The Handbook

How a construction company runs its work in Bilt Base, told in the order the work actually happens - from the phone ringing to the final payment.

Getting your bearings

• What this is - The shape of the whole thing
• The example: Eleanor Harlow - One job, followed all the way through

Winning the work

• Leads and the enquiry pipeline - Where every job starts
• Clients and properties - Who you work for, and where
• Complexes, buildings and the people at them - The commercial side of the address book
• Site visits - The walk that starts the work
• Estimates and pricing - What the job costs, and what it sells for
• Proposals and signing - The offer, and the signature

Running the job

• Projects, stages and the timeline - The job itself
• The team on a job - Who is on it, and who to ring
• Work orders - What the crew is actually doing
• Field Mode - The contractor's whole day
• Photos and files - The record that settles arguments
• Daily logs - What happened on site today

The document set

• RFIs - Questions with a date on them
• Submittals - Approvals before the long-lead order goes in
• Punch list and inspections - The last five per cent

The money

• Budget and cost codes - What you allowed, code by code
• Purchasing and subcontracts - Ordering, receiving, and the vendor bill
• Change orders - When the job changes
• Invoices and payments - Asking for the money, and recording it
• Schedule of values and pay applications - Progress billing in the familiar shape
• The money over time - Where the job actually went
• Expenses - The costs that never reach a purchase order
• Where QuickBooks takes over - Job costing here, the ledger there

Across everything

• Discussion, mentions and sharing - Talking about the work, where the work is
• Follow-ups and hand-offs - What is waiting on you, and what you passed on
• The admin panel - The week, and everyone in it
• The phone app - Two doors into the same company
• AI analysis - Insights on a job, and eyes on a photograph
• Email - Sent from your address, not ours
• People, roles and permissions - Who can do what
• Company settings - What appears on everything you send

Reference

• Every status, in one place - What each one means
• Undoing things - What can be taken back, and what cannot
• The sandbox, and connecting a real database - Demo data, and how to replace it
• Bringing your data in - Off the old system, without retyping it
• Getting around quickly - Search, shortcuts, exports