Mycela

Asistente de logística y eficiencia en construcción

End User Guide

This guide is for the people who use the app every day. It explains what each area is for, who can use it, what each function does, what information you need before you start, and what happens after you save.

Use this guide when you are training a new employee, documenting your internal process, or trying to understand exactly how a screen should be used.

Who should use this guide

  • Office users: ADMIN, PM, SUPERVISOR, and VIEWER
  • Field users: FOREMAN and field crew members
  • Platform operators: internal users with access to the platform Console

Your role controls what you can see and what you can change. If another person can open a page that you cannot, the difference is usually caused by role permissions.

How the product is organized

The app has three main work areas.

  • Field: mobile-first screens for entering time and production quickly from the job site
  • Admin: office tools for projects, employees, subcontractors, reporting, financial review, bids, and company settings
  • Console: platform-level tools for internal operators who manage customer organizations and operator access

Most day-to-day users work in either Field or Admin. The Console is not intended for customer staff.

Signing in

Standard sign-in

Use sign-in when you already have an active account and password.

  1. Open the login page.
  2. Enter your work email address.
  3. Enter your password.
  4. Select Enter workspace.
  5. The app sends you to the area that matches your access:
  6. Office users land in Admin.
  7. Field-only users land in Field.
  8. Platform operators can open Console.

What to know before signing in:

  • Use the same email address that your company used when creating your account.
  • Passwords are case-sensitive.
  • If you belong to only one organization, you will go directly into that workspace after login.

Forgot password

Use this when you know your email but cannot remember your password.

  1. Select Forgot password? on the login page.
  2. Enter your email address.
  3. Submit the request.
  4. Open the password reset email.
  5. Select the reset link.
  6. Enter a new password and confirm it.
  7. Return to login and sign in.

If you do not receive the reset email, check spam first, then ask your administrator to confirm your email address is correct.

First-time invite flow

Use this when your company invited you and you have never created a password before.

  1. Open the invite email.
  2. Select the setup link.
  3. Create your password.
  4. Return to the login page.
  5. Sign in with your email and new password.

Language and appearance

The app includes built-in language switching and may include theme options depending on your workspace configuration.

  • Use the language switcher to change between English and Spanish.
  • Use the theme toggle if your workspace allows multiple visual themes.

Roles and access

Before learning the functions, it helps to know how access is usually divided.

  • ADMIN: full office access, employee management, settings, financials, and most organization-wide changes
  • PM: office/project access, often used for project review and coordination
  • SUPERVISOR: office/project access, typically more limited than admin
  • VIEWER: read-oriented office access
  • FOREMAN: field entry, and in some cases office/project visibility depending on configuration
  • Field crew: usually limited to field entry
  • Platform operator: access to the platform Console

If you are unsure whether you should edit something directly, ask your administrator which role your company expects you to use for that process.

Field workspace

The Field workspace is built for fast use on a phone or tablet. The main navigation usually includes Home, Time, Prod, and sometimes a link back to Admin.

Field Home

Use Home as your starting point in the field workspace.

What it is for:

  • Confirming you are in the correct workspace
  • Moving quickly to Time
  • Moving quickly to Production
  • Returning to office tools if your role also has Admin access

Time entry

Open Field -> Time to record labor hours worked on a project.

What this function does:

  • Creates a time record tied to a worker, project, work date, and hour total
  • Optionally ties the record to a cost code
  • Optionally stores notes for office review

Fields on the form:

  • Employee: shown only for users who are allowed to log time on someone else’s behalf
  • Project: the project the hours belong to
  • Cost code: optional; use this when your company tracks labor against specific scopes or phases
  • Date: the day the work happened
  • Hours: total hours for that date
  • Notes: optional explanation for payroll, supervision, or office review

Rules users should understand:

  • Hours must be entered as a number.
  • Hours are entered in quarter-hour increments such as 0.25, 0.5, 7.75, or 8.
  • Hours cannot exceed 24 in a single entry.
  • The project must be one you are allowed to report against.
  • If you choose a cost code, it must belong to the selected project.

