01 · REVIEW POINT
PRODUCT TOUR
Tour the platform from portfolio view to project detail.
Start in Dashboard or Projects, select a job, then open its Financials, proposal, equipment, or RFI record.
START WITH THE PROJECT
A focused operating view for each job.
Start with the selected project, then move into the financial, execution, coordination, and RFI records behind it.
Portfolio and projects
Scan the company view, find the job that needs attention, and open its source workspace.
Commercial records
Review proposals, budgets, purchasing, bills, client invoices, and changes from the selected job.
Execution and coordination
Open the selected job’s Execution area or RFI register to review the record, owner, timing, response, and status.
Coordination records
Review clients, vendors, equipment, and RFIs with the project context still visible.
HOW THE WORK MOVES
Use one guided route through the current workspace.
Start broad, select the job, inspect its source records, and finish with the person or action that needs attention.
ACTIVE VIEW · PROJECTS PORTFOLIO
01
Orient
Review the Dashboard and company navigation to understand the portfolio and shared records.
02
Select the project
Open one job and confirm its client, site, dates, responsible people, and current status.
03
Inspect source records
Move through Financials, Execution, Coordination, partners, equipment, proposals, and RFIs.
04
Follow the next action
End at the record, assignee, due date, or commercial item the team needs to review next.
TOUR BY MODULE
Follow five stops from company context to the selected job and its source records.
Move from portfolio context into Dashboard, Financials, proposal, and equipment records; then trace one RFI from the global register back to its project.
01 · PORTFOLIO
Projects and company context
Start with the portfolio, then open the job that needs review.
02 · FINANCIALS
Project financial review
Move into revenue, cost, profit, margin, charts, and financial categories.
03 · PROPOSALS
Proposal setup and review
Keep client, site, dates, scope notes, and attachments in one focused flow.
04 · DASHBOARD
Dashboard review
Review current summaries before opening the project or source record that needs attention.
05 · EQUIPMENT
Equipment availability
Review category, quantity, allocation, availability, and the active-project context.
SEE THE DETAIL
See the source screen behind every summary.
Use the Dashboard and Projects area to orient the review, then open the exact financial, proposal, equipment, or RFI record behind it.
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Open a project from company-wide context
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Move between financial and execution records
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Keep current project details and recorded RFIs available for review
WHAT IMPROVES
A tour organized around real construction reviews.
Each stop shows which role reviews the information, where the source record lives, and what should happen next.
Company overview
Review Projects, Partners, Team, and Equipment before opening a job.
Project workspace
Review one job’s details, Financials, Execution, Coordination, and RFIs.
Workflow detail
Follow the proposal, equipment, or RFI record that supports the next decision.
Choose your tour path
Start with the role and operating question that brought you here
Choose the path that best matches your role and the workflow you want to review.
Dashboard and Projects
Begin with the broad view, then choose the job that needs attention
Use the Dashboard and Projects views to orient the review, choose a job, and follow its current records.
CURRENT KONSTRUCTO VIEW
Proposal close-up
See the fields that frame a proposal before it enters the project conversation
Review the proposal fields, scope notes, dates, and attachments shown here; ask us about e-signature and estimating workflows.
CURRENT KONSTRUCTO VIEW
RFI full walkthrough
Follow a question from the broad register into its response detail
Follow an RFI from the broad register into its response detail, then bring any notification or approval requirements to the walkthrough.
Take a closer look at Konstructo.
Explore the platform with your projects and construction records in mind.
Get Started
PRODUCT TOUR FAQ