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User Guide

User Guide

Starting from the real problems you face on site every day, we walk you through getting the system up and running.

Sound familiar?

Have you run into these too?

These aren’t just your problems — they’re shared across the whole industry.

01

"What time is this crew here until today?"

The manager asks on LINE, the crew says they don't know, then calls the designer to check. The schedule lives in Excel — no one looks at it, no one updates it.

02

"What's the number for that tile vendor?"

It's saved in a former colleague's phone. Thirty LINE messages scrolled and still nothing — you can't find it when it's urgent, and won't save it when it's not.

03

"Where are the inspection photos?"

A crew member sent them in some group chat that holds four hundred other photos. Halfway through finding them, the chat app says the photo has expired.

04

"Did that to-do get done?"

Kept in your head, on sticky notes, in phone memos. With three sites running at once, whatever slips through is usually spotted by the client first.

05

"This project — are we actually making money on it?"

Payments received, materials paid for, wages handed out — all scattered across Excel and chat logs. To work out one project's P&L at month-end, you rebuild the whole sheet.

06

"The client's final payment — has it come in yet?"

Deposit, mid-term, final — each its own line, and which installment is still outstanding lives only in your memory. Miss one reminder and you're the one out of pocket.

07

"This wall — how many boxes of tile do I order?"

Punching it into a phone calculator on site, never quite nailing the waste factor. Order too much and it sits until it's ruined; order too little and the crew stalls, waiting on material.

08

"We need an auspicious date to break ground — but the old master has retired."

Groundbreaking, bed-setting, moving in — all need a chosen date. The almanac is hard to read, and the elders aren't always around to ask.

Everywhere Design is a system built specifically to solve these problems. It is not a generic project-management tool adapted to fit — it is designed around the daily workflow on site.From creating an account to full use takes about 15 minutes.
Getting started

Three steps to get up and running

You don’t need to learn every feature — do these three things and you’re up and running.

1

Create your company account

Enter your company name and set a company code to complete tenant registration. The 30-day trial starts from that moment — no credit card needed.

  • After signing up, a "3 steps to get going" card on the home screen walks you through it: add your first site, invite a colleague, colleague checks in once — it goes away when all three are done
  • The company code is the identifier employees use to log in; we recommend an English abbreviation, e.g. jian, abc-studio
  • One email can create a separate account under different companies, with fully independent data
2

Add employee accounts

On the User Management page, tap "Invite by link (LINE)" and send the link — your colleague installs the app, enters a name and mobile number, and they're in. You can also add accounts by name and role directly. When adding someone you can apply one of four roles, then fine-tune permissions item by item.

  • Employee: basic features and their own expenses only; can’t see others’ data
  • Site Supervisor: runs site progress — schedules, attendance, to-dos, QC
  • Accountant: handles the money — project finances, reports, reconciliation, payroll
  • Sub-admin: nearly every permission, including the admin console
3

Create your first site

On Site Management, add a site with its name, address and expected completion date. Once created, you can start scheduling and tracking progress.

  • GPS check-in requires the site address to be set first, so the system can verify location when employees arrive
  • A single site can be assigned to multiple employees to collaborate
Start free trial →▶ Watch the 1-minute quick start YouTube · Mandarin
Features

How each feature works

The workflow for each feature, explained step by step. 16 features.

Scheduling

7 tutorial videos

A Gantt chart that shows which day each trade is on site

  1. Open Schedule, pick a site, and tap ⊕ on the left to add a trade
  2. Tap cells in that row to book work days — press and hold, then drag to fill several days at once
  3. Tap a trade name to assign a crew; if it isn't listed, add a new vendor right there
  4. If the job is delayed, tap “Shift” to move the whole schedule later, skipping weekends automatically
NoteTap “All” for an overview of every site — you get a warning when the same crew is booked at two sites. You can also export a PDF or share progress with your client.

GPS Check-In

4 tutorial videos

Arrival logs location automatically; attendance at a glance

  1. A site admin first sets the site's GPS coordinates
  2. After reaching the site, the employee taps "Check In" in the app
  3. The system compares GPS distance and flags anything out of range as an anomaly
  4. Managers review daily check-in records in the Monthly Attendance Report
NoteFor sites without GPS coordinates set, the check-in button does not appear — preventing check-ins from home.