Typical workflow:

  1. Open Field -> Time.
  2. If an Employee dropdown is shown, choose the correct worker.
  3. Select the correct Project.
  4. Select a Cost code if your company requires one.
  5. Confirm the Date.
  6. Enter Hours.
  7. Add Notes only when context is helpful.
  8. Select Save Time.

What happens after you save:

  • The record is stored immediately.
  • The form clears so you can enter another record.
  • The work date resets to the default current date.
  • A success message appears if the save worked.

When to use notes:

  • The worker split time across tasks and you need to explain the hours
  • Weather, access, or site conditions affected the day
  • Payroll or office staff may question the entry later

Common mistakes to avoid:

  • Choosing the wrong project
  • Leaving the date on today when you are entering yesterday’s work
  • Putting production quantity into the time form
  • Using a cost code from memory instead of confirming it in the list

Production entry

Open Field -> Production to record installed quantities or completed output.

What this function does:

  • Creates a production record tied to a project and work date
  • Stores how much work was completed
  • Stores the unit of measure used to describe that quantity
  • Optionally ties the production to a cost code
  • Optionally stores notes for context

Fields on the form:

  • Project: the job where production happened
  • Cost code: optional; use when your company tracks production by scope
  • Date: the day the work was completed
  • Quantity: the numeric amount completed
  • Unit: the unit of measure such as SF, LF, CY, EA, or another company standard
  • Notes: optional explanation

Rules users should understand:

  • Quantity must be greater than zero.
  • The app accepts decimals, so entries like 12.5 are allowed.
  • The unit field is free text, so consistency matters.
  • If your company already uses standard abbreviations, enter them the same way every time.

Typical workflow:

  1. Open Field -> Production.
  2. Select the correct Project.
  3. Select a Cost code if needed.
  4. Confirm the Date.
  5. Enter the Quantity.
  6. Enter the Unit.
  7. Add Notes if the number needs explanation.
  8. Select Save Production.

What happens after you save:

  • The production record is stored immediately.
  • The form clears for the next entry.
  • The work date resets to the default current date.
  • A success message appears if the save worked.

Good examples:

  • 240 with unit LF
  • 1800 with unit SF
  • 12 with unit EA

Poor examples:

  • Entering a lot instead of a number
  • Switching between square feet, sq ft, and SF for the same type of work
  • Using notes to hold the quantity instead of the quantity field

Returning to office tools

Some users, especially foremen or mixed office/field roles, may see an Office or Admin link.

Use it when you need to:

  • Review project details
  • Check office reports
  • Review employee or project information beyond field entry

Admin workspace

The Admin workspace is the office control center. Most company-wide setup, review, reporting, and project management happens here.

The main navigation typically includes:

  • Dashboard
  • Employees
  • Subcontractors
  • Projects
  • Financials
  • Bids
  • Settings
  • Log Time link to the field workspace when applicable

Dashboard

Open Admin -> Dashboard for a company-wide operating view.

What this function does:

  • Shows recent labor hours for the last 7 days
  • Shows recent production activity counts
  • Shows active project counts
  • Shows project-level profit or cost visuals where data exists
  • Shows weekly accounts payable activity
  • Shows labor grouped by project

Use it when you want to:

  • Check overall activity without opening each project one by one
  • Identify projects using the most labor
  • Spot jobs that look over budget
  • Review portfolio totals before going deeper into project financials

How to use it well:

  1. Start with the top summary cards to understand current activity.
  2. Review the portfolio visual for revenue, labor, materials, and subcontractor cost patterns.
  3. Look at the project profit cards to see which jobs need attention.
  4. Review weekly accounts payable if you are managing upcoming payments.
  5. Open the related project for detail once you identify a problem.

