Refurbly help library

The home view of the refurbishment: your properties and projects, with planning, project management, money and documentation areas in the sidebar.

The phone-first screen for standing in the property: capture a snag, action, photo or room scan in one tap, and see what is due today.

A property is the physical home. Projects are the separate scopes of work running under it, such as the main refurb, garage conversion or garden room.

The property record stores address, type, heritage and room information, plus the list of projects at the property.

Create a property, choose a property type template, and seed the likely room list.

Create a refurbishment project and link it to the relevant property.

Expenditure, contractors, progress and weekly trends — for one project or the whole portfolio.

A library of guides and reference material you can share with your contractors, with a record of who has opened what.

A buying guide for phone-attached thermal cameras: how to read the specs, which models work, and the mistakes to avoid.

Review imported Gmail communications and connect emails to the right project, contractor and documents.

Four free, no-sign-up calculators: stamp duty, a ballpark refurbishment cost, the maximum offer for a flip or BRRR, and the true cost of a bridging loan.

The room list for the property: each room's details, survey status, photos and video clips, floor by floor.

A register of the building fabric — windows, doors, rooflights, radiators and fireplaces — each with its own reference, condition, decision, cost and photographs.

Build the outline cost and funding case before purchase or before the work starts: purchase costs, refurb budget, contingency and where the money comes from.

The working plan of the project in three views — Jobs, Timeline and Calendar: phases, jobs, estimates, spend, progress, man-days, documents and actions.

A phase-based schedule showing jobs, critical path, milestones and contractor-visible actions. Now the Timeline view of Jobs, Timeline & Calendar.

A six-stage flow that turns a walk round the house into a quotable schedule: survey the rooms, add drawings and outline the rooms on them, mark up services by trade, review the results and heat-loss report, price the counted item schedule, then issue each trade's committed version for quotes.

1. Survey the Rooms
2. Drawings & Outlines
3. Mark Up the Plans
4. Results & Reports
5. Item Schedule
6. Issue for Quotes

The items counted from the marked-up drawings: review each line, add or remove any, then send the schedule out for quotes. With the Survey module this is the Item Schedule stage of Survey & Markup.

The register of controlled drawings for the project: current and superseded versions, organised in standard folders.

Follow an application through its stages — planning permission, listed building consent, building regs, protected-species licences, party wall notices — with the statutory dates worked out for you.

Your cash position and runway across everything: accounts and opening balances, money scheduled in and out, forecasts, and a warning when the pot runs short.

Edit project metadata, linked property, dates, status and the phase list.

Small actions needed to complete a job, such as call a contractor, chase a quote, book a visit or confirm a drawing.

The single money view for the project: quotes, payment schedules, invoices and payments on one lifecycle board, with supplier and phase views and quote comparison.

1. Phases board
2. Quotes & Compare Quotes
3. Invoices
4. Payments
5. Financial calendar
6. Suppliers statement

Track defects, loose ends and completion issues through to verification, each snag aligned to its room, element, phase and job.

Move a finished project into Refurbly Care, the ongoing property-management side of the app.

The project's media library: batch-uploaded and in-app captured photos and video, tagged by room, phase and job.

A project document register for emails, quotes, invoices, plans, surveys, specifications and other files.

The evidence register: every consent, licence and certificate for the project, whether or not it is being tracked through its stages.

The project's health and safety records — risk assessments, notifications and incident log — scaled to the size of the project, with clear warnings for work you must not do yourself.

The insurance register: the cover the project needs, the policies you hold, contractor certificates, and periodic policy-condition inspections.

The Part F register: what Approved Document F asks of this house, whether the ventilation drawing delivers it, and the measured readings Building Control sign off against.

The supplier directory and who is on this project: add firms, invite them to the portal and manage what they can see. Quotes, invoices and payments live under Money.

The full record for a contractor, supplier or professional: profile, portal permissions, allocated jobs, actions, people, emails, quotes, invoices, payments, documents, insurance, H&S, resources, meetings and projects.

The home file for after the build: switch Care on for a property you already have, and manage its assets, maintenance, bills, meters and running costs.

The front page of a property under Care: what is due next, warranties ending, and counts of assets, scheduled and overdue tasks.

The plant and appliances in the home — boiler, consumer unit, windows, EV charger — with make, model, serial, install date, warranty expiry and service interval.

The recurring and one-off upkeep tasks for the home — boiler service, gutter clearing, septic emptying — with next-due dates and a service history.

The utility, insurance, service and finance accounts on the home — regular payment, frequency, start date and the date any fixed deal ends — and the bills recorded against them.

Take and record readings for the home's meters, set a reminder to read them, and see usage since the last reading.

What the home costs to run: the budgeted figure from your accounts' regular payments, what has actually been billed, and borrowing shown separately.

Your details, defaults, subscription and the app-wide configuration areas: appearance, integrations, email, invoicing, notifications, booking and survey layers.

Connect Google (Gmail and Calendar) and Pinterest so emails, attachments, meetings and ideas can be pulled into the refurbishment record.

Theme, colour scheme and connected sign-in accounts.

Hosts, meeting types and availability for the booking page, including automatic Zoom links.

How outbound email from the app is sent: sender identity and the reply-to address.

One-time set-up: link each project to the Gmail folder its correspondence is filed under.

The wording of the emails the app sends for you — edit each template directly in its preview.

The default payment terms new contractor invoices are due under, and the size below which a quote is paid in full rather than staged.

Which events reach you, by which channel — in-app, email or SMS — and whether Refurbly may contact your suppliers automatically.

Which trade layers the Survey & Markup page offers — switch off the trades you never draw.

Your personal profile and working defaults: contact details, your company or household name, your role, units, week start and the page the app opens on.

Your in-app inbox: reminders, limits and system alerts, with a link through to the record each one concerns.

What your account holds on Refurbly, Survey and Care, and how to change a plan, cancel one product, update your card or find invoices.

Marketing and product emails, analytics consent, your GDPR rights and the legal documents.

Account-level view for subscription, usage and general application access.

What has changed in Refurbly, release by release.

Platform administration: access controls, security, telemetry, changelog publishing and subscription syncs. Visible to platform admins only.

Your own details as a supplier: contact information, how you prefer to be contacted, and the certificates you hold.

Clock in and out of a job from your phone each day, with a before and after photo and a pause for lunch. It works with no signal.

A scoped view for contractors showing the work, actions, payments and documents you have made visible to them.