Project Management
Construction, Scheduling and Job Management
17 articles
Add a supplier/contractor
Record multiple contacts related to a single supplier or contractor
Add Contractors or Suppliers & Enable the portal access
Add contractor licensing and insurance records
How to restrict access to specific folders for contractors, suppliers, or clients
Creating new tasks
Add a checklist to a task
Set up SMS or email reminders for tasks
Using task categories to manage your workflow
How to create a purchase order from the job budget
Edit your default purchase order terms and conditions
Add an attachment to a purchase order
Explaining 'items remaining' on a purchase order
Send a JSA to staff/contractor/supplier for editing or signing
Create incident reports for a safety issue
How to see the remaining cost on a job
View bills related to specific costing items in the budget