01 · First project, milestone, and task
From basic project information to the first assigned work order.
Guide topicGuides
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.
02 · Work logging and task completion
How a user opens a task, records work, and submits completion.
Guide topic03 · From task to PDF report
Reviewing entries and preparing an operational report from the same record.
Guide topic04 · Supplier, purchase order, and goods receipt
A connected procurement flow from partner to confirmed receipt.
Guide topic05 · OCR-assisted invoice intake
Reviewing proposed data, warnings, and the required user check.
Guide topic06 · Duplicate-item cleanup
Reviewing groups, impact, and the decision to merge, ignore, or reject.
Guide topic07 · Resource planning and custody
Assigning workers, vehicles, tools, or plant to a project and user.
Guide topic08 · Trip order and driving record
From trip order to driving record, cost, and PDF output.
Guide topic09 · Connecting companies on an Object
Company links, permissions, shared data, and folders.
Guide topic10 · Superdeals: Excel bill of quantities to offer
Importing, reviewing, catalog mapping, and offer creation.
Guide topic11 · Superdeals: project-and-plan proposal
Reviewing proposed milestones and tasks before applying them.
Guide topic12 · Progress and consolidated billing
Project progress billing, PDF output, and consolidation on an Object.
Guide topic13 · Roles and permissions
Setting access according to responsibility and company context.
Guide topic14 · Leave request, approval, and calendar
Employee request, responsible-person decision, and calendar view.
Guide topic15 · File vault and shared folder
Uploading, organizing, and selectively sharing project documents.
Guide topicWhat 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
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