Fund Portfolio Investment management, escrow & tax compliance
Projects Lead → Planning → Funding → Install → Commissioning → Completed
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Leads 2
Sample Lead — Estate Q Web inquiry · — · 0 homes
Sample Lead — Free-standing Web inquiry · — · 0 homes
Planning 2
Sample Project P-XXX-01 ARDB · 0 homes · Designing
Sample Project P-XXX-02 Estate · 0 homes · Surveying
Review 1
Sample Project P-XXX-03 LCOE+ pending
Funding 1
Sample Project P-XXX-04 FUND submitted · awaiting
Dispatch / Install 2
Sample Project P-XXX-05 Packing · 0/0 homes ready
Sample Project P-XXX-06 Scheduled · —
Commissioning 1
Sample Project P-XXX-07 UMS provisioning
Completed 1
Sample Project P-XXX-08 Live · revenue tracking
New-project blueprint form (type, client, ARDB, beneficiaries, location, homes, systems, inventory, costs, LCOE+, report export) — not yet wired.
Site Surveys Technical checklists and photo submissions per site
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Dispatching Packing & prep system per approved project
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All
Awaiting Pack
In Pack
Ready
Dispatched
+ Open Pack Order
PACK-XXXX-01
Sample Project P-XXX-05 0 / 0 items packed
In Pack Crew: —
PACK-XXXX-02
Sample Project P-XXX-06 0 / 0 items packed
Awaiting Crew: —
PACK-XXXX-03
Sample Project P-XXX-07 0 / 0 items packed
Ready Crew: —
Installations Jobcards Schedule, team, vehicles, tools, check-in/out, time mgmt, notes
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Locate / Activities GPS location of installer teams · live map · time history
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Live
Today
7 days
30 days
⊕
Live map placeholder — installer pins will render here
Active teams
Crew A · Sample Tech 1, Sample Tech 2
Last ping —
On Site
Crew B · Sample Tech 3, Sample Tech 4
Last ping —
En Route
Crew C · Sample Tech 5
Last ping —
Off Duty
Maintenance Orders Scheduled replacements & emergency breakdowns
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All
Scheduled
Emergency
In Progress
Closed
+ New Order
Order UMS Site Type Priority Assigned Due Status
MO-XXXX-01 UMS-XXXX-03 Sample Site 3 Inverter swap Emergency Crew A — In Progress
MO-XXXX-02 UMS-XXXX-04 Sample Site 4 Battery replace High — — Scheduled
MO-XXXX-03 UMS-XXXX-01 Sample Site 1 Routine check Low Crew B — Closed
Accounting Dashboard Account balances & transactional history
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Main Account
R 0.00
— vs last month
Projects Acc
R 0.00
— allocated
Maintenance Acc
R 0.00
— reserved
Utility Revenue
R 0.00
— this month
All accounts Main Projects Maintenance Utility Revenue
All
Credits
Debits
Export CSV
Date Account Reference Description Debit Credit Balance
— Main TXN-XXXX-01 Sample transaction — opening — R 0.00 R 0.00
— Projects TXN-XXXX-02 Sample allocation R 0.00 — R 0.00
— Utility Rev TXN-XXXX-03 Sample meter top-up batch — R 0.00 R 0.00
— Maintenance TXN-XXXX-04 Sample call-out cost R 0.00 — R 0.00
Transaction Ledger All meter top-up transactions per UMS
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Quantity (T)
0
total transactions
Value (T)
R 0.00
total throughput
EPC Revenue (T)
R 0.00
ATDP cumulative
Group: none by Zone by Client by Site by Project
Export CSV
Ref Date Time UMS ID UMA User Amount EPC ATDP Status
REF-XXXX-01 — — UMS-XXXX-01 uma-user-1 R 0.00 R 0.00 OK
REF-XXXX-02 — — UMS-XXXX-02 uma-user-2 R 0.00 R 0.00 OK
REF-XXXX-03 — — UMS-XXXX-03 uma-user-3 R 0.00 R 0.00 Pending
REF-XXXX-04 — — UMS-XXXX-01 uma-user-4 R 0.00 R 0.00 OK
Fund Submissions Project funding submissions & FUND notes
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Pending
R 0.00
awaiting decision
Disputed / Cancelled
R 0.00
flagged
All
Pending
Approved
Dispute
Cancelled
All zones Sample Zone Alpha Sample Zone Beta
Submission Project Zone Amount LCOE+ FUND note Status
FS-XXXX-01 P-XXX-01 EC-G-XXXX-01 R 0.00 — — Pending
FS-XXXX-02 P-XXX-02 EC-G-XXXX-02 R 0.00 — — Approved
FS-XXXX-03 P-XXX-04 WC-S-XXXX-01 R 0.00 — Sample reviewer note Dispute
Zone ROI Profits, utility revenue, 12-month repayment timeline per zone
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Sample Zone Alpha (EC-G-XXXX-01) Sample Zone Beta (EC-G-XXXX-02) Sample Zone Gamma (WC-S-XXXX-01)
12 months
YTD
Lifetime
Profit
R 0.00
vs. forecast 0%
Utility Revenue
R 0.00
cumulative
Months to Next Payment
—
on track
Timeline bar chart placeholder — 12-month performance with over/under shading
Business KYC Required documents · upload, list, status
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All
Required
Submitted
Approved
Expired
+ Upload Document
CIPC Registration Required · placeholder
Required Upload
VAT Certificate Required · placeholder
Submitted View
Tax Clearance Required · placeholder
Approved View
Director ID Required · placeholder
Approved View
Proof of Banking Required · placeholder
Required Upload
BBBEE Certificate Optional · placeholder
Expired Re-upload
Profiles User types & access privileges
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All Profiles
Owner
Admin
Finance
Project Mgr
Engineer
Dispatch
Technician
Installer
Site Mgr
Support
+ Add User
Users
Name Email Profile Status
Sample User 1 — Owner Active
Sample User 2 — Admin Active
Sample User 3 — Project Mgr Active
Sample User 4 — Technician Pending
Sample User 5 — Installer Active
Profile · Project Mgr (sample)