FSManager 1.0

The initial release of FSManager — a cloud-hosted, browser-based business management system purpose-built for aluminium joinery businesses in New Zealand.

This page documents what shipped at launch and any patch updates on the 1.0.x line.

Highlights

FSManager 1.0 ships the Lite tier — the core essentials to run a joinery business from quote to delivery:

• A complete CRM — customers, contacts, opportunities, and sales pipeline.
• End-to-end Quoting & Sales — multi-option quoting with cost/markup pricing, optional extras, deposit tracking, and revisions.
• Job Management — automatic job creation from won quotes, work-package tracking, delivery date audit, IFOTIS quality KPI, and maintenance.
• Manufacturing progress tracking — task completion through manufacturing-flagged stages, with auto-stamped Manufactured Date.
• Time Recording — kiosk sign-in/out, real-time and proportion claiming against job tasks.
• Payroll — pay weeks built from timesheets and leave, with file exports for the major NZ payroll systems and a one-click push to Xero.
• Document Creation — mail-merge templates for quotes and compliance certificates (Producer Statement, Warranty, O&M, H1 Declaration), and the ability to connect an email account and send directly from FSManager.
• Reporting & Analytics — Sales Pipeline kanban, Job Manager dashboard, Estimator Performance, a Manufacturing report suite, sales-target matrix, and 25+ parametrized reports.
• Works on a tablet — a touch-optimised layout for using the Job Manager and Sales Pipeline on the factory floor.

What’s included at launch

CRM & Sales

• Customer and contact management with multi-tenant support.
• Opportunity lifecycle: New → Qualifying → Quoting → Won / Lost.
• Sales pipeline with weighted forecasting from per-opportunity probability.
• Sales targets matrix — per-rep × per-category × per-month.
• Contact log history per opportunity.
• Customer merge action for consolidating duplicates.

Quoting

• Multi-revision quotes with Estimating → Draft → Sent → Accepted/Lost/Cancelled lifecycle.
• Optional extras (pinned to carry forward; include flag for customer presentation).
• Customer-copy and “Add Option” workflows for multi-quote scenarios.
• Quote Importer for V6 / X1 estimation-software files.
• Deposit tracking through to invoice.

Jobs & Manufacturing

• Automatic job creation on Win Quote.
• JobPart / JobPartItem / JobPartTask hierarchy with item-level and part-level task scopes.
• Stage engine driven by task completion.
• Delivery date change auditing with reasons (customer-caused vs internal).
• IFOTIS (In Full / On Time / In Spec) per JobPart.
• Manufacturing-stage flagging with automatic Manufactured Date stamping.
• Job Manager dashboard with per-task progress columns.

Time & people

• Kiosk-style sign-in/out with PIN authentication.
• Real-time start/stop and after-the-fact proportion claiming.
• Break confirmation at sign-out.
• Supervisor edit of sign-in times with reason capture.
• Mark Away and approval workflow.

Payroll

• Pay weeks assembled from timesheets and leave, with per-staff review before export.
• File exports for the major NZ payroll systems.
• One-click push to Xero — send timesheets and leave to Xero in a single step, with live progress, safe re-sync of already-sent items, and correct handling of allowances. Each payroll operator connects their own Xero login, and a guided setup matches your earnings types, leave types and branches.
• Mark individual items to be excluded from payroll export.

Documents & email

• Word .docx mail-merge for quotes, producer statements, warranty, O&M, H1.
• Multi-quote comparison templates.
• Show In Document and Send Documents actions.
• Connect an email account and send directly from FSManager, or produce an .eml to open in your own mail client.
• Setup health check for template customisation.

Working on a tablet

• A touch-optimised layout so the Job Manager and Sales Pipeline are usable on a factory-floor tablet.
• Forms re-flow to fit narrower screens; tap to open a job, press-and-hold for its menu, and drag pipeline cards with your finger.

Reporting

• Sales Pipeline (kanban) and Job Manager (grid) dashboards.
• Estimator Performance dashboard.
• 25+ parametrized reports across CRM, Jobs, Maintenance, Labour, and HR.
• Favourites system (personal and company-wide).
• Sales vs Target, Pipeline Forecast.

Administration

• 11-step Setup Wizard for new tenants, including dieholder cascade (extrusion system catalogue auto-population) and glass supplier setup.
• Single-record settings: CRM, Job, Quote Importer.
• 15+ list-based lookups (Lead Sources, Lost Reasons, Job Categories, Customer Classes, Account Types, Job Types, Job Stages, Task Definitions, Delivery Date Change Reasons, Branches, Departments, Positions, Document Templates, Attachment Categories).
• Setup Check diagnostic page.
• User management with email invitations, kiosk PINs, deactivation flow.
• 10 built-in roles (Administrators pre-configured; 8 blank templates; Demo Viewer read-only).

Tier scope

This release ships Lite tier. Full and Pro tier modules are on the public roadmap — see Modules for what’s currently available.

Known limitations

• Bulk CSV import of customers / contacts / suppliers / products is not provided at Lite. Quote Importer (V6/X1) is available for quote data. See Data Import for the recommended seeding approach.
• Non-conformance module (NCP) placeholder relationships exist on JobPart but the NCP module itself is on the roadmap. IFOTIS In Spec defaults to true pending NCP automation.

