Business
Access & Settings
You own this system, Jordan — every seat, every key, every row. 9 people sit across three access levels: install staff stay on their own jobs and van, while pricing, margin and cashflow stay with you and management. Two integrations live, £0 per seat, and a full export any time — no back doors, no per-seat bill.
People & seats
click anyone for access, device & recent activity · £0 per seatJB
Jordan Bell
Owner
CD
Ciaran Doherty
Operations Manager
NM
Niamh McLaughlin
Sales Lead
RK
Ronan Kelly
Sales Consultant
AO
Aoife O’Kane
Sales Consultant
LB
Liam Bradley
Lead Installer (MCS)
SG
Sean Gallagher
Installer / Electrician
DM
Declan Morrison
Installer
CF
Conor Friel
Installer
Add installers, office staff or a bookkeeper for free — deactivate anyone in one click and their audit trail stays. No per-seat fee, ever.
Owner · Management
Jordan Bell
Owner · seat JB
Access
Owner
Areas
10/10
Seat fee
£0
Account
Last active2 min ago
Device / locationMacBook · Derry (office)
Two-factorOn · authenticator app
JoinedFounder
Scope
Everything — pricing, margin, cashflow, access & full export.
Recent activity
Exported full database (CSV + dump)2 min ago
Invited Aoife O’Kane — Management3 hr ago
Approved new-device sign-in — Liam B5 hr ago
Management · Management
Ciaran Doherty
Operations Manager · seat CD
Access
Management
Areas
7/10
Seat fee
£0
Account
Last active26 min ago
Device / locationWindows · Omagh (site)
Two-factorOn · SMS
JoinedMar 2023
Scope
Run ops & sales · view-only margin · no cashflow or Xero.
Recent activity
Changed Conor Friel stock access26 min ago
Turned off post-handover review automationyesterday ago
Management · Sales
Niamh McLaughlin
Sales Lead · seat NM
Access
Management
Areas
7/10
Seat fee
£0
Account
Last active1 hr ago
Device / locationiPhone · Coleraine
Two-factorOn · authenticator app
JoinedJun 2023
Scope
Run ops & sales · view-only margin · no cashflow or Xero.
Recent activity
Edited price book — Hybrid inverter 5.0kW1 hr ago
Sent quote — P. Toner (J-1049)3 hr ago
Management · Sales
Ronan Kelly
Sales Consultant · seat RK
Access
Management
Areas
7/10
Seat fee
£0
Account
Last active4 hr ago
Device / locationAndroid · Strabane
Two-factorOn · SMS
JoinedSep 2023
Scope
Run ops & sales · view-only margin · no cashflow or Xero.
Recent activity
Drafted quote — B. Quinn (J-1038)4 hr ago
Booked survey — R. Hamiltonyesterday ago
Management · Sales
Aoife O’Kane
Sales Consultant · seat AO
Access
Management
Areas
7/10
Seat fee
£0
Account
Last activeNever — invite pending
Device / location—
Two-factorPending first sign-in
JoinedInvited 3 hr ago
Invite statusSent · link expires in 7 days
Scope
Run ops & sales · view-only margin · no cashflow or Xero.
Recent activity
Invite sent by Jordan Bell3 hr ago
Install staff · Install
Liam Bradley
Lead Installer (MCS) · seat LB
Access
Install staff
Areas
4/10
Seat fee
£0
Account
Last active5 hr ago
Device / locationiPhone · Strabane (new device — approved)
Two-factorOn · SMS
JoinedJan 2022
MCS installerNAP-••••• · lead
VanVAN-01 · allocated
Scope
Own jobs, van stock, install photos & holidays only.
Recent activity
Signed in from new device — Strabane5 hr ago
Uploaded 4 install photos — J-1042yesterday ago
Install staff · Install
Sean Gallagher
Installer / Electrician · seat SG
Access
Install staff
Areas
4/10
Seat fee
£0
Account
Last activeYesterday
Device / locationAndroid · Garvagh (site)
Two-factorOn · SMS
JoinedMay 2022
VanVAN-02 · allocated
Scope
Own jobs, van stock, install photos & holidays only.
Recent activity
Loaded van stock — J-1046 McCloskeyyesterday ago
Install staff · Install
Declan Morrison
Installer · seat DM
Access
Install staff
Areas
4/10
Seat fee
£0
Account
Last activeYesterday
Device / locationiPhone · Limavady (site)
Two-factorOn · SMS
JoinedAug 2022
VanVAN-03 · allocated
Scope
Own jobs, van stock, install photos & holidays only.
