3. Core Platform Features
The following sections describe the designed functionality of each feature area. All features are subject to the subscription tier held by the user's organisation.
3.1 CRM & Lead Pipeline
Lead and enquiry management for tracking prospective clients from first contact to contract execution.
- Kanban board and list view for lead stages (new lead, consultation, design, tender, contract signed, in construction, completed)
- Search and filtering by lead title, client name, email, stage, or source
- Multi-client association per lead with role tracking
- Lead source tracking (website, referral, display home, social media, real estate, other)
- One-click lead-to-project conversion with data carry-over
- Pipeline analytics (total leads, active leads, pipeline value)
3.2 Project Management
Central project record linking all documents, photos, communications, payments, and milestones.
- Project creation with site address, client details, project type, and description
- Milestone and timeline tracking with configurable stages
- Project progress calculation and status tracking
- Multi-client association per project
- Project-level document, photo, change order, and payment aggregation
- Activity log recording all project events
3.3 Contracts & Digital Signatures
Import, manage, and digitally execute construction contracts. The Platform does not provide or license contract templates — users must independently obtain and licence their own contract documents.
- Import of user-owned contract documents (PDF)
- Digital signature facilitation via integrated e-signature provider (BoldSign)
- Signature audit trail (signatory identity, timestamp, signature data)
- Signed documents automatically filed to project record
- Statutory declaration generation with digital signature and PDF export
3.4 Material Selections
Product catalogue and client selection workflow for managing material and fixture choices.
- Product catalogue management with supplier pricing tiers
- Client-facing browsing and comparison interface via the Client Portal
- Timestamped client sign-off on selections
- Selection deadline tracking by construction stage
- Cross-project selection status overview
3.5 Document Management
Centralised storage and organisation of project documents.
- Upload and store documents against specific projects
- Category organisation (plans, certificates, supplier quotes, council correspondence)
- Keyword search across all projects
- Filter by document type or date range
- Shareable document links with optional expiry
- Client Portal visibility controls per document
3.6 Drawings & Plans
Plan viewing, annotation, and measurement tools for on-site and office use.
- Annotation tools: freehand drawing, lines, arrows, rectangles, ellipses, text, pins, numbered callouts
- On-screen measurement: distances, areas, and angles with scale calibration (mm, cm, m, ft, in)
- Layer management (markups, measurements, punch list item pins, notes, dimensions) with toggle visibility
- Shareable links with optional expiry and access tracking
- Export as composite PDF or high-resolution PNG
- Version tracking with superseded drawing retention
- Punch List Item pin linking to punch list item records
3.7 Site Photos
Photo capture, storage, and organisation by project and construction phase.
- Upload photos tagged to project and construction phase
- Private storage with signed URL access (photos are not publicly accessible)
- Photos visible to clients in the Client Portal organised by phase
- AI-assisted photo analysis (optional)
3.8 Change Orders
Creation, costing, and digital approval of contract change orders.
- Create change orders with line items and cost impact
- Send for digital client signature
- Signed change orders automatically filed to project record
- Change Order history and audit trail
3.9 Payments & Invoicing
Progress claim generation, invoice tracking, and accounting integration.
- Progress payment schedule setup using configurable stages (deposit, base, frame, lock-up, fixing, completion)
- Automated claim amount calculation from contract value and stage percentages
- Invoice tracking dashboard (pending, overdue, paid) across all projects
- Purchase order creation, email delivery, and delivery tracking
- QuickBooks Online accounting integration (bidirectional invoice and purchase order sync); Xero integration is on the roadmap for your market
- Payment processing via Airwallex (PCI-DSS Level 1 certified)
3.10 Email Integration
Inbox connection with AI-assisted sorting and project linking.
- Connect email inbox to the Platform
- AI-assisted email categorisation by project (using Job ID matching)
- Searchable email threads tied to project records
3.11 Site Diary
Daily site activity recording with weather data, GPS location, and AI assistance.
- Daily entry capture: weather conditions, trades on site (with worker counts), work completed, issues, and delays
- Automatic weather data from Bureau of Meteorology (current/forecast) and Open-Meteo (historical)
- GPS location capture with reverse geocoding to street address
- AI-assisted prefill suggestions based on recent entries and active milestones
- AI-generated professional summaries (daily, weekly, monthly)
- Selective Client Portal visibility per entry
3.12 Checklists
Checklist scheduling, execution, team assignment, and AI-assisted reporting.
- Pre-built checklist templates: frame stage, lock-up, pre-lining, waterproofing, fixing, substantial completion, closeout
- Custom template creation
- Checklist item tracking (pass, fail, N/A, not inspected)
- Assign checklists to project team members (subcontractors, employees)
- Photo attachment per checklist or per item with GPS stamp
- Digital signature on completion
- AI-generated checklist summary reports with suggested punch list items and follow-up actions
- Certificate and document attachment per checklist
- Checklist results visible in Client Portal
3.13 Safety Management
JHA generation, incident reporting, and regulatory compliance tracking.
- Pre-built JHA templates: roofing, excavation, demolition, electrical, scaffolding, concrete, carpentry, plumbing
- AI-generated JHA using hierarchy of controls, contextualised to trade, activity, and recent site data
- Digital worker sign-off on JHA
- Incident reporting: near miss, first aid, medical treatment, lost time injury, property damage, environmental, dangerous occurrence
- Investigation workflow: root cause analysis, corrective actions with assignees and due dates
- State-by-state WorkCover regulator contacts and notifiable incident flagging
3.14 Reporting & Analytics
Financial reporting, KPI dashboards, and custom report building.
- Pre-built reports: aged receivables, cash flow forecast (12-week rolling), project profitability
- KPI dashboard: gross margin, collection rate, days to payment, on-time completion, punch list item rate, checklist pass rate
- Custom report builder with drag-and-drop widgets (KPI cards, tables, charts)
- CSV export for all reports
- Financial reports powered by QuickBooks Online integration data
3.15 AI Features (Paperless AI)
AI-assisted tools across the Platform, subject to monthly credit allocation per subscription tier. AI features are informational and assistive in nature — they do not constitute professional legal, financial, or construction advice.
- Quote extraction: upload supplier quote PDFs for automated data extraction (supplier, amounts, line items, dates)
- Email categorisation: AI-assisted sorting of emails to projects
- Site diary prefill: AI-suggested work notes based on recent entries and milestones
- Checklist reports: AI-generated professional summaries from checklist data
- JHA generation: context-aware safety method statements
- Project descriptions: AI-generated project descriptions from project metadata
- Budget analysis: cost overrun identification and forecasting
- AI Co-Pilot: chat interface for project-specific queries and recommendations
3.16 Client Portal
Homeowner-facing portal providing read-only visibility into their project. Always free for homeowners.
- Progress photos organised by construction phase
- Milestone and stage tracking
- Material selections browsing, comparison, and sign-off
- Project messages and communication history
- Document access (where builder has enabled visibility)
- Change Order viewing and digital approval
- Payment and invoice visibility
- Checklist results
- Warranty claim submission
3.17 Substantial Completion & Closeout
Assembly of the complete project record for closeout to the homeowner at substantial completion.
- Automatic aggregation of project photos, signed change orders, certificates, checklist reports, payment records, and communication history
- Punch List Item tracking with photo evidence, trade assignment, and resolution status
- Warranty documentation tracking
- Complete digital project record accessible to homeowner