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
• 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

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
• 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
• AI Form Generator - Create forms using natural language

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

Reporting & Analytics

Generate insights and reports for better business decision making.

Key Features:

• Reports Dashboard - Create and analyze business reports

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. 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