Project Management
Construction, Scheduling and Job Management
22 articles
How to Create Different Job Types
How to add a Supplier/Contractor
Manage Multiple Contacts for Each Supplier or Contractor
Enable Portal Access for Contractors or Suppliers
How to add Contractor Licensing and Insurance Records
How to Restrict Folder Access for Contacts
How to Create New Tasks
Add a Checklist to a Task
Set up SMS or Email Reminders for Tasks
Streamline Your Workflow with Task Categories
How to Create a Purchase Order
Add an Attachment to a Purchase Order
Understanding 'Items Remaining' on a Purchase Order
Send a JSA to staff/contractor/supplier for editing or signing
How to Create Incident Reports
How to see the remaining cost on a job
View bills related to specific costing items in the budget
Auto-Generate Purchase Orders
Assigning Tasks to Roles
Notify assigned users of schedule changes
Accepting or declining proposed changes from trades/subcontractors on schedule items
How to Create Schedule Filters in your Planner View