Build

Your live shop floor view: every active order, who is on it, and how far along it is.

Last updated 18 days ago

Introduction

Build gives you a live view of every active order, who is working on it, and how far along it is. It is where the shop floor runs its day. You will find your way around the page, assign people to stages, and update progress as work moves.

Step-by-Step Guide

Getting There

Click the hard hat icon in the bottom left of the screen to open Build.

The Build page showing a department selector, All Tasks and Overhead filters, an Assign button, and a list of order cards with progress, man hours and due dates.

General Menu

The Build page has a set of controls at the top that let you filter, sort, and navigate your work.

Control	What it does
Shop selector	Switch between shops (Main Shop, Atlanta Shop, BIM/VDC, Material). The list updates to show only orders for that shop.
View toggle	Switch between List view and Grid view. List view shows each order as a collapsible row with stages below it. Grid view shows each order as a card with stages and assigned workers visible at a glance.
Task tabs	Toggle between All Tasks (production orders) and Overhead tasks.
Active only	When enabled, hides completed orders and shows only what's actively in progress. A checkmark indicates it's on. Toggle it off to see all orders.
Search	Find orders by name. Type a term and press Enter, or click the + beside the box, to keep it and start another. The list then shows orders matching any of your terms.
Filters	Filter by Project, Assigned person, Status, Phase, or a date range (From / Until). Each of those holds more than one value at a time, so picking three phases shows work sitting in any of the three. Click Apply to update the list, or Reset to clear your selections.
Sort	Change the order of results: Active first, Name, ID, Project, Phase, Date, Progress, Status, or Route.

Notifications

The bell icon in the top right shows your notification feed. A badge appears when you have unread activity, such as mentions, comments, or status updates tied to your orders.

Tracking Time

There are four ways to assign team members to a stage from the Build page.

Via the Assign panel: Click the Assign button in the top right. A panel will slide in showing your team members.
- Those already assigned appear at the top with a remove (×) button.
- Everyone else appears below with a (+) button.
- Click (+) next to a name to add them to the currently selected stage.
Via the Assign people button on an order (ideal for mobile): Each order card in List view has an Assign people button.
- Tap or click it to jump straight into assigning for that order, with its first unfinished stage already selected.
- This is the quickest option when working on a phone or tablet.
Via drag and drop: With the Assign panel open, each unassigned team member has a drag handle to their left. Drag a name from the panel and drop it onto the stage you want to assign them to.
Via QR code: Scan either the user or the order first, then scan the other. Click OK to confirm, and the time tracking session will start automatically.

Batch Mode

Batch mode lets you assign one or more team members to multiple stages across orders in a single action, useful when a worker is moving through several jobs at once.

Click Assign to open the panel, then toggle Batch mode on.
Checkboxes will appear on each stage in the order list, along with a "Select all Stages" option at the top of each order.
Check the stages you want to include, then select the team members to assign from the right panel.
A counter at the bottom tracks how many people you've selected.
Click Create batch to apply the assignments, or Cancel to exit without saving.

The Build page in batch mode, with a checkbox on each order card, a person ticked in the people panel, and Cancel and Create batch buttons above the list.

Updating Progress

You can update stage progress without leaving the Build page.

Expand an order by clicking its row (List view) or finding it in Grid view.
Each stage has a checkmark icon on the right side. Click it to open the progress panel for that stage.
You'll see each individual step listed with:
- A checkbox
- A quantity counter (e.g., 1 / 1)
- + / - buttons to adjust completed units
Check the box next to a step to mark it complete, or use + / - to increment the count.
Once all steps are done, click Complete to mark the entire stage as finished.
QC Forms: Some stages have QC inspections or forms attached. When a form is required, it will appear as you update progress.
1. Click the form to open it and fill it out.
2. You can also start a new form at any time by clicking the three-dot and selecting Start Form.
Flagging Rework: If a step or stage needs to be redone, click the rework button to open this up and trigger rework. This sends the stage back for correction and notifies the relevant team members.

The rework confirmation dialog, asking whether to mark the named stage for rework, with a note that this reopens the stage and allows further changes, and Cancel and Rework buttons.

What the figures on each card mean, including MH over and On track, is covered in Progress and Man-Hours.

Opening Order Details

To view full details for any order, click the order title from either List or Grid view.

This takes you directly to the Order Details page, where you can review quantity, overall progress, ETA, and man-hours planned vs. spent.

From there you can also leave or read comments in the Discussion panel, edit order information, or put the order on hold using the More menu.

The Order Details page, with quantity, overall progress, man hours spent against planned, due and end dates in the left panel, Comments, Edit and More buttons above them, and the Completion tab listing each stage on the right.

Tips and Tricks

Use "Active only": Keep the view clean during a busy shift. It hides anything already done.
Grid vs. List: Grid view is great for a visual overview; List view is better for walking through stages one by one.
Batch mode: Most useful when a crew is working through multiple orders at the same stage simultaneously.

Conclusion

Build keeps your entire shop floor visible in one place. Use it to assign work, track stage progress, and stay on top of what's moving, all without leaving the page.