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Official materials that will help you get the most out of ControlBoard®.

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  • 1 Topics
    1 Posts
    A

    You can import pretty much anything from a spreadsheet into ControlBoard. The following templates should help you. They include comments for any fields whose values you may be in doubt about. Required fields are in red.

    Basic entities:
    Companies
    Subcontractors
    Jobs
    Equipment
    Employees
    Material

    Support entities:
    Allocations
    Attachments
    Cost Codes
    Job Costs
    Job Activities
    Time Entries
    Production Quantities
    Rates
    Forecasts

  • 2 Topics
    0 Posts
    Q

    In this video, I will show you how to resolve conflicts in the Control Board. Conflicts occur when a resource is scheduled for multiple jobs at the same time. I will demonstrate how to allocate resources to different crews, adjust labor hours, and resolve conflicts using the conflict resolver icon. By the end of the video, you will know how to ensure efficient scheduling and avoid overlapping time slots. No action is required from you, but I encourage you to watch the video to learn these valuable techniques.

  • Resources are what you shedule in ControlBoard®. They include employees, equipment, crews, sub-contractors, and more.

    2 Topics
    2 Posts
    Q

  • 2 Topics
    2 Posts
    Q

    Every ControlBoard® customer gets an SMS text number for communicating with field personal (without the need to pay for mobile license).

  • 3 Topics
    3 Posts
    Q

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