Guide

Which manual is yours

Each manual is written for the person doing the job. Every screenshot comes from the real running app.

Find your manual

ManualYou are…
Case ManagerThe single client-facing coordinator — leads, quotes, scheduling, payments, hand-offs
Field SurveyorThe person who visits the site, using the offline-first mobile app
Design EngineerThe technical author — drawings, calculations, drafting the report
Principal EngineerThe decision-maker who reviews, authorises and signs the report
Legal ConsultantThe legal reviewer for legal and agreement reports
FinanceMoney — payments, invoices, commission, settlements
Consultancy AdminThe manager of one consultancy office
Tenant AdminThe owner of the whole firm — services, staff, branding, money rules
ClientThe customer — request a service, track your file, get the report
Service Designer(platform) The author of the services every firm sells
Platform Admin(platform) The operator of the platform itself

Before you start

Were you handed a finished report and want to check it is genuine? See Verify a report. You do not need an account for that.

How each manual is laid out

All eleven follow the same order, so you can jump straight to the part you need:

  1. Who you are — the job in one paragraph.
  2. What you can do — your powers.
  3. What you can’t do — the limits, and why they exist.
  4. Getting in — where to sign in.
  5. Your screens, step by step — a walkthrough with screenshots.
  6. Tips and gotchas — the things that surprise people.
Printing

Any page here prints as a clean handout. Press Ctrl P (or Cmd P) and choose Save as PDF.

Last reviewed 2026-09-08.