Documentation for administration and settings
Administration documentation is read once during setup and again whenever something is refused. It covers users and roles, the permission each action requires, company settings and number ranges, project and document templates, custom fields, and what the activity history stores. Settings expose three tool-permission modes for the assistant. Reading this section before the first project is created saves the renaming that a wrong cost group structure causes later.
Documentation pages for system
Multilingual construction document templates
Manage every company document and email template for invoices, proposals, contracts, correspondence and reports in English, German and French, with system originals kept intact.
Construction project templates
Standardize phases, activities, milestones, duration, order, process types, checklists and photo evidence in one blueprint, while keeping every new project adjustable in the wizard.
Construction software user management
Invite, maintain and deactivate Home Builder Software users with roles, project access, position and contact details from one administration area.
Construction roles and permissions
Build company roles from separate view, write and management permissions and apply the same access rules to navigation, screens, actions and server requests.
Construction software settings, API and webhooks
Configure company-wide behavior and manage scoped API keys, signed webhooks and MCP access while keeping storage and AI provider setup under L&I IT-solutions administration.
Construction software setup wizard
Set up storage, company details, processes, existing data, AI, dashboard and final checks through a guided seven-step administrator workflow.
Custom construction fields, tables and imports
Extend standard records without code, create typed company tables and import CSV or XLSX contacts with preview and field mapping.
Unified construction activity history
Keep notes, comments, meetings, minutes, photos, email and portal chat in a reusable timeline attached to the relevant business record.
Contextual help and support
Reach support from every internal screen or open the assistant with a ready-made request to explain the current page, fields, actions and next steps.
Test system 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.