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Draft a PO from a quote
Paste a vendor quote. The system reads the vendor, amount and trade, then saves it as a committed cost on the job.
Purchase orders
Vendor & trade rollups
Add a project
Project budgets
CSV columns: name, client, province, budget
Suggestions
Captured from the “Suggest a change” button across the site. These come into the build queue for the next working session.
Invite a teammate
Only invited emails can sign in. Everyone else lands on a “request access” screen with no data.
Waiting for access
Invited
Recent changes
Open opportunities
Click an opportunity to pull up its quote, scope and stage. Not a project until awarded.
Project calendar
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Every active build laid across the month — overlapping bars are projects running at the same time. Tap a bar to open the project.
Workforce
Assign in-house workers to projects by week — the two-week lookahead shows who's free vs allocated, and the month calendar shows crew load per job. Weeks run Mon–Sun. Retire someone with ✎ → Active: No.
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Compliance documents
WSIB clearance and insurance certificates per trade company. Expired docs flag red here and on the owner's project view.
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Log a change order
Tracked in the dashboard. CO # auto-assigns as <project>-CO-NN. When approved, create the matching estimate in QBO.
Change order log
Pending review — aging
How long change orders have sat awaiting approval.
Record a progress draw
Add a billing draw against a project. Holdback defaults to 10% (Ontario statutory).