Skip to Content
Release NotesFSManager 1.0

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.
  • Document Creation — mail-merge templates for quotes and compliance certificates (Producer Statement, Warranty, O&M, H1 Declaration).
  • Reporting & Analytics — Sales Pipeline kanban, Job Manager dashboard, Estimator Performance, sales-target matrix, and 25+ parametrized reports.

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 Ă— per-category Ă— 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.

Documents

  • Word .docx mail-merge for quotes, producer statements, warranty, O&M, H1.
  • Multi-quote comparison templates.
  • Show In Document and Send Documents actions.
  • Setup health check for template customisation.

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

  • 10-step Setup Wizard for new tenants, including dieholder cascade (extrusion system catalogue auto-population).
  • 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.
  • Direct send-from-FSManager email is not provided — Send Documents produces an .eml to open in your mail client.

Patches

No patches yet — this is the initial release.

Patches on the 1.0.x line will appear here as collapsible sections, newest first, when they’re released.

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@fsmanager.co.nz for anything else.
  • FAQ — common questions about FSManager
  • Modules — what each module does
  • Getting Started — for new users
Last updated on
OverviewPage not found