People

Crew and trades

Your own crew, subcontractor companies, clients and suppliers, with licences, white cards and insurance and their expiry dates. An expired white card or insurance stops the gate sign-in.

Licences

Every licence, insurance and card on a traffic light: green, yellow in the last 3 months, red in the last 30 days, expired or not recorded. Each date shows as a calendar leaf; days left is the boldest thing in the row. Red and yellow also show on the Overview. The legend strip filters the list.

Contacts (office and Site Manager)

The company address book: clients, suppliers, trades, consultants, council or certifier, and the team. Search or filter by type and trade. Each card has Call, Text, Email and Save to phone; Save all to my phone downloads the whole list. Suppliers and trades carry what they do and your own 1 to 5 rating for quality and price. The team is not typed here: it comes from each person's profile.

My profile (everyone)

Laid out as an HR form in four sections: Personal details, Employment, Emergency contact, Bank details for pay. Add your photo: it shows wherever your name appears. Job title, employment type and start date are set by the office.

Bank details are encrypted and shown masked. Show numbers reveals them for 30 seconds. Every view and change is logged, and if someone else changes your bank details you are told in your Inbox straight away.

Profiles (director and Finance)

The HR list: everyone with phone, employment type, whether bank details are set and how complete the profile is.

Team (director)

Add a person with name, work email and role; BulkDesk makes a one-time password link to hand over. Change roles, make a new link for a locked account, switch a person off (their records stay) and set permissions. A name changed here shows everywhere straight away.