Opening ClearSpace...
Checking your secure login and saved records.
ClearSpace management
Sign in with your existing survey login.
Clients
Possible duplicate client records
0Matching email addresses or telephone numbers. Review before merging.
New client
Client
Contact details and job history. Previously issued quotations stay unchanged.
Client
Contact details
Changes to contact details do not alter issued quotations.Suggested next action
Job history
Records to link to a job
These records belong to this client, but do not yet belong to a job. Select the correct job.
Recent activity
Internal client notes
Not shown on quotationsQuotations
0Enquiries
0Home surveys
0Client details
Link previous records
Older enquiries, quotes and surveys may not yet be linked. Select the correct record to attach it. Nothing is merged automatically.
All jobs
Possible duplicate jobs
0Review possible duplicates before taking any action. No records are merged automatically.
Customer
Additional quotation actions
Client
Edit job details and requirements
Job-site address
Job requirements
Home survey arrangements
Save the survey booking first, then review and send the confirmation through Resend.
Email actions and history
Send an email
Replies continue to arrive at IONOSEmail history
Notes and job activity
Job activity
Remove hides a timeline entry without deleting the linked record.
New enquiries requiring attention
0Upcoming home surveys
Follow-ups due
Unlinked records
0Enquiry inbox
Quotation library
New enquiry
Customer quotation
Agreed quotation
This issued version is preserved and cannot be edited.
Build your quotation
Quotation details
Storage pricing and arrangements
Services and one-off charges
Quotation wording & scope (expand to edit)
Review quotation
Home surveys
Settings
Firebase · quote links & device sync
Private customer data is stored under your signed-in Firebase account. The status below reflects this device's last database response.
Checking saved records…
ClearSpace supports customer-specific quotation links and customer responses. Existing issued versions are preserved. Creating a link or sending a quote still requires a saved job and quotation.
Check the individual record collections on the server. This reads only; it never overwrites device or cloud records.
Not checked yet.
Email delivery
Connection status is checked server-side, without revealing API keys.
Sender and reply-to: info@clearspaceherts.co.uk. Provider acceptance and verified delivery are different statuses.
Run the live diagnostic to inspect the server configuration and recent email events.
Device storage & backups
Your iPad/Mac can retain previously loaded records offline. That isn't a substitute for a downloaded backup and a confirmed cloud sync.
Exports your currently loaded client records, enquiries, quotations, surveys, price book, email templates and quotation wording defaults into a JSON file. Keep it in a secure location.
Import a ClearSpace Business Manager backup. For safety, matching records won't be overwritten; only records missing from the cloud can be restored.
Restore requires a working internet connection and the same Firebase account. Existing data is never cleared automatically.
Email templates
Edit the wording once, then reuse it. Templates save privately to Firebase; this does not send emails automatically.
Available placeholders: {first_name}, {customer}, {service}, {date}, {address}, {quote_total}, {business}. Unfilled placeholders remain blank in drafts.
Quotation wording defaults
Price book
These rates are defaults for new quotations. You can override every rate on an individual quotation. Previously saved quotes retain their own rates.
Service catalogue
Website enquiry forms
The Firebase enquiry endpoint is available and submissions have been tested. Review spam protection, photographs, acknowledgement emails and website embedding before replacing existing forms.
Each button opens the public form in a new tab. Copy its URL to link to it from your website. For an embedded form, use your website builder's HTML embed or iframe component; test the form on mobile and on the live page before replacing a working form.
Go-live checklist: live enquiry reaches Jobs, client acknowledgement and owner email received, photos stored privately, rate limiting and spam protection verified server-side.