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

1.0.2 — 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