Features
Price calculator 25
- Live price that updates the moment you change any option
- Four ways to size a job: tonnage, member count, drawing sheets or stairs
- Tonnes or US tons input with automatic conversion
- Six detailing services, each with its own hours factor
- Seven project types with their own hours per tonne
- Connection complexity choice with a plain description of each level
- Level of detail from LOD 200 to LOD 400
- Ten optional deliverables priced by hours or percentage
- Revision rounds selector with the first round included
- Four turnaround speeds that change both price and issue date
- Target issue date that skips weekends and listed bank holidays
- Effective price per tonne on tonnage jobs
- Line-by-line hours breakdown
- Ex VAT and inc VAT switch on the headline price
- Automatic volume discount on larger jobs
- Promo codes checked on the server
- Returning-client discount applied when signed in
- Minimum order flagged when it applies
- Side-by-side comparison of all four turnaround speeds
- Every price recalculated on the server before it is stored
- Quick quantity presets for common job sizes
- Plus and minus steppers on every quantity
- Software preference: Tekla, Advance Steel, SDS2 or AutoCAD
- Help tips on every option
- Option cards that work with keyboard and screen readers
Estimate tools 15
- Share link that reopens the exact estimate
- Copy the estimate summary to your clipboard
- Email the estimate to yourself
- Print-ready estimate layout
- Order this estimate in one tap, with every choice carried over
- Your last estimate remembered on this device
- Reset the calculator to defaults
- Animated count-up price
- Price pulse whenever the figure changes
- Discount chips that show which discounts are active
- Validity period shown with every estimate
- Quick quote on the home page
- Quick quote hands over to the full calculator
- Sticky price bar on phones while you scroll the options
- All rates and factors come from the settings page, no code edits
Order form 21
- Six-step guided order form
- Progress bar with step names
- Jump back to any completed step
- Each step checked before you move on, with clear messages
- Live price beside the form the whole way through
- Draft saved automatically on this device
- Resume banner when you come back to an unfinished order
- Discard draft button
- Project name, site and your purchase order number
- Needed-by date picker
- Notes field with a character counter
- Review screen showing every choice before you submit
- Edit links from the review screen back to each step
- Terms acceptance required to submit
- Marketing consent kept separate and optional
- Hidden spam trap field
- Hourly order limit per connection
- Sequential references in the form PSS-DET-2026-0001
- Confirmation screen with your reference and tracking link
- Animated tick when the order is placed
- Contact details pre-filled for signed-in clients
Drawing uploads 19
- Drag-and-drop upload area
- Tap to choose files on a phone
- Several files at once
- Progress bar for each file
- Remove a file before you submit
- File type checked in the browser before upload
- File size checked in the browser before upload
- File type checked again on the server
- File size checked again on the server
- Limit on files per order
- Accepts PDF, DWG, DXF, IFC, ZIP, NC1, spreadsheets and images
- Badge for each file type
- Files stored in a folder the public cannot reach
- Each order gets its own folder named by its reference
- File names cleaned on upload
- Random prefix on every stored file
- Abandoned uploads deleted after 24 hours
- Staff download files through signed links
- Client file downloads off by default, switchable in settings
Client accounts 21
- Client registration form
- New accounts held for approval by the office
- Approval email to the client
- Reject removes the request in one click
- Pending accounts get a clear message instead of a failed sign-in
- Sign-in form on the account page
- Forgotten password link
- Order list with status badges
- Order detail with a progress timeline
- Message thread on every order
- Accept quote button with an optional purchase order number
- Request a revision with comments once drawings are issued
- Reorder: start a new order from a past one
- Unread message marker
- Clients kept out of the WordPress dashboard
- Admin bar hidden for clients
- Sign-out link
- Orders matched by account or by email
- Guest tracking by reference and email
- Tracking links in emails fill the lookup for you
- Timeline shows the date each stage was reached
Order management 21
- Orders menu with a count of new orders
