BulkDeskDocs Open BulkDesk

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Signing in, the phone app, how every screen is laid out and how to read it at a glance.

BulkDesk is job management for builders: one place for the office and the site, from the first enquiry to handover. It runs in the browser at the office and as an app on the phone on site. It is the same system and the same data in both.

Signing in

  1. The director adds you in Team and hands you a one-time link.
  2. Open the link and choose your own password, 12 characters or more. Nobody else ever sees or types it.
  3. Sign in with your work email and password. The eye icon shows what you typed.
  4. Five wrong passwords lock the account for 15 minutes. The director can make a new link.

Sign in with Microsoft. When your company has connected Microsoft 365, type your work email first, then press Sign in with Microsoft. Your email must already be a BulkDesk user: a Microsoft account never creates one. Your password keeps working.

On the phone

Open bulkdesk.com.au in the phone browser and choose Add to Home Screen. It opens like an app. The bar at the bottom holds your most used screens and the Inbox; Menu at the top opens everything else.

How every screen is laid out

  • Top bar: jump to any job (Ctrl K or /), the look button, your account.
  • Left: the side menu in four sections, then your active jobs.
  • Middle: the work.
  • Right: the record you selected, with its details.

The side menu

Four sections, the same for everyone: My day, Work, Money, Company. One line per area of work. Screens that belong together share a line and show as tabs across the top of the page.

LineTabs at the top of the page
Overview(none)
TasksTasks, To-do list, Inbox, Approvals
CalendarCalendar, Visits
JobsJobs, Leads, Closed
RosterRoster, Week plan, Today
Hours(none)
Costs and billingCosts, Billing, Bills, Payroll, Forecast
PeopleCrew and trades, Licences, Contacts, Profiles, Payslips, Team
RecordsIncidents, Documents register, Document log

You only see the lines and tabs your profile allows, in the order your profile uses most. The yellow number is your unread Inbox. Where this manual names a screen, look for it as a line or as a tab.

Active jobs. Below the menu: your pinned jobs first, then six more and Show more. Point at a job and press the pin to keep it at the top of your own list. Nobody else's list changes.

Reading the screen at a glance

MarkMeaning
Empty squareNot started
Half-filled squareIn progress
Solid squareDone
Yellow and black stripesLate, stuck or over the limit
Dashed outlineThe original plan
Yellow button, edge or cellYour next action, today, the current step
Solid black box with a tickA decision already made, such as Approved

Two things carry colour on screen: board labels and traffic lights. A traffic light is only a dot, with the words beside it in ink.

The account menu

Your photo or initials at the top right open your account:

  • My record: My profile, My payslips, My invoices.
  • Sign-in and security: Change password.
  • Look: four looks from white to black: White, Cement (the standard), Charcoal and Black. Sounds switches the short cues on or off on this device.
  • Help: this manual, opened in a new tab on the chapter for the page you are on.
  • Company (office only): Settings and Team and permissions.
  • Sign out.

This manual

The manual is part of the BulkDesk documentation at docs.bulkdesk.com.au, a site apart from the software that anyone can read without signing in. It changes in the same release as the screens it describes, so it always matches what you see. Help, Manual in the account menu opens it in a new tab on the chapter for the page you are on. What's new lists every change, newest first.

The "i" beside a title. Every page title and main section has a small "i". Point at it on a computer, or tap it on a phone, for a short plain explanation of what that part is for.