Dashboard
Section
Builder / Admin
Control the system yourself: sections, fields, layouts, trackers and table columns.
Add New Section
Add Field
System Templates
Editable Workspace Structure
Delete fields, add new fields, and open any section to use it. Full field editing can be expanded further from here.
Email Action Centre
Email Actions
Calendar / Events
Upcoming Events
Time Blocks
Upcoming Blocks
Wins / Career Evidence
Evidence Bank
Customise Colours
Workspace Text
Conversation Log
Log conversations properly: who, what was agreed, outcome and follow-up date.
Conversation History
Contract Diary
Operatives down the left, days across the top. Add where people are working and search it with CTRL + K.
Add Diary Entry
Weekly Diary Board
Raw Diary List ▾
Single Address Job Tracker
Track one address/job at a time, add trades required, mark trades complete, and customise extra columns in Builder.
Create / Open Tracker
Once created, open the tracker below. You can add/remove fields in Builder.
Quick Add Address
Jobs Tracker Sections
Contracts
You control this list. Add only the contracts you want to appear in At Work mode and diary screens.
Contract List
Nat Fed / Schedule of Rates Search
Add or paste SOR lines, then search by code, keyword, unit, rate or notes. Best format: Code, Description, Unit, Rate.
Bulk Import
Paste rows from Excel/CSV. Tab-separated is best.