System
Task Center
Every task assigned across Preconstruction, in one place — defaults to what's on your plate.
| Task | Project | Assigned To | Due Date | Files | Status |
|---|
Preconstruction
Preconstruction
Every project's exact position in the pipeline — one phase must finish before the next starts.
System
Company Settings
Users, locations, automations, branding, and process — everything system-level in one place.
Users & Permissions
+ Add UserRole and location here drive the UI (dropdowns, filters). This build has no separate login system.
| Name | Role | Location | Status |
|---|
Locations
+ Add LocationOne market today, built for many.
Automations
+ New AutomationTrigger → Condition → Action — event-driven only for now, delayed/wait automations need a real scheduler.
Meetings Needing a Reminder Tomorrow
There's no server here to send these automatically overnight — this list surfaces everything due tomorrow so nothing slips through, but sending itself is still one click per meeting.
| Lead | Meeting | Time | Reminder |
|---|
| Automation | Trigger | Action | Status |
|---|
Document Templates
Standard document templates — upload once here, and they automatically attach into the Files panel on every project once that phase of the process is actually done.
Branding
Data & Storage
Everything you enter autosaves every few seconds to this browser's local storage only. There is no shared backend in this build — data does not sync between computers or team members.
Not saved yet
Preconstruction Process
The exact phases and steps every project runs through, in order — this drives the Next Required Action on every project's Overview tab. Edit titles, reassign roles, reorder, add, or remove steps here whenever the real process changes; nothing about the process is hardcoded.
Default Assignee by Role
Who usually fills each role — pre-fills the "Assigned To" field on a project's next step, but can always be changed per project.
Default Task Assignees
Client-Facing Phase Descriptions
Plain-language descriptions clients see under their schedule, instead of the internal task checklist — one time setup, applies to every project.
Team Roster
Add, edit, or remove team members — including their role and location — from Users & Permissions. Everyone Active there shows up in every "Assigned To" dropdown across Sales and Preconstruction.
Standard Schedule Template
Typical duration for each phase, in business days. This is what "Generate Standard Schedule" uses to fill in every milestone's due date automatically on a project, instead of typing each one in by hand.