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.
AI 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.
Permission-aware quick actions
Start the construction records you are allowed to create from one grouped page while keeping the currently selected project in context.
My construction tasks
Give every employee a focused view of assigned and available work, including phase, due date, checklist status and progress.
Home 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.
Construction business reports
Review live revenue, receivables, backlog, pipeline, project ownership and receivable age without rebuilding the same construction report in spreadsheets.
Test overview with your own workflow
Request a trial period for the modules on this page. We agree the roles, permissions and useful scope with you before preparing access.