Workspace, profile, branch, project and site
Create the Construction workspace, complete both company names and legal details, verify the included Main Branch, then create a project and physical site.
COMPLETE USER GUIDE
Run your Construction workspace from setup to closeout.
This guide follows the practical record flow and preserves links between commercial, operational and financial records.
Twenty-two essential workflows
Clients, estimates, BOQs and tender conversion
Add the client, prepare rates and quantities, approve a BOQ revision, and convert a won tender into linked project, contract and budget records.
Budgets, purchase orders and stock movement
Set cost codes and budgets, issue purchase orders, then record source-linked receipts, inspections, issues, transfers and returns.
Subcontractors, measurements, certificates and invoices
Manage subcontract terms, measure permitted BOQ quantities, certify retention and advance recovery, then create a linked Construction invoice.
Customer payments, payroll and equipment
Post receipts transactionally against invoice balances, run workforce payroll, and track plant allocation, fuel, hours, maintenance and downtime.
Daily reports, RFIs, quality, reports and users
Record site activity, manage RFIs, submittals and NCRs, review filtered reports, then invite users with feature and scope permissions.
Core controls
Record ownership
Confirm the workspace, branch, project and site shown on every form. Firestore rules validate the same scope.
Approval and posting
Drafts can be edited. Approved, certified, posted and paid records are protected; use amendments, credit notes or reversals.
Trash and audit
Soft-deleted records leave active lists and reports but remain restorable. Posted financial records require reversal.
Arabic and print
Switch language in the module header. Record-specific A4 layouts use safe margins, bilingual fonts and RTL support.