- Columns for client, service, value, hours, status, target date and files
- Overdue target dates shown in red
- Filter orders by status
- Search by reference, client, email, company or project
- Sort by value
- Change status on many orders at once
- Export every order to CSV
- Full scope summary on each order
- Hours breakdown and discount audit
- Confirmed price override
- Target date override
- Send the confirmed quote with one tick
- Status change with optional client email
- Status history with times
- Reply box that emails the client
- Internal notes clients never see
- Activity log of every change and who made it
- Printable order sheet
- Dashboard panel with pipeline value and conversion rate
- Pending account warning across the dashboard
Pricing settings 20
- Settings page under Detailing orders
- Hourly rate
- VAT rate
- Headline price shown ex or inc VAT
- Minimum order value
- Currency symbol
- Editable services and hours factors
- Editable project types and hours per tonne
- Editable complexity factors
- Editable level of detail factors
- Editable turnaround price and speed factors
- Editable add-on names and values
- Volume discount tiers
- Promo code list
- Returning-client discount rate
- Cap on combined discounts
- Team hours per day for issue dates
- Non-working dates list
- Hours per member, sheet, flight, landing and metre of balustrade
- Reset everything to defaults
Messages and emails 19
- Branded HTML emails in black, blue and white
- Order confirmation to the client with a price table
- New order alert to the office
- Status update emails
- Confirmed quote email with an accept button
- Message notifications in both directions
- Quote accepted alert to the office
- Account request alert to the office
- Reply-to set so answers reach the right inbox
- Contact form with spam trap
- Contact form hourly limit
- Office email set in settings
- VAT number in every email footer
- Tap-to-call phone link
- Toast message for every action
- Errors that say what went wrong and how to fix it
- Expired session message with the fix
- Empty states that point to the next action
- Cookie notice that remembers it was dismissed
Design and motion 20
- Blue, black and white colour scheme
- Hero blueprint of a beam-to-column connection that draws itself
- Running dimensions on the hero drawing
- Glossy buttons with a light sweep on hover
- Springy press on every button
- Bounce when you pick an option
- Metallic sheen on the price card
- Dark mode switch remembered on this device
- Follows your device dark mode by default
- Header that shrinks as you scroll
- Scroll progress bar
- Back-to-top button
- Archivo Expanded headings with IBM Plex Sans text
- Steel grid backdrop in the hero
- Service rows that slide on hover
- FAQ that opens smoothly
- Upload your own logo
- Edit the hero headline and intro in the Customiser
- Edit phone and address in the Customiser
- Upright type throughout, no italics
Mobile and access 12
- Responsive from 320 px phones to wide desktops
- Slide-in mobile menu
- Skip to content link
- Visible keyboard focus
- Respects reduced motion settings
- A label on every field
- Price changes announced to screen readers
- Escape closes the menu
- Fonts preconnected with swap loading
- Scripts deferred so pages paint first
- No jQuery on the front end
- Print stylesheet
Search and security 7
- Business structured data for search engines
- FAQ structured data
- Open Graph and social card tags
- Meta description on every page
- Breadcrumbs on inner pages
- Security token on every request
- Pages created automatically when the theme is switched on
Steel tools 20
- Free Steel tools page with eleven calculators
- Section weight calculator for UB, UC, PFC, SHS, RHS, CHS and angles
- Built-in library of 62 common UK sections
- Painted surface area for any run of sections
- Plate, flat bar and round bar weight
- Tonnage estimate from floor area by building type
- One tap sends tool tonnage into the price calculator
- Paint litres from area, dry film thickness, volume solids and losses
- Wet film thickness to apply per coat
- Bolt length calculator with the standard length to order
- Hole size, minimum edge distance and pitch for each bolt size
- Fillet weld throat from leg length
- Weld metal weight per metre and in total
- Stair geometry checker against Approved Document K
- Rise, going, pitch and 2R + G each marked OK or Check
- Guarding heights by location with the 100 mm sphere rule
- Rafter length and apex rise from span and pitch
- Running dimension generator that places each value at its witness line
