Getting Started
What This Page Is For
Set up your first project and make the first connected money and schedule records. You can add more detail as the work takes shape.
How To Use It
- Choose Start your renovation, enter a project name and property label, then choose the project type.
- In Money, enter your total budget and choose a percentage or fixed contingency.
- Add the rooms you will renovate in the Rooms step, then finish setup.
- Open Trades and choose Add trade to record the contractor.
- Open Quotes, choose Add quote, select that trade and enter the quoted work and price.
- Review the quote and choose Review & accept when you are ready to commit.
- Open Money and choose Schedule payment to set the expected payment date and amount.
How It Connects
Accepted quotes create committed costs in Money; a payment schedule is only created if you choose to add one during acceptance or schedule a payment yourself. Rooms and trades give later tasks and defects a place to belong.
Site Supervisor Tips
- Agree the scope and exclusions in writing before accepting a quote.
- Check a trade’s licence and insurance before paying a deposit.
- Leave your contingency untouched until a change is agreed and recorded.
General organisation tips only, not building or legal advice.