Get to the right workspace, know what to do next and keep the evidence with your work.
Use the steps you need. Existing detailed screens remain available.
Home shows the businesses and workspaces your account can open. Use Open Operations or Open QS. Continue where you left off returns to the last saved workspace location in this browser tab. Owner controls appear only for the Repvexa owner.
Open HomeIn Operations, open Today. Review urgent issues, overdue work and tasks due today. Open and resolve takes you to the related record. Find work searches across your enabled modules; filter by your email, due date, waiting decisions, completed records or favourites.
Open OperationsCustomers & suppliers groups names from existing records so you can find their work. When editing a record, reuse a saved customer, choose an assigned team member and select existing references. Check the contact when several email addresses appear. Reuse never assumes permission to contact someone.
Save & continue keeps a record open. Save & add another starts the next record. Unsaved Operations edits are kept for up to 24 hours in this browser tab when storage is available. Resume unfinished record offers recovery; review it before saving. Signing out clears local recovery. A successful save confirmation is the proof that the server has saved your changes.
A saved enquiry can prepare a quote; an accepted quote can prepare a service job. Completed service work can prepare a billing check, then completed billable work can prepare an invoice record. A customer sale can prepare a follow-up. Fill in missing details and save the new record. Prices, approvals, invoices, payments and contact permission still require their normal checks.
Prepare another from this record reuses routine details and clears old approvals, completion evidence and dates. For recurring service visits, a manager can choose Weekly or Monthly and a next service date. Enabled scheduled checks create due jobs. Each new job starts Scheduled. Set Repeat this job to Off on the original record to stop the series.
The Operations Document library finds attachments across enabled records. In QS Documents, select up to 20 files for a queue, give each its reference and revision, then upload. Each successful file stays saved. If an upload is not confirmed, check the register before preparing a retry. New uploads preserve older files; document contents only become project values through the existing reviewed import process.
Choose a QS company and project. Show guided steps explains Documents, QS preparation, BOQ & budget, Site progress and Full QS. Missing setup fields, preparation checks, draft records and review tasks remain visible as separate groups. Complete preparation details opens the right section. Use Back to projects to switch project.
Open QSIn QS preparation → Drawing take-off, choose an attached PDF or image. Calibrate two known dimensions in different directions, then trace. You can click points or use arrow keys and Enter on the drawing, plus numeric coordinate controls. Saved quantities remain unreviewed until the authorised review. Choose the applicable measurement standard and retain its clause evidence.
View full QS shows the project report. Jump to a section moves directly to measurements, BOQ, costs, payments and source documents. Report version lets you view saved snapshots without substituting today’s data. Save a dated report or print/save as PDF. Draft status remains until required information and reviews are complete.
Automation & alerts shows whether checks are enabled, recurring jobs, open exceptions, AI drafting progress, monthly snapshots and run history. Open related record takes you to the work behind an alert. Enabled settings alone do not prove a successful run. AI drafts remain for review; they do not send messages, approve work or publish public replies.
Team & locations holds invitations, role changes and requests for extra capacity. Package & billing holds agreements, package-change requests and renewal cancellation where supported. Track confirmation there. A request alone never proves that a payment, cancellation or access change is complete.
Open Package & billingUse Tab to move through controls and the first “Skip to main content” link to bypass navigation. Focus indicators show your position. Forms use larger mobile controls and follow your device’s reduced-motion preference. Show password while typing helps with sign-in. If the connection drops, keep the tab open and wait for a successful save confirmation. File uploads and online work still need a connection.
Live source imports, scheduled runs and AI processing require their configured connections. Outbound email, WhatsApp and Google public posting are not enabled by these interface improvements. Complete measurement-standard certification and professional sign-off remain review responsibilities. The software cannot guarantee error-free source documents or business results.