- Unit converter for length, weight, tonnage, force and stress
- Copy any tool result to the clipboard
Smarter pricing 20
- Plain-English explanation of every price
- Saving tip showing the change that cuts the most cost
- Indicative price in euros or dollars with rates you set
- Budget mode shows how much steel your budget covers
- Deadline mode finds the cheapest speed that meets your date
- One tap switches to the suggested turnaround
- Save up to 10 named scenarios on your device
- Load any saved scenario back into the calculator
- Side-by-side scenario comparison with the lowest price flagged
- Your last five estimates kept and restorable
- Download an estimate as CSV
- Download an estimate as a text file
- Request a call-back from the calculator with the estimate attached
- Signed-in clients can reload the settings from their last order
- Dated promo codes with an expiry date
- Promo codes with a use limit
- Promo and referral code usage report
- Referral code for every client account
- Referral discount for the new client, set in admin
- Referrals counted against the referring client
Leads and clients 20
- Leads inbox for call-backs, contact messages, emailed estimates and unfinished orders
- Unfinished orders captured only when the visitor ticks consent
- One lead per email and source per day, so no duplicates
- Lead statuses: new, contacted, won and lost
- Follow-up date on every lead, with overdue ones highlighted
- Notes on every lead
- Create an order from a lead in one click
- Leads marked won automatically when that client orders
- Lead follow-ups due widget on the dashboard
- Leads CSV export
- Marketing opt-in list export
- Campaign tracking from UTM source, medium and campaign
- Referring website and landing page stored with orders and leads
- Came from column on orders and leads
- Client directory ranked by lifetime value
- Orders, won jobs and last order date for each client
- Client directory CSV export and live filter
- Repeat client badge on every order
- Order tags for your own grouping
- Starred orders with a one-click star in the list
Production 20
- Detailer user role with access to orders but not settings
- Detailers see a trimmed admin menu
- Assign each order to a detailer
- Detailer emailed when a job is assigned
- New orders auto-assigned to a default detailer
- Priority levels: low, normal, high and urgent
- My jobs, Starred and Urgent views in the order list
- Time log on each order with date, hours and note
- Hours used against hours quoted with an over-budget warning
- Days left or days late on every open job
- Behind-schedule flag from progress against time elapsed
- Drawing register on each order: sheet, title, revision, status and date
- One-click revision bump, A to B or P1 to P2
- Drawing register CSV export
- QA checklist on each order from an editable list of 12 checks
- QA completion column in the order list
- Job board with drag-and-drop status changes
- Eight-week workload chart against capacity
- Due-date calendar with month navigation and bank holidays
- Duplicate an order in one click
Invoicing and finance 20
- Numbered invoices in the form PSS-INV-YYYY-NNNN
- Invoice the balance left to bill in one click
- Deposit invoices by percentage over an order value you set
- Deposit shown to the client before they accept
- Record full or part payments with dates
- Paid, part paid, unpaid and overdue states
- Outstanding balance column with overdue amounts in red
- Printable invoice with logo, VAT number and bank details
- Printable quotation
- Printable proforma invoice
- Email an invoice to the client in one click
- Clients view and print their invoices from their account
- VAT outside scope option for overseas business clients
- Option to require a PO number before a quote is accepted
- Margin on each order from logged hours and your internal cost rate
- Reports: orders, win rate, average order and money owed
- Invoiced net chart for the last 12 months
- Aged debt and VAT by quarter
- Sales and win rate by service and by project type
- Estimate against agreed price, margin on completed jobs and invoices CSV export
Client portal 20
- Account dashboard: open orders, actions needed, total ordered and outstanding
- Waiting on you banner listing quotes and drawings to act on
- Find an order by reference, project or status
- Profile editing for name, company and phone
- Billing address printed on invoices
- Choose every status email or only the key ones
- Copy up to five colleagues on order emails
- Change password link
- Send more files to an open order with upload progress
- Admin emailed when a client adds files
- Read-only drawing register on each order
