Guides & FAQ

How to create an estimate that automatically assigns tasks
One of the great features in ManagePlaces is the ability to create estimates that can be converted into working projects with tasks and assigned team member...
Fri, 2 Feb, 2018 at 5:09 PM
How to raise purchase orders, timesheets, invoices & bills
Generating invoices, purchase orders and bills is quick and easy in ManagePlaces. As an example, we'll generate a purchase order but the process is the ...
Wed, 25 Apr, 2018 at 1:55 PM
Review and export project finances
In ManagePlaces, you can easily review and download your project finances in the Expenditure Dashboard.  Step 1: First navigate to your project by clic...
Thu, 1 Feb, 2018 at 1:07 PM
How to create and track KPIs in ManagePlaces
ManagePlaces allows you to define and track KPIs across projects with ease. You can set the measurability parameters of each KPI you define and log across p...
Mon, 26 Mar, 2018 at 6:48 AM
How to add checklists to tasks
In ManagePlaces, you can ensure tasks are carried out consistently and according to best practice by adding checklists. This can be achieved in two easy ste...
Fri, 22 Jun, 2018 at 2:59 PM
How to share a document
ManagePlaces lets you share your documents with anyone - whether they have access to your account or not. The system will create a unique link for the docum...
Wed, 11 Jul, 2018 at 4:19 PM
Version control: adding multiple versions of documents
If you work with drawings or other documents that go through multiple rounds of markups and amends, the version control feature in ManagePlaces can be used ...
Tue, 17 Jul, 2018 at 5:22 PM
Timesheets in ManagePlaces
ManagePlaces makes working with timesheets a breeze. You and your contractors can log timesheets directly in the project or task you're working on and M...
Wed, 25 Jul, 2018 at 5:44 PM
How to upload documents
There are two ways to upload documents in ManagePlaces: Directly into the project or task: this is useful for contractors who want to upload photographic ...
Thu, 2 Aug, 2018 at 6:33 PM
Creating estimates/ budgets in ManagePlaces
ManagePlaces lets you create estimates/ budgets in seconds. You can create your estimate/ budget before or after the project has been created. Here are inst...
Fri, 21 Sep, 2018 at 4:33 PM