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Readybuild Documentation

website·Indexed 31 days ago

https://docs.readybuild.com

User guides and technical documentation for Readybuild, covering project scheduling with Gantt charts, time tracking, mileage entry, and comprehensive sales and general reporting tools.

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What's inside Readybuild

  1. Overview of Client Invoicing capabilities

    Client Invoicing in Readybuild allows users to create and send invoices, track payment statuses, record received payments, issue credit memos for adjustments, link invoice due dates to project schedule tasks, and sync data with QuickBooks accounting.

  2. Overview of Client Portal Help Sections

    The Readybuild client portal provides two distinct self-service support sections:

    1. Help & Feedback: Used for FAQs, how-to guides, process explanations, and troubleshooting help.
    2. What to Expect: Used to educate customers on project phases, timeline expectations, and customer responsibilities.

    Both sections share a similar structure consisting of Categories (organized topics), Articles/Topics (individual help items), Search functionality, and downloadable Attachments.

  3. Overview of Daily Logs

    Daily logs are structured, multi-step questionnaires used to document project progress, client and internal communication, and work performed. Each log is tied to a specific project and date. They feature automatic weather tracking based on the project address and support photo documentation.

  4. Overview of Project Boards

    Project Boards provide a visual, Kanban-style interface to manage records through pipeline stages. Each column represents a workflow stage (e.g., Lead, Estimate Provided, Sold, In Production), and each card represents a single record. Users can drag and drop cards between columns to update their status, filter by division, source, campaign, or custom fields, and search for records by name, ID, or client.

  5. Overview of the ReadyBuild Gantt Chart

    The Gantt chart is a project planning tool used for visual timelines, task dependencies, and progress tracking. It consists of a two-panel layout featuring a task list on the left and a timeline on the right. Key visual elements include timeline bars (task duration), dependency lines (task relationships), progress indicators, and the critical path (highlighting time-sensitive tasks).

  6. Overview of Public Scheduling

    Public Scheduling allows customers to book appointments with a team directly via a website embed or a shared link. The system provides real-time availability, instant confirmations, and automated record creation, eliminating the need for manual scheduling or back-and-forth communication.

  7. Overview of ReadyBuild Time Tracking features

    ReadyBuild provides a time tracking system for payroll processing and job costing. Key capabilities include:

    • Flexible Entry: Real-time clock in/out or manual timesheet entry.
    • Mobile Support: Full functionality on mobile devices with GPS location capture.
    • Approval Workflow: Ability to submit, review, and lock timesheets for payroll.
    • Mileage Tracking: Recording of miles driven and odometer readings.
    • Pay Types: Support for Regular, Overtime, PTO, and custom pay types.
    • Data Export: Exports available in CSV, Excel, and PDF formats, with QuickBooks integration.

  8. Overview of the Selection Catalog

    The Selection Catalog is a company-wide library of products, finishes, and options used during the selections process. It allows items to be reused across multiple projects and estimates. To access and manage these settings, a user must have the Manage Catalog permission. The catalog is accessed via Settings $\rightarrow$ Selections Catalog.

  10. Overview of the Project Request Form

    The Project Request Form is used to create new projects in Readybuild. It is designed to streamline the intake process by allowing the simultaneous creation of multiple records: a Contact (customer info), a House (property/job site address), a Project (the project record), and an Activity (initial appointment or follow-up task).

  12. Overview of Vendor Credits in Readybuild

    A vendor credit is a record indicating that a vendor owes the company money, typically due to returned materials, price adjustments, or post-billing corrections. Vendor credits reduce job costs and sync to QuickBooks Online. They can either remain as an open balance with the vendor or be applied against existing Bills from the same vendor (application is performed on the Bill page).