PRIVATE BUILDER’S DESK
Builder’s Desk
This private builder’s desk is protected by your company sign-in. Files, people, and project records stay private and are organized as they arrive.
Start here: create a project or manage an existing job below. Then open Files to add its paperwork.
YOUR BUILDER’S DESK
Projects, people & records.
—Projects
—Contacts
—Files
—Project notes
PROJECT NOTES
People ready to talk
- Checking for new project notes…
Find what the job needs
Choose a drawer to find your saved files.
Search or filter the files (optional)
- Loading your private file list…
LIVE PROJECT WORK
Job board
Choose one project. Its tasks, field updates, and change orders stay together here.
Start a project
Name the job. Add a person now or after the project is created.
Invite a client or trade partner
Create or reopen a project to invite someone.
Manage projects
Open jobs stay here. An accidental project can be removed with one clearly labeled action.
- Loading projects and private contacts…