| # | Type | Status | Date | Specification | Description | Internal Notes | Internal Docs | Cost | Markup % | Markup $ | Sub‑Total | GST | Total | Running | Actions |
|---|
| # | Type | Status | Date | Specification | Description | Internal Notes | Internal Docs | Cost | Markup % | Markup $ | Sub‑Total | GST | Total | Running | Actions |
|---|
We are building and deploying modules one at a time to ensure we get everything just right.
| # | Trade | Status | Due | Scope | Bid note | Actions |
|---|
Set a password, or leave it blank and Send Invite emails a setup link. Clients and Trades see only their own jobs.
Newest first. Resolve drops an item to the bottom; reopen it any time.
| From | Role | When | Type | Section | Details | Status |
|---|
| When | Type | User | Action |
|---|
Restore brings an item back exactly as it was. × removes it permanently.
| Job | Requests | Deleted by |
|---|
| Request | Type | Job | Deleted by |
|---|
Set these once. They flow to the sign-in screen, the app header, and every client PDF.
Leave blank to notify every Admin instead.
Often a different line from the office number.
Editing a rate does not rewrite the rate sentence in your specifications — that is written by hand.
GST, HST, PST, VAT. Documents already signed keep the name they were issued under.
Defaults to 5%. Enter 0 if GST-exempt.
The warranty checker stops when the month reaches this. Blank = $25; 0 turns AI off.
Must contain {z}, {y} and {x}. Leave blank and the Satellite button stays off.
Your imagery provider tells you what this must say.
Set once at setup and leave it. Backups and exports are tagged with it.
PNG, JPG, WebP or SVG — shown on screen and on every PDF. A transparent PNG looks best. Keep it under ~1.5 MB.
Changing these does not re-open a closed claim or re-date an existing home. Cover runs from each home’s own possession date.
Categories and sub-categories carry Specifications; the cost items inside are Estimate lines. The code is the link, so renaming is safe.
Puts jobs, approvals, settings and people back from a nightly copy. The first button only looks — nothing changes.
Your uploaded files are not covered by a restore. Each one is copied to a second vault that outlives a delete by thirty days.
Claude can read, add and change anything. It cannot delete anything — not a job, a file, an account. The server refuses it.
Everything it does is in the Change Log under its own name. Turning it off takes effect immediately.
Downloads everything in the app as one file. It includes client names and job data, so treat it like a backup.
The same job name on two rows is a duplicate — your request and your client are split across the copies.
Load any fillable PDF and link its fields to live job data. Push it to Documents and it auto-completes on every job.
| Name | File | Pages | Fields | Linked | In Documents |
|---|
Every job in Design, Build, Warranty or Closed pins here at its site address, coloured by status — untick a status in the legend to hide it. Set the address and drop the pin on the job’s Specifications (General Scope → the location cluster beside the Project Address). Click a row or a pin for the client card.
| Job Number | Client Last Name | Site Address | City | Lot | Block | Plan | Possession Date |
|---|
Anyone here can be assigned a deficiency and emailed. Drag .vcf address cards onto this panel to import.
Set a rate once here, then apply it to any Estimate cost line with the button beside fx. Rates are shared across every job.
These appear on the client's Warranty page as their service contacts. Verify them when the certificate is loaded.
125+4785 or 12*3.5) into the field you want it to drive. To pull a Specs value in, click a parameter below — it drops in as [Main floor SQFT], and that field shows the result and turns amber. Need a value that isn't listed yet? Use + Add From Specifications to bring any Specs field in as a parameter.