Menu

Website menu guide

The website menu is located on the left-hand side of the screen. You can show or hide the menu at any time to maximize your workspace.

To toggle the menu visibility, simply click on the three horizontal lines (☰) located in the upper-left corner.

Below is a description of each section available in the menu:

Plans

This section mirrors the mobile application’s functionality. You can:

• Add new snags or inspections

• Sign off or reject issues

• View all items directly on the project drawings

This view offers a visual, plan-based interface similar to what you see in the mobile app.

Project Overview 

Provides a high-level summary of snagging activities across the entire project. It offers:

• A quick snapshot of progress

• Key metrics related to open, resolved, and signed-off items

Reporting 

This page allows you to:

• Filter and view snags with all associated details and history

• Sign off individual snags or in bulk

• Generate detailed snagging reports for documentation or sharing

Reassign Issues

Used to reassign snags in bulk to different teams or individuals. You can:

• Apply filters to narrow down specific issues

• Perform mass reassignment efficiently

This is especially useful for main contractors distributing the issues to the responsible sub-contractors.

Area Signoff/IR

This section displays:

• Units and areas that are signed off or ready for inspection

• The ability to sign off a location directly

It also includes detailed analysis and lifecycle tracking for each unit or area.

Business Intelligence

Offers advanced analytics and custom reporting tools. Here, you can:

• Access key performance indicators (KPIs)

• Generate dashboards and insights

• Monitor project progress in depth

Forms

From this section, you can:

• Submit digital forms (e.g., Customer Home Orientation form)

• Fill a digital form and update its status

• View and track form submissions

• Generate reports from form data

Ideal for structured field data collection and auditing.

Third Party Links

Allows you to:

• Generate a secure link to a specific unit

• Share access with third-party snagging companies

They will only have access to the assigned unit and can add their own snags.

Setup

This section is only accessible by project administrators. It allows you to:

• Configure project-specific settings

• Manage user roles, project data, and permissions