Overview:

This guide is designed for those new to iGyro Builder Software who want to explore its basic features and gain an understanding of its functionality. It introduces key operations such as navigating the dashboard, managing jobs, creating tasks, and handling attachments and communications. Additionally, it highlights some advanced capabilities, including Gantt chart scheduling and integration with external services like Xero. While this is not a comprehensive list of iGyro's features, it covers the basics to get you started and help you begin managing projects effectively with confidence.

General Concepts Covered:

1. Dashboard Navigation

• Personalised to-do lists for users, displaying due or overdue tasks.
• Tasks drive dashboard functionality.

2. Job Management

• Tabs categorise jobs by progress (e.g., prospect, contract signed).
• Creating jobs with client information and assigning tasks.
• Managing primary and secondary contacts.

3. Job Details

• Generating job numbers and setting job types.
• Handling addresses, design types, and house-and-land packages.

4. Task Management

• Assigning tasks with due dates and linking them to notifications.
• Automating task generation based on job progress.

5. Attachments and Photos

• Uploading and managing files within the job.
• Client-facing folders for sharing approved documents or photos.

6. Scheduling

• Using Gantt charts to manage dependencies and progress.
• Assigning tasks to roles like project managers or designers.

7. Communication and Notes

• Keeping records of client communications and internal notes.
• Categorising notes for designers or internal use.

8. Maintenance Tracking

• Recording maintenance tasks with due dates and assigning contacts.

9. Financial Management

• Progress payment schedules linked to site schedules.
• Integration with Xero for tracking costs and margins.

10. Advanced Topics

• Setting consent authorities and loadings.
• Using mail merge for documents and client communications.
• Managing manual purchase orders and system-generated emails.

11. Reporting

• Viewing live job costs and gross margin reports for individual and multiple jobs.

Use Case Examples:

• Setting Up a New Job: Enter client details, assign tasks, and set up a payment schedule.
• Tracking Progress: Use Gantt charts to manage dependencies and track site tasks.
• Managing Communications: Record calls, emails, and updates in the communication tab.
• Collaborating with Teams: Assign roles and tasks to team members with notification triggers.
• Handling Maintenance Requests: Record issues and assign them to contractors with due dates.

This knowledge base article provides users with the essential steps and tips to efficiently use iGyro Builder Software, ensuring streamlined job and task management.