• M-01Start hereSigning in, the phone app, how every screen is laid out and how to read it at a glance.
• M-02Profiles and permissionsThe three working profiles, what each one sees first and may approve, and how the director changes one person's permissions.
• M-03How a job movesThe six steps from estimate to handover, who holds the job at each one, and how a hand-off works.
• M-04OverviewThe office's first page of the day: counts, Needs attention, the week ahead, money and jobs in progress.
• M-05JobsJobs as a board or a list, leads, closed jobs, and every tab inside a job.
• M-06From site notes to BOQ to programHow BulkDesk drafts the BOQ from site notes and the program from the BOQ, and why a person always decides.
• M-07Boards, Tasks and LeadsHow every board works (cards, labels, responsibles, comments, Kanban), plus Leads, the To-do list, Inbox and Approvals.
• M-08Roster, Week plan and HoursBooking crew and trades, what the crew see on the phone, and how hours come from the gate to approval.
• M-09Calendar and VisitsBooking site visits before a job exists, confirming with the client, and subscribing from Outlook.
• M-10Costs and billingJob costs against the BOQ budget, materials paid as you go, variations, progress claims, bills and the payments forecast.
• M-11Payroll, payslips and crew invoicesWages from signed hours, the pay cycle, payslips in the BulkDesk standard, and how contractors send invoices from their own email.
• M-12PeopleCrew and trades, licences on a traffic light, contacts, HR profiles, bank details and Team.
• M-13Records and safetyIncidents, the days-without-an-accident board, the documents register and the document log.
• M-14Reports, documents and exportsJob reports as PDFs, how documents open, sharing links and exporting.
• M-15Approving safelyThe confirmation box, voids that need a manager, and why nothing is silently deleted.
• M-16SettingsConnections to outside services, pay cycle and invoices, drafting cost and limit, and bringing records in.
• M-17Why it looks like thisThe design rules behind every screen and document, including motion and sound.
• M-18Coming nextWhat is planned and not built yet, and what waits on company accounts.
• M-19LockerThe company's passwords and codes in folders, shared only with the people who need them, and locked on your own device.
• M-NEWWhat's newEvery change to BulkDesk that changes what you see or do, newest first.