What's new in Curcle

Each customer profile pulls compliance, money and history onto one page: a live compliance score and per-site breakdown, overdue tests, active sites and contacts, annual spend and outstanding balance, plus a unified relationship timeline of calls, emails, jobs, quotes, invoices, certificates and complaints. Spot risk and renewal opportunities before they slip — no separate CRM required.

Suppliers get the same depth as customers — account number, payment terms, credit limit, lead time, delivery days, preferred/approved flags, insurance expiry and certifications — plus a performance panel of deterministic KPIs (on-time delivery %, average lead time, spend YTD and monthly, returns %, average order value) rolled into an overall supplier score with a red/amber/green rating. Buy on facts, not gut feel.

Model multiple warehouses, depots and engineer vans as first-class locations, each broken down into zones, aisles, shelves and bins. Stock balances track per location and per bin, audited transfers move stock between any two locations, and a stock dashboard surfaces total value, low and out-of-stock, fast/slow/dead stock, orders due and warehouse-versus-van value. Starts simple for a sole trader and scales to multi-depot with no migration.

Purchasing is now a complete procurement workflow: a per-tenant approval policy, draft → pending approval → approved → sent → partially or fully received with back-order tracking, receiving into specific warehouse locations with correct weighted-average costing, quote and delivery-note attachments, and a proper supplier-return and credit-note flow linked back to the original PO. Control spend with approvals — without the enterprise price tag.

Stock is now tied to the job lifecycle. Before an engineer is assigned, the job shows per-part availability and sourcing — which van or warehouse has it, or that a PO is needed. On assignment the required parts auto-reserve from the nearest stock, with shortage warnings and one-click suggested transfers or draft purchase orders, and marking parts used draws the reservation down exactly once. Right parts, right van, right job — first-time-fix by design.

Set a weekly or monthly cadence on a meeting template and the meetings create themselves — same agenda, same domains, every period, no one chasing a calendar invite.

A new band at the top of the Operations Room rolls every part of the business into a simple red / amber / green picture — what's critical, what needs a look, what's healthy. Outstanding actions, open decisions and a live activity feed sit right there on the landing page, so the meeting starts from facts, not from 'where did we get to?'

Decisions now carry a lifecycle — open → in progress → implemented → superseded — and capture the expected outcome, a review date and what actually happened. Nothing decided quietly disappears.

Actions now carry a priority so the team knows what matters first, surfaced alongside open decisions on the Operations Room landing page.

Download any meeting as a clean PDF pack — a faithful record of the agenda, the pulse, the actions and the decisions — ready to circulate or file for audit.

New reports show meeting activity over time — meetings held, actions raised vs completed, decisions made, month by month — plus an effectiveness view with throughput, completion rate and the average time to close an action. Proof the cadence is moving the business, not just filling a calendar.

Cancelling an approved holiday no longer erases it — it's marked cancelled and retained, so balances, reports and year-end figures stay accurate and auditable.

Set up annual leave, unpaid, TOIL and your own custom leave types, with full control over which types draw down someone's allowance and which don't.

Maintain your own public-holiday calendar and, if you choose, exclude public holidays from entitlement automatically so allowances stay accurate.

Record sickness entirely apart from the holiday balance, including expected return-to-work dates and long-term absence flags.

See how much of your workforce is available across any period, so you never over-commit your team to work you can't cover.

A clear, per-employee view of who's off and when, across the whole team.

Set coverage rules and Curcle flags when too many people are booked off at once — before it becomes a problem on the schedule.

When booking and assigning jobs, Curcle now shows who's on leave, and the Suggest Engineer and capacity-forecast tools factor real availability into their recommendations.

The Operations Room now includes a live red / amber / green read on workforce availability, ready for management meetings.

Per-employee and team-level absence reporting, including Bradford Factor scoring with clear at-a-glance bands.

Track annual-leave utilisation against allowance across the whole team, with one-click CSV export.

See your whole fleet on a live map, replay trips, and link every vehicle to the engineer and job it's on. Connect Samsara or Quartix telematics for automatic positions, or track vehicles manually. Vehicle-to-engineer assignment feeds the job map and the Suggest Engineer scoring. Available as a per-tenant module.