Recent activity
Marked commission checklist — J-1047yesterday ago
Install staff · Install
Conor Friel
Installer · seat CF
Access
Install staff
Areas
4/10
Seat fee
£0
Account
Last active2 days ago
Device / locationAndroid · Claudy
Two-factorOff — prompt on next sign-in
JoinedFeb 2024
VanVAN-02 · shared
Access changeStock → Own van + allocate (26 min ago)
Scope
Own jobs, van stock, install photos & holidays only.
Recent activity
Access widened by Ciaran D26 min ago
Access by area
who can touch what, per role — overridable per personleast-privilege by default| Area | Owner | Management | Install staff |
|---|---|---|---|
Pipeline & customers leads, deals, contact records | Full | Full | View own jobs |
Quotes & pricing quote builder, price book | Full | Edit | Hidden |
Jobs & scheduling lifecycle, dispatch, install photos | Full | Full | Own jobs + photos |
Stock & vans on-hand, transfers, allocations | Full | Full | Own van + allocate |
Compliance & grants DNO/G99, EIC, MCS, MID, BUS | Full | Full | View own certs |
Purchasing & suppliers POs, goods-in, supplier prices | Full | Edit | Hidden |
Costing & margin job cost, gross margin | Full | View | Hidden |
Cashflow & Xero invoices, bills, reconciliation | Full | Hidden | Hidden |
Team & HR people, holidays, records | Full | View | Own holidays |
Automations & settings rules, access, integrations | Full | View | Hidden |
LegendFullEditViewOwn onlyHiddenInstall staff never see pricing, margin or cashflow — only what their own jobs, van and holidays need.
Integrations
click any to see connection detail2 / 4 liveX
Xero
Contacts, invoices, bills, payments · 2-way
Connected
Synced 3 min ago
✉
Email + SMS
Deposit chasers, review requests, reminders
Connected
214 sent this month
CH
Companies House
Commercial credit + entity lookup on new leads
Available
★
Google reviews
Auto-request 3 days after MCS handover
Available
Accounting · Connected
Xero
Contacts, invoices, bills, payments · 2-way
Status
Live
Direction
2-way
Last sync
3 min
Connection
Xero orgNorthline Renewables Ltd
TenantGB · demo-tenant-8f2a
Scopescontacts · invoices · bills · payments
Sync cadenceEvery 15 min + on invoice
Connected byJordan Bell · 14 Mar 2023
Token expiryAuto-refresh · healthy
Recent sync
6 invoices + 3 bills reconciled3 min ago
Deposit £3,120 matched — J-1042 Kelly1 hr ago
Supplier bill imported — Segen £4,8803 hr ago
Messaging · Connected
Email + SMS
Deposit chasers, review requests, reminders
Status
Live
Sent · Aug
214
Reply rate
61%
Connection
Email sender[email protected]
SMS sender IDNORTHLINE
Active templatesDeposit chaser · Review request · Install reminder
DeliverabilitySPF · DKIM · DMARC all pass
Opt-out handlingAutomatic · STOP honoured
Connected byCiaran Doherty · 09 Jan 2024
Recent sends
Review request — M. Gallagher (post-MCS)20 min ago
Deposit reminder — Omagh GAA2 hr ago
Install reminder SMS — A. Kelly (tomorrow)4 hr ago
Data lookup · Not connected
Companies House
Commercial credit + entity lookup on new leads
Status
Off
Cost
Free
Setup
~2 min
What it does
Entity lookupAuto-fill company no. + registered office on commercial leads
Credit signalFiling status + age flag before you quote
Applies toCommercial jobs only (GAA, Foyle Motors…)
Data sourceCompanies House public API
Per-seat fee£0 — your key, your account
Reputation · Not connected
Google reviews
Auto-request 3 days after MCS handover
Status
Off
Trigger
MCS +3d
Setup
~3 min
What it does
TriggerAuto-request 3 days after MCS handover
ChannelEmail + SMS with 1-tap Google link
ThrottleMax 1 ask per customer · no chasing
CurrentlySwitched off by Ciaran D · yesterday
Est. lift~2–3 reviews / install month
Ownership & data
"no back doors"Export everything
All jobs, stock, customers & docs → CSV or full database dump, any time. It's your data.
Full audit log
Every action, every user — who did what, when. Append-only: nothing hidden, nothing deleted, not even by you.
Your infrastructure, your keys
Runs on your own accounts. No per-seat fees, no vendor lock-in, no back doors. If you ever leave, you keep the code and the data.
Company profile
Legal nameNorthline Renewables Ltd
Company no.10832247
RegisteredEngland & Wales · United Kingdom
VAT no.GB 421 ••• ••
MCS cert.NAP-•••••
HIES / RECCMember — consumer code