Best practice:

  • Use the dashboard as a monitoring screen, not as the final source of detail.
  • When something looks wrong, confirm it inside the project, time, production, or financials pages.

Employees

Open Admin -> Employees to manage employee records for your organization.

What this function does:

  • Lists all users in the organization
  • Shows key profile information
  • Lets authorized users add or edit employees
  • Supports employee document storage
  • Supports employee loan tracking
  • Supports employee bonus tracking
  • Supports CSV import and export

Employee directory

Use the employee list to review who is in the system.

You will typically see:

  • Name
  • Email
  • Phone
  • Address
  • Employee ID
  • Emergency contact information
  • Role
  • Daily rate
  • Stored PDF documents
  • Outstanding loan totals when applicable

Use this page when you need to:

  • Verify whether a person already exists in the system
  • Check a worker’s role
  • Confirm contact details
  • Open employee-related actions and documents

Add employee

Use the add employee function when onboarding a new worker or office user.

Information you should gather before starting:

  • Full legal or payroll name
  • Work email address
  • Phone number
  • Address
  • Employee ID if your company uses one
  • Emergency contact name and phone
  • Correct role
  • Daily rate or pay-related amount if your process requires it

Typical workflow:

  1. Open Admin -> Employees.
  2. Select the add employee action.
  3. Enter the employee’s identifying and contact information.
  4. Assign the correct role.
  5. Save the record.
  6. If the employee needs login access, send or complete the invite/setup process.

Important role guidance:

  • Choose office roles only for people who truly need office access.
  • Choose field roles for crew members who only need field entry.
  • Seat limits may block new users if your subscription is full.

Import employees from CSV

Use import when you need to create many employees at once.

Typical workflow:

  1. Open Admin -> Employees -> Import.
  2. Download the CSV template.
  3. Fill the file with one employee per row.
  4. Keep headers unchanged.
  5. Upload the completed file.
  6. Review any validation or duplicate errors.

Use import when:

  • Migrating from another system
  • Loading a large new crew
  • Standardizing employee records in bulk

Export employees

Use export when another team needs a copy of employee data.

Typical reasons:

  • HR review
  • Payroll support
  • Internal audits
  • External reporting

Typical workflow:

  1. Open Admin -> Employees.
  2. Select the export action.
  3. Download the generated CSV.

Employee documents

Use employee documents to store and retrieve PDFs tied to a specific worker.

Examples:

  • Certifications
  • Signed forms
  • Policy acknowledgements
  • ID or onboarding paperwork

Typical workflow:

  1. Open the employee record or employee document action.
  2. Upload the PDF.
  3. Confirm the file appears in the employee’s document list.
  4. Download it later when needed.

Employee loans

Open Admin -> Employees -> Loan to track employee loan balances.

Use this function when the company advances money or tracked deductions to an employee and needs visibility into the remaining balance.

Typical use:

  • Record a new loan
  • Record payments or deductions
  • Review outstanding balances

Employee bonuses

Open Admin -> Employees -> Bonus to track employee bonuses.

Use this function when management needs a structured record of bonus amounts tied to employees.

Typical use:

  • Record a bonus
  • Review past bonuses
  • Keep compensation-related adjustments visible for office staff

Subcontractors

Open Admin -> Subcontractors to manage subcontractor records and supporting documents.

What this function does:

  • Stores subcontractor company records
  • Tracks scope and notes
  • Stores contract amount information
  • Stores subcontractor PDFs or related files

Typical workflow:

  1. Open Admin -> Subcontractors.
  2. Add a new subcontractor or open an existing one.
  3. Enter scope, notes, and contract information.
  4. Upload any related PDF if needed.
  5. Save your changes.

Use subcontractor records when you need:

  • A central list of subs used by the company
  • Contract backup
  • Scope visibility during project review
  • Documentation for billing or payable follow-up

Projects

Open Admin -> Projects to manage jobs and open project detail pages.

