Operations Setup

Operations

Open App

Operations Setup

Daily Reports

Daily Report Email Settings

Enter the lead superintendent or office email to CC on every Daily Report PDF email. Leave blank if no CC is needed.

Operations Setup

Rentals

Add Rental Button

Works like Materials. Add a rental button here and it saves to the RentalItems sheet.

Rental Button List

Edit icons, rename buttons, move them up/down, or mark them Active / Not Active.

Operations Setup

Materials

Material Categories

Loading categories from the MaterialCategories sheet. Click a category below to add material to it.

Loading categories...

Materials In Category

Edit a material below and click Save. Use commas for sizes and units.

Add Category

New categories save to the MaterialCategories sheet. Then select it below and add materials.


Add Material

Operations Setup

Manpower

Add Employee

Employee List

Employees added here save to the Employees sheet and show on the Manpower board.

Permission

Users with role Admin or Manpower Manager can add and move employees. Regular users can view the board only.

Operations Setup

Jobs

Add Job

Job List

Operations Setup

Estimating

Bid Email

BCC Recipient List

Add your common vendors/subs here. Click a name to include them as BCC on this bid email.

Email Preview