Quick start by profile

Planning

For estimating, planning and running operations.

First time

1. Open the one-time link the director sent you and choose your password.
2. Pin the jobs you work on most: point at a job under Active jobs and press the pin.
3. Open Overview. The Needs attention list is your morning check: every line opens the place to fix it.

Every day

1. Overview, Needs attention: clear what is late, stuck or waiting for you.
2. Jobs: new work starts at Estimate. Open the job, go to Estimate, write your site notes in Site notes to BOQ and press Draft the BOQ. Check it, then Use as the estimate.
3. When the estimate is ready, press Send to finance and confirm.
4. When the deposit is in, the job comes back to you at Program: open Program, draft it from the BOQ, check it and Add to the program. Then Release to site.
5. Hours: approve last week's hours when the gate records are complete.

Good to know. You authorise voids (undoing something approved) and see the document log. Requests waiting for you are under Tasks, Approvals.

Site Manager

For running the sites day to day.

First time

1. Open the one-time link and choose your password, on your phone.
2. Add BulkDesk to your home screen (Share, Add to Home Screen). It opens like an app.
3. Print the gate poster for each site: open the job, On site, print the QR code and put it at the gate.

Every day

1. Roster: check who is booked where this week. Change bookings, then Publish week so the crew see it.
2. Today: the job you are on, who is signed in at the gate right now, and the tasks for today.
3. Open the job, Board: move each activity along and set its percent. The Program bar follows.
4. Diary: one page a day, weather, work done, deliveries, delays. Save as draft, sign at the end of the day.
5. Something extra on site? Variations, Raise a variation, without a price. Do not start the extra work until it shows Approved.
6. Paid for materials yourself? Open the job, Materials, the line, Add what was paid.

Good to know. You never see contract values, budgets or other costs. Accidents and near misses go in through Report an incident or hazard on the phone straight away.

Finance & Compliance

For finance, compliance and payroll.

First time

1. Open the one-time link and choose your password.
2. Open Costs and billing and check each job's contract value and budget.
3. Open People, Licences: anything yellow or red needs a new certificate.

Every day

1. Overview, Money: what has to be paid on the next pay day and which claims fall due.
2. Jobs, Finance review: jobs sent to you from Estimate. Check the numbers, chase the client, and press Deposit received when it lands.
3. Costs and billing, Bills: add every bill received, with its file and job.
4. Billing: draft progress claims, Issue when sent, Mark paid when the money arrives.
5. Pay week: Payroll for wages by person, then Payslips to make or upload each payslip.

Good to know. You see the document log. You do not sign the diary or publish the roster.

Crew

For the people working on site. Everything you need is on your phone.

1. Open the one-time link on your phone and choose your password.
2. Add BulkDesk to your home screen.
3. At the site, scan the QR code at the gate and press Sign in. When you leave, scan it again and press Sign out.
4. Week plan shows where you are booked. Today shows today's job, its tasks and its documents.
5. Something happened? Report an incident or hazard, straight away.

The full crew guide, ready to print, is the Crew phone guide.