Everything your field teams need to deliver and bill without friction.

Virgol tracks every job, client, document, and certification from one dashboard. Spin up invoices, manage compliance, and give office and site teams the same live view across web and mobile.

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Live dashboards See jobs, cash flow, overdue tasks, and time tracker activity at glance from a single control centre.
Compliance ready Certifications, documents, and qualifications stay linked to the right client, site, or crew.
Billing without re-keying Materials, costs, and job data flow directly into invoices and payment history so nothing slips.

Guided product tour

These eight workspaces mirror the in-app tutorial so new teams can find what they need from day one. Each section expands on key takeaways, quick actions, and navigation routes used inside the Virgol platform.

Dashboard & search

Start every session with pulse checks on cash flow, open jobs, tracker activity, and compliance reminders. Global actions are always one click away.

Key takeaways
  • Review outstanding invoices, overdue jobs, and renewal alerts from overview cards.
  • Trigger global actions like adding clients, invoices, or jobs from quick-action buttons.
  • Use the universal search bar to locate clients, documents, certifications, and qualifications.
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  • Dashboard → Search icon for cross-module lookup.
  • Dashboard → + buttons to launch add-client, add-invoice, or time tracker sheets.
Navigation links
Dashboard

Clients workspace

Keep every customer profile current with contacts, sites, and linked jobs or invoices. Launch comms and new work from the client record.

Key takeaways
  • Capture full billing and dispatch contact details so teams know who and where to serve.
  • Launch new jobs, invoices, or communications directly from a client record.
  • Attach documents, certifications, or qualifications specific to each client.
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  • Side navigation → Clients to review the full list.
  • Dashboard → Add Client to open a guided create flow.
Navigation links
clientsList ClientEdit

Jobs, documents & trackers

Plan, monitor, and complete work with linked paperwork, certification requests, and real-time tracker entries keeping everyone in sync.

Key takeaways
  • Filter job lists by active, scheduled, or completed status to focus teams.
  • Upload job-specific documents—drawings, risk assessments—and open them in-app.
  • Request or log certifications so site teams know requirements before attendance.
  • Track job start/end times via the dashboard timer for accurate billing.
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  • Jobs → Documents to manage site paperwork.
  • Jobs → Certifications to review compliance per job.
  • Dashboard → Timer tile to start or end tracking.
Navigation links
jobsList documentsList certificationList

Document library

Centralise reusable templates and job packs so site teams attach the right files in seconds with zero guesswork.

Key takeaways
  • Maintain a searchable list of uploaded documents with descriptions and effective dates.
  • Preview files inside Virgol without forcing teams to download copies.
  • Reuse documents across jobs or client records whenever needed.
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  • Settings → Documents to browse or add templates.
  • Job view → Documents tab to attach files to the selected job.
Navigation links
documentsList

Certifications

Track mandatory certifications for teams, clients, or specific jobs so renewals never slip and attendance stays compliant.

Key takeaways
  • Log certification name, issue date, due date, notes, and file attachments.
  • Filter and search by holder or document name to find proofs quickly.
  • Surface renewal reminders inside the dashboard and settings lists.
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  • Jobs → Certifications to check requirements per job.
  • Settings → Certifications to audit organisation-wide compliance.
Navigation links
certificationList

Invoices & payments

Generate, manage, and track invoices with job costs and materials pulled through automatically for accurate billing every time.

Key takeaways
  • Draft invoices from dashboard shortcuts or inside a job using existing client data.
  • Configure tax rates, payment terms, and instructions that flow into every invoice.
  • Monitor payment status and history and reconcile adjustments in one place.
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  • Dashboard → Add Invoice to launch the creation sheet.
  • Invoices → Payment history to record receipts or adjustments.
  • Settings → Payment instructions to update bank details shown to clients.
Navigation links
invoicesList addInvoiceShowCopy paymentHistoryList paymentInstructions

Costs, materials & financial extras

Control project profitability by keeping supplier materials, purchase costs, and tax rules in sync with estimates and invoices.

Key takeaways
  • Log materials with pricing, stock, and supplier details for quick reuse.
  • Capture direct costs and payment history so margins stay visible.
  • Maintain tax rates and categories that plug into invoice calculations automatically.
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  • Side navigation → Materials to manage catalogues.
  • Costs → Tax list to configure VAT or sales tax rules.
  • Costs → Payment history to reconcile incoming cash.
Navigation links
materialsList TaxList paymentHistoryList

Settings & account

Administer signatures, support tools, payment instructions, and global registers from a single hub designed for ops leads.

Key takeaways
  • Access certifications, documents, qualifications, and insurances registers together.
  • Create reusable payment instructions and signatures that auto-populate invoices.
  • Reach support, manage contact preferences, or initiate account deletion with confidence.
  • Use the logout sheet to secure shared devices.
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  • Side navigation → Settings for the full admin hub.
  • Settings → Contact us to reach support.
  • Settings → Add signature or Add payment instruction to refresh defaults.
Navigation links
Settings insurancesList qualificationList certificationList documentsList paymentInstructions paymentHistoryList

Bring office and on-site teams together.

Virgol connects dashboards, clients, jobs, quotes, documents, certifications, and billing so every department shares the same context. Need custom onboarding? We can tailor the workspace to your processes.

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