Dashboard
Snapshot of your build.
Phase summary
| Phase | Budget | Rollover | Total Budget | Expenses | Balance |
|---|
Cost by area (all phases)
| Area | Cost |
|---|
Cost by type (all phases)
| Type | Cost |
|---|
Upcoming tasks
| # | Task | Phase | Due | Status |
|---|
Budget
Master budget on top, line items below. Choose a phase or view everything.
Master Budget
Per-phase planned budget, rollover from previous phase, expenses and balance.
| Phase | Budget (£) | Rollover (£) | Total Budget | Expenses | Balance | Initial sign-off | Paid / Work start | Complete |
|---|
Budget tracker
Committed spend by payment status, plus remaining pool after rollover chain.
Spend by status
| Status | Amount |
|---|
Spend by type
| Type | Amount |
|---|
Per-phase financial summary
| Phase | Total pool | Expenses | Balance | Paid | Ordered | Unassigned |
|---|
Payment milestones
Track deposit, interim and final payments per phase.
| Label | Amount | Due | Paid date | Status | Notes |
|---|
Line items
| Item | Description | Amount | Cost | Total | Estimate | Variance | Status | Area | Type | Task # |
|---|
Area cost (this phase)
| Area | Cost |
|---|
Type cost (this phase)
| Type | Cost |
|---|
Phase summary
Estimates vs actuals
Budget lines with quoted estimates compared to committed costs.
| Phase | Item | Type | Estimate | Actual | Variance | Status |
|---|
Materials
All budget line items tagged as Materials. Add here or from Budget—both stay in sync.
Add material
Creates a budget line in the chosen phase with type set to Materials.
Materials list
| Phase | Item | Description | Amount | Cost (£) | Total | Area | Status | Task # |
|---|
Tasks
Build task list. Task numbers auto-increment as PR###.
| # | Phase | Task | Priority | Assigned | Status | Start | End | Pred. days | Actual days | Area | Notes | Budget costs |
|---|
Field
Large tap targets for on-site use. Materials checklist syncs with the workspace. Use QR lookup for quick task access.
Quick task lookup
Tasks
Materials checklist
Tick items you have on site — saved with the project.
Labour
Per-phase people with rate × days cost calculation.
| Name | Contact | Skills | Rate | Days | Cost |
|---|
People directory
Global crew list — assign people to phases from Labour without re-entering details.
| Name | Contact | Default rate | Skills |
|---|
Tools & lights register
Track hire vs own equipment and return dates.
| Kind | Name | Phase | Own/Hire | Cost | Return | Notes |
|---|
Questions & to-do
Site checklist and open questions by area.
| Done | Item | Area | Notes |
|---|
Dimensions
Room and area measurements linked to build areas.
| Area | Label | L | W | H | Unit | Volume |
|---|
Add person
Add budget line item
Edit task
Add payment milestone
Task budget costs
Add budget line
Confirm
New project
Add phase
Settings
Project info, areas and types.
Theme
Choose a color palette. When signed in, your choice is saved to your account and syncs across devices. Use the paintbrush menu (top-right) for quick switching.
Project
API Connection
When you sign in, the app sends your session to the server — you normally do not need to paste an API key in the browser. Use the field below only for
scripts or integrations that call the API without a login. If the server has API_KEY set, those tools must send matching X-API-Key headers.
Roles & viewer links
Use Access control in the sidebar to assign user levels (super admin, admin, project manager, employee, viewer) or create custom levels.
Viewer links (no login) can still be minted with
POST /api/admin/viewer-link and header X-Admin-Invite-Key — see
SECURITY.md.
To bootstrap the first super admin, set role='super_admin' on a user in the database or via the admin API.
Project Library
Archive old projects as compressed snapshots and restore them any time.
| Name | Archived at |
|---|
Skills
Task templates
Reusable task packs for this project.
| Name | Area | Days |
|---|
Project templates
Clone phase structure, areas, types and defaults into new projects.
| Name | Description |
|---|
Activity log
Recent changes in this workspace (last 50).
| When | User | Action | Detail |
|---|
Areas & types
When enabled, typing a name that is not in the lists below adds it automatically (budget lines, materials, tasks, etc.). Turn off to restrict forms to predefined values only.
Areas
Types
Import from Google Sheets CSVs
Export each tab to CSV from Google Sheets, then import here. Importing merges by name where possible.
Reset
Wipe all local data (only affects this browser).
Access control
User levels, custom roles, and per-user permission overrides.
You do not have permission to manage users and roles.
Your access
Built-in user levels
Default permission sets. Assign these to users or use as a base for custom roles.
Custom user levels
Create your own levels with tailored permissions (inherits employee defaults, then applies your choices).
Users
| Name | Level | Status |
|---|