Documentation for the project overview modules
The documentation for the overview modules explains how to configure them rather than what they promise. It covers which company metrics a dashboard can show and where the selection is saved, what the assistant may read and which write actions need acceptance, how unassigned work reaches a personal task list, and which parts of the project file are structured data. New staff can read one page and start working in that module the same day.
Documentation pages for overview
Construction dashboard
Configure a practical home builder dashboard for active projects, contract volume, overdue invoices, open defects, pipeline value, service requests and current workforce figures.
More about construction dashboardAI assistant for construction data
Ask Home Builder Software about permitted company and project data, see the sources used, and review proposed write actions before anything changes.
More about AI assistant for construction dataPermission-aware quick actions
Start the construction records you are allowed to create from one grouped page while keeping the currently selected project in context.
More about permission-aware quick actionsMy construction tasks
Give every employee a focused view of assigned and available work, including phase, due date, checklist status and progress.
More about my construction tasksHome building project management
Manage every home-building project with contract value, billing, schedule status, progress, customer record, cost groups and current decisions in one project file.
More about home building project managementConstruction business reports
Review live revenue, receivables, backlog, pipeline, project ownership and receivable age without rebuilding the same construction report in spreadsheets.
More about construction business reports
See overview running on a project like your own
A demo opens the modules on this page with the roles and permissions your own team would work under, on a project that resembles one of yours.