Start to finish
Complete guides that bring several features together.
6 articles
- Complete guideFrom scratch to your first daily report: create the project, build the schedule and log the dayThe full path to get started: create the project, set up the schedule stages, write your first daily report and share the PDF.
- Complete guideFrom crew to payroll: team members, daily reports and payrollHow payroll comes out of day-to-day work: add your crew, mark attendance in daily reports, log advances and generate the period's pay slips.
- Complete guideComplete daily reports with your crew: team members and attendanceAdd your crew once and, in each daily report, mark full days, half days, absences and hours, count extra workers and export the PDF with the workforce.
- Complete guidePlan your project: deadline, stages and weekly progress trackingSet the project deadline and value, build stages with dates, update progress every week and use the deadline panel to see whether the project is behind.
- Complete guideInvite your client and show the project in the PortalFrom invitation to day-to-day: invite your client, unlock Client Access, choose what they see and keep the Portal up to date with photos, reports and the schedule.
- Complete guideControl costs: log entries, link them to stages and compare with the budgetUse stage values as your budget, log every expense and income against the right stage, and compare budget with spending in Financial and on the Schedule.
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