Dashboard

Under Your portfolio in the menu. Open the page

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

Methodology: Treat the property as the asset and each project as a controlled body of work. Everything in the sidebar hangs off that pair: Planning covers feasibility, consents, the survey and the room and element registers; Project management covers timeline, money, actions and snagging; Documentation holds the files. Keeping every decision, quote, invoice and document linked to the project is what keeps the budget and timeline trustworthy.

How to use: Set your preferred property and project so pages open where you work, then move through the sidebar as the project develops — feasibility first, then survey and the item schedule, then delivery. The header gives you contractor-view preview, notifications and this help on every page.

Steps:

  1. Use the Property and Project selects at the top to change what the dashboard shows; press Manage to go to Properties & Projects, or Open to go into the project.
  2. Read Needs you for what wants a decision today, and Recent comms for the latest mail.
  3. Set the property and project the app opens on with the Set as default stars on the Properties page.
  4. Open the Setup guide (bottom right, or Onboarding in the account menu) if the project is new; it ticks itself off as data appears.
  5. Use the ? in the header on any page for that page's guide.