Team Account Features Documentation

Welcome to the comprehensive guide for using Assignar Pay's team account features. These guides provide step-by-step instructions for construction professionals to set up, configure, and use all features effectively.

Feature Categories

Financial Management

Master your construction business finances with tools for invoicing, billing, and cost management.

Key Features:

• Invoicing - Create and manage professional construction invoices
• Purchase Orders - Procurement, units of measure, and on-hold orders
• Supplier Invoices - Review invoices and raise credit notes
• Job Costing - Bid View on an order
• Pay Rates - Configure labor rates and payroll

Project Tracking

Efficiently manage construction projects from planning to completion.

Key Features:

• Projects Overview - Organize projects and client relationships
• Timesheets - Process worker time for payroll and costing
• Schedule of Rates - Manage project pricing and billing rates

Scheduling

Plan orders on a timeline and allocate workers, assets and crews — a forward planner that feeds directly into timesheets and payroll.

Key Features:

• The Board - Navigate the order timeline, demand cards, fill states, filters and grouping
• Views, Scales & Layouts - Day/Week/Month scales, the Workers and Assets axes, and Card layout
• The Resources Drawer - Search, availability signals, recommendations and resource details
• Allocating Workers & Assets - Drag-and-drop allocation, operator pairs, swaps and conflict signals
• Crews - Build a reusable crew and deploy it onto a day in one drop
• Bulk Changes - Day-level time and quantity edits, and fleet-wide replace and remove
• Forward-Only Planning - Why the past is read-only, how corrections work, and the audit trail
• Setup & Access - Enabling the module, permissions, working days and the default shift
• My Shifts - The worker view: see shifts and file timesheets with activities and breaks

Cost Control

Track and manage project costs with detailed cost coding systems.

Key Features:

• Cost Codes - Set up detailed cost tracking for projects

Quoting

Create professional quotes for construction projects with templates, work assemblies, and automated calculations.

Key Features:

• Creating Quotes - Create and manage professional construction quotes, import from a bid, and branded PDF print templates
• Quote Templates - Build reusable quote structures for common projects
• Work Assemblies - Create scalable work packages for quick quote creation

Forms

Build custom digital forms for data collection, inspections, safety checklists, and field reporting with powerful automation.

Key Features:

• Form Builder - Create forms with drag-and-drop visual builder
• Field Types - 20+ field types for any data collection need
• Conditional Logic - Dynamic show/hide rules based on responses
• Views - Multiple visualization modes (Table, Calendar, Kanban, Gantt, Gallery)
• Submissions - Manage form responses with filtering and export
• Workflows - Automate notifications and integrations
• Document Templates - In-app PDF templates with ${field} placeholders
• Uploaded Merge Templates - Print from an uploaded Word merge template
• Merge Tag Authoring - Merge tags, modifiers, and lint codes
• AI Form Generator - Create forms using natural language

Workpacks

Author, approve, and progressively sign off long-lived quality documents such as Inspection & Test Plans (ITPs), from project start to closeout.

Key Features:

• Templates - Build reusable, versioned master documents for your workpacks
• Creating Workpacks - Start a live workpack on a project from a published template
• On-Site Execution - Work through Hold, Witness, and Monitor checkpoints with sign-offs and evidence
• Approvals - Route a workpack through its approval chain before work begins
• Defects & Non-Conformances - Raise, disposition, and resolve issues found during inspection
• Closeout & Archiving - Finalise a completed workpack into a signed closeout PDF
• Requests for Information (RFIs) - Raise a numbered question against a project and collect formal answers
• External Reviewers - Invite a head contractor or client to review via a passwordless link
• Permissions - Control who can author, execute, approve, and manage workpacks

Photo Library

Find, tag, and share the site photos attached to a project or an order, and export them as an evidence pack.

Key Features:

• Finding Photos - Search and filter a project or order gallery
• Adding and Tagging Photos - Upload from the web and organise photos with tags
• AI Photo Captions - Turn on automatic captions and make photos easier to find
• Linked Results - See the workpacks and Field responses behind the photos
• Exporting Evidence - Build a photo pack to download or email

Competencies

Track worker licenses, tickets, and safety certifications, set mandatory role requirements, and verify site-ready compliance across your workforce.

Key Features:

• Competency Catalog & Policies - Create qualifications, configure expiry and document rules, and manage retirement cascades
• Hierarchies & Equivalence - Model tiered coverage and interstate ticket equivalence
• Role Requirements - Configure mandatory vs. recommended qualifications, alternative groups, and thresholds
• Recording Worker Credentials - Record single and multi-class certificates, explain match paths, and track expirations
• Bulk Recording & Evidence Packages - Issue qualifications across crews and export signed compliance evidence ZIP packages

Subcontractors

Work as a linked subcontractor organisation: the principal contractor is a client in your workspace, not a separate module.

Key Features:

• Working with a Principal Contractor - Accept an invitation, create your organisation if needed, submit details for approval, work engaged projects, and leave

Team Collaboration

Manage your construction team and integrate with external systems.

Key Features:

• Team Management - Invite and manage team members
• Assignar Integration - Connect with Assignar Operations
• SMS - Send text broadcasts and two-way messages to your crew (with consent compliance)

Reporting & Analytics

Generate insights and reports for better business decision making.

Key Features:

• Custom Reports - Build interactive spreadsheet reports with live data from your account
• Charts and Pivot Tables - Live charts and formula-linked pivots inside the template editor
• Chart Library and Builder - Create and manage reusable charts from Pay data, Assignar Operations, or saved report sheets

Getting Started Guide

For New Teams

1. Start with Team Management to invite your team
2. Configure Pay Rates to set up labor costing
3. Set up Projects to organize your work
4. Connect Assignar Integration if you use Assignar Operations

For Construction Managers

1. Focus on Project Tracking features for project oversight
2. Use Quoting to create professional project estimates
3. Use Cost Control for detailed project cost management
4. Set up Forms for quality inspections and progress reports
5. Use Workpacks to author and sign off Inspection & Test Plans (ITPs) through to closeout
6. Generate Reports for performance analysis

For Site Supervisors

1. Learn Timesheets for crew time management
2. Understand Cost Codes for accurate cost tracking
3. Use Forms for daily site diaries and inspections
4. Set up safety checklists with Form Builder

For Business Owners

1. Master Financial Management for business control
2. Set up Quoting for professional project estimates
3. Configure Forms for standardized data collection across your organization
4. Use Reports & Analytics for business insights
5. Optimize Team Collaboration for efficiency

Documentation Features

Construction-Focused Content

All guides are written specifically for construction professionals, using industry terminology and real-world examples relevant to construction workflows.

Step-by-Step Instructions

Every guide provides detailed, numbered steps with specific button names and navigation paths as they appear in the application.

Practical Examples

All examples use construction industry scenarios like project types, trade packages, and typical construction activities.

Troubleshooting Guides

Each feature guide includes common issues and solutions specific to construction team usage.

Cross-Reference Integration

Related features are linked throughout the documentation to help you understand how different parts of the system work together.

Support and Training

Best Practices

Each guide includes construction-specific best practices and tips for optimal use of features.

Integration Guidance

Learn how to integrate Assignar Pay features with your existing construction workflows and systems.

Team Training

Use these guides to train your team members on their specific roles and responsibilities within the system.

Need Help?

If you can't find what you're looking for in these guides:

• Check the troubleshooting sections in each feature guide
• Review the integration guidance for connecting with your existing systems
• Contact support for specific technical issues or customization needs