Operations Room (Beta) is available to help management teams run better operational meetings using live Curcle data. It's the management layer above your operational data — Data → Discussion → Decisions → Actions → Accountability. Curcle builds the agenda and a red/amber/green pulse across Jobs, Compliance, Finance, Sales and Resources straight from your operational data, then decisions and actions are captured against each meeting and carried forward until completed. Admin and manager only.

Attach a Teams, Zoom or Meet link to any review and join in one click. Meetings run through a Draft → Scheduled → In Progress → Completed lifecycle with a summary panel and an activity timeline. Curcle plugs into the video tool you already use — it doesn't host the call.

Add any meeting to Outlook or Google Calendar, or download an ICS file — with the title, time, attendees, agenda summary and join link all included.

Save a meeting blueprint — default title, ordered agenda sections, attendees and standing notes — then spin up a fully-formed meeting in two clicks. Edit or retire templates anytime without affecting meetings you've already run.

Photograph a completed paper form and Curcle's AI drafts the matching digital service sheet for review — bridging crews mid-transition from paper and killing double data-entry.

Record your NICEIC, Gas Safe and trade accreditation numbers once; they print automatically on every generated certificate as your own credentials.

Export fire and plumbing compliance registers to CSV for audits and client reporting, extending the Compliance Control Tower beyond electrical.

Know exactly what's compliant, overdue and missing. A new asset register records the equipment that should be on each site, then compares it against your actual test history to surface gaps — compliant, missing certificate, overdue, due soon and never tested — with a red / amber / green status at portfolio, customer and site level.

Stand up your expected-asset register in minutes by importing existing equipment lists straight from a CSV file.

Customers now see a live compliance-coverage card for their own sites, with retest dates linking straight through to the calendar.

Each tenant's own brand colour now flows consistently through the whole platform — staff app, customer portal and documents — so the product reflects your business end to end.

Connect Outlook / Microsoft 365 via Microsoft Graph so invoices, quotes and alerts go out from your own business mailbox — better deliverability and no shared sender address.

One-click single sign-on added to both the staff and customer login pages, alongside the existing email-and-password option.

Curcle now watches your connected mailbox and warns the right people before it quietly stops sending — with a configurable failure threshold, an on-demand 'Check now', a 'Send test alert' button, a daily digest of any degraded mailboxes, and a cross-tenant health overview for platform admins.

Recovery codes, trusted-device remembering and enforced MFA for admin accounts with a grace period — a second layer of protection beyond passwords.

A single Company & Users settings area to manage your organisation details and your team in one place.

Monthly AI actions, estimated hours saved, AI spend in £, and top three features at a glance — links straight to the Usage & Budget console.

Quote Drafter, Job Summary, EICR Photo→Observation, Risk Narrative, Anomaly Detection, Inbox Triage, Parts Suggestions, and the Usage & Budget Console.

Production build wraps Drizzle migrations into the artifact build step — no more manual schema push, no more drift.

Seventeen legacy kitchen-equipment schema tables consolidated into the unified service_sheet_submissions model.

Scoring on skills, current load, distance, and customer history — with an explanation panel so dispatchers know why a suggestion was made.

Visualises engineer capacity vs scheduled work across the next four weeks, with apprentice pairing surfaced inline.

First-time-fix percentage, average duration, revenue per day, and a 12-week trend line for each engineer.

One-tap status changes, GPS check-in/out, and offline-safe photo capture from the job card.

Customers can request a full data export or account deletion from the portal; admins get a managed approval queue.

Hardened the auth surface with industry-standard CSRF, rate limiting, and tightened CORS.

Customers see their quotes, invoices, jobs, certificates, and asset register without needing to chase the office.

Per-tenant configurable retention with anonymisation hooks for ex-customers.

Service workers + IndexedDB cache job data; queued updates auto-sync when connectivity returns.

Branded financial reports with Xero, QuickBooks, and Sage export formats.

Auto-generation of jobs from contract schedules with full audit trail.

Every tenant-scoped table is enforced via heuristic lint in CI — no accidental cross-tenant reads.

End-to-end pipeline from engineer test capture to branded PDF certificate, with retest scheduling.

Server-side authorisation middleware on every route, with route-level audit trail.