QC Photos

2 tutorial videos

Photos categorized by work item — evidence with every record

  1. Open a site and go to the QC page
  2. Add a QC item and enter the work-item name
  3. Upload photos — one item can hold many
  4. At final inspection, pull up photos by work item for the client to confirm
NotePhotos are stored in the cloud — they don't take up phone storage, and don't disappear when an employee leaves.

Site Photos

1 tutorial video

Daily progress shots, straight into the project album

  1. Open the project and choose the “Site Photos” tab
  2. Tap “Camera”, or pick several photos from your album at once
  3. Tag the trade for that batch so you can filter by trade later
  4. To hand photos to the client, tick a few and download them as a bundle, or download the whole project at once
NotePhotos are filed by month and trade automatically and are visible to the whole company, so nobody has to dig through chat threads. Defects and issues to follow up belong in “QC Photos” — this tab is the day-to-day record of the work.

Site Rules

1 tutorial video

Write the building’s rules once, the crew looks them up

  1. Open the project, choose the “Site Rules” tab and tap “Fill in site rules”
  2. Enter working hours (including lunch breaks and weekend limits), each fee, and how to collect access passes
  3. Add the building manager’s name and phone, the paperwork required, and any other rules
  4. Attach a photo of the building’s notice so the crew can check it on site
NoteMaintained by the manager; the crew sees a read-only copy. The page is included automatically when you export the project as a PDF.

Vendor Database

1 tutorial video

A company-wide vendor list, no longer dependent on personal phones

  1. On the Vendors page, add a vendor's name, phone and trade category
  2. When you need to contact them later, just search by trade or vendor name
  3. Before a vendor is deleted, the system asks a manager to confirm
  4. Even if a vendor is deleted, past booking records are kept
NoteNew hires can pick up seamlessly — vendor data belongs to the company, not to individuals.

Todo Lists

4 tutorial videos

An independent list per site, with automatic due-date reminders

  1. Open a site and switch to the Todos tab
  2. Add a todo, set a due date and an owner
  3. Date not set yet? Leave it empty (tap × next to the date), mark it Pending, and fill in the date later
  4. Check it off when done — it's marked complete automatically
  5. Managers see a cross-site summary of upcoming todos on the home screen
NoteImportant items no longer rely on memory — the system sends a reminder before they are due.

Monthly Attendance Report

1 tutorial video

Month-end tallying, one-tap PDF export

  1. Open the Monthly Attendance Report and pick a month
  2. The system automatically compiles that month's check-ins, schedules and leave records
  3. Switch between a by-person and a by-site view
  4. Once confirmed, tap "Export PDF"
NoteThe monthly report PDF can serve directly as the basis for payroll — no more rebuilding spreadsheets.

Bookkeeping & Project Payments

4 tutorial videos

Company expenses, project cash flow and a household ledger — kept separate and clear

  1. At the top of Expense Tracking, switch between the "Company" and "Household" ledger
  2. Record an income or expense and pick a category (project payment, materials, payroll, tax, utilities…)
  3. Project payments can link to a site and vendor, auto-calculating the "percent received"
  4. The monthly view shows cash flow and a category pie chart; the yearly view shows a 12-month income/expense line
NoteEach entry can be marked "reconciled" or "needs review", and month-end P&L, cash flow and receivables all export to PDF in one tap.

Payroll Statements

1 tutorial video

A statement for each person, built from check-ins, with out-of-pocket expenses settled too

  1. In Expense Tracking, open the "Company" ledger and switch to the "Payroll" tab. In pay settings, set each person to monthly, daily or hourly pay; overtime rates default to Taiwan labor law (first 2 hours ×1.34, after that ×1.67) and can be changed
  2. Statements are built from the month's check-ins: days worked, regular hours and overtime. Days with no check-out are flagged "Incomplete"
  3. Add bonuses, allowances or pay advances as a fixed amount or per day × days worked
  4. Expenses staff record in the Company ledger are marked "Pending claim"; once an admin or accountant reconciles them, they go onto that person's statement. In the "Reconcile" tab you can switch an item between staff claim and company-paid
  5. When everything checks out, tap "✓ Mark Finalized" to lock the numbers (you can undo it), then export to Excel or PDF (with a signature line) for your accountant
NoteOnly admins and people with the payroll permission (included in the Accountant role) can see it. Leave days are listed on the statement but not deducted automatically from monthly pay, so add a deduction if needed. Statements are a calculation aid: labor/health insurance and income-tax withholding are not included, so follow your accountant on those.

