01Project management
Keep the scope, people, dates and records for each job together, from award through handover.
- Create the project with its customer, site address, dates and budget.
- Assign your team, add to-dos and link the schedule, files and daily logs.
- Review progress, outstanding work and project records before closing the job.
02What is included
Use these capabilities within your company and project permissions.
- Project overview and linked record sections
- To-dos with ownership, priority and deadlines
- Daily logs, inspections, permits and punchlists
03Configuration and availability
Visible projects and actions depend on the company role and project assignments.
04Create a clear job record
Save the customer, site, dates and budget so the office and crew start with the same information.
05Keep work under its project
Open the project to manage tasks, scheduling, logs, forms, labour, service work and files together.
06Review the whole job
Check progress, outstanding work and financial records before handover. Team access controls which records each person can see.