- Approve drawings for construction from the account
- Quote validity date with a days-left countdown
- Expired quote notice
- Add the issue date to your calendar
- Print the order summary
- Copy order reference button
- Star rating and comment when a job completes
- Request a call from your account
- Download my data and request account deletion
Marketing and content 20
- Portfolio of projects with photos and facts
- Portfolio filter by project type
- Project facts panel: type, tonnes, software, location, year and drawings
- Price a similar job button filled in from the project
- Client reviews page with the average rating
- Reviews held for your approval before publishing
- Only reviews the client agreed to share are shown
- Reviews carousel on the home page
- Stats strip: tonnes detailed, projects, clients and rating
- Stats that count up as they scroll into view
- Announcement bar with a link, dismissible
- Automatic office closure notice before bank holidays
- Open now or closed indicator from your opening hours
- Opening hours shown on the contact page
- WhatsApp chat button
- Glossary of 40 steel detailing terms with search
- Help centre that searches questions and terms as you type
- Reading time on blog posts
- Share buttons on blog posts with no tracking scripts
- Related reading under each blog post
Automation 20
- Quotes marked expired after the validity period
- Reminder five days before a quote expires
- Follow-up three days after an unaccepted quote
- Daily digest: new orders, due today, overdue and money owed
- Due-tomorrow alert to the assigned detailer
- Chaser every three days while an order is on hold
- Rating request when an order completes
- New orders move to Reviewing when first opened
- Webhook for new orders, status changes and invoices
- Webhook payloads signed with HMAC
- Slack or Teams alert for new orders
- Copy admin emails to colleagues
- Email subject prefix
- Email signature
- Email log of the last 200 emails with failures flagged
- Test email button
- Out-of-office auto reply
- Canned replies in the order message box
- Every automation can be switched on or off
- Warning when scheduled jobs stop running, with a Run now button
Security and privacy 20
- Sign-in limited to 5 attempts per 15 minutes
- New client accounts must confirm their email
- Disposable email domains blocked from an editable list
- Time trap rejects forms sent faster than a person can type
- Uploads with double extensions blocked
- Uploads containing program code blocked
- Download links that expire after a set number of hours
- Signed links for invoices, quotes and calendar files
- Security headers on every page
- WordPress version hidden
- XML-RPC turned off
- Maintenance mode with a branded page
- Files of completed orders deleted after a set number of months
- Option to store anonymised IP addresses
- Terms acceptance time stored with each order
- Marketing consent time stored
- Status changes logged with the name of the person
- Personal data export through the WordPress privacy tools
- Personal data erasure that keeps invoice records for tax
- Privacy page created and set as the site privacy policy
Experience and app 20
- Search the whole site with Ctrl K
- Keyboard shortcuts for pricing, ordering, tracking and tools
- Shortcut help on the ? key
- Larger or smaller text, remembered
- High contrast mode, remembered
- Installable app with home screen shortcuts
- Offline page when the connection drops
- Offline banner and back online notice
- Pages prefetched on hover for faster clicks
- Scroll reveal with a spring bounce
- Ripple on every button press
- Confetti when an order is placed
- Haptic tick on phones when you pick an option
- Smooth scrolling that clears the sticky header
- Contact form draft saved on the device
- Character counters on long text boxes
- Order form filled in from your profile
- Sticky jump bar on the tools page
- Six new pages created automatically: tools, projects, glossary, help, privacy and reviews
- New features marked in this list
Client experience 20
- Order progress percentage bar in the client account
- Estimated completion percentage based on time elapsed and quoted hours
- SMS notification opt-in preference stored on the client profile
- Order filter by status in the client account dashboard
- Order again with modifications — previous spec pre-filled and editable
- Timeline dates shown with relative age ("3 days ago")
- File type icons in the order file list (DWG, DXF, IFC, PDF, ZIP)
- Unread message count badge on the account navigation
- "What happens next" explainer shown on each order status
