S SOUTH DOWNS / CRM
SOUTH DOWNS WINDOW CLEANING

The business.
In one place.

Your cleaning rounds, customers, completed work, balances, recurring jobs and text messages—made for managing three vans from your phone.

Built around your existing OneDrive master. The original workbook is never edited by this CRM.

PRIVATE SOUTH DOWNS ACCESS

Welcome back.

Sign into your existing South Downs workspace. Staff TEST logins are restricted to a safe access-check screen until server-side security is verified. Your password is never saved on this device.

Security-first account preview. Owner access retains the existing interface. Manager and worker logins are authenticated, but no customer records, changes or practice completions are enabled for these accounts until server-side checks and shadow-record storage have passed.
South Downs Window Cleaning
Management workspace
Connecting…SDOwner
YOUR WORKSPACE

Good to see you.

A clear view of your cleaning business.

Recorded cleans
—
Most recent 1,000 saved jobs
Net sales recorded
—
VAT excluded · recent entries
Gross outstanding
—
Recorded ledger balance
Upcoming reminders
—
Due or scheduled
YOUR THREE-VAN OPERATION

Keep the rounds moving.

Open Ben, Jamie or Anthony's rounds, record work on the actual date and keep an audited history of every correction.

♙
Customer accounts

Addresses, balances, payments

▦
Repeat services

Monthly, quarterly and annual

⟳
OneDrive source

Check your latest Excel rounds

System readiness

Checking
Checking secure operational services…

The existing Excel master stays read-only. The CRM does not quietly change or delete customers.

Your team

3 vans
Ben · Van 1—
Jamie · Van 2—
Anthony · Van 3—

Worker screens and permissions must be audited before accounts are released.

OPERATIONS

Cleaning rounds

Source visits from your existing private workspace.

8-week rotation
Planned visits
—
Listed net
—
£0 / pending
—
Loading private rounds…
CONTACTS & ACCOUNTS

Customers

Private customer list; no source edits or automatic deletions.

— customers
Customer identities are drawn from the previously staged source and remain subject to reconciliation. Repeated stops are kept separate; don't merge names automatically.
REAL FINANCIAL RECORDS

Sales & ledger

Completed net sales, gross charges, actual payments and audited corrections.

Saved work & transactions

Audit trail preserved
Financial records load after owner sign-in.

Completed cleans and holds

Date / CustomerVanStatusNetCorrection

Money ledger (gross)

Date / CustomerEntryGross +/−Correction
FLEXIBLE SERVICES

Calendar & repeats

Due months stay flexible until you assign a real visit date.

Due / unassigned
—
Booked
—
Completed
—
Recurring services create a future reminder when marked complete. They never silently create a clean, invoice or customer charge.
CONNECTED SOURCE

Live OneDrive

Read-only check against your actual Excel master.

Read-only

Desktop / SDWC Excel sheet

S.D.W.C Master sheet Jan - Dec 2026.xlsx

Compares source jobs and NET amounts with the existing staged rounds. It will never silently approve, import, delete or edit any customer.

Ready for a read-only source comparison.

Day / VanExcelCRMExcel netCRM netStatus
CUSTOMER COMMUNICATION

Text Customers

Original familiar Samsung SMS Message Centre Version 19.

V19

Your established SMS screen is preserved. No private customer phone numbers have been bundled into the public website.

Open SMS Message Centre ↗

You can keep using selective messages and the existing Samsung Messages hand-off. Opening the message centre doesn't send any text automatically.

ACCESS & DATA PROTECTION

Settings

Security status and account controls.

Owner session

This session is private to your Samsung browser tab. Your password and access token are not stored in browser storage.

Operations connection

Checking Supabase permissions…

Access permissions

This release requires the known owner ID and a matching server-side workspace membership. The operational tables have no direct anonymous or worker access. Ben, Jamie, Anthony and Marion are not activated by this deployment.

Protecting the Excel master

OneDrive is accessed via the read-only Worker. No original Excel editing, automatic deletion, phone sharing or banking information is present here.

STAFF ACCOUNT VERIFICATION

Welcome

Your account has signed in successfully.

RESTRICTED PREVIEW

Signed-in access

Role verified
Authentication and workspace role verified.

Work access still locked

This screen proves that the existing Supabase account can sign in and has a matching workspace membership. It does NOT prove live database read/write isolation. Customer rounds, contacts, debt and live recording remain unavailable to this account until the authenticated server-side audit is complete.

Shadow completions have NOT been enabled. A simulation must be stored in a separately audited TEST-only database workflow so it can survive reloading without posting real cleans, sales, debts or commission. No real customer changes are made from this screen.

Action