Dashboard
Active Projects
--
Active Contract Value
--
Uncertified Claims
--
Subcon Bills Pending
--
Open Safety Incidents
--
Tender Pipeline
--
Overdue Tasks
--
Labour Hours MTD
--
Activity
0Workflow
Project Workflow
Automation Rules
WHEN Estimate enters → THEN createRecord + notify
Active · local
WHEN Project date condition (endDate AND status=In Progress) → THEN flag + notify
Active · local
WHEN Subcontractor date condition (insuranceExpiry-30days AND status=Approved) → THEN notify
Active · local
WHEN SafetyIncident created → THEN escalate + notify
Active · local
WHEN ProgressClaim enters → THEN notify
Active · local
Estimates
Estimates
| ID | client | title | totalAmount | validUntil | status | Actions |
|---|
Clients
Clients
| ID | name | type | contactName | phone | status | Actions |
|---|
Projects
Projects Timeline
Projects
| ID | name | client | siteAddress | projectManager | startDate | endDate | contractValue | percentComplete | status | Actions |
|---|
Tasks
Tasks Board
Tasks
| ID | title | project | trade | assignedTo | startDate | dueDate | status | Actions |
|---|
Subcontractors
Subcontractors
| ID | name | trade | contactName | licenceNumber | insuranceExpiry | status | Actions |
|---|
Material Orders
Material Orders
| ID | project | supplier | description | amount | orderDate | deliveryDate | status | Actions |
|---|
Subcon Invoices
Subcontractor Invoices
| ID | subcontractor | project | description | amount | dueDate | status | Actions |
|---|
Progress Claims
Progress Claims
| ID | project | client | claimNumber | periodEnd | amount | retention | status | Actions |
|---|
Progress Claims
| ID | project | client | claimNumber | periodEnd | amount | status | Actions |
|---|
Safety
Safety Incidents
| ID | project | title | category | severity | incidentDate | status | Actions |
|---|
Employees
Employees
| ID | name | role | trade | hourlyRate | licenceExpiry | status | Actions |
|---|
Timesheets
Timesheets
| ID | employee | project | date | hours | overtimeHours | status | Actions |
|---|
Leave
Leave Requests
| ID | employee | type | startDate | endDate | days | status | Actions |
|---|
Settings
Data Ownership
Your data lives in this file and your browser. Take it anywhere, any time.
Import from spreadsheets
Drop a CSV exported from Excel, Notion, Smartsheet or Airtable. Columns are matched to fields by name; statuses and links are validated, bad rows are skipped with reasons.