How-to
Short walkthroughs, specific to your role. Pick a role to see exactly what that person does.
Management
Keep every account warm: who was seen, what was said, and what happens next.
Management, step by step
6 steps- 1
Open an account
The Accounts list is sorted by how long since anyone was in front of each builder. Click any one to open it.
- 2
Read the comms thread
Every visit, call and note lives in one thread on the Comms tab, oldest first, just like a chat.
- 3
Post a note or raise a task
Switch the composer to Task to raise an action item, assign it to someone, and tick it off when it's done.
- 4
Call someone in
Type @ to mention a colleague in a message. They can react to it, and it's kept against the account forever.
- 5
Store the documents
The Documents tab keeps proof-of-delivery photos, SWMS and agreements filed per account, backed by SharePoint.
- 6
Walk in with the number
Ordered against delivered per account, plus on-time and cross-depot reports, are all on the Reports page.