Welcome to Industrial Hub

Your 10-step setup — the essentials take ~20 minutes.

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1. Set up tender alerts

Save searches against the SA government tender feed. New matching tenders show up on your dashboard and trigger an email when they appear.

  1. Go to Tenders → Discover.
  2. Filter by keyword, location, or category.
  3. Save the search.
  4. Future matches appear on your dashboard automatically.

2. Add your first client

Add a client (and their site) so you can quote, invoice, and track work for them.

  1. Go to Clients → New client.
  2. Enter their company name, contact, and site address.
  3. Save.
  4. Use the client record to start projects, quotes, and invoices.

3. Create a project

A project is the job you do for a client — it holds your activities, sign-offs, and the work that turns into quotes and invoices. Projects with an address also show up as pins on your job map.

  1. Go to Projects → New Project.
  2. Give it a name, link the client, and add the site location.
  3. Save. Projects with a location appear on the job map at the top of the Projects page.
  4. Open the project to log activities and track progress on site.

4. Create your first quote

A quote is what you send a client before doing work. Line items are project-based — you build them per opportunity.

  1. Go to Quotes → New quote.
  2. Pick the client and (optionally) the project.
  3. Add line items.
  4. Send to the client. They get a public link to accept.

5. Add your business details

These show on every quote and invoice your clients receive — get them right once and you never have to think about them again.

  1. Go to Settings.
  2. Fill in your business name, address, phone, and registration / VAT numbers.
  3. Add your B-BBEE level if applicable.
  4. Save.

6. Invite your team

Add the people who work in your business. Give them the right level of access — see Team & Permissions for the full role matrix.

  1. Go to Settings → Team.
  2. Click Invite.
  3. Enter their name, email, and role.
  4. They receive an email to set their password and sign in.
What's the difference between Admin and Technician?

Admin has full operational access (clients, quotes, invoices, projects). Technician sees only what they're assigned to. See Team & Permissions for the full matrix.

7. Send your first invoice

Once work is approved, an invoice converts the quote into a billable record. Clients pay via the public invoice link.

  1. From an accepted quote, click Convert to Invoice.
  2. Or go to Invoices → New invoice for ad-hoc work.
  3. Click Send. The client gets the link by email.
  4. Watch payment status update on the invoice list as they pay.

8. Turn on automatic payment reminders

Stop chasing overdue invoices by hand. Industrial Hub can email clients on a set schedule until they pay. Available on Pro and Enterprise plans.

  1. Go to Settings → Payment reminders.
  2. Toggle Reminders enabled.
  3. Overdue invoices are emailed automatically on the T-3 / due / +7 / +14 / +30 schedule.
  4. Need to skip one? Each invoice has its own per-invoice opt-out.
Will clients get spammed?

No. Reminders only fire on overdue invoices, stop the moment an invoice is paid, and you can opt any single invoice out. Reminders are a Pro & Enterprise feature.

9. Give a client a portal link

Share a secure, read-only link so a client can see their own projects, work orders, and invoices — and pay online — without you emailing PDFs back and forth.

  1. Open the client under Clients.
  2. In the Client portal card, generate a portal link.
  3. Copy the link straight away — for security we don't store the URL, so it's shown only once.
  4. Send it to your client. Revoke access anytime from the same card and the link stops working immediately.

10. Capture sign-offs on site

Get a client signature the moment work is witnessed — at an inspection, delivery, or meeting — straight from your phone or tablet. The signature is saved on the project activity as proof of sign-off.

  1. Open a project and add an activity.
  2. Choose Inspection, Delivery, or Meeting (the types where a client signs off).
  3. Hand over the device and have the client sign on screen.
  4. Enter the name of the person signing and save — the signature is attached to that activity.