Customers sync from QuickBooks via FieldFlow — they aren't created here.
To add a new customer, add them in QuickBooks first; PitFlow picks them up on the next sync (typically < 5 min).
Pricing is owned by QuickBooks (set each item's sales price there); trucks are PitFlow-owned and editable on this page.
Customers
Read-only view. In production this list is a cache of QuickBooks customers, refreshed by FieldFlow.
The shack screen, the office daily report, and QBO estimates all draw from this same list — there's no separate "PitFlow customer" concept.
QBO ID
Display name
Active
QBO item mapping
Each pit product must map to a QuickBooks Item (Product/Service) before it can be invoiced.
Create the items in QuickBooks first, then pick the matching one here.
"Generate Daily Invoices" skips any customer that contains an unmapped product and reports it so you can fix it.
…
Pit product
QBO item
Status
Crushing rates
Tonnes produced = hours × rate for each product. Set a product's t/hr here; blank means "no rate yet"
(the crusher will see it flagged). Editing a rate only affects future entries — past days keep the tonnage they were logged at.
Product
Rate (t/hr)
Crushing combinations
Every crushing run makes two products at once. These are the pairings the crusher can pick from.
+
Primary
Secondary
Active
Opening stockpile
The yard isn't empty on go-live. Enter what's roughly in each pile now so the boss's "in yard" number is real from day one:
opening + crushed − hauled. Saving stamps today's date — so any time someone does a fresh physical count,
just type the measured tonnes and save; it re-baselines and clears any guesstimate drift. Blank = no opening (counts all-time).
Product
In yard now (t)
As of
Users
One login per person. Role decides which portal they land on after signing in;
mode only matters for dispatchers — scale = shack, solo = loader, both = they pick at login.
Deactivate rather than delete (it keeps a person's name on their past tickets). Leave the password blank to auto-generate a temporary one.
Email
Role
Mode
Active
Trucks
Trucks are usually created automatically when an operator tares an unknown unit — this page is for setting one up
ahead of time or fixing details. Edit tare / customer / hauler inline (a tare change is logged for audit).
Deactivate rather than delete: a retired truck drops off the operator's list but stays on its past tickets.
Unit
Tare (kg)
Default customer
Default hauler
Last tare update
By
Products / materials
The materials operators pick from at the scale. Seeded at go-live but editable here so you can add a new product
mid-haul without a redeploy. A new product also needs a QBO item mapping (next tab) before it can be invoiced.
Deactivate rather than delete — a retired material stays on the tickets that used it.
