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Platform User Interface Guide

Overview

This comprehensive guide shows you how to use the Contracting.App web platform through the user-friendly interface. No technical knowledge required - everything is done through simple point-and-click web forms and dashboards.

Table of Contents

  1. Getting Started
  2. Dashboard Overview
  3. Connecting Your Wallet
  4. Organizations & Team Management
  5. Creating Construction Projects
  6. Managing Construction Projects
  7. Project Dashboard & Details
  8. Milestones & Payments
  9. Managing Contracts
  10. Payment & Check Management
  11. Lien Waivers
  12. Document Upload & Management
  13. Project Collaboration
  14. Account Settings
  15. Mobile Experience
  16. Troubleshooting

Department-Specific Guides

For detailed instructions on each department, see the dedicated user guides:

Getting Started

Sign Up & Login

1. Visit the Platform

2. Create Your Account

3. Email Verification

4. Enhanced Security (Recommended)

Dashboard Overview

Main Dashboard Features

📊 Statistics Cards

📋 Quick Actions Panel

📈 Recent Activity Feed

🔗 Navigation Menu (8 Departments)

The top navigation bar is organized into 8 departments:

Department Key Features
Estimating Jobs Pipeline, Cost Estimating, Blueprint Takeoff, Vendor/Sub Quotes
Procurement Vendor Directory, Procurement Dashboard, Purchase Orders, Inventory & Tools
Project Management PM Dashboard, Projects, Milestones, Tasks, Scheduling, Change Orders, Inspections, Closeout
Field Ops Clock In/Out, Timesheets, Time Reports, Resource Dashboard, Equipment & GPS, Safety Dashboard
Accounting Vendor Invoices, Lien Waivers, Payment Manager, Check Management, eChecks, Joint Checks, Payroll, Financial Overview
Blockchain Contract Dashboard, Contracts, Document Vault, Security Manager, Compliance Manager, Governance
Executive Reports & Analytics, Dashboards, KPIs, Insights, Admin Panel
Admin Messages, Contacts, Notifications, Disputes, Organizations, Learning Center, Support, Settings, API Keys

Additionally, the header bar provides:

Connecting Your Wallet

Step-by-Step Wallet Connection

1. From Dashboard

2. Choose Your Wallet Type

MetaMask (Most Popular)

Hardware Wallets (Most Secure)

Mobile Wallets

3. Network Setup

4. Verification

Troubleshooting Wallet Connection

Common Issues:

Organizations & Team Management

Registering an Organization

1. Create New Organization

2. Organization Details Form

Organization Registration:
┌─────────────────────────────────────┐
│ Organization Name: [ABC Construction] │
│ Type:            [General Contractor▼]│
│ Ethereum Address: [0x1234...5678    ] │
│ Email:            [info@abc.com     ] │
│ Business License: [CA-12345         ] │
│ Address:          [123 Main St...   ] │
│ Phone:            [+1-555-123-4567 ] │
└─────────────────────────────────────┘

3. Organization Types

4. Automatic Admin Access

Joining an Organization

1. Get Invite Code

2. Join Process

3. Role Permissions

Different roles have different permissions:

Creating Construction Projects

New Construction Project Creation

1. Start New Project

2. Project Information Form

Project Creation Form:
┌─────────────────────────────────────┐
│ Project Name: [Office Building Renovation] │
│ Description:  [Complete renovation of...] │
│ Total Contract Amount: [$1,500,000.00] │
│ Start Date:   [01/15/2025        ] │
│ End Date:     [12/31/2025        ] │
└─────────────────────────────────────┘

Important: All amounts are in USD, not cryptocurrency.

3. Add Project Phases

4. Add Milestones to Phases

5. Add Project Participants

6. Blockchain Deployment (Optional)

7. Review & Create

Managing Construction Projects

Projects List Page

1. View Your Projects

2. View Toggle

3. Quick Actions Section

The Quick Actions panel provides shortcuts to:

4. Project Actions

From the projects list, you can:

Project Dashboard & Details

Project Dashboard Overview

1. Access Project Dashboard

2. Dashboard Sections

Project Information

Blockchain Information (if deployed)

Phases & Milestones

Project Participants

3. Participant Details Modal

When you click a participant row:

4. Project Actions

From the dashboard, you can:

Milestones & Payments

Milestone Approval Process

1. Prerequisites

To approve milestones, you need:

2. Approving a Milestone

3. Phase Approval

After all milestones in a phase are approved:

4. Payment Authorization

To release payment:

5. Troubleshooting Approval Issues

If you get "user does not have milestone approval rights":

Payment Status Dashboard

1. Access Payment Dashboard

2. Dashboard Features

3. Payment Methods

Payments can be processed via:

All amounts are in USD.