What this function does:

  • Lists projects in the organization
  • Supports search and sorting
  • Supports CSV export
  • Lets authorized users create projects
  • Opens each project’s full detail workspace

Project list

Use the project list when you need to find a job quickly.

Available list functions typically include:

  • Search by project name
  • Sort by name
  • Sort by crew-related information
  • Sort by cost code count or code-related data
  • Change ascending or descending order
  • Export the current list to CSV

Typical workflow:

  1. Open Admin -> Projects.
  2. Use the search box if you know the project name.
  3. Adjust Sort and Order if needed.
  4. Select Apply.
  5. Open the project you need.

Create a project

Use the new project section when starting a new job in the system.

Minimum information you should plan to enter:

  • Project name
  • Basic status or starting information
  • Crew or foreman assignments if your workflow requires them
  • Initial cost codes if available
  • Budget information if your role is allowed to manage budgets

Typical workflow:

  1. Open Admin -> Projects.
  2. Find the new project section.
  3. Enter the project name and any setup details requested.
  4. Save the project.
  5. Open the project detail page to continue setup.

Project detail page

The project detail page is the main operating record for a single job.

Use it to:

  • Review core project information
  • Review or edit project status
  • Review labor by date
  • Review crew and roster assignments
  • Review cost codes
  • Review materials and other costs
  • Review subcontractor commitments
  • Review billing activity
  • Review change orders
  • Review project-level financial visibility

Think of the project detail page as the place where job-specific information comes together.

Edit project basics

The project edit area is used for administrative changes to the project record.

Typical items that may be managed there include:

  • Status
  • Cover image
  • Address
  • Site contact
  • Assigned foreman
  • Cost codes

Use this function when the project record itself changes, not when you are just logging daily activity.

Crew and roster management

Use the crew sections when you need to control who is assigned to the project.

Common tasks:

  • Add workers to the project
  • Remove workers from the project
  • Move workers between projects
  • Review who was assigned on a given day
  • Adjust project-specific rate behavior where allowed

Use this when:

  • Staffing changes
  • A worker needs to report time to a different project
  • A PM or supervisor needs to review who was on site

Labor calendar

Use the labor calendar to understand project labor activity by day.

It is useful for:

  • Seeing which days have time entries
  • Comparing higher and lower labor days
  • Following up on missing or unusual entries

This is a review tool. If the numbers look wrong, confirm the underlying entries in Admin -> Time or in the field entry history/process.

Weekly project view

Open a project’s Week view when you need a tighter time window for project-specific activity.

Use it for:

  • Weekly labor review
  • Weekly subcontractor pay item review
  • Short-interval project check-ins

Cost codes

Use the project cost code area when your company tracks work by scope, phase, or activity code.

Why cost codes matter:

  • They keep time and production grouped correctly.
  • They improve reporting quality.
  • They help office staff compare actual work against budget categories.

Best practice:

  • Create and maintain cost codes before field reporting begins whenever possible.
  • Keep code naming consistent across users and projects.

Materials and job costs

Project detail includes areas for non-labor project costs.

Common cost categories:

  • Materials
  • Fuel
  • Equipment
  • Other job costs

Typical workflow:

  1. Open the project.
  2. Go to the appropriate cost section.
  3. Add the dated line item.
  4. Enter the amount and any description needed.
  5. Save the entry.

Use this function when you want project financial reporting to include more than just labor.

Billing payments

Use the billing section to track incoming payments or billing-related activity for the project.

This is useful when you need project-level visibility into:

  • Payment history
  • Billing milestones
  • Cash movement tied to that job

Change orders

Use change orders whenever project scope or contract value changes after the original setup.

Typical workflow:

  1. Open the project.
  2. Go to the change orders section.
  3. Add the change order.
  4. Enter the value and relevant description.
  5. Save it so the project’s financial picture stays current.

