HELP CENTRE

Start with the task. Find the right help path.

Start with the task. Find the right help path.

Start with the task. Find the right help path.

Use task-based guidance for setup, project reviews, financial workflows, partner records, equipment, and RFIs.

Use task-based guidance for setup, project reviews, financial workflows, partner records, equipment, and RFIs.

Use task-based guidance for setup, project reviews, financial workflows, partner records, equipment, and RFIs.

Konstructo client directory with expanded navigation categories
Konstructo Clients register showing client, project, contract value, and invoice context.

HOW THE WORK MOVES

Move from the question to a verified record.

Move from the question to a verified record.

Use the same four-step check whenever a screen, record, or result needs clarification.

VERIFY AT THE SOURCE · RFI DETAIL

Konstructo RFI detail with project, assignee, due date, request, response, and status

01

Locate context

Name the company area, project, record, and action you are trying to complete.

02

Confirm prerequisites

Check that the required project, partner, people, and source records already exist.

03

Complete the task

Follow the current navigation and enter only the information the workflow requires.

04

Verify the result

Return to the source view and confirm the saved record, owner, date, status, or next action.

NEED MORE CONTEXT?

Send support the context needed to understand the issue.

Send support the context needed to understand the issue.

Send support the context needed to understand the issue.

A useful request names the current screen, project or company context, expected result, actual result, and the action already attempted.

A useful request names the current screen, project or company context, expected result, actual result, and the action already attempted.

A useful request names the current screen, project or company context, expected result, actual result, and the action already attempted.

Start with the exact page and action

Include the project, record, and current result

Share screenshots or error details when applicable

Konstructo filled RFI form with expanded navigation categories
Konstructo filled RFI form with expanded navigation categories

CURRENT VIEW • RFI FORM • PROJECT AND RESPONSE CONTEXT

CURRENT VIEW • RFI FORM • PROJECT AND RESPONSE CONTEXT

WHAT IMPROVES

Useful guidance points to the exact screen and next action.

Useful guidance points to the exact screen and next action.

Useful guidance points to the exact screen and next action.

Every help path should make the required context, source record, responsible person, and completion check easy to understand.

Task-based

Begin with the job the person is trying to complete.

Screen-aware

Use the current navigation and fields shown in Konstructo.

Project-specific

Keep the selected job and source record visible throughout the answer.

Common starting points

Begin with the work in front of you.

Begin with the work in front of you.

Begin with the work in front of you.

Choose the starting point that matches your task, then follow it to the relevant screen, record, and completion check.

Choose the starting point that matches your task, then follow it to the relevant screen, record, and completion check.

Choose the starting point that matches your task, then follow it to the relevant screen, record, and completion check.

01 · REVIEW POINT

Set up a project

Prepare the company, people, partner, equipment, and project context needed for the first working review.
01 · REVIEW POINT

Set up a project

Prepare the company, people, partner, equipment, and project context needed for the first working review.
02 · REVIEW POINT

Review Financials

Select the project, read the current overview, and open the relevant visible commercial category.
02 · REVIEW POINT

Review Financials

Select the project, read the current overview, and open the relevant visible commercial category.
03 · REVIEW POINT

Follow an RFI

Open the project RFI record and review its subject, assignment, due date, request, response, and status.
03 · REVIEW POINT

Follow an RFI

Open the project RFI record and review its subject, assignment, due date, request, response, and status.
04 · REVIEW POINT

Check shared records

Use the company workspace for project, partner, team, and equipment context that may be reused across work.
04 · REVIEW POINT

Check shared records

Use the company workspace for project, partner, team, and equipment context that may be reused across work.

Before troubleshooting

Orient the issue before changing the workflow.

Orient the issue before changing the workflow.

Orient the issue before changing the workflow.

Many questions become easier once the selected context and prerequisite records are confirmed. Use the same short check before escalating an issue.

Many questions become easier once the selected context and prerequisite records are confirmed. Use the same short check before escalating an issue.

Many questions become easier once the selected context and prerequisite records are confirmed. Use the same short check before escalating an issue.