- Copy PO number button on accepted orders in the client portal
- Auto-scroll to the current status step in the order timeline
- Archive completed orders toggle to hide old jobs from the dashboard
- Printable order summary from the client account
- Client brief / notes field added to the order form
- Glossary tooltips on service description terms
- Expected turnaround confirmation email includes an ICS calendar file
- Client referral code shown on the account dashboard
- Email estimate includes a "place order" deep link
- Estimate copy text includes every line-item breakdown
- "Mark as urgent" flag on the client order form, alerted to admin
Admin and production 20
- Bulk assign orders to a detailer from the order list
- Bulk tag orders as urgent, high, normal or low priority
- Bulk star or un-star orders
- Bulk export selected orders to a single CSV
- Two-week schedule Gantt view per detailer (admin menu)
- Orders filterable by detailer in the admin order list
- Drawing check sign-off meta box with six checklist items and checker name
- Drawing check percentage shown in the time log box
- Drawing register search across all orders (admin menu)
- Time log CSV export button per order
- Handover notes meta box (internal, never shown to clients)
- Admin file upload box on every order with internal / client visibility toggle
- SHA-256 hash stored on every uploaded file (tamper detection)
- File integrity verified on admin download
- Admin: mark drawing set as "final issued"
- Admin file visibility toggle AJAX (no page reload needed)
- PO number column in the order list with one-click copy button
- "Drawings approved by engineer" flag meta box
- Dashboard KPI widget 2: on-time delivery %, average rating and win rate
- Page-level internal admin notes (side meta box, not visible to visitors)
Calculator and pricing 20
- Imperial / metric preference toggle remembered via cookie
- Calculator shortcode accepts a pre-set service parameter for embedding on service pages
- Quick price badge shortcode for landing and service pages
- Animated turnaround comparison table on the estimate result panel
- Print just the estimate button (hides page chrome)
- QR code generated for every shared estimate link
- Price breakdown pie chart on the result panel
- Stair calculator: balustrade metres auto-calculated from flights and landings
- Sheets mode: drawing scale factor for mixed-size drawing packs
- Promo code field in the quick quote form
- Mobile sticky result panel shows project type label alongside price
- Minimum order note shown only when the minimum actually applies
- Yearly revenue target tracker in the Reports page
- Forecast next month revenue from 3-month average and open pipeline
- New vs returning client revenue split in Reports
- Batch estimate shortcode — price multiple jobs in a table with running total
- "How we price" expandable explainer shortcode
- Estimated VAT collected by quarter added to Reports
- Revenue bar chart over the last six months in Reports
- Revenue target set from the Reports page, progress shown in KPI widget
Engineering calculators 10
- Concrete pad bearing pressure check (factored axial load vs ground bearing)
- Steel grade selector with f_y and f_u to BS EN 10025, thickness-adjusted
- Notched beam shear capacity check to BS EN 1993-1-1 §6.2.6
- Weld detail category (fatigue) to BS EN 1993-1-9 with execution class
- Fire resistance indication by section factor — unprotected unloaded steelwork
- All new calculators use the same imperial/metric toggle as the main tools
- Pad calculator warns when bearing pressure exceeds the soil limit
- Grade calculator shows both f_y and f_u in the same result row
- Notch calculator flags "Add block-shear check" when notch length exceeds web depth
- Weld class result links to the BS EN 1993-1-9 table reference
SEO, marketing and admin 20
- Canonical URL meta tag on every page
- robots.txt disallows upload folder and PSS manifest/SW endpoints
- AggregateRating schema from live client reviews
- Article schema on every blog post (headline, dates, publisher)
- FAQ schema on every [pssd_faq] shortcode instance
- Breadcrumb schema markup matches the visible breadcrumbs
- Sitemap entries for portfolio projects via WP core sitemap
- Social proof order count badge shortcode [pssd_proof]
- Recent portfolio projects strip on the home page
- Accreditations admin page: one-per-line list with pipe-separated description
- Accreditations shortcode [pssd_accreditations]
- Accreditations strip on the home page below the hero
- Testimonials AggregateRating output on the front page
- Newsletter subscriber CPT with consent timestamp and source tracking
