User Guides

Getting Started

This guide covers the things you set up once and rely on every day after: signing in, your workspace, your company details, the people on your team, and who can see and …

• Workspaces, companies and projects — how it fits together
• Signing in
• First-time setup (new workspace)
• Finding your way around

Jobs & Job Cost

Job Cost is the financial heart of CortexPM. A job (also called a project) is one build, and almost everything else in the platform — estimates, contracts, purchase orde…

• Jobs vs. budgets vs. costs — the picture
• Set up your cost codes first
• Creating a job
• The job detail page

Estimating

Estimating is where you price a job. You build an estimate line by line (or import it), set your markup, and once it's approved it becomes the source of two important th…

• How estimates work
• Creating an estimate
• The detailed estimate sheet
• The Price Library

Takeoff

Takeoff is where you measure quantities straight off your drawings — lengths, areas, volumes and counts — and push them into your estimate as priced line items. Measure …

• How takeoff fits together
• Step 1 — Open takeoff and pick the estimate
• Step 2 — Create a document set and upload drawings
• Step 3 — Set the scale

Purchasing

Purchasing is where you commit money on a job — getting quotes, raising purchase orders to suppliers, and raising subcontract orders to your trades. Everything you commi…

• The three things you do here
• Quote requests (RFQs)
• Purchase orders
• Subcontract orders

Accounting

Accounting is where money actually moves. You record the bills your suppliers and subcontractors send (and match them to your orders), pay them, raise sales invoices to …

• Vendors
• Supplier invoices (bills)
• Capturing bills with OCR
• The Invoice Inbox

Contracts

Contracts is proper contract administration built for Australian builders. It's where you set up your head contract with the client and your subcontracts with your trade…

• The building blocks
• Head contracts
• Subcontracts
• Contract templates and clauses

Program (scheduling)

The Program is your construction schedule — a Gantt chart of the job's tasks, their durations, dependencies and progress. Because tasks can be linked to cost codes, the …

• What a program is
• Creating or opening a program
• Building the schedule
• Tracking progress

Site Management

Site Management is the on-the-ground side of CortexPM — who was on site, what happened, what's defective, and who's been briefed. Most of it is captured on the mobile ap…

• The Onsite Dashboard
• The site boundary
• Site sign-in
• Your crew

CRM & Client Selections

CRM is where you manage clients and the sales pipeline — from first enquiry through to handover — and where you run client selections, the process of getting clients to …

• The CRM dashboard
• Clients
• Logging interactions
• Turning a lead into a job

Documents

Documents does two jobs, and it's worth being clear which one you're using.

• Setting up your folders once
• Filing a drawing package
• Reading the Register
• Revisions

Client Portal

The Client Portal is the window you give your clients onto their project — a space you control, where they see progress, documents, photos and invoices, make their selec…

• Part 1 — Setting up the portal
• Part 2 — What your client sees and does
• Progress claims in the portal
• Defects

Subcontractor Portal

The Subcontractor Portal gives your trades controlled access to the jobs they're working on — their subcontract and scope, the documents and notices you issue them, defe…

• Part 1 — Setting up the portal
• Part 2 — What your subcontractors see and do
• Progress claims from subcontractors
• Payments

Reports

Reports is the one place to pull a report on any part of your business — job cost, purchasing, accounting and sales — without hunting through each module. Pick a report,…

• The Reports Hub
• Running a report
• What’s available
• Where to next

The Mobile App

CortexPM ONSITE puts the job in your pocket. It's the same workspace as the web app — same jobs, same people, same records — shaped for what you actually do away from a …

• Signing in
• What you see depends on who you are
• Site sign-in
• For site crews

Communications

Communications is how documents leave your business and how you prove what went where.

• The Communications register
• Sending documents
• What the recipient gets
• What they can do