01 · STEP

Locate the context

Name the company area, selected project, navigation section, and record currently open.
01 · STEP

Locate the context

Name the company area, selected project, navigation section, and record currently open.
02 · STEP

Confirm prerequisites

Check that the required project, partner, people, equipment, or source record already exists.
02 · STEP

Confirm prerequisites

Check that the required project, partner, people, equipment, or source record already exists.
03 · STEP

Repeat the action

Follow the current screen path once more and note the exact point where the result differs.
03 · STEP

Repeat the action

Follow the current screen path once more and note the exact point where the result differs.
04 · STEP

Verify the source

Return to the source view and inspect the saved record, owner, date, status, or next action.
04 · STEP

Verify the source

Return to the source view and inspect the saved record, owner, date, status, or next action.

Source-screen index

Match the question to the screen that can answer it.

Match the question to the screen that can answer it.

Match the question to the screen that can answer it.

Use this screen index to choose the guide that matches the record and task in front of you.

Use this screen index to choose the guide that matches the record and task in front of you.

Use this screen index to choose the guide that matches the record and task in front of you.

Konstructo RFI register screen

CURRENT KONSTRUCTO VIEW

01 · REVIEW POINT

Portfolio and Projects

Orient around the company view, find the job, and open the selected-project workspace.
01 · REVIEW POINT

Portfolio and Projects

Orient around the company view, find the job, and open the selected-project workspace.
02 · REVIEW POINT

Financials

Review the selected project’s overview and the relevant proposal, budget, purchasing, bill, invoice, or change category.
02 · REVIEW POINT

Financials

Review the selected project’s overview and the relevant proposal, budget, purchasing, bill, invoice, or change category.
03 · REVIEW POINT

Partners and Equipment

Check the company records for clients, vendors, subcontractors, contacts, and equipment information.
03 · REVIEW POINT

Partners and Equipment

Check the company records for clients, vendors, subcontractors, contacts, and equipment information.
04 · REVIEW POINT

RFIs

Use the register to locate a record, then open its subject, responsibility, due date, request, response, and status.
04 · REVIEW POINT

RFIs

Use the register to locate a record, then open its subject, responsibility, due date, request, response, and status.

Troubleshooting lanes

Classify the issue, then follow the shortest useful check.

Classify the issue, then follow the shortest useful check.

Classify the issue, then follow the shortest useful check.

Start with the current screen, the record involved, the task you intended to complete, and the result you received.

Start with the current screen, the record involved, the task you intended to complete, and the result you received.

Start with the current screen, the record involved, the task you intended to complete, and the result you received.

01 · REVIEW POINT

I cannot find the record

Confirm the selected company and project, then check the expected company or project navigation area and any visible filter.
01 · REVIEW POINT

I cannot find the record

Confirm the selected company and project, then check the expected company or project navigation area and any visible filter.
02 · REVIEW POINT

The result looks wrong

Open the source record, compare the visible fields with the expected result, and avoid assuming automatic propagation.
02 · REVIEW POINT

The result looks wrong

Open the source record, compare the visible fields with the expected result, and avoid assuming automatic propagation.
03 · REVIEW POINT

The next owner is unclear

Review the person, assignee, or operating owner shown for the current record and clarify responsibility outside the product if needed.
03 · REVIEW POINT

The next owner is unclear

Review the person, assignee, or operating owner shown for the current record and clarify responsibility outside the product if needed.
04 · REVIEW POINT

The screen path changed

Use the current navigation labels, note where the guide differs, and send the updated context to support.
04 · REVIEW POINT

The screen path changed

Use the current navigation labels, note where the guide differs, and send the updated context to support.

Support request template

Describe the problem in five useful lines.

Describe the problem in five useful lines.

Describe the problem in five useful lines.

A concise request helps support understand the workflow without workspace access. Include only the context appropriate for the issue.

A concise request helps support understand the workflow without workspace access. Include only the context appropriate for the issue.

A concise request helps support understand the workflow without workspace access. Include only the context appropriate for the issue.

