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How it works

A project, start to finish

Eight steps, each picking up from the last. You can start anywhere: many firms begin with a single BOQ and bring the rest in as the job grows.

  1. Set up your practice

    Create your organisation, add your logo, pick a document design and paper size, and invite colleagues with their own roles: Owner, Manager or Member.

    See the templates
  2. Create the project

    Add the client and the project. It gets a permanent Project ID that never changes, and it's archived rather than deleted when the job is done.

  3. Bring the team in

    Invite the architect, engineer, contractor and suppliers. Record each appointment with its role, scope and dates; the firm confirms or disputes it.

    Project record
  4. Bill it

    Write the BOQ, issue it and send bidders the tender copy. Compare the priced bids, then turn the bill into a quotation with a matching total.

    BOQs and billing
  5. Run the site

    Issue drawings and their revisions, record deliveries and tests in the materials register, keep the compliance checklist, and send transmittals for comment or approval.

    Material assurance
  6. Deal with what goes wrong

    Alerts flag missing registrations, unassigned roles, failed tests and overdue items. Concerns get a right of reply, and non-conformances stay open until they're closed properly.

    Compliance and alerts
  7. Get paid

    Value the work done with variations, invoice in stages, record each payment and issue a receipt with a QR code your client can check.

  8. Prove it later

    Download a dated evidence report of everything your firm can see on the project, and check that no entry or file has changed since it was recorded.

    Evidence and integrity

Each firm on the project

One record, seen from each side

Every firm uses its own account and sees only what concerns it. The project's organisation sees the whole record.

Consultants

Architects, engineers, quantity surveyors and project managers run their projects, write the bills and keep the record. A withdrawal notice of yours can't be removed by anyone.

Contractors and fundis

Join the projects you're invited to, confirm your appointment, record deliveries, submit checklist evidence and answer concerns. Quotations and invoices for your own clients too.

Suppliers

Publish a shop once it's reviewed, answer quote requests from professionals, and quote, invoice and issue receipts to your own customers.

Photo: Lebu Ayiga, CC BY-SA 4.0, via Wikimedia Commons

See it with real-looking work

The demo is a practice with sample projects, BOQs and records. Look around, edit and create, with nothing to sign up for.

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