Who it's for: the project manager, site manager, site supervisor, contractors and the investor (the client). Anyone on the project team can report an issue, including the investor after handover.
What you'll do: report a defect from your phone with a photo and a location on the floor plan, assign who fixes it and by when, schedule the repair and close the issue once it's checked.
Before you start
- The Issues module is available on every plan. Areas with floor plans and pinning issues on the plan are available from the Company plan.
- To pin issues on a floor plan, first add an area (e.g. “Ground floor”, “South elevation”) with an underlay: a floor plan, or a photo of a wall or detail.
Steps
1. Report the issue
- On the project dashboard, choose Quick actions → Report an issue, or go to Issues and add a new one.
- Enter a title, e.g. “Crack in partition wall”, and a description. Add a photo or record a voice note. One of them is enough to save: title, description, photo or voice note.
- You can mark spots on the photo right away: tap the photo to place a pin, or drag to draw an oval.
- Click Save. The issue number is assigned automatically. Without signal, the issue is saved on your phone and gets its number after syncing.
2. Pin it on the floor plan
- In the issue form, choose the area and click Mark on the plan.
- Click the location. A pin marks a point; an oval marks part of a surface.
- Issues without a location show up in the “without location” list. You can pin them later.
3. Assign who fixes it and the deadline
- In the Assignees and deadline section, choose the contractors who should fix the issue and the repair date.
- Set the priority: low, normal, high or critical.
- Optionally, pick the schedule item the issue came from. Reports then show which work items generate rework.
New reports from other people wait on the list as “not yet assigned” until you change their status or assign a contractor.
4. Schedule the repair
In the issue details, click Plan the fix. A repair task with a deadline is added to the schedule. The cost of the repair is tracked separately from the cost of the original work.
5. Check and close
- An issue moves through the statuses Reported → In Progress → For Verification → Closed (or Rejected if the report was unfounded).
- When the contractor reports the repair task as done, the issue moves to verification automatically. Whoever checks the repair closes it.
- Issues from an acceptance protocol are closed by the next acceptance inspection, when the inspector passes their point.
What happens next
- Contractors assigned to the issue are notified and see it in their list.
- Comments, photos and every status change stay in the issue history.
- If a marker on a photo turns out to be a different job, you can split it off into a separate issue with its own deadline and contractor.
Troubleshooting
- I can't pin the issue on the plan. The chosen area has no floor plan yet. Add one in the area settings or pick another area.
- The issue changed to “For Verification” by itself. The contractor reported the repair task as done. Check the repair and close the issue.
- The defect can't be repaired. Set the defect nature to irreparable defect and add the justification. That sentence goes into the acceptance protocol as the basis for withholding an amount.