What you can do on site
The app is built for the person standing in a half-built house, not for estimating. It covers the parts of a job that happen away from a desk.
The Home screen
Section titled “The Home screen”Signing in and picking a job lands you on Home — a status board for that job, not a menu. Each tile shows where something stands, so you can see what needs attention before opening anything.
| Tile | Tells you |
|---|---|
| Documents | The drawing register |
| Purchase Orders | What is committed, and what is still to come |
| Bookings | Who is confirmed, and who has not replied |
| Defects | How many are open |
| Site Diary | Whether today’s entry has been started |
| Checklists & Safety | What is outstanding |
| Colour Selection | Where the client’s selections are up to |
| Tenders | Packages out for pricing |
| Messages | Team chat for this job |
Tiles say what is actually happening rather than just naming the module — “Nothing on site today”, “Not yet confirmed”, “No open defects”, “Nothing to chase”. A quiet board means a quiet day.
What each part does
Section titled “What each part does”Documents
Section titled “Documents”Every drawing and document on the project, in folders, showing the current revision.
This is the feature that earns the app. A supervisor who can open the current drawing on site does not ring the office, does not work from a printed set that is two revisions old, and does not guess. See Versions and revisions.
Purchase orders
Section titled “Purchase orders”What was ordered, from whom, at what, and when it is due — with the part numbers.
It answers the questions asked most often on site: did we order the tie-downs, what was in the frame order, when is the concrete booked, what is the SKU on that tapware.
Record a delivery when the truck turns up: what arrived, what was short or damaged, and a photo of the docket. It is saved against the order and into that day of the site diary at the same time, so the office sees it in both places and nobody has to remember it later. The order then lists everything received against it.
Bookings
Section titled “Bookings”Who has confirmed and who has not. The gap between sent and confirmed is where lost days live, and this is that gap on a phone. See Bookings and confirmations.
Open a booking and you can also mark the work Started today or Finished today. That goes straight onto the program, so the office sees what actually happened without ringing around. Marking something started stamps today only when no date was recorded, so it never overwrites a date the office set, and changing your mind about finished leaves the dates alone.
Defects
Section titled “Defects”Log a defect where you are standing, with a photo, against a location. You can also notify the supplier responsible and track the notices you have sent.
See Defects on site.
Site Diary
Section titled “Site Diary”Today’s record — who was on site, deliveries, delays, issues and photos. Filled in on site takes two minutes; reconstructed at a desk on Friday it is guesswork.
See The site diary on the phone.
Checklists & Safety
Section titled “Checklists & Safety”Run a checklist item by item, capture photos where an item requires one, and collect a signature. Incidents are reported from the same place.
Timesheets
Section titled “Timesheets”Clock in and out on site rather than reconstructing hours later.
Colour Selection
Section titled “Colour Selection”The client’s selections schedule, for when someone on site needs to know which tile goes in which room.
Tenders
Section titled “Tenders”Packages you have out for pricing, and what has come back.
Notifications
Section titled “Notifications”The bell at the top of the Home screen is the same one on the desktop: orders sent and orders waiting to be approved, tenders sent, variations your client approved, declined or paid for, and call-ups a subcontractor confirmed or turned down. Reading one on the phone marks it read on the desktop too, because it is one list, not two.
Messages
Section titled “Messages”The job’s team chat, with push notifications. See Messages on the phone.
Client portal
Section titled “Client portal”The job’s clients and their portal links. Create a client’s link, Invite them by email, Share link through the phone’s share sheet (which is also how you copy it), or revoke a link that should no longer work. The card shows whether the client has opened the portal and when they last used it. The portal itself is a web page for the client; they never need the app. See Client portal.
Dictation
Section titled “Dictation”Anywhere the app asks for more than a few words — a diary note, a defect description, an incident account — there is a dictation button. Speak instead of typing.
On site, with gloves or wet hands or one hand full, this is the difference between a record that gets made and one that does not. See Dictation.
What still needs a desk
Section titled “What still needs a desk”The app is deliberately not the whole system. Not on a phone:
- Estimating — the BOQ, cost centers, take-off
- Raising orders, tenders, claims and variations
- Building checklist templates
- Approving timesheets
- Reports
Nobody prices a job on a phone, and the app being focused is why it is quick to use one-handed with a set of keys in the other.
Getting the most from it
Section titled “Getting the most from it”Keep documents current. The app is only as useful as the register behind it.
Raise orders promptly at the office, so they are on the supervisor’s phone when the delivery arrives.
Keep the schedule current, or site staff checking tasks against a stale schedule stop checking — and do not tell you they have stopped.
Set the site address on the project. It flows onto orders, which is what the delivery driver needs.