Superwise Help
Step-by-step help for every part of Superwise, in plain words.
Superwise helps you run a construction project in one place. You plan the work, buy materials, hire contractors, record what happens on site, and pay the bills.
This help site explains each screen. Every page tells you where to find the screen, what to do, and what the words mean.
How to use this site
- Use the search box at the top. Type one or two simple words, for example
purchase order. - Not sure where to start? Open Get started.
- You can read this site in your own language. Pick it in the language box at the top. Words that you see on the Superwise screen, such as button names, stay in English so you can find them.
- Inside Superwise, click Ask Superwise at the top to ask a question and get an answer from these pages.
Note: All pictures use sample data. The company name Acme, the project names, and all people are made up.
Start here
New to Superwise? Read these first. They explain the screen, the words we use, and how a project moves from start to end.
- Get startedLearn how to sign in, find your way around Superwise, and understand how a project moves from setup to payment.
- Start by roleShort guides for the people who use Superwise every day, with the screens each role uses most and what to do on the first day.
- General FAQShort answers to the questions that new Superwise users ask most, with links to the full pages.
- Pro tipsShort tips that save time in Superwise, such as keyboard shortcuts, saved views, filters and the project picker.
Set up your company
Do these once, before you start a project. Most of them live under Company settings in the left menu.
- Company setupSet the company name, logo, number format and alert rules that apply to every project, and check the subscription of your account.
- Company setup mastersThe lists you fill in once for the whole company, such as projects, users, roles and organizations, and the order in which to fill them.
- Planning mastersThe lists you set up once for planning, such as packages, templates, work items, calendars and document lists, and the order to fill them in.
- Site monitoring mastersThe lists you set up once for site work, such as resources, checklists and reason lists, and the order to fill them in.
- Integration setupConnect Superwise to another system, choose which events pass between them, and check the log to see what was sent.
Plan a project
Decide what to build, what it costs, and when each job happens.
- BudgetSee the budget of a project by work head, with the amount, the margin and the spending limit, and switch between budget revisions.
- Project BOQSee the approved bill of quantities of a project, the progress of each work item, and the cost and quantity reports.
- Project BOMSee every material, labour and machine resource a project needs, with planned, delivered and pending quantities and the cost against plan.
- BOQ estimationPlan the bill of quantities of a project, change quantities and rates, and send the changes for approval.
- Service requestsReview, approve, reject or delete the requests that Superwise raises when measured work goes over the BOQ quantity.
- SchedulePlan the work of a project as a schedule, follow every task on site, record daily progress, and keep a record of each approved change to the plan.
- DocumentsKeep the drawings and files of a project in folders, find them, download them, and send them for approval so the site team always uses the latest version.
Buy materials
Ask for materials, compare prices, and place the order with a supplier.
- Material indentsReview the materials that site staff ask for, approve or reject each request, and start a purchase order from approved indents.
- Request for quotation (RFQ)Ask several suppliers for prices on the same materials, approve the request, and follow it until the bidding closes.
- QuotationsSee the prices that suppliers offer, add a quotation you received by phone or e-mail, negotiate, and choose the winner to start a purchase order.
- Purchase ordersFind, open, close, delete and send purchase orders. This is the list of all orders you place with suppliers.
Hire contractors
Ask contractors to bid for a piece of work, pick one, and give them a work order.
- RFPsAsk contractors to bid for a piece of work. Find, approve, copy, archive and delete requests for proposal (RFPs) of a project.
- ProposalsSee the bids that contractors send for your RFPs. Ask a contractor to bid again, award a proposal, archive or delete it.
- Work ordersFind, open, close and delete the work orders of a project. A work order is the contract you give to a contractor for a piece of work.
Record site work
What arrives at site, who works there, and what money is spent on site every day.
- Material deliveriesRecord each load of material that a supplier brings to site, track its status, and see which deliveries are ready for a bill.
- Equipment rentalsSee the rented equipment that suppliers put on site, accept or reject each rental record, and know which records are ready for a bill.
- Labour recordsSee the labour that contractors put on site each day, accept or reject each record, and know which records are ready for a bill.
- Measurement bookSee the measurement sheets of a project, accept or reject them, add remarks and attachments, and know which sheets are ready for a running account (RA) bill.
- Petty cashRecord small cash expenses of a project with a reason, an amount and a picture of the bill, and accept or reject them.
- Staff attendanceSee which site staff were present on each day of a month, with hours worked, and download the month as a file.
Stores and tools
Track the materials and tools that sit in each project store, move between projects, or get used up.
- Material transfersMove material from one project to another, follow the transfer until the other site receives it, and reject or delete a transfer.
- Material supplySee the material that your project gave to contractors, approve or reject each supply, and delete a supply.
- Material consumptionSee the material that contractors used on site, open the details of each record, and delete a record.
- Material inventorySee how much of each material your project holds, what it is worth, and how the stock moved.
- ToolsTrack tools between projects. Send and receive tools, record lost or damaged tools, and see the tool stock of a project.
Quality and safety
Report problems on site and check that work is done right.
Bills and payments
Check bills against what was ordered and received, then pay.
- Purchase billsFind, certify, reject, pay and delete the bills your suppliers send for material, labour and equipment, and download a certified bill as a PDF.
- RA billsFind, approve, reject, download and delete running account (RA) bills, the bills of contractors for the work done so far on a work order.
- Debit and credit notesSee the debit and credit notes of a project, approve or reject them, and learn how they change the amount you pay a supplier or contractor.
- PaymentsSee every payment request of a project, follow it from request to release, and learn the nine steps and statuses a payment goes through.
Reports and messages
See the whole picture, and talk to your team.
- ReportsFind the right report for your project, from daily site reports to monthly management reports, and learn which screen produces it.
- Daily summaryGet the daily report of one day, and a weekly or fortnightly report, in a few steps, as PDF or Excel.
- Schedule summaryGet the material consumption forecast and the material variation report of a project as a PDF or Excel file.
- MessagesChat with your project team in groups, send text and pictures, see who is typing, and see who read your message.