Construction document management for contractors in Malaysia

Add a document, three ways.

Press + Add document, then choose how to file it. Raul remembers your choice for next time.

• Read it for me. Choose photos or PDFs. Raul reads the document type, company, document number, date and amount, with a suggested purpose and the item lines it can read. You check it and type in anything missing. Raul warns you if the lines do not add up to the printed total, or if the same number from the same supplier is already filed.
• I’ll type the details. The same form opens empty and nothing is read.
• Just keep a copy. Keep up to 20 files as they are, and press Read now on any of them later.
• Under Filed under, choose a job, or a company place: Office & admin, Business expenses or Client entertainment. Not sure yet? Press Save, file later. The document shows as To file until you decide.

Variation orders, agreed on site and recorded.

A variation is a change the client agreed to, extra work or work taken out. Anyone in the office can record one, and it changes no money until Management approves it. Each variation shows its stage, from Recorded to Paid.

• Management can print a Variation Order form for the client to sign.
• Add a site photo and one line and Raul drafts the description. The amount is filled in only if you typed it, so it is always yours to decide.
• Photos your site team attaches to the Site Diary show with each diary entry, and anyone in the office can add photos from a job’s Photos tab.

Create the paperwork too.

Management can create Delivery Orders, Purchase Orders, Variation Order forms and work completion or handover forms from the Documents page or a job’s Documents tab. Each is saved in Documents and printed in the document style you choose: Classic, Modern, Minimal, Bold or Corporate, with your logo.

• Search finds it. A project, client, document number, invoice, variation or a word from the site diary.

The dispute pack, in one tap.

When a claim is contested, Management presses Make the pack on the job’s Contract & Payments tab. It gathers every diary entry, photo, variation order, claim and payment on the job, in date order, ready to print or save as a PDF. It also adds the hours lost that the diary recorded. Voided diary entries are left out, and every figure is exactly as recorded on the job.

When staff leave or a phone is lost.

Removing a user cuts their access straight away, and their records stay on the job.

• See who changed what. Inside a job, Show history lists every change, who made it and when.
• You control who sees what. Documents that show income are seen only by Management and by people with that access switched on. Site staff see the Site Diary only.
• Share by link. Management can share a document with a link that works for 24 hours, 7 days, 30 days or with no end date, and stop sharing at any time.