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 primary functions, It also acts as a summary of your business' 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, it's primary function is to give the user an accurate and concise idea of all the events, milestones and projects currently underway within your business. It does this through displaying the jobs, estimates, quotes etc that are currently active on each of their buttons and places them into a visually description timeline. It also has the important task of linking to each section by allowing the user to click on the corresponding buttons.
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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 Jobs module. Creating a job will allow you to link and view all of your documents and information for that job in one convenient location. It will also give you access to additional functions in the system that support the overall job, such as requesting quotes from suppliers and invoicing your clients.
Jobs
Clicking this button will take you to the Jobs module. Creating a job will allow you to link and view all of your documents and information for that job in one convenient location. It will also give you access to additional functions in the system that support the overall job, such as requesting quotes from suppliers and invoicing your clients.
Quotes
Clicking this button will take you to the Quotes module. There are two ways to create quotes, Quick Quotes and Quotes. Create a Quick Quote for smaller jobs using your customized inventory.
A quote can also be created from an estimate for larger jobs and managed in this section. Link your quotes to your jobs to see all of your information in one convenient location.
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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 (manually or imported), that are relevant to the pricing area for your job and cost centres.
Link your estimates to a job to see all your information within one location.
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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, showing you an overview of the business. There is also a separate section for a more detailed Gantt chart.
Events can be controlled and added via the Checklist system and Tasks.
News
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