First project, milestone, and task
From basic project information to the first assigned work order.
Guides
Marketing explains the value. A guide shows how.
This hub collects topics for click-by-click guides and guided demonstrations. Detailed instructions are published only when they match the currently visible interface.
Work logging and task completion
How a user opens a task, records work, and submits completion.
From task to PDF report
Reviewing entries and preparing an operational report from the same record.
Supplier, purchase order, and goods receipt
A connected procurement flow from partner to confirmed receipt.
OCR-assisted invoice intake
Reviewing proposed data, warnings, and the required user check.
Duplicate-item cleanup
Reviewing groups, impact, and the decision to merge, ignore, or reject.
Resource planning and custody
Assigning workers, vehicles, tools, or plant to a project and user.
Trip order and driving record
From trip order to driving record, cost, and PDF output.
Connecting companies on an Object
Company links, permissions, shared data, and folders.
Superdeals: Excel bill of quantities to offer
Importing, reviewing, catalog mapping, and offer creation.
Superdeals: project-and-plan proposal
Reviewing proposed milestones and tasks before applying them.
Progress and consolidated billing
Project progress billing, PDF output, and consolidation on an Object.
Roles and permissions
Setting access according to responsibility and company context.
Leave request, approval, and calendar
Employee request, responsible-person decision, and calendar view.
File vault and shared folder
Uploading, organizing, and selectively sharing project documents.
What every guide must include
A clear starting point, visible steps, and expected state.
- Intended audience and required permission
- Prerequisites before the first click
- Click-by-click steps through the visible interface
- Warnings and points that require review
- Expected state change and final result
Show us how you manage a project today.
We will prepare trial access around the process you want to improve first, without automatic registration or a payment card.