BulkDeskDocs Open BulkDesk

Overview

The office's first page of the day: counts, Needs attention, the week ahead, money and jobs in progress.

The office lands on the Overview after signing in. It answers "what needs me today" without opening anything else.

Today

  • Counts at the top: active jobs, people signed in on site now, activities late or stuck, what is waiting for you (yellow when there is something), site visits this week.
  • Needs attention: one line per problem, worst first: requests to undo, open incidents, stuck and late activities, late materials, visits not confirmed, licences turning yellow or red. Click a line and you land where it is fixed.
  • Next 7 days: visits and job starts and finishes, each with a calendar leaf, the address as the headline, who goes and who booked it.
  • Days without an accident: the board from the site gate.

Money (office only)

  • Money out: "To pay" on the next pay day: employees, labour on invoice, the roster still ahead, unpaid bills due by then, hours not approved yet, and the people and bills behind it.
  • Money in: claims issued and not paid, by the week they fall due, overdue, and drafts not issued yet.
  • This week, next week, this month: money going out split into employees, labour on invoice, subcontractors and other bills.
  • Payments forecast: wages worked, wages rostered and bills by due date.

Jobs in progress

Every job on site with its progress bars, late count and finish date.

Why it works this way. "Quick visual is operational": the core fact of each line is the boldest thing in it, and every line opens the place to act.