Quickstart
The complete initial setup flow, start to finish — from an empty organization to a staffed project with materials ordered and a contractor paid.
This is the full path through RockOps for a brand-new organization, in the order the system expects it. Follow it top to bottom the first time; after that, jump straight to whichever guide you need from the guide index.
1. Create a department
Every employee needs a department to belong to, so this comes first.
Create a department
Set up a department so employees, approvals, and reporting can be organized against it.
2. Add an employee with the Project Manager role
A project cannot be created until an employee holds the Project Manager system role. Grant it on the Employment step while creating the employee.
Add an employee
Create an employee record, assign it to a department, and attach supporting documents.
3. Create the project
With a department and a Project Manager in place, set up the project itself — pick single-unit for a standalone build, or multi-unit for a phased layout.
Create a single-unit project
Set up a standalone build — one villa, one shed, one bridge — with its client, site, planned window, and project manager.
Create a multi-unit project
Set up a project made of many units — an apartment block, a villa row, a phased layout — and land straight in unit setup.
4. Add units (multi-unit projects only)
Skip this step for a single-unit project. For a multi-unit project, define a unit type and generate the block of units from it.
Add units to a project
Define a unit type, then create a block of units from it in one batch.
5. Build the estimate
Fill in each unit's Bill of Quantities.
Build a unit's estimate
Fill in a unit's Bill of Quantities — sections, line items, and a contingency — in a builder that saves as you type.
6. Approve the estimate
Move the estimate from draft to approved so work on the project can proceed.
Submit and approve an estimate
Move an estimate from draft to approved — what locks, who decides, and how to reopen one that has already been signed off.
7. Staff the project
Put your own people on the project's reporting tree, and engage the contractors who will do the work.
Staff a project
Put your own people on a project's reporting tree, and engage the contractors who will do the work.
8. Register materials and contractors
Before anything can be ordered or paid, the catalogue and the contractor register need entries.
Add a material
Register a material in the catalogue so it can be priced, ordered, and drawn on by BOQs and purchase orders.
Add a contractor
Register a contractor in the master register so they can be assigned to projects, given a rate card, and paid.
9. Raise a purchase order
Order materials against the project.
Raise a purchase order
Order materials against a project — pick the catalogue items, name the vendor, and either park it as a draft or send it straight into approval.
10. Record consumption
As materials are used on site, issue them from the project's stock to the work that consumed them.
Record material consumption
Issue material from a project's stock to the work that used it, and read the ledger that keeps the balance honest.
11. Record work and pay contractors
Log what a contractor did, priced from their rate card, then settle it.
Record a work log
Log what a contractor did on a given day, priced from their rate card — the entry that eventually becomes a payment.
Record a contractor payment
Settle a contractor's approved work — gross, TDS, and the net that actually leaves the bank.
What's next
That's the full loop — project set up, estimated, approved, staffed, procured, and paid. From here, the guide index covers each of these steps in more depth, and any of them can be repeated for the next project or the next unit.