Internal business system

Change password

Your new password must contain at least 10 characters.

Create user

Add a company account and assign its access role.

Deactivate user?

Manage user access

Application areasDepartment permissions are currently applied.

Create department

Name the team and choose only the CRM modules it needs.

CRM accessThese settings apply to team leads and members in this department.

Allocate work

Send a commercially cleared project to the responsible department.

Project files to sendSelect files already uploaded under this project.
Add new project filesThese will also be saved in the selected project's library.

Assign team member

Choose who will own this work.

Add daily progress

Current status
Photos and attachmentsAdd site photos, drawings or supporting files.

Progress history

Prepare the next department

Next department
Files to hand overSelect the approved outputs and references needed by the next department.

Approve next-stage payment

Next department is lockedIts team lead can assign work only after this payment is recorded and approved.

Upload project files

Choose the project first so every file remains easy to find.

FilesUp to 8 files, 10 MB each.

Create project

Add the client project before preparing a quotation.

Client requested changes

The current quotation will be preserved before a new version is created.

Edit before sending?

Add or change sections and line items without creating a new quotation version.

Pricing must be approved againThe existing scope and prices will remain, but the current pricing approval will be withdrawn before editing.

Confirm client approval

Use this only when the client has approved the final quotation.

This action permanently locks the quotation.Its project details, items, quantities, rates and totals cannot be edited afterwards.

Approve pricing

Confirm the square-feet rates and quotation total.

Version history

Every quotation sent to the client remains available here.