User hub

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User hub

Learning programme

Learning programme

START LEARNING HERE: access tutorials, training videos and activities to help you learn the key functions of Chalkstring

1 - Start here!

1.1 - Introduction to Chalkstring

Learning Programme - Fundamentals

Learning Programme - On-site features

Learning Programme - Admins

Docs: Learning programme activities

Docs: Chalkstring core workflows

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2 - Resources

2.1 - Materials

2.2 - Labour activities

2.3 - Fixed costs

2.4 - Material quotes

2.5 - Labour quotes

2.6 - Product Templates

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3 - Estimating

3.1 - Setting up a project

3.2 - Creating a baseline assessment

3.3 - Product and component menu functions

3.4 - Pricing up an assessment for self-delivery

3.5 - Handling project-specific quotes

3.6 - Takeoff

3.7 - Importing third party (client) bills

3.8 - Value engineering

3.9 - Creating & managing tenders

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4 - Starting on-site

4.1 - Post tender review

4.2 - Project roles, issues and external costs

5 - Variations

5.1 - Handling variations

6 - Procurement

6.1 - Procurement (Ordering materials)

6.2 - Logging deliveries

6.3 - Processing material invoices

6.4 - Fixed costs ordering & invoicing

7 - Progress & applications

7.1 - Logging progress

7.2 - Outgoing applications for payment

7.3 - Managing labour applications

8 - Project admin & reports

8.1 - Understanding the 'Dashboard'

8.2 - Analysing charts & tables in the Project Hub

8.3 - Cost reporting

9 - Accounts

9.1 - Accounts

9.2 - Accounts reporting

10 - Supply & fit

10.1 - Supply & fit product templates

10.2 - Supply & fit quotes

10.3 - Pricing up an assessment for supply & fit

10.4 - Project specific quotes for supply & fit

10.5 - Incoming applications for payment for supply & fit

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