Every change on the job, written down.
When a defect is queried two years on, you need to know who approved the fix. Set up a project and each change is recorded on the job as it happens: what was agreed, what moved, who raised it and when.
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What a project holds
Tasks and a timeline, the quotes you accepted, milestones, the daily log, photos, defects, RFIs, variations, status reports and an activity trail, in roughly the order the work runs.
The quotes you accepted
Quotes on the projectThe winning quote is saved on the job at the price it was accepted at. Rates here are planning figures for the job.
Tasks and the timeline
Tasks and a timeline on the projectSet out the tasks and dates, and see how a slip affects everything after it. When a date moves, the reason is kept with it.
Variations
Variations raised on the jobRaise it, price it and send it for a decision. It stays on the job next to the defect or request that caused it, dated the day it was raised.
Requests for information
RFIs on the job: raised, answered, closedAsk the question holding up the work and get the answer on the job, where the next person will find it.
Daily log, photos and defects
Daily log, photos and the defect listLog the day, attach photos and work the defect list down to closed. What was found and what was fixed stays on the job.
Milestones and status reports
Milestones and period status reportsBreak the job into milestones and draft the period report from what's already on the record. See where each claim is up to, what's held and when it's due back. A person signs off every release.
The activity trail
Activity on the projectEvery change is logged: who, what and when. At handover the client gets the whole job in order, not a folder of loose PDFs.
What you bring to a project
One thing arrives on its own. Award a quote in Marketplace on a job with no project yet and a new project opens here with the contractor and a budget from the winning price already on it. From there the job builds its own record, dated by the people doing the work as it goes on.
Questions about Project Management
What happens when I award a job?
Awarding a quote in Marketplace picks who gets the work. If the job has no project yet, a new project opens here with that contractor and a budget built from the winning price. The agreement is a separate step: it still needs signing, and it only shows as signed once the contractor you chose has signed it.
Run the build in Project Management
Project Management is available to existing accounts, and new accounts join from the waitlist. These screens record and organise the state of a build; they do not move money. Anything a professional has to sign, like certifying a milestone or approving a large variation, is signed by a person.
Urban Pulse is an Australian construction platform: check what a site allows, build the planning pack, get quotes from trades, send contracts and reports for signing, and run the build. Payments & Finance is coming soon.