Portfolio Dashboard
Company-level overview across all live and tender projects.
Portfolio
Command Centre
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milestones in view
Financial Year Goals
Project Pipeline Overview
No project drop-down — select a project card to open its workspace.Portfolio Action Queue
Portfolio Cashflow
Budget vs Actual by monthUpcoming Programme Milestones
Project Pipeline
Selected Project
Team Notes
Shared notes visible to all team members — decisions, instructions, site memos.
Rate Library
Seeded from your Estimate template Rate Library sheet: Category, Subcategory, Rate Item, Unit, Base Rate, Cost Type, Notes. Edits save in this browser and immediately appear in estimate/takeoff dropdowns.
Contact Directory
How contacts are used
Contacts feed subcontract agreements, procurement packages, programme contractor assignment, RFI/submittal recipients, and task ownership.
Compliance Register
Track insurance, licences, SWMS and other compliance docs required from subcontractors.
No compliance records yet.
Task List
Calendar
Month overview for the selected project.Documents & Drawing Register
Client Updates Log
Log progress updates, decision requests, formal directions and notices sent to the client. Used to build the client submission pack.
No client messages logged yet.
Uploaded Files
Files uploaded via documents, defect photos, and expense receipts are stored in Supabase Storage and listed here with secure download links.
No uploaded files yet.
Drawing Transmittals
Formally distribute drawings, specifications and documents to subcontractors and consultants. Track acknowledgements of receipt.
No transmittals recorded yet.
Lessons Learned / Close-out Register
Capture what went well, what didn't, and recommendations for future projects. Closes the loop for continuous improvement.
No lessons recorded yet.
Takeoff now lives inside Estimating
Use the Estimating page to upload drawings, calibrate scale, measure quantities, and push measured items straight into the Estimate.
Estimating
Estimate Register
Trade grouped estimate lines with takeoff trace links.Estimate summary
Current projectClient Variations
Subcontractor / Supplier Variations
Record subcontractor variation claims against the matching client variation so the recovery position is visible.
Variation Report Outputs
Subcontract Agreement Builder
Project, site address and principal contractor details are taken from the selected project. Only fill the trade-specific items below.
Scope of works
Payment stages
Attach registers
Subcontract Preview
Subcontractor / Supplier Claims
Log received payment claims, attach the invoice, link it to a cost code and optionally link it back to a client variation.
SOPA Assessment Clock
Countdown is set to 10 business days from receipt as a tracking default. Always check the subcontract, state law and claim validity before relying on the timer.
SOPA Payment Schedules
Formal payment schedule responses under the Security of Payment Act. Serve within 10 business days (NSW) of receiving a payment claim or become liable for the full amount.
No payment schedules yet.
Project Milestones
Key dates — PC, handover, DLP end, inspections.RFI Register
Submittals Register
Defects Register
Site Diary Register
Status Report Builder
Meeting Minutes
Record site meetings, PCG, design reviews and coordination meetings. Generate action items and push them into the tasks register.
No meetings recorded yet.
Add Topic
Add Action Item
Site Photo Log
Dated site photos are critical evidence for EOT claims, defect liability and insurance. Photos are stored in Supabase Storage and indexed here.
No photos yet.
Plant & Equipment Register
Track hired and owned plant on site — excavators, cranes, EWPs, generators, scaffold. Critical for daily reports, insurance claims and EOT cost substantiation.
No plant or equipment recorded yet.
Client Claims Register
Site Dashboard
Quick access for site team — tap to open common daily tasks.Today on site
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Action Register
Every outstanding action across every module, in one list.Client Decision Register
Decisions the client needs to make — selections, approvals, confirmations. Kept separate from RFIs and Variations. Overdue decisions automatically appear in the Action Register.
Client Submission Pack
Client-facing status, approved variations, claims and programme snapshot.
Internal Commercial Pack
Budget, commitments, expenses, invoices, cash and margin position.
Subcontractor Pack
Subbie-facing documents, programme extracts and subcontract agreement items.
Full Project Pack
Complete project export with Estimate, cost, admin, defects, claims and documents.
Portfolio Risk Pack
Cross-project risk queue, overdue actions, SOPA clocks and programme issues.
Client Progress Report
Reporting-mode-aware client pack — Fixed Fee shows summary only; Cost Plus / Developer shows full cost transparency.
Accounting Integration
Push client invoices and subcontractor bills directly into Xero or MYOB. Connect once — your team shares the connection.
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Xero Integration
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Choose Features
Turn on only the registers your team actually uses. Everything else stays hidden to keep the app simple. Nothing is deleted — ticking a box just shows it again.
Data & Backup
Data saves to Supabase cloud on every save. Export JSON for an offline backup.
Cloud Backups
Timestamped JSON snapshots stored in Supabase Storage. Up to 20 most recent shown.
Cloud Sync Status
Live record counts from each Supabase table for this company.
Cloud Audit Log
Last 50 actions from all team members across all devices.
Audit Trail
Recent saved actions across the current browser data.
Company Settings
These details appear on subcontracts, reports and print packs. Shared with your whole team via Supabase.
Financial Defaults
Default rates used across estimates, subcontracts and reports. Can be overridden per project.
My Profile
Update your display name shown in the app.
Change Password
Rate Library
Your rate library is shared across your team via Supabase. Push local changes to the cloud or pull the latest from the team.
Team Members
Add team members by entering their email. They'll get access to this company's data when they sign in.
Or go to Supabase Dashboard → Authentication → Users → Invite user to send a magic-link invite directly.
Current Team
Click Refresh to load team members.