Guide · 245 answers
How YourCA works, step by step.
Your jobs
- What is the sandbox job?
- How do I set up a new project?
- How do I say who the project manager is?
- Why can I not see a job?
- How do I switch jobs?
- How do I find a job on my job list?
- How do I add YourCA to my home screen?
- How do I move between tabs on my phone?
- Where are the tabs on my computer?
- How many jobs can I have?
- Why does my new job only open on quote?
- What do the coloured dots mean?
- How do I cc a job on an email?
- What can I email to the job?
- The builder asked me to price something, is it a quote or a variation?
- How do I see all my emails at once?
- What happens when I record a remittance?
- How do I record a payment received?
- Will the builder get my job address?
- Why is my field blank?
- Can YourCA act on an email by itself?
- Why is the reading not working today?
- Where do I see the emails on a job?
Dash
Quote
- How do I create a quote?
- How do I add margin to a quote?
- How do I split a line into labour and materials?
- How do I quote the same job to two builders?
- How do I send a fixtures schedule to my supplier?
- How do I add an option on the options page?
- How do I add an optional item to a quote?
- Why is my optional item not in the total?
- How do I hide my rates on the quote I send?
- How do I revise a quote?
- How do I download my quote?
- How do I record which drawings I priced against?
- What happens when my quote is accepted?
- How do I put bullet points in a description?
- How do I mark a line as included rather than pricing it?
- Where do my standard exclusions live?
- Does quoting a job cost me anything?
- Where do I see all my quotes?
- How do I mark a quote lost?
- Where do I see my strike rate?
Prestart
Contract
- How do I get my contract reviewed?
- What does the risk score mean?
- Why does it say wording from the review?
- What does the contract tab show?
- How do I filter the risk register?
- How do I push back on a clause?
- Why are my dates blank?
- How do I set my claim day?
- Can I ask questions about my contract?
- Can I send my contract to the assistant?
- Can YourCA email me before a deadline?
- What is a departure?
Documents
- How do I record a delay from an unanswered rfi?
- How do I compare the tender drawings with the for construction set?
- Where is that drawing?
- How do I file the site induction?
- Is my upload scanned for viruses?
- How do I raise an RFI?
- How do I close out an rfi?
- How do I attach a drawing to an rfi?
- How do I do a submittal?
- How do I attach a file to a submittal?
- Can I change a file after I have sent it?
- How do I mark a spot on a drawing?
- How do I add a photo to a pin?
- Where are my marks on the new revision?
Procurement
- What do I have to order?
- How do I open a procurement line?
- How do I get the programme dates into procurement?
- How do I get a quote?
- How do I remove a supplier from the list?
- How do I export my supplier list?
- How do I record a delivery?
- How do procurement reminders work?
- How do I see everything I have to order across every job?
Schedule
- The builder sent a new programme?
- How do I see an earlier version of the builder programme?
- How do I open the builder programme?
- How do I read a programme pdf?
- How do I roster my crew?
- How do I print the roster?
- How do I put a whole crew on a job?
- How do I record hours for somebody who did not clock on?
- How do I mark somebody on leave?
- How do I check somebody actually turned up?
- How do I record a white card?
- How do I run the pay?
- How do I add a site allowance?
- How do I get the hours out for payroll?
Site
- The builder told me to move something?
- How do I say it instead of typing it?
- How do I do the site diary?
- How does the weather work?
- How do I give notice of a delay?
- Where do my photos go?
- How do I start an inspection and test plan?
- How do I change what an inspection point asks for?
- How do I sign off an inspection point?
- How do I see which inspection points are due?
- Why can I not see the photo I attached to an inspection point?
- How do I say which drawing an inspection point is about?
- How do I raise an NCR?
- Where do I record fire seal penetrations?
- How do I record hours?
- What is an ITP?
- How do I prove I was delayed?
Financials
- How do I record a variation the builder approved for less than I asked?
- How do I export my variation register?
- How do I record a variation the builder already approved?
- How do I see who approved a variation?
- How do I change a variation status?
- What happens when the notice window closes on a variation?
- How do I say a variation is finished?
- How do I claim a deposit on a variation?
- How do I delete a variation?
- How do I turn something I excluded into a variation?
- Where does this job stand?
- How do I make a claim?
- How do I mark up a drawing for my claim?
- What does exempt employer mean?
- Where do I get the published subcontractors statement form?
- How do I put my terms and conditions on a payment claim?
- How do I put a note on a claim?
- How do I sign a payment claim?
- How do I approve a claim?
- How do I mark a claim ready for review?
- How do I see what I claimed each month?
- How do I export my claim register?
- How do I give the bank a one page position for this job?
- How do I download my contract lines?
- How do I serve my claim?
- How do I mark a claim as disputed?
- How do I edit a claim after it is served?
- My claim was served before I signed up?
- The builder cut my claim?
- Can the assistant read the payment schedule?
- How long do I have to apply for adjudication?
- The builder never answered my claim?
- How do I see what I am owed across every job?
- How do I create a new variation?
- How do I enter my schedule of rates?
- How do I do the stat dec?
- How do I get my retention back?
- How do I claim my retention back?
- How do I set my retention terms?
- Why did my claim reminder change?
- I have no jobs on, why am I hearing about retention?
- What is a variation?
- What is a payment schedule?
- What is a reference date?
- What is adjudication?
- What is a backcharge?
- How do I ask for a backcharge to be substantiated?
- What happens if the builder does not pay?
- How do I get my claim into xero?
- When does a xero payment show against my claim?
- Yourca says the total did not match xero?
- How do I get my claim into myob?
- When does a myob payment show against my claim?
- Yourca says the total did not match myob?
Handover
Calendar
Reports
Your company
Your account
Anywhere in the app
- Where is my to do list?
- How do I filter a register?
- How do I hide the notice?
- Who do I serve the claim on?
- Can my guys see the drawings on their phone?
- How do I send this to the builder?
- Why did my email not open?
- Where are my notifications?
- What is the morning email?
- When does YourCA email me?
- How do I get a weekly summary of my jobs?
- How do I change my name?
- Why does it say yourca support is looking at my account?
- How do I invite someone?
- How do I see what my staff have done?
- How much am I paying?
- How do I pin the assistant to the side?
- What does the assistant see?
- How do I get the assistant to set things up?
- Can I trust what the assistant saves?
- What does YourCA keep from what I type?
- Is there a limit on questions?
- Does YourCA read my email?
- Where does my forwarded email go?
- How do I get help?
- Where do I find the guide?
- What does this screen do?
- Why can I not save anything?
- How do I see the demo as a foreman?
- How do I use the keyboard shortcut?
- How do I make the text bigger?
- How do I use the app with no signal?
- How do I get back what I was typing?
- How do I share photos to yourca?
- How do I get alerts on my phone?
- Is my data safe?
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