85 docs tagged with "desktop"

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Vendor bills and AP-style expenses for materials, subcontractor invoices, and other project costs. Code each expense to a job and cost code, route through your approval chain, and track payment status.

The Billing Report (Accounts Receivable) provides a comprehensive view of all invoices, their statuses, and outstanding balances across your projects. Track what's been billed, what's pending, and what's overdue — with drill-down into individual invoices and integration with QuickBooks for automated AR sync.

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Appello's note editor includes a Rewrite with AI control that can clean up a rough field note

Appello Intelligence is the name for the AI features built into Appello. There are two of them today:

The Appello MCP server lets an AI assistant such as Claude, ChatGPT, Microsoft Copilot, Cursor, Perplexity or Grok work

Bulk Timesheet Entry lets a foreman or office admin enter time for an entire crew on one job in a single spreadsheet-style grid, instead of each worker submitting their own timesheet. It is the fast path for the end-of-day/end-of-week ritual on ICI jobs where one person reports the whole crew's hours at once.

The Calendar Schedule provides a traditional calendar view of all job and work order assignments, making it easy to see daily and weekly workload distribution across your organization. It complements the Job Schedule (project-focused), User Schedule (worker-focused), Daily Schedule (single-day), and Dispatch Board (technician x hour) with a date-centric perspective. See Scheduling Overview for how all five fit together.

Track worker certifications, expiry dates, and compliance status across your entire workforce. Each certification type carries its own renewal window and "expiring soon" threshold, and every worker's certification records roll up into status counts you can filter, export, and monitor from the dashboard.

Module Desktop

Review clock-in and clock-out events submitted by workers through the mobile app, for a single

Manage customer, general contractor, and vendor company records. Companies are linked to projects, estimates, and invoices — forming the customer side of Appello's operational data model.

Where it is

Maintain the people associated with your CRM companies -- billing contacts, site

Cost codes and the Schedule of Values (SOV) are the foundation of Appello's job costing system. Cost codes define what categories of work are being performed (e.g., pipe insulation, duct wrap, cladding), while the SOV defines the contract value for each line item. Together, they enable real-time tracking of earned value vs. actual cost on every job.

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Departments represent the organizational divisions within your company. Each department can

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Appello emails customers and other outside contacts a small set of links that open without

Field and office staff submit reimbursable out-of-pocket expenses for manager review. Expenses are

Employment agreements define the wage structures, benefit rates, and pay rules for different groups of workers. In a unionized environment, these map directly to Collective Bargaining Agreements (CBAs) negotiated between unions and employer associations. Appello supports multiple concurrent agreements -- each with its own wage table, overtime rules, and effective date versioning.

Central inventory of tools, vehicles, and assets available to schedule and assign to jobs. Track

Track service schedules, maintenance thresholds, service history, and costs for every

Equipment Time is where equipment hours get logged, split across jobs, and approved on a weekly

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Appello's form builder lets you create custom digital forms for safety inspections, toolbox talks, quality checklists, incident reports, and any field documentation. The drag-and-drop builder supports conditional logic, multiple field types, digital signatures, and GPS-stamped submissions — replacing paper forms entirely.

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The Form Report is a company-wide, filterable list of every completed form submission --

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The Guest Portal is the stripped-down version of the Appello web app shown to an invited

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Every job in Appello has a real-time costing hub built into its detail page. It rolls up

The Job Detail page is the working record for a single job: its financials, estimates, materials,

Every job in Appello has a running feed of notes -- the day-to-day record of what happened on

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The Jobs list is the company-wide table of every job across every project. It is the starting

Everything under Labs is experimental. These features may change or be removed at any time

Module Web

Review and process employee leave and vacation requests. Workers submit leave requests from the mobile app or web portal, and administrators approve or reject them here. Approved leave automatically blocks the worker from being scheduled and appears as a leave indicator on the scheduling views.

Configure the types of leave your workers can request — from vacation and sick leave to union business and compassionate leave. Each leave type defines availability rules, approval workflows, and how time-off appears on the scheduling calendar.

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Appello's web app is fully responsive. On a phone-sized viewport (390×844 or similar), the interface adapts with a condensed header, hamburger navigation, and stacked dashboard cards. Field workers can access all core features — timesheets, scheduling, forms, notes — from their mobile browser without installing a native app.

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The Org Chart is a visual map of who reports to whom across your workforce. Every active

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Appello's permission system provides granular control over what each user role can access,

Appello connects to a handful of third-party services -- accounting software, SMS, e-signature,

Module Web

Progress Reports track the financial completion of jobs by comparing billed amounts against the contract value. They are the bridge between your Schedule of Values (what you contracted to do) and your billing (what you've invoiced so far) — essential for progress billing workflows common in ICI construction.

The Project Detail page is the working record for a single project: its overview, jobs,

Module Web (mobile visibility controls affect the Appello mobile app)

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A Request for Information (RFI) is a formal question your team sends to a job's customer, architect,

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Appello's scheduling system dispatches crews to job sites across wide geographic areas. It gives

This guide covers the public desktop screens a user sees before they are signed in, or before

Module Web

Export approved timesheets for payroll processing. Appello generates exports that include calculated wages, overtime premiums, travel allowances, board, parking, and union deductions — eliminating manual payroll calculations.

The Timesheet Log is a flat, filterable list of every individual timesheet entry — one row per worker, per day, per job. It is built for payroll review and audits: filter down to a pay period, a worker, a job, or a cost code and see exactly what was logged, then export the result.

The Timesheet Matrix is the primary view for reviewing, approving, and managing worker timesheets. It displays all submitted timesheets in a grid format — workers on the left, dates across the top — giving administrators a complete picture of hours worked across the organization for any pay period.

Trade classifications (also called trade levels) define the job/skill levels within a trade --

Module Web

Training providers are the outside organizations that deliver certifications and training to

Travel rate cards define the per-diem, mileage, and board allowances your workers receive when travelling to job sites outside their home area. Each card contains multiple zones based on distance from the worker's union hall, with escalating allowances for longer commutes. This is a critical feature for ICI contractors managing crews across wide geographic regions.

A union hall in Appello is a dispatch location record: a name, an identifier, an address,

User groups let you define reusable groups of workers -- often called "crews" in the

Every user in Appello has a profile page -- the single record of who they are, what they're

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Users are the people who sign in to your Appello instance -- from office staff running

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Work Orders is currently a BETA module (Appello 1.33). The main navigation item and the

Appello's workforce management system is purpose-built for ICI (Institutional, Commercial, and Industrial) trade contractors who manage unionized and non-union field workers. It handles the full complexity of multi-trade, multi-local operations — union halls, Collective Bargaining Agreement wage tables, travel zones, apprenticeship progression, certifications, and crew management — in a single integrated platform.