Best practice:

  • Record change orders as soon as they are approved or recognized in your internal process.
  • Do not leave contract value changes only in email or notes outside the app.

Time review for office users

Open Admin -> Time to review time entries across the organization.

What this function does:

  • Lists time entries in a table
  • Filters by date range
  • Filters by project
  • Filters by employee
  • Exports the filtered result to CSV
  • Allows deletion of entries where permitted

Columns you will typically see:

  • Date
  • Employee
  • Project
  • Cost code
  • Hours
  • Notes

Typical workflow:

  1. Open Admin -> Time.
  2. Set the From and To dates.
  3. Optionally filter by Project.
  4. Optionally filter by Employee.
  5. Select Apply.
  6. Review the results.
  7. Export if another team needs the data.

Use this page when you need to:

  • Audit reported hours
  • Check whether a worker submitted time
  • Verify cost code usage
  • Review notes attached to time
  • Produce a time CSV for payroll or reporting

Use delete carefully:

  • Deleting removes the entry from the list.
  • Confirm the entry is truly wrong before deleting it.
  • If the error came from the field, consider correcting process issues with the person entering time.

Production review for office users

Open Admin -> Production to review production records across the organization.

What this function does:

  • Lists production entries in a table
  • Filters by date range
  • Filters by project
  • Filters by employee
  • Exports the filtered result to CSV
  • Allows deletion of entries where permitted

Columns you will typically see:

  • Date
  • Employee
  • Project
  • Cost code
  • Quantity
  • Unit
  • Notes

Typical workflow:

  1. Open Admin -> Production.
  2. Set the From and To dates.
  3. Optionally filter by Project.
  4. Optionally filter by Employee.
  5. Select Apply.
  6. Review the quantities and units.
  7. Export if needed.

Use this page when you need to:

  • Check whether field production was entered
  • Compare production across projects
  • Review unit consistency
  • Export production for internal reporting

Best practice:

  • Watch for inconsistent units on similar work types.
  • Confirm whether production was entered against the right project and cost code.

Bids

Open Admin -> Bids to manage estimating records and bid outputs.

What this function does:

  • Lists saved bid estimates
  • Lets authorized users create a new bid
  • Tracks bid name, client, status, estimated cost, suggested bid, and target margin
  • Supports CSV export for all bids
  • Supports per-bid export

Bid list

Use the bid list to review all estimates currently in the system.

Information commonly shown:

  • Bid name
  • Client name
  • Status
  • Estimated cost total
  • Suggested bid amount
  • Target margin percentage
  • Last updated date

Create a new bid

Typical workflow:

  1. Open Admin -> Bids.
  2. In the new bid section, enter the Bid name.
  3. Optionally enter the Client name.
  4. Select Create.
  5. Open the new bid and continue adding estimate detail.

Use bids when:

  • Pricing new work
  • Comparing estimated cost to proposed selling price
  • Exporting estimate information for review

Important note:

  • The bid list is the summary view. The full estimating work continues inside the individual bid record after creation.

Financials

Open Admin -> Financials for portfolio-level financial review.

This page is usually admin-only because it summarizes sensitive financial data across projects.

What this function does:

  • Filters projects by date range
  • Filters by project status
  • Filters by search term
  • Sorts by name, contract value, cost, profit, or margin
  • Exports the current filtered view to CSV
  • Shows portfolio totals
  • Shows project-by-project financial summary
  • Lets you open line-item detail for a project

Financial summary cards

At the top of the page, you will usually see key portfolio totals such as:

  • Revenue
  • Total costs
  • Gross profit
  • Gross margin percentage

Use these cards to understand the big picture before drilling into individual jobs.

