Use-case guides
Guides
Interactive tours of the real product: every step is a screenshot you can explore, with a short video for each stage.
Industry stories
Follow a company from first contact to final handover
Each story follows one fictional company through the real screens, stage by stage.
General contractorFeaturedA general contractor, from tender to final account
Follow Zayton Ridge Contracting, a fictional civil contractor, through one job: the tender and the bid decision, the award and the contract, the budget baseline, buying and subcontracting, the site, progress certificates and variations, then retention and closeout. Every figure comes from the same records.8 stages30 stepsIncludes video
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BMS contractorFeaturedA BMS integrator, from Go / No-Go to handover
Follow Volta Controls, a fictional BMS and controls integrator, through the building systems process: the bid decision, the priced offer and its approval, the award that becomes a project, submittals, panels and the factory test, I/O points on site, commissioning and the SAT, provisional acceptance, warranty and the maintenance renewal, with billing and collections all along.9 stages32 stepsIncludes video
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Module guides
Short tours of one module each, from the first screen to the posted result.
CRM for contractors: from first lead to signed award
Record every lead, follow each bid in value, price and approve offers with their revisions, and hand the won deal over as an award the project team can build on.2 stages7 stepsIncludes video
Projects: cost, control and bill every job
Open the project, measure its cost against a locked budget, run the site's requests and hours, and bill the client by certificate, with every figure read from the books.2 stages7 stepsIncludes video
Purchasing: compare, approve, receive, then invoice
Compare supplier quotes, raise purchase orders under your approval limits, inspect what arrives and invoice only what was received.2 stages7 stepsIncludes video
Inventory: stores, site stores and honest stock
Set up items once, see where every unit is and what it cost, move stock to site stores for the right project, and correct the books with a stock count.2 stages6 stepsIncludes video
Manufacturing: build panels and products at their real cost
Define what you build once, run work orders from release to completion, and let materials, labour and overhead land in the product cost, including panels built for a project.2 stages7 stepsIncludes video
Accounting: books that follow every project
Set up the chart and the project accounts once, post entries that carry the project, collect and pay, reconcile the bank and close the year.2 stages6 stepsIncludes video
HR and payroll: from the site gate to the payslip
Keep one employee record, take attendance at offices and project sites, approve leave, run payroll and post it to the books.2 stages7 stepsIncludes video
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