Best Construction Management Software: An Assignar Guide

As a result of the proliferation of technology solutions in construction management, site logistics, design and planning, safety, and other related areas, it has become a tricky task for construction professionals to pick the right solution for their company.

Assignar is a well-regarded and reputable construction project management software that can help contractors and subcontractors with a variety of tasks, including site logistics in construction.

Today’s blog post will discuss how contractors and subcontractors can get started with Assignar.

What is Assignar?

Assignar is construction management software that enables you to manage projects more effectively and organize your workers with ease. Assignar can also help you avoid claims and develop your business from the field or the office. This innovative software was developed by contractors with hands-on experience in the construction industry.

Some of the key feature of Assingar are:

  • Schedule management
  • Equipment management
  • Time logs
  • Customized forms
  • Compliance
  • Billing
  • Payment management

The data that is acquired out in the field can be displayed in numerous ways in order to offer graphically comprehensive insights into the processes.

Workers can use the Field Worker App to check in from the system, submit timesheets and documentation, and have these items submitted to the office and readily incorporated into your business’ accounting software.

How to use Assignar

Feel free to use this guide to familiarize yourself with Assignar:

Data importing

Assisted Import may be accessed via the Settings menu on the left side of the screen.

An array of file formats is presented on the Assisted Data Import screen, each of which can be uploaded. You can see the number of records that have been imported and whether or not the particular data type has been imported by checking the indicator. An audit trail allows you to see when and by which user the most recent upload was done.

After that, select the type of data that you need. Some of the types of data that are available include:

  • Fieldworkers
  • Equipment
  • Clients
  • Activities

After choosing, click “Upload”. Dates and phone numbers, for example, may need to be provided in a certain format that varies by country, so keep that in mind when you start uploading data.

Select your .xlsx or .csv file and click “Upload Data” from the File menu.

Data column matching happens after uploading. On the Match Data page, you’ll get an overview of each column in your data set. The columns from your file will be matched to the intended fields in Assignar based on the name of the headers or the kind of data in the column.

The mapping selections can be validated or remapped by clicking edit, selecting a different Assignar field, and clicking confirm. To double-check your data before submitting it, click review to confirm all of the columns.

The data is checked for errors and discrepancies before input to ensure accuracy. If there is missing information that may be important, the system will try to find it. After making the necessary changes, select the Proceed button to send your project to Assignar.

Managing and creating new users

Assignar users can be divided into two groups:

Dashboard users: To add new dashboard users, click to the left side navigation and select Resources, then Dashboard Users. Clicking this button will take you to the Dashboard Users page, where you can see, edit, and add users.

Find the blue button labeled “+ Add New Dashboard User.” If you click this, you’ll be taken to a new user form, where you can enter information about your users and their permissions on the platform. When you’re satisfied with the details, click the Save button.

Fieldwork users: Similarly for fieldwork users, go to resources, then pick Fieldworkers. Choose “+ Add new field worker” on the Fieldworkers page. Clicking this prompt will lead you to a new user form, where you can provide information about the people who will be using the platform and the specific permissions they will have. When you’re satisfied with the details, hit the Save button.

Add equipment

To add new equipment, select Resources from the left navigation pane and click on “Equipment”. When you click here, you’ll be sent to a page where you can browse through and modify current items of equipment as well as create completely new ones.

As soon as you hit “+Add New,” a blank form will pop up where you can fill in information about the equipment. When you’re satisfied with the details, click “Save”.

Creating work roles

To set up new worker responsibilities, visit “Resources” and click on “Roles.” Clicking this prompt will take you to the Roles page, where you can check the current roles, modify them, or add new ones. To add something new, just use the blue “+Add New” button in the upper right corner. A form will open where you can input the worker role data, such as:

  • Role Name
  • Skill Required vs Equipment Required
  • Supervisor
  • External ID
  • Skills
  • Role Forms
  • Docket Templates

After inputting all of this information, select “Save.” You may allocate workers to the job. To assign workers to a task, type their names into the search bar and click on the required results.

If there is any equipment necessary for a position, you will be prompted to add equipment to the role. Select the “Equipment” tab on the form page and then add the equipment you need. When you’re satisfied with the information, click “Save & Close.”

Create activities

Choose “Work Planning” on the left side. You’ll be sent to a website where you may browse a list of Activities. When you click the “+ Add New Activity” button, a new window will open where you can fill out the form with your activity’s specifics. On the new form for creating activities, you’ll find the following sections:

  • Activity Name
  • Activity Rule
  • Sort Order
  • Pay Code
  • External ID

Once you’ve filled in all the information hit “Save and Close”.

Add clients

Choose “Clients” from the side menu to begin configuring your clients.This will bring you to a section where you can see all of your current clients, make changes to their information, and add fresh ones. A form for entering your client’s information will pop up when you click the “+ Add New Client” button.

You’re all good to go once you familiarize yourself with these basic processes.

Final words

Assignar is an innovative type of construction management software that provides contractors and subcontractors with increased productivity and visibility. Cutting-edge construction management software, such as Assignar, make work significantly simpler and have the potential to simplify all aspects of the building industry.

If you are looking to get hands-on experience, you can try the Assignar demo on their website.