Project Management
Manage projects, field work, stock, purchasing, and equipment rental in one connected operational flow.
Operations
Work
Overview
Create and search jobs, set up teams and statuses, track costs, duplicate, move teams, and close jobs safely.
Automation
Review exceptions, team capacity, SOP templates, recurring jobs, and assignment policies.
Schedule
Build a Gantt chart, task dates and dependencies, milestones, baseline, critical path, progress, export, and safe deletion.
Profit
Read revenue, receipts, costs, profit, margin, cash contribution, and budget burn without changing the source transactions.
Branches & products
Group job profit by branch and by product or service, then correct the classification without changing transactions.
Reports
Share tasks, proof of completion, comments, and daily field reports, including drafts and offline mode.
Photos
Search photo evidence across reports, locations, materials, safety (K3), and assets; select many, print reports, download, or delete safely.
Quality
Manage punch lists from finding to completed and verified, with priority, person in charge, evidence, and audit history.
Incidents
Record safety (K3) incidents and toolbox talks, severity, investigation, corrective actions, participants, photos, and data corrections.
Assets
Manage owned and rented assets, identity, meters, costs, status, due dates, returns, archive, and re-renting.
Assignments
Hand over assets to staff, jobs, or locations with meter and condition on check-out and check-in, plus the return process.
Maintenance
Schedule date-based or meter-based service, start downtime, record actual costs, and set the preventive maintenance policy.
Operations
Stock
Stock & materials
Manage the catalog, stock in and out, loans, corrections, requests, warehouse transfers, and stock counts.
Warehouse
Create warehouse locations, set the main warehouse, and read physical stock, reservations, availability, and value, and deactivate safely.
Transfers
Move stock between warehouses through draft, sent, received, or canceled status without counting the stock twice.
Stock count
Freeze a snapshot, count physically, review differences, submit adjustments, and cancel a count before it is posted.
Tracking
Manage alternative units, batches and expiry, serial numbers, stock reservations, release, and issuing to jobs.
Operations
Purchasing
Requests
Combine many needs, send for approval, approve or reject, then convert to a PO without re-entering.
Purchase order
Run purchase requests, approval, POs, partial receiving, suppliers, bills, and goods returns.
Receiving
Receive a PO in full or in part, separate received and rejected quantities, choose the warehouse, lot, expiry, serial, and evidence.
Suppliers
Save supplier contacts and NPWP, read the performance scorecard, edit the profile, and delete a contact without breaking old POs.
Price history
Record and compare supplier quotations, pick the winner, create a PO automatically, and trace historical prices per material.
Bills
Match supplier bills against POs and receipts, and record due dates, payments, cancellations, and document differences.
Returns
Return goods that were already received, record the reason and quantity, update stock, and handle returns or replacements.
Start in order
New to this section? Start with the first article.