Document Signing

1 tutorial video

Sign quotes and contracts on your phone and send them straight back

  1. Share a supplier’s quote into the document tray, or scan it with the camera or import a file
  2. Tap “Sign”, write your signature, drag it into place, and add a date stamp if needed
  3. Tap “Done, generate PDF” and the signed file is created immediately
  4. Tap “Share with supplier” to send it back, or keep it in the tray for later
NoteYour signature is saved after the first use, so next time it is one tap. Several documents can be merged into one and long files split apart; exports can be PDF, JPG or plain text, bundled as a ZIP or password-protected. Documents are visible only to the person who created them.

Material Calculator

1 tutorial video

Estimate materials on site, waste factor included, in one go

  1. Open the Material Calculator and pick a work item: flooring, walls/ceiling, masonry, board, trim
  2. Enter the dimensions or area, and the spec
  3. Set the waste rate (cutting included) to get the actual quantity to order
  4. Every result card shows its formula, so you can see exactly how it was worked out
NoteNo more hammering at a phone calculator — get the waste factor right, so you don't over-order and let it spoil, or under-order and stall the crew.

Almanac & Date Picking

1 tutorial video

Groundbreaking, moving in, bed-setting — pick a date without asking around

  1. Open the Almanac and choose the occasion: groundbreaking, ground-digging, bed-setting, moving in, signing…
  2. Days that are auspicious for that occasion turn green on the calendar (days that list it as "avoid" are left out)
  3. Tap any day to see its full do/avoid list, auspicious hours and lunar-calendar details
NoteWith the old master retired and the elders away, you can find a good date yourself — and the project schedule flows more smoothly.

Calendar

1 tutorial video

Schedule, todos and Google Calendar, gathered on one page

  1. Open the Calendar and view by month or week
  2. Schedules and todo due dates are marked on the dates in distinct colors
  3. Optionally connect Google Calendar to show your personal events alongside
  4. Tap any day to expand everything happening that day
NoteCross-site scheduling and todos laid out on one calendar — what to do today, seen at a glance.

Site Archive

1 tutorial video

Finished sites move to the bottom — nothing is lost

  1. In Overview, tap "⋯" on a site card and choose "Mark as completed"
  2. The site moves to the "Completed" section at the bottom; tap the header to expand it
  3. Tap "View" to look back at photos, QC, expenses and check-ins
  4. To reopen, tap "⋯" on the completed card and choose "Reopen project"
NoteCompleted sites are hidden from the site pickers in Scheduling, Check-in and Todos. Sites can only be deleted from the Completed section, and only by admins.

Announcement Center

1 tutorial video

Important notices reach everyone directly, no more buried messages

  1. A manager posts an announcement from the admin console, in three levels: normal, important, urgent
  2. Employees receive it on opening the app, with an unread count on the bell
  3. Urgent announcements show a full-screen prompt to make sure they are seen
  4. All announcements can be revisited in the Announcement Center history
NoteHoliday notices, site safety, last-minute changes — kept in one place, no longer drowned in group messages.
Admin console

Admin Console (managers only)

After logging in as a manager, tap the gear icon at the top right to enter the console. Employee accounts can’t see these settings.

User Management

Invite employees with "Invite by link (LINE)" — they enter a name and mobile number and they're in — or add accounts manually, assign roles, suspend or delete accounts, and reset passwords. Your plan's seat usage shows at the top of the page, so you always know how many more you can add.

Permission Management

Set which features each employee can access, item by item; or apply a "Employee / Site Supervisor / Accountant / Sub-admin" role preset to configure permissions in one tap.

Announcements

Post company-wide announcements in three levels — normal / important / urgent. Urgent ones show a full-screen prompt in the employee app to guarantee delivery.

Report Export

Each site's QC, materials, procurement and todo records compile into a PDF in one tap — to file or hand directly to the client.

Login Records & Backup

Review members' login records to keep an eye on access; the system backs up data automatically and can restore to a specific point in time when needed.

Capacity Management

View photo and file storage usage and track your plan quota. When space runs low, email us to adjust it, or archive old sites to free it up.

System Settings

Set the company address and GPS coordinates (the basis for employee check-in), the date/time format, and other company-wide basics.

TipThe first person to create the company account automatically becomes a manager. You can later promote other members to manager in Permission Management, or open up individual features.
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