Lien Waivers

Automatic Lien Waiver Generation

1. When Waivers Are Generated

2. Managing Lien Waivers

3. State Compliance

Managing Contracts

Contract Dashboard

1. View All Contracts

2. Contract Details View

3. Contract Actions

Available Actions:
┌─────────────────────────────────────┐
│ [Add Participant]  [Edit Milestone] │
│ [Upload Document]  [Process Payment]│
│ [Invite Inspector] [Export Data]    │
│ [Archive Project]  [Duplicate]      │
└─────────────────────────────────────┘

Modifying Contracts

1. Add New Participants

2. Modify Milestones

3. Update Project Information

Payment & Check Management

Creating Payment Checks

1. Start New Check

2. Check Details Form

Payment Check Form:
┌─────────────────────────────────────┐
│ Recipient:     [Select Contact  ▼]  │
│ Amount:        [$5,000.00       ]   │
│ Project Link:  [Office Building ▼]  │
│ Payment For:   [Foundation Work ]   │
│ Due Date:      [01/30/2025     ]   │
│ Notes:         [Progress payment.]   │
└─────────────────────────────────────┘

3. Link to Project (Optional)

4. Review & Issue

Managing Payment History

1. Check Dashboard

2. Check Status Tracking

Check Status Indicators:
┌─────────────────────────────────────┐
│ 🟡 Pending    - Awaiting processing │
│ 🟢 Completed  - Successfully paid   │
│ 🔴 Cancelled  - Check voided        │
│ 🔵 Processing - Payment in progress │
└─────────────────────────────────────┘

3. Check Actions

Document Upload & Management

Uploading Project Documents

1. Document Upload Interface

2. Document Information

Document Upload Form:
┌─────────────────────────────────────┐
│ File:         [Choose File...    ]   │
│ Name:         [Blueprint v2.1    ]   │
│ Category:     [Architectural    ▼]   │
│ Project:      [Office Building  ▼]   │
│ Description:  [Updated floor plans]  │
│ Verification: [✓] Require approval  │
└─────────────────────────────────────┘

3. File Categories

4. Security Features

Document Verification Process

1. Automatic Processing

2. Approval Workflow

3. Document Status

Status Indicators:
┌─────────────────────────────────────┐
│ ⏳ Pending Review - Awaiting approval│
│ ✅ Verified      - Approved & signed│
│ ❌ Rejected      - Needs revision   │
│ 🔄 Updated       - New version added│
└─────────────────────────────────────┘

Project Collaboration

Team Communication

1. Project Chat

2. Activity Notifications

3. Role-Based Permissions

Permission Matrix:
┌─────────────────────────────────────┐
│           │Owner│Contractor│Worker │
│ View      │ ✅  │    ✅    │  ✅   │
│ Edit      │ ✅  │    ✅    │  ❌   │
│ Payments  │ ✅  │    ✅    │  ❌   │
│ Approve   │ ✅  │    ✅    │  ❌   │
│ Admin     │ ✅  │    ❌    │  ❌   │
└─────────────────────────────────────┘

Progress Tracking

1. Milestone Dashboard

2. Timeline View

3. Reporting

Account Settings

Profile Management

1. Basic Information

Profile Settings:
┌─────────────────────────────────────┐
│ Name:         [John Doe          ]  │
│ Email:        [john@company.com  ]  │
│ Company:      [ABC Construction  ]  │
│ Phone:        [+1-555-123-4567  ]  │
│ Time Zone:    [EST (UTC-5)      ▼]  │
└─────────────────────────────────────┘

2. Security Settings

3. Notification Preferences

Wallet & Payment Settings

1. Connected Wallets

2. Payment Preferences

3. Backup & Recovery

Mobile Experience

Mobile-Optimized Features

1. Responsive Design

2. Key Mobile Features

3. Mobile-Specific Workflows

Mobile Quick Actions:
┌─────────────────────────────────────┐
│ 📷 Photo Upload  📋 Quick Check     │
│ 📍 Location Tag  📞 Contact Team    │
│ 🔔 Notifications 📊 Status Update  │
└─────────────────────────────────────┘

Mobile Wallet Integration

1. Mobile Wallet Connection

2. Push Notifications

Troubleshooting

Common Issues & Solutions

1. Wallet Connection Problems

Issue: "Wallet won't connect"

Issue: "Wrong network detected"

2. Transaction Failures

Issue: "Transaction failed"

Issue: "Payment not processing"

3. Document Upload Issues

Issue: "File won't upload"

Issue: "Document verification failed"

4. Project Management Issues

Issue: "Can't add team member"

Issue: "Milestone payments not releasing"

Getting Help

1. In-Platform Support

2. Contact Support

3. Emergency Support

Best Practices

Security Recommendations

1. Account Security

2. Wallet Security

3. Project Management

Efficiency Tips

1. Workflow Optimization

2. Team Collaboration

3. Financial Management

This user interface guide is regularly updated based on platform improvements and user feedback. Last updated: February 2026

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