Documents, schedule & scorecard
Keep the paperwork and the reputation of each crew in one place — and let the system warn you before a licence lapses or a contract runs late.
Documents
Attach files to a crew or to a contract. Document types include contract, act, invoice, licence, insurance and other. Give a licence or insurance document an expiry date and it is watched automatically.
The schedule
A schedule tab gathers everything time-sensitive into three lists, with a red count on the tab when anything needs attention.
| List | What it catches |
|---|---|
| Overdue | Active contracts whose end date has already passed. |
| Ending | Active contracts ending within the next two weeks. |
| Expiring | Licences and insurance expiring within the next 30 days. |
Scorecard
After a job, rate a crew on three things — quality, timeliness and safety, each out of five. The module averages your ratings into a single star score that shows next to the crew in the directory, so past performance is visible when you pick who to hire next.
Reports
A subcontractors report totals approved-act cost and payments per crew over a date range. Margin is shown only on the client-billed portion — internal contracts carry a computed SALE figure but are never counted as client revenue.