Financial table

The project table usually includes:

  • Project
  • Status
  • Revenue
  • Labor
  • Materials
  • Subcontractors
  • Total cost
  • Profit
  • Margin

What the numbers mean:

  • Revenue: contract value or project value being reported
  • Labor: labor cost tied to the project
  • Materials: material and miscellaneous cost totals
  • Subs: subcontractor committed amounts
  • Total cost: combined cost being reported for the project
  • Profit: revenue minus total cost
  • Margin: profit as a percentage of revenue when available

Typical workflow:

  1. Open Admin -> Financials.
  2. Set the reporting period using From and To.
  3. Filter by status if needed.
  4. Search for a specific project if needed.
  5. Choose a sort order based on the question you are asking.
  6. Select Apply.
  7. Review the totals and project rows.
  8. Open project line-item detail when you need breakdowns.
  9. Export to CSV when accounting or leadership needs the data elsewhere.

AP Payroll

Open Admin -> Financials -> AP Payroll when you need payroll-related or payable-related review specific to that section of the system.

Use it when your process requires a dedicated view of payroll or accounts-payable-adjacent information beyond the main financial summary.

Overhead

Open Admin -> Financials -> Overhead to review and track company overhead expenses.

Use it when you want to separate company operating expenses from direct project costs.

Weekly accounts payable

The dashboard and financial tools together support weekly payable review.

Use them to monitor:

  • Unpaid subcontractor items
  • Paid subcontractor items
  • Weekly dated cost activity

Exports

The app includes exports for several major workflows.

Common export areas:

  • Employees
  • Time
  • Production
  • Projects
  • Financials
  • Bids

Use export when:

  • Accounting needs raw data
  • Payroll needs a CSV
  • Leadership needs an external report
  • You need to archive a snapshot outside the app

Important export habit:

  • Always apply the correct filters before exporting so the file matches the time period or project scope you intend to share.

Settings

Open Admin -> Settings to manage organization-level configuration and subscription details.

This page is usually limited to ADMIN.

What this function does:

  • Updates the organization name
  • Updates the organization time zone
  • Updates the default currency
  • Updates the fiscal year start month
  • Shows subscription plan and billing information
  • Shows seat limits and seat usage
  • Provides access to billing/portal actions when configured

Organization profile

Use the organization profile form to maintain company-wide defaults.

Fields typically include:

  • Organization name
  • Time zone
  • Default currency
  • Fiscal year start month

Why these settings matter:

  • Time zone affects how dates are interpreted and displayed.
  • Currency affects money formatting.
  • Fiscal year start month helps align internal reporting.

Typical workflow:

  1. Open Admin -> Settings.
  2. Update the organization profile fields.
  3. Select Save.
  4. Confirm the success message appears.

Subscription and billing

The settings page may also show:

  • Current plan
  • Subscription status
  • Billing cycle
  • Renewal date
  • Included employee seats
  • Included admin/foreman seats

Use this area when you need to:

  • Confirm what plan the company is on
  • Check renewal timing
  • Open the customer billing portal
  • Start or manage subscription checkout where enabled

Seats and user limits

The settings page also shows how many seats are being used.

This usually includes:

  • Employee seats used versus employee seats included
  • Admin/foreman seats used versus admin/foreman seats included
  • Remaining seats or over-limit warnings

Use this before adding many users so you do not run into seat-limit errors unexpectedly.

Platform Console

The Console is for internal platform operators, not standard customer users.

Use it only if you are responsible for managing customer organizations or platform-level support operations.

Console Overview

Open Console for the operator overview page.

What this function does:

  • Shows total customer organizations
  • Shows total users across the platform
  • Shows total platform operators
  • Shows server health information
  • Provides links into customer and operator management

Use it when:

  • Starting a support session
  • Checking platform-wide counts
  • Confirming that key platform services appear healthy

Console Customers

Open Console -> Customers to review all customer organizations.

What this function does:

  • Lists each customer organization
  • Shows plan information
  • Shows user counts
  • Shows seat limits
  • Shows creation date
  • Opens a detail page for each customer

Use it when you need to:

  • Find a customer account
  • Confirm plan level
  • Review seat settings
  • Open the customer for platform-level changes

Add customer

Open Console -> Customers -> Add customer to create a new organization.

