Operations Dashboard
Use the left navigation to move between tools, forms, invoices, and marketing workflows.
Tools
Forms & Invoice
Marketing
- Last usedJump back into your latest workspace from the badge above.
- Invoice moduleReady for field design as soon as the template reference is uploaded.
Area & Price Calculator
Conversion: 1 sq ft = 0.092903 sq m (÷ 10.764)
Color Conversions
Saxon
Carlick
Crest
Futura
Yarwood
Carriage Calculator
Lunch and Learn Costings
Rates: Transport: Train (London £60) or Driving · Sandwich trays £9–£20 (platter does 6 people) · Presentation booklets (50 of each) £575 → £11.50 per person · Crisps and fruit optional. £13 per person (based on £9 tray, no add-ons).
Nene Valley Leather Sample Request
Nene Valley Leather Returns Form
Daily Checklist
Track your daily tasks and activities. Everything saves automatically.
Date
Script
Natural conversation script for prospect calls
Opener
"Hi, is that [Name]?
It's Lee from [Company]. I won't keep you — just a quick one."
Pause.
"I noticed you're working with leather, so I just wanted to introduce ourselves properly."
That's it. No hype.
Middle
"We've got our own tannery links and ranges, and our MD, Daniel, is trying to get out and meet more people in the industry properly rather than just sending emails around."
See the difference? It feels real.
The Ask
"He'd be happy to pop down for 20 minutes just to show you what we're about and put a face to the name.
Would that be something you'd be open to?"
Stop. Let them speak.
If They Say They're Covered
"Completely understand. Most people are.
It's not about changing anything — just knowing who else is around."
Simple. No defence. No persuasion.
If They Say "Send Something"
"I can send something over, yeah.
But to be honest, it makes more sense when Daniel brings samples and shows you properly.
If it's easier, we could just drop in for a quick hello sometime?"
Forest Sofa Return Form
Return Form
| Range | Colour | Batch Number | No. of Hides | Total SQM | Return Reason |
|---|---|---|---|---|---|
Contact CRM
Notes
Quick Links
Add links you use often (shared drive, price lists, supplier portals). They open in a new tab.
Quick Email
Enter the recipient email, choose what to send, then open Outlook with the email ready. Attach the listed documents before sending.
Lunch & Learn Emailer
Build an invite in NVL style: serif headline, accent colour, and the usual “reply with yes” line. Add a header image (upload or URL), then copy HTML and paste into Outlook.
Shows between the reply line and “The Nene Valley Leather range…”
If paste in Outlook shows plain text: try Open in new window, then select all (Ctrl+A) and copy from that page before pasting into Outlook. Or Download .htm file, open it in your browser, copy from there, then paste.
Customer Application Emailer
Edit the email if needed, then use Open in Outlook (with PDFs attached). That downloads an .eml file with the three PDFs already attached — open it in Outlook, add the recipient, and send.
PDFs already attached: Use Open in Outlook (with PDFs attached) to download an .eml file. Open the .eml in Outlook — the email opens with application.pdf, terms.pdf and returns.pdf attached. Add the recipient and send.
First Contact Templates
Select an email template, personalise it, then copy or open it in Outlook.
Marketing Hub
A single place for your outreach: templates, assets, campaigns, emails and a simple activity log.
Templates library
Save reusable email and call templates. These are independent of the built-in tools so you can organise things your way.
Preview
Choose or edit a template to see a quick preview here (subject, first lines and call scripts).
Commercial Invoice Maker
Editable invoice form based on the uploaded commercial invoice PDF. Fill, print, or save as PDF from your browser.
| Units | U/M | Description of Goods / Part No | Harm. Code | C/O | Total Value | Edit |
|---|---|---|---|---|---|---|