W/C Opening
Enter one property per row and select all units opening at that address.
| Date | Property | Post code | Units opening |
|---|
Saved openings
Colour choices
One row per unit, ordered by opening date. Enter length and width in metres to calculate floor area. Check the source before confirming. Area excludes bays and ordering allowance.
Property Work Alocated
Prepare each property's tasks by trade. Use Add in a trade column to choose its tasks, worker and work date.
Site checks
Inspect today’s trades or complete a scheduled handover Check.
Dashboard
Today's assignments
This week by worker
Recent submissions
Valuation
The period includes both dates and uses the property's first opening date. Select the properties to calculate, print, export or archive.
Base price + Extra work − Material allowance − Labour cost = Balance to date. Where Excel costs are imported, they cover the period shown on the property; only approved app work after that date is added. Other properties use approved app labour. Pending work is excluded. Imported values are recorded costs, not confirmation of payment.
Extra work — NHF items
The allowance stays in the valuation until all NHF extra items for the property are entered and confirmed. Open Extra works on a property to enter codes and quantities. The confirmed NHF total, with 8% deducted from each rate, replaces the provisional amount.
View price list
Sites
Add Site
Assign Existing Site Manager
Choose an existing manager and the site they can access.
Create a new Site Manager account
Create Site Manager
Sites & Managers
Workers
Add New Worker
Username, 6-digit PIN and QR are generated automatically. Assign trades later using Edit Trades.
Add Existing Worker to Site
Add Multiple Workers
Workers on Selected Site
Properties
Property register
Handed-over properties stay here in history. Use DEFECTS to open remedial work.
Add several properties
Trades
Trades
Task Catalogue
Catalogue
Add new task to selected trade
Assign work
New assignment
Choose one time slot for all tasks in this assignment. Tasks follow the order you select them. To schedule another worker or time slot, save this allocation and add the next one. Property visit numbers start automatically for each worker and trade, each day. Set their order in Daily Programme.
No access
Door photos, cancelled visits and original tasks awaiting reassignment.