REVEAL
DM
Dashboard
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DASHBOARD
SAMPLES
DCR
DIRECTORY
Dashboard
Everything waiting on a decision, across your projects
Samples outstanding
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Open register →
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Design changes outstanding
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Open register →
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Recent activity
signatures, newest first
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Email notifications
for every project in your organisation
For
Send at
On
Weekdays
Every day
Monday, Wednesday and Friday
One email each person, listing everything waiting on them. Monday and Wednesday also carry the 5 day reminders. The Friday approval PDFs keep their own time.
My projects
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New project
You become its first administrator. Companies, trades and disciplines are shared across the organisation already.
Organisation
Code
Project number
Name
Address
Suburb
State
Postcode
Project type
Escalation threshold ($)
Chase after (days)
Project parties
Builder
Person · optional
Developer
Person · optional
Architect
Person · optional
Pick a firm or choose
+ New company
. A person named here is invited as an Approver for their firm and takes its signing slot.
More than the three standard parties
(a Superintendent, a second Developer, consultants, subcontractors)
are added from the project's Directory
once it is created. Anything here can be changed there later too.
Registers
Samples Register
Design Changes
The Directory is on every project. A register can be switched on or off later from the pencil on the project card.
Nothing can be signed on a new project until its approval slots name real people.
A person named above fills their firm's slot. Anyone else is invited from the Directory; the Settings tab shows which slots are unset.
Cancel
Create project
Edit project
Details shown on the dashboard and printed on notices. The escalation threshold and chaser interval live in the register's Settings tab.
Code
Project number
Name
Address
Suburb
State
Postcode
Project type
Active. An inactive project disappears from everyone’s dashboard and registers; its data is kept.
Registers
Samples Register
Design Changes
Switching a register off takes it off this project’s card and closes its page. Nothing recorded there is deleted, and it all comes back if you switch it on again.
Cancel
Save