User hub
chalkstring.com
Contact our helpdesk
Go to Customer Portal
Sign in
Admin menu
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Back to home
User hub
Admin menu
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Admin menu
Including setting up users and roles, adding trades and material types and other features from the admin menu.
Adding and editing users
Swapping a user
Adding and editing roles
How to set role permissions
Adding and editing group companies
Adding and editing trades
Adding and editing material types
Adding and editing issue categories
Adding and editing work packages
Adding and editing document templates