Getting started
New to Chalkstring? Here is some information about your system set up, data imports and other onboarding services.
Learning programme
START LEARNING HERE:
access tutorials, training videos and activities to help you learn the key functions of Chalkstring
Contact our helpdesk
Still need more help? Find out how to reach our support team.
Projects, off site assessments & tenders
Including adding projects and assessments, rate build ups, bill of quantities, fixed costs and adjustments. Also includes managing tenders.
Takeoff
Tips on using the features of the takeoff functionality
Resources menu
Including product templates, materials, labour activities and quotes.
Contacts menu
Including adding new clients, subcontractors, suppliers and operatives.
Accounts menu
Including orders, invoices, costs and applications. Also includes setting up VAT, CIS and nominal codes and the accounts data export.
Admin menu
Including setting up users and roles, adding trades and material types and other features from the admin menu.
Project hub & onsite assessments
Including managing assessments and variations once a project has gone onsite
Progress menu (onsite projects)
Including logging progress by product and group, and progress maps
Materials menu (onsite projects)
Includes material bills, material ordering, managing deliveries and purchase invoices
Labour menu (onsite projects)
Including labour bills, logging labour invoices and reviewing labour costs
Fixed costs menu (onsite projects)
Includes fixed costs bills, fixed cost ordering and fixed cost invoices.
Applications menu (onsite projects)
Including previewing and raising applications for payment, and submitting certified figures
Project roles, issues & external costs
Includes assigning roles to projects, logging & updating project issues, and adding external costs to a project.
Reports
Including the various reports that are available from Chalkstring
Releases & updates
We are always working to improve Chalkstring. This is where you can find more details about updates and releases.