01 · STEP

1. Current screen

Name the company or project area and the record you are reviewing.
01 · STEP

1. Current screen

Name the company or project area and the record you are reviewing.
02 · STEP

2. Intended task

State the action you were trying to complete and why it mattered to the workflow.
02 · STEP

2. Intended task

State the action you were trying to complete and why it mattered to the workflow.
03 · STEP

3. Expected result

Describe the result you expected to see after the action.
03 · STEP

3. Expected result

Describe the result you expected to see after the action.
04 · STEP

4. Actual result

Describe the visible outcome, including a redacted screenshot only when it is safe and useful.
04 · STEP

4. Actual result

Describe the visible outcome, including a redacted screenshot only when it is safe and useful.
05 · STEP

5. Attempted check

List the prerequisite, navigation, or source-record check you already completed.
05 · STEP

5. Attempted check

List the prerequisite, navigation, or source-record check you already completed.

Share context safely

Give support enough evidence without assuming workspace access.

Give support enough evidence without assuming workspace access.

Give support enough evidence without assuming workspace access.

Describe the current screen, intended task, expected result, and what happened. Include only the project context needed to explain the issue.

Describe the current screen, intended task, expected result, and what happened. Include only the project context needed to explain the issue.

Describe the current screen, intended task, expected result, and what happened. Include only the project context needed to explain the issue.

01 · REVIEW POINT

Include

Screen name, selected context, record type, expected result, actual result, and the action already attempted.
01 · REVIEW POINT

Include

Screen name, selected context, record type, expected result, actual result, and the action already attempted.
02 · REVIEW POINT

Redact

Remove confidential values, personal information, and unrelated project details from screenshots or descriptions.
02 · REVIEW POINT

Redact

Remove confidential values, personal information, and unrelated project details from screenshots or descriptions.
03 · REVIEW POINT

Set clear support expectations

Share only the context needed for the issue, and confirm available support channels and response expectations with the team.
03 · REVIEW POINT

Set clear support expectations

Share only the context needed for the issue, and confirm available support channels and response expectations with the team.
04 · REVIEW POINT

Follow the response

Provide additional information only through the confirmed support path and only when it is required.
04 · REVIEW POINT

Follow the response

Provide additional information only through the confirmed support path and only when it is required.

Continue the work

Move from the answer to the next focused route.

Move from the answer to the next focused route.

Move from the answer to the next focused route.

Choose the guide that matches your current stage, then continue with the related screen or workflow.

Choose the guide that matches your current stage, then continue with the related screen or workflow.

Choose the guide that matches your current stage, then continue with the related screen or workflow.

01 · REVIEW POINT

Starting a workspace

Use Getting Started to prepare the company, people, partners, equipment, and first project review.
01 · REVIEW POINT

Starting a workspace

Use Getting Started to prepare the company, people, partners, equipment, and first project review.
02 · REVIEW POINT

Following a repeatable workflow

Use Product Guidance for playbooks organized around source screens, owners, and completion checks.
02 · REVIEW POINT

Following a repeatable workflow

Use Product Guidance for playbooks organized around source screens, owners, and completion checks.
03 · REVIEW POINT

Understanding the product

Use the Product Tour to move from company orientation to selected-project records.
03 · REVIEW POINT

Understanding the product

Use the Product Tour to move from company orientation to selected-project records.
04 · REVIEW POINT

Discussing your situation

Use the walkthrough form to name one real workflow and the questions you need to verify.
04 · REVIEW POINT

Discussing your situation

Use the walkthrough form to name one real workflow and the questions you need to verify.

Troubleshooting FAQ

Answers for a clearer support handoff.

Answers for a clearer support handoff.

Answers for a clearer support handoff.

Use these answers to find the right path, check the immediate context, and send a safe, specific request when the issue remains.

Use these answers to find the right path, check the immediate context, and send a safe, specific request when the issue remains.

Use these answers to find the right path, check the immediate context, and send a safe, specific request when the issue remains.

Still need help with a screen or record?

Still need help with a screen or record?

Still need help with a screen or record?

Contact Konstructo with the project context and result you are trying to achieve.

Contact support

HELP CENTRE FAQ

Find the next useful answer faster.

Find the next useful answer faster.

Find the next useful answer faster.