Patches

1.0.3 — 6 August 2026

For all users

• Favourite the reports you use. Pin any report as a My Favourite so it’s yours alone, or a Company Favourite so everyone sees it flagged. Pin and unpin from the report list or from the report’s own page.
• A warning before you create a duplicate. When a new customer or opportunity looks like one you already have, FSManager stops and shows you exactly what matched — the conflicting phone number, email or address — and which existing record it belongs to. Open that record to check, or carry on if it really is new. The check also runs if you navigate away from an unsaved record and choose to save, so nothing slips through.
• Start date now means the date work actually started. Once the first labour is claimed on a manufacturing task, a job part’s start date is stamped with that real date — and it stops moving when the delivery date changes. Previously a delivery-date change dragged the start date with it even for parts already underway. Parts that started before this release correct themselves automatically.
• Clearer messages when changing a delivery date. Setting a date in the past, or leaving a required reason detail blank, now shows a tidy message instead of a full error dialog.
• The Job Manager opens the way most people use it — summarised, with initials, and combined — rather than needing to be set each time.

For admins

• Productivity and chargeable now mean one thing everywhere. The Factory Performance dashboard previously calculated these differently from the Staff Performance report. Both now use the same definitions: Productivity = quoted job time ÷ job time claimed (over 100% means faster than quoted), and Chargeable = quoted job time ÷ paid time. Your dashboard figures will shift when this lands — that’s the correction, not a fault. Note that dashboard layouts you’ve customised are reset as part of this change.
• Choose what duplicate checking does. Lead address, phone, email and customer name can each be switched on or off in CRM Settings. All four start switched on.
• Re-run the supplier import after setup. Two Administrator actions let you import glass suppliers or general suppliers again once the Setup Wizard is finished — useful when you take on a new supplier later. Anything you already have is pre-ticked so nothing imports twice.
• Project managers. Set a project manager on a customer and it carries to the job when the quote is won, so delivery-phase ownership is clear.
• Data sharing preferences. A new Data Sharing step in the Setup Wizard, mirrored in Company Settings, lets you choose whether to share benchmark data with your dieholder and with FSM. Nothing is shared beyond what you opt into.

Behind the scenes

• More accurate climate zones. A suburb’s climate zone is now taken from the official H1 zone for its territorial authority and postcode rather than estimated from the wider region. Existing suburbs update automatically.
• Buttons no longer go missing: visiting certain pages could leave New, Delete, Refresh and Filter switched off on every list opened afterwards until you reloaded. Fixed, with an automated check so it can’t return.
• Fixes to the Job Dashboard and detail pages that could error when navigating away mid-load, and to delivery and goods reports that were truncating addresses.
• Substantial groundwork for upcoming capability — site works scheduling, delivery execution, variations, maintenance costing and delivery-quality reporting — ships gated and out of sight until those plans launch.
• Improved reliability, including automatic retries when the platform’s shared database has a brief interruption.

1.0.2 — 14 July 2026

For all users

• Winning a quote is more robust. A pair of issues that could interrupt winning a quote with an unexpected error have been fixed at the root.
• Buttons keep up with your changes. On the Opportunity page, actions like Win Quote and Send Documents now enable and disable immediately as the active revision changes — no need to leave the page and come back.
• Complete from Import — right on the Opportunity page. For the common single-quote path you can now complete an estimate from an import directly from the Opportunity, without drilling into the quote revision first.
• Import totals are double-checked. Imports quietly cross-check the labour landing on your job items against the totals in your BOM paperwork so discrepancies are caught early — nothing for you to do.

Behind the scenes

• Public-holiday calendars no longer occasionally error while being kept up to date in the background.
• New-account setup and the daily demo refresh are more dependable, and internal monitoring detects service issues faster.
• Further groundwork for upcoming capability (delivery scheduling refinements, quality control) ships gated and out of sight until those plans launch.

1.0.1 — 9 July 2026

For all users

• Much faster sign-in and general performance. We reworked how FSManager loads your permissions and data. The first sign-in of the day is now quick for everyone (it could previously be very slow for non-administrator users), and dashboards, lists and reports load faster across the app.
• Revising a quote is simpler. Use Add Revision to revise any quote — including one that’s already been sent or won; there’s no separate requote step. On a won opportunity the Win Quote button becomes Requote, and the sales date on a won or lost opportunity now stays put instead of being overwritten by later activity.
• Job stages display correctly. A job part with all manufacturing tasks complete now shows as Awaiting Delivery rather than appearing one stage behind. The same fix applies at every stage gate.
• The Sign In/Out window sizes properly on mid-size desktop monitors.

Behind the scenes

• Groundwork for upcoming capability (delivery scheduling, quality control, accounting integration) ships in this release but stays out of sight until those plans launch.
• Assorted reliability fixes to attachments, saving, provisioning and error monitoring.

Help and feedback

• Report issues via Help → Report a Bug in the app.
• Request features via Help → Request a Feature in the app.
• Email support@fsmdevelopments.co.nz for anything else.

Related

• FAQ — common questions about FSManager
• Modules — what each module does
• Getting Started — for new users