The user guide

How Base works, one screen at a time

Written for the people who run a building business with it: owners, estimators, project managers, the person who does the books on a Friday. Organised the way the app is, by workspace. Every page says what the screen is for, what you need before you start, how to do each task, what happens on its own, and the things that surprise people.

82 of 88 pages written · what changed

Getting started
Signing up, the nav and workspaces, Ask Base, and where to begin.
6 pages
Estimating
Winning the work: projects, CRM, the rate book, the estimate and the quote.
16 pages · 14 written
Delivery
Running the job: programme, subbies, orders, site, crew, close-out.
22 pages · 21 written
Money
Getting paid and paying others: claims, bills, cash, Xero.
14 pages · 12 written
Workshop
Making the thing: the production board and manufacturing inside a job.
2 pages
Your company
Settings: how your business, your team and your integrations are set up.
13 pages
The assistant and automation
Ask Base, automations, memory, scratchpads and comms.
6 pages
Portals and links
What your clients, subcontractors and crew see from their side.
7 pages