Typical workflow:

  1. Open the add customer page.
  2. Enter organization details.
  3. Enter the first admin user information.
  4. Save the new customer.

Use this function when onboarding a new organization into the platform.

Console Management

Open Console -> Management for operator and support actions.

What this function does:

  • Lets operators reset any user password by email
  • Lists current platform operators
  • Allows authorized users to revoke platform operator access

Reset password by email

Use this when a support case requires setting a new password for a known user.

Typical workflow:

  1. Open Console -> Management.
  2. Enter the user’s email address.
  3. Enter the new password.
  4. Submit the form.

Important caution:

  • Use this only under your company’s approved support and security process.
  • Confirm the email carefully before submitting.

Revoke operator access

Use this when a platform operator should no longer have console privileges.

Typical workflow:

  1. Find the operator in the list.
  2. Confirm you selected the correct person.
  3. Use the revoke action.

Public contact form

The public contact page allows outside visitors to send a message to your team without showing the receiving email address on screen.

Typical workflow:

  1. Open the contact page.
  2. Enter the sender name and contact information.
  3. Enter the subject.
  4. Enter the message.
  5. Submit the form.

Use this when:

  • A prospect wants to contact your company
  • Someone needs a general inquiry form from the public site

PWA and install behavior

The app can be installed like an app on supported devices.

What users can do:

  • Add the app to the home screen
  • Launch it in an app-style window
  • Reach an offline fallback page if the connection drops

Important iPhone note:

  • On iPhone, installation is done through the browser share menu rather than a pop-up install button.

Why this matters for field users:

  • It makes the app faster to open from the job site.
  • It reduces the need to type the URL repeatedly.

Recommended training path

For office admins

  1. Sign in and review the dashboard.
  2. Open Settings and confirm organization defaults.
  3. Review Employees.
  4. Review Subcontractors.
  5. Open Projects and inspect one complete project.
  6. Review Time and Production.
  7. Review Financials.
  8. Export at least one CSV.

For foremen and field crews

  1. Sign in on a phone.
  2. Confirm the language setting.
  3. Enter one time record.
  4. Enter one production record.
  5. Return to Home.
  6. Confirm you know how to switch back to office tools if your role allows it.

For platform operators

  1. Open the Console overview.
  2. Review customer counts and operator counts.
  3. Open Customers.
  4. Open Management.
  5. Practice password reset and customer lookup procedures using your internal support rules.

Usage tips

  • Keep project names and cost code usage consistent so reports stay clean.
  • Use notes only when they add decision-making context.
  • Review the dashboard regularly instead of waiting for month-end.
  • Export filtered data rather than exporting everything by default.
  • Check seat usage before adding large groups of users.
  • Standardize production units across the company.

Troubleshooting

I cannot sign in

  • Confirm the email address is correct.
  • Confirm the password is correct.
  • Use the forgot-password flow if needed.
  • If you were recently invited, finish password setup first.

I cannot see a page another user can see

  • Your role is probably different.
  • Some pages are office-only.
  • Some pages are admin-only.
  • Console pages are for platform operators only.

My project, employee, or subcontractor is missing

  • Check whether filters are active.
  • Confirm the item belongs to your organization.
  • Ask an admin to verify the record exists and that your role is allowed to see it.

My export did not look right

  • Recheck the filters before exporting.
  • Confirm the date range is correct.
  • Confirm you exported from the correct page.

A field user entered the wrong time or production

  • Review the entry in Admin -> Time or Admin -> Production.
  • Confirm whether the project, employee, date, quantity, hours, unit, or cost code is wrong.
  • Delete or correct the entry according to your company’s process.

My billing or email-related action failed

  • Try again once in case the issue was temporary.
  • If it continues, ask an administrator or operator to check configuration and logs.