01 / 08 · PROJECT WORKSPACE
Follow a job through OneAdmin.
Explore the screens, decisions and documents behind a small building job.
Projects & Sites
Manage your projects, sites and assigned work.
24 Banksia Street · Deck repairs
24 Banksia Street
Project records
Linked to PRJ-026Project team
Sample records. Explore the tabs; nothing is saved or sent.
Start with the client’s request.
A short brief becomes a private request your team can review, reply to and prepare a quote from.
Files are added after email verification. Preparing a quote uses an existing project; you add the pricing.
Interactive sample · fictional data
Submit a job request · no account needed
- 1Job details
- 2Review
- 3Verify email
- 4Private request
Turn site findings into a scope.
Capture the condition, describe the work and review the scope items before pricing.
Inspection scope rows can carry quantities and rates into a quotation draft.
EzyInspection
Deck condition inspection
2 findings → 3 scope items → report INS-026All linked to project PRJ-026
Weathered deck boards
OpenRear deck · walking surface
Several boards are split at the fixings, with raised edges along the walking surface.
Replace damaged decking, check the supporting framing and refix adjacent boards.
Sample records. Explore the tabs; nothing is saved or sent.
Price the work. Show the detail.
Review line items, GST and terms, then see the document your client receives.
Switch to the document view. The quotation preview uses OneAdmin’s quotation template with this example job.
Deck repairs
Harbour Building Services Alex Chen
Quotation items
Try changing a quantity or priceTry a variation here; the other chapters keep the original $5,500 example.
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| 01Decking replacementExcl GST · m² | $2,220.00 | ||
| 02Balustrade repairExcl GST · item | $1,280.00 | ||
| 03Preparation / coatingExcl GST · item | $1,500.00 |
Scope & terms
Replace the damaged decking, repair the balustrade and prepare the surface for coating.
Acceptance is confirmed by email reply. Review the terms before sending.
- Subtotal
- $5,000.00
- GST (10%)
- $500.00
- Total · AUD
- $5,500.00
Sample only. Changes stay on this page.
Agree the work with the client.
The quotation email asks the client to reply to accept or request changes. Your team records the outcome.
Need a signed document? EzySign has a separate document preparation and signing flow.
Explore EzySign ↗Read the client’s reply
- From
- Alex Chen alex@example.test
- To
- Sam Taylor Harbour Building Services
- Subject
- Re: Q-026 — Deck repairs
- Date
- 28 Sep 2026 · example
Hi Sam,
Thanks for the detailed quote. I’m happy to proceed with the deck repairs for $5,500 including GST. Please let me know the next available date.
Alex
The reply refers to the original $5,500 example. Your team checks the agreement and records the outcome.
Record it in the request
Company operator · Sam Taylor
- EzySign request
- Not created
- Signed document
- None in this example
This preview saves only on this page. It sends no email and creates no signature, project or invoice.
Need a signed document? See the separate EzySign flow
EzySign prepares a separate document-signing request. Recording Accepted above does not start this process.
- 1Choose your document
Upload the PDF to be reviewed and signed.
- 2Who needs to sign?
Add the recipient’s name and email. Email verification is required.
- 3Place signature fields
Position the required signature and linked date fields on the PDF.
- 4Review and send
Check the document, recipient and fields, then send the invitation.
Keep the site work in context.
Keep site details, people and attendance close to the project and its inspection records.
Project links make it easier to find the related inspection, quote and invoice.
Projects & Sites
Manage your projects, sites and assigned work.
24 Banksia Street
Deck repairs · site attendance
- Sign-ins
- 1
- Currently on site
- 1
- Anomalies
- 0
Site details
- Location
- 24 Banksia Street
- Sign-in radius
- 50 m
- Time zone
- Australia/Melbourne
Latest attendance
29 Sep 2026- Entry method
- QR link
- Location check
- Within site radius
Site attendance QR & NFC
The live Sites workspace manages entry links for this location.
Sample records. Explore the tabs; nothing is saved or sent.
Invoice the work you have done.
Prepare the invoice, review its output and keep track of outstanding amounts.
An approved inspection can supply invoice scope lines. Quotation conversion is not automatic, and paid status is recorded by your team.
Company invoices
Harbour Building Services
| Invoice | Project | Status | Due date | Total |
|---|---|---|---|---|
| 30 Sep 2026 | PRJ-026Deck repairs | Issued | 07 Oct 2026 | $5,500.00 |
Invoice actions
Try a manual payment record using the sample invoice. Nothing is saved to a real account.
“Issued” shows an example status. No invoice has been issued here. Mark paid records a payment manually; it does not collect money.
Invoice edits and payment actions affect only this preview. Confirmation and archived records keep the original $5,500 example.
Come back to the complete record.
Find the quotation, invoice, inspection and supporting files from the same workspace.
Open the tabs to explore the example records and their details.
Projects & Sites
Manage your projects, sites and assigned work.
24 Banksia Street · Deck repairs
24 Banksia Street
Documents
3 project filesSample records. Explore the tabs; nothing is saved or sent.
Look closer at the modules.
Use the tools that fit your work. Explore each module’s workflow and availability.
Ready to explore your own workflow?