Sign In

Email Password

If you've reached this screen from a QR code, please reach out so we can set up an account for you tied to your project.

Sign Out

Active job

Approval Requests

#	Type	Status	Date	Specification	Description	Internal Notes	Internal Docs	Cost	Markup %	Markup $	Sub‑Total	GST	Total	Running	Actions

Internal view. Cost and markup are for your team only — every client-facing PDF shows just the amount, GST, and total. Cost is your supplier price; sub-total is the client price (cost + markup); GST is applied at the rate in Company settings. Click a column heading to sort; click it again to reverse. The Status filter controls what's shown here and in the generated summary.

Coming soon

We are building and deploying modules one at a time to ensure we get everything just right.

0Jobs

0Pinned

0Design

0Build

0Warranty

0Closed

0Documents

0Prelim

0RFP

0Final

PROJECT NOTE — the opening line sent to every bidder

Shared by every bid · saved to this job

BID DOCUMENTS — shared with every bidder

Bids Due

#	Trade	Status	Due	Scope	Bid note	Actions

Bid package. The project note and documents above are shared by every bid. Each row is one trade’s request — its scope (the chart-of-accounts sections it covers), its own note, and a due date. Bids sit as drafts; releasing them to trades and the bidder portal comes next.

Add A User

Their email is their username. Set a password yourself, or use Send Invite to email them a setup link to finish on their own. Resend sends a fresh setup link to anyone not set up yet, or a reset link to anyone who is — so you can always get someone back in. Roles: Admin (full access, incl. this panel), Team (everything but Admin), Client, and Trade (sub-trade/vendor) — Clients and Trades see only their own jobs. One account per email, good across every job they’re on.

First name

Last name

Email (username)

Password (optional — leave blank to invite)

Role

Company & Branding

Set these once and they flow everywhere — the sign-in screen, the app header, and every client-facing PDF (Change Orders, Spec Approvals, Payments and the Approval Summary). The logo you load here replaces the built-in one across the whole app.

Company name

Address

City

Province

Country

Postal code

Phone

Email address

Warranty & service email

Where client warranty and service requests are emailed the moment they're submitted. Leave blank to notify every Admin instead.

Website

Warranty & service phone

The number clients call about warranty and service. Often a different line from the office number above.

Service call rate ($/hr)

After-hours rate ($/hr)

Subtrade markup (%)

Kept as numbers so the app can bill from them later. Editing them does not rewrite the rate sentence in your specifications — that is written by hand, so changing a rate cannot alter a job already finished.

Tax name

What this tax is called on every client document — GST, HST, PST, VAT. The rate is set beside it. Documents already signed keep the name they were issued under.

Tax registration number

GST rate (%)

Applied to client amounts and totals across estimates, approvals, and PDFs. Defaults to 5%. Enter 0 if GST-exempt.

AI monthly budget (USD)

Hard cap on this instance's AI spend — the warranty checker stops when the month's estimated cost reaches it. Blank = $25 default; 0 turns AI features off.

Satellite imagery URL

The photo layer behind the Job Map's Satellite button. Paste the tile address from your own imagery account — it must contain {z}, {y} and {x}. Leave blank and the Satellite button stays off.

Satellite attribution

The credit line the map shows while the photos are on — your imagery provider tells you what it must say.

Instance ID (tenant)

Permanent identifier for this company's instance. Set once at setup and leave it after go-live — it's how this build is tagged for backups, exports, and any future migration.

Logo

PNG, JPG, WebP or SVG — shown on screen and on every PDF. A transparent PNG looks best. Keep it under ~1.5 MB.

Brand colours

Pick the instance's colours and every screen re-skins live — saved with Company details. Status colours (approved green, declined red, waiting amber, payment teal) stay fixed so documents always read the same for everyone.

Spacing & sizing

Heights and breathing room, in pixels — the same measurements on every screen, live as you type.

Warranty program

The coverage windows your homes are sold with. These drive what a client is told is still covered when they raise a warranty request, and what the server accepts — so they are the terms, not a description of them. Leave this alone and every home keeps the standard 1 / 2 / 5 / 10 year program.

YearsWhat it covers

Changing these does not re-open a closed claim or re-date an existing home. Coverage is worked out from each home’s own possession date against whatever these say at the time somebody asks.

Your own service warranty

Anything you cover yourself, beyond the program above. This is the wording clients read.

Restore

Puts your jobs, approvals, settings and people back from a nightly copy. Nothing changes until you have read what it would do — the first button only looks. A fresh copy of everything as it is right now is taken before anything is written, so this can itself be undone. Anything created since the backup is left alone, and nobody’s password is touched.

Your uploaded files are not covered by a restore. Signed approvals, deficiency photos, bid PDFs and warranty certificates live in file storage, which has no versioning and no undelete — the database can be wound back thirty days, those files cannot. Every one of them is copied to a second vault that outlives a delete by thirty days. Check The Files asks storage whether each one is really there — and can bring a missing one back from the vault. Download All Files saves every one of them to this computer, in parts, so a copy of them exists outside this hosting account — the weekly email carries your records but is far too small to carry the files.

Claude’s Access

Claude can read everything in the app and add or change anything — which is how the old jobs, their costs and their files get loaded in. It cannot delete anything. Not a job, not a document, not a file, not an account; it cannot void a signed document, sign on a client’s behalf, put a backup back over live data, or move anything to the Trash. Every one of those is refused by the server and always will be, so the worst a mistake can leave behind is something extra for you to remove — never something missing.

Everything it does is written to the Change Log under its own name, so you can always see exactly what was touched and when. Turning it off here takes effect immediately and does not need anyone’s help.

Checking…

Export

Downloads everything currently in the app — every job’s specifications and estimate, the requests, the chart of accounts and your templates — as one file, so Claude can read your live data and you can tell it what to do with it. This does include client names and job data, so treat the file like a backup.

Diagnostics

Read-only. Every job with its short ID, the client emails entered on it, how many requests it holds (and how many are sent), and which client accounts are linked to it. If the same job name shows on two rows, that’s a duplicate — your request and your client are likely split across the two copies.

Ratebook

Your company-wide Ratebook — concrete by the yard, a finisher’s hourly rate, utility fees. Set a rate once here, then apply it to any Estimate cost line with the rate button beside fx: the unit cost fills in and the cell turns green. Attach the supplier’s price sheet or quote to any rate so its source travels with it. Rates are shared across every job.

Approval Requests

Coming soon

Add A User

Company & Branding

Chart Of Accounts

Restore

Claude’s Access

Export

Diagnostics

Form Builder

Job Map

Contacts

Ratebook

Sign In

Set Your Password

Approval Requests

Coming soon

Add A User

Company & Branding

Chart Of Accounts

Restore

Claude’s Access

Export

Diagnostics

Form Builder

Job Map

Contacts

Ratebook

Manual

Leads / New Job

Import Jobs

Edit Section

Warranty / Service Request

Respond To Request

Create Estimate

Reply

Deficiency

Attachments

Add Task

Add Phase

Please Confirm

Set A Password

Possession & Warranty Setup

Guide Links

Select Existing Client

Construction Document Checklist

Add Document

Approve Bid

New Bid

Trades

Attach Documents

Photos & Files

Upload Approval

Void Document

Decline Request

Issues & Requests

Issue

Line Note

Set Margin On All Lines

Square Footage

Parameters

Formula fx

Apply a rate

Job Access

Reminder

New Contact

Theme

Map Fields

Fill Form

Client Information

Flag A Deficiency

Note Files

New Template

Approve Request

Request Approval