Articles in this section

Homepage (Portal)

Avatar
MyConstruct Support
  • Updated
Follow

The Home Page, or “Portal”, is the landing page that MyConstruct displays when beginning a new session. It acts as a central hub, linking the User to the platform’s primary functions. It also provides a summary of your business’s activities.

 

 

Tip: The Quick Start guide includes the "in app" detailed descriptions of each area of the Home Page.

 

Step-by-step guide

 

Overview

The Home Page acts as the central hub. Its primary function is to give the user an accurate and concise overview of all events, milestones, and projects currently underway within the business.

It does this by displaying jobs, estimates, quotes, and other active items on their respective buttons, organizing them into a visually descriptive timeline.

It also plays an important role in navigation by allowing users to access each section through the corresponding buttons.

 

 

 

 tips.png Note the numbers on each of the buttons, the buttons will track the activity of each corresponding module.   

 

 

 

Opportunities

[Note - this feature is only available in Pro & Standard subscriptions]

Clicking this button will take you to the Opportunities module. It is used to track and manage your business opportunities. It allows you to view all opportunities, including key details such as the name, address, client, salesperson, and status.

You can create new opportunities and access detailed information for each one. Within an opportunity, you can manage related items like tasks, scheduling, notes, estimates, quotes, files, and emails—all in one place.

 

   

 

 

 

 

 Jobs

Clicking this button will take you to the Jobs module. Creating a job allows you to link and view all related documents and information in one convenient location. It also provides access to additional system functions that support the overall job, such as requesting quotes from suppliers and invoicing clients.

 

 

Quotes 

Clicking this button will take you to the Quotes module. There are two ways to create quotes: Quick Quotes and standard Quotes.

Quick Quotes are ideal for smaller jobs using your customized inventory.

Quotes can also be created from estimates for larger jobs and managed within this section. You can link your quotes to jobs to view all related information in one convenient location.

 

alert.png Setting up your inventory to show in the quick quotes area is important if you want to use your template data. For convenience you can manually add items when creating a Quick Quote

 

 

 

 Estimates

[Note - this feature is only available in Pro subscription]

Clicking this button will take you to the Estimates module. Build your estimates by selecting individual inventory items or recipes that you have created (either manually or imported) that are relevant to the pricing area for your job and cost centres.

Link your estimates to a job to view all related information in one convenient location.

 

alert.png Setting up your pricing areas, measurements, types of work, work stages and cost centres is crucial to getting the most out of the estimating module.

  

 

  

Schedule

[Note - this feature is only available in Pro & Standard subscriptions]

The timeline will automatically show some significant activities for your business such as getting a new opportunities or starting a new job, providing an overview of the business. There is also a separate section that offers a more detailed Gantt chart.

Events can be controlled and added via the Checklist system and Tasks.

 

News

Stay up to date with what is happening in MyConstruct, with regular updates on new system features, general news and scheduled system maintenance.

Related articles

Comments

0 comments

Article is closed for comments.