- Newsletter subscribe shortcode [pssd_newsletter] with GDPR consent checkbox
- Newsletter subscriber CSV export from the admin
- Exit-intent overlay with promotional offer (desktop only)
- UTM link builder admin tool — builds and copies tracking links for campaigns
- Two-week schedule view in admin (calendar of due dates per detailer)
- Audit log viewer with search, formatted timeline and CSV export
Accessibility, security and operations 10
- ARIA live region announces price updates to screen readers
- Skip-to-results link on the calculator page
- Keyboard-focusable result panel after calculation
- High-contrast print stylesheet hides animations and icon chrome
- Nonce auto-refreshed every 10 minutes via lightweight AJAX
- Login rate limit status shown in the admin health screen
- Order submission CSRF double-submit cookie protection
- GDPR consent checkbox required on the newsletter signup
- Consent timestamp and source stored with every newsletter subscriber
- No-JS fallback: contact details rendered in a noscript block
Client portal (v4) 10
- Client account dashboard shows total spend ex VAT
- Order search in the client account — filter by ref or project name
- Download all files for an order as a single ZIP from the portal
- Client notified by email when a detailer is assigned to their order
- Client notified by email when the drawing check reaches 100%
- Order status change note — admin can record why a status changed
- "Revision note" field in the portal separate from the message thread
- Outstanding balance prominently shown on every invoice email
- Invoice reminder sent automatically at 7, 14 and 30 days overdue
- Preferred turnaround per project type saved on the client profile
Calculator and estimating 10
- Save a named estimate to the device — multiple named slots
- Load a saved estimate from the device with one click
- Delete saved estimates individually
- Share estimate via URL — full spec encoded in the query string
- Pre-fill the calculator from URL parameters (mode, service, tonnage etc.)
- Quick-quote result shows estimated issue week alongside the date
- Service selector shows a one-line description on hover or focus
- Complexity guide — expandable "what does complex mean?" tooltip
- LOD selector shows plain-English explanation of each level
- Estimate comparison — pin two estimates side by side on screen
Admin workflow 10
- Copy order ref to clipboard from the order list (one click)
- Quick-assign detailer from the order list without opening the order
- Overdue open orders highlighted red in the order list
- Orders due within 2 days highlighted amber in the order list
- Internal admin notes indicator in the order list (dot shows a note exists)
- Drawing check percentage shown as a mini progress bar in the order list
- Estimated hours remaining shown in the order list for in-progress jobs
- Resend any notification email from the order edit screen
- Status-change note recorded in the audit log on every transition
- Credit note CPT — issue a credit against any invoice with reason and amount
Finance and reporting 10
- Invoice aging report — outstanding balances in 0-30, 31-60, 61-90, 90+ day buckets
- Aging report table lists every overdue invoice with days and balance
- Gross profit by service type — revenue, cost and GP% per service in Reports
- Month-on-month revenue comparison for the last six months in Reports
- Credit note register under every order showing all credits issued
- Proforma to invoice conversion one-click button in the finance panel
- Credit note sequence number auto-incremented (PSS-CN-YYYY-NNNN)
- Invoice reminder cadence configurable from Business settings
- Outstanding balance field per invoice updated automatically when part-paid
- Year-to-date gross profit total at the top of the Reports page
SEO, meta and performance 11
- Open Graph meta tags on every page (og:title, description, url, image, type)
- Twitter card meta tags (summary_large_image) on every page
- Featured image used as OG image on single blog posts
- Theme colour meta tag (#1456F0) for mobile browser chrome colouring
- Preload hint for the PSS logo on every page
- Pricing page and tools page pre-cached by the service worker for offline access
- FAQ shortcode generates JSON-LD FAQPage schema automatically
- System health admin page — PHP, WP, upload limits, mail, rate, totals
- Webhook test button on the health page sends a live test payload
- Full JSON export of all orders and metadata — one-click download
- JSON import — restore orders from a backup file, skipping duplicates
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