIGNED TO | COMPANY | LEAD | JOB | ACTION |
|---|
| DOCUMENT | TYPE | COMPANY | JOB | VEHICLE / DRIVER | FINANCE | FILE | DATE |
|---|
Supervisor
LOADINGYour autonomous commercial intelligence layer. Review an opportunity once, approve it, and Supervisor continues researching, improving the campaign plan, mapping the buying team and preparing the next move in the background.
NEEDS YOUR DECISION
0
New opportunities awaiting approval
ACTIVE PURSUITS
0
Background workstreams in progress
EST. PIPELINE
£0
Current approved opportunity value
HUMAN ACTIONS
0
Calls, approvals or replies requiring attention
PRIORITY WORK
Commercial Queue
Loading Supervisor priorities…
DAILY BRIEF
What matters now
No brief generated yet.
AUTONOMYCampaign Builder
Scout Operations
Independent discovery agents continue running server-side when ViziQ is closed. Supervisor takes over only after an opportunity is reviewed and approved.
CHECKING SCHEDULER
ACTIVE SCOUTS
0
RUNNING NOW
0
FOUND TODAY
0
FAILED / ATTENTION
0
ACTIVE RUNS
Live server-side runs. Closing this browser does not stop them.
RECENT RUN HISTORY
Completed, cancelled and failed runs with readable errors.
NEW
0
HIGH SCORE
0
CONVERTED
0
EST. VALUE
£0
| OPPORTUNITY | TYPE | LOCATION / DATE | SCORE | VALUE | STATUS | CONNECTED FLOW | ACTIONS |
|---|
TOTAL MARKETING PLAN
Set the total plan and budget, track actual spend, and compare leads → jobs → invoiced revenue so more budget can go toward what performs.
PLAN BUDGET
£0
ALLOCATED
£0
ACTUAL SPEND
£0
REMAINING
£0
ATTRIBUTED NET REVENUE
£0
ROAS
—
ATTRIBUTED LEADS
0
WON / BOOKED JOBS
0
STRATEGY & TARGETS
Plan-level objective, targets and AI strategy.
WHERE TO INVEST NEXT
Performance signal against your target ROAS. Suggestions only; no automatic budget changes.
BUDGET BY CHANNEL / ACTIVITY
Actual spend is NET of VAT so marketing return is not distorted by reclaimable VAT.
| CHANNEL / ACTIVITY | PLANNED | SPENT | REMAINING | LEADS | JOBS | BOOKED VALUE | INVOICED NET | CPL | CPA | ROAS | SIGNAL | ACTION |
|---|
CAMPAIGN PERFORMANCE
Campaign attribution feeds Sales and Jobs.
| CAMPAIGN | CHANNEL | BUDGET | SPEND | LEADS | JOBS | INVOICED NET | ROAS |
|---|
RECENT MARKETING SPEND
Can also create a matching Finance Expense.
| DATE | ACTIVITY | CAMPAIGN | SUPPLIER | NET | VAT | GROSS | FINANCE | ACTION |
|---|
CAMPAIGNS
0
READY RECIPIENTS
0
SENT
0
NEEDS CONSENT
0
| CAMPAIGN | CHANNEL | PLAN / ACTIVITY | BUDGET | SPEND | LEADS | JOBS | NET REVENUE | ROAS | STATUS | SCHEDULE | ACTIONS |
|---|
MARKETING PERMISSIONS
Search and filter by contact, client/company, client type, industry and channel permission. Contacts can be added directly to a campaign from here or from the Client / Company profile.
| CONTACT | COMPANY | SMS | OPT OUT | ACTION |
|---|
Universal CSV Import
Companies, contacts, leads, jobs, expenses, vehicles and tasks. Finance imports can include net, VAT, gross, supplier and invoice reference.
PREVIEW
LAUNCH READINESS
Run this after every bulk import before relying on the data operationally.
IMPORT HISTORY
| DATE | FILE | ROWS | IMPORTED | SKIPPED | ERRORS | STATUS |
|---|
Ask ViziQ
Voice is two-way: speak naturally and ViziQ speaks back.
Photograph / image
Drag a business card, receipt, job sheet, screenshot, artwork or other image here.
No image selected
AI Response
Connect the secure ViziQ AI functions and OpenAI key, then ask by voice or text.
Conversation
Voice and typed conversation will appear here.
Live Data
MISSION CONTROLWhen ViziQ looks up jobs, clients, invoices, tasks, fleet or people, the data will appear here.
| FROM | SUBJECT | CLIENT | AI | RECEIVED | ACTION |
|---|
Client portal
MY BOOKINGS
MY CALENDAR
ARTWORK / CONTENT
LIVE STATUS / TRACKING
BOOKING CHANGES / REQUESTS
MY INVOICES
MY JOBS & CALENDAR
Tap any job to open the brief, contacts, route, documents and invoicing.
—
HOTELS / TRAVEL BOOKINGS
Bookings can be linked to me and to an assigned job.
UNREAD INBOX
0
NEEDS REPLY
0
DRAFTS
0
SENT · 30 DAYS
0
FAILED
0
INBOX
| FROM / TO | SUBJECT | MAILBOX | CLIENT / JOB | ASSIGNED | STATUS | DATE | ACTIONS |
|---|
Email Connection / Fallback Sender
Legacy fallback for direct quote/invoice email. Managed selectable sender identities are configured in the Email Accounts section immediately below. Provider credentials stay server-side.
NOT TESTED
Email Accounts & Sender Identities
Create/select business sender identities such as Info, Accounts and Bookings. Creating an identity in ViziQ does not create a new external mailbox; receiving mail still requires that address/alias to exist or route through your email provider.
AI Connection
The API key remains in Supabase Edge Function Secrets. ViziQ OS only calls the secure function.
NOT TESTED
WhatsApp & Marketing Connections
WhatsApp inbound receipts/photos can flow into AI Inbox, Documents, Expenses and Equipment. Marketing sends use separate secure provider credentials.
WhatsApp Cloud API
NOT TESTED
Inbound text + media webhook
Marketing Email
NOT TESTED
Uses secure Resend credentials when configured
Marketing SMS
NOT TESTED
Uses secure Twilio credentials when configured
Users & Access
Secure user management. The permanent master account is info@viziq.co.uk. The master can create admins and directly change any other user's login email or password.
Loading secure Auth users…
Communication Sync
Email records that enter ViziQ are automatically written to the client/contact/job/lead communication timeline. SYNC NOW also calls the optional mailbox connector when it is deployed.
AUTO