Welcome to CoBuild Manager
CoBuild Manager helps business owners, project managers, contractors, and financial administrators effortlessly track projects, manage expenses, record deposits, assign team members, and monitor budgets in one central workspace.
Screenshot: CoBuild Manager Main Dashboard Overview
Getting Started
Account & Security
Learn how to sign up, log in securely, activate Multi-Factor Authentication (MFA), and change your password.
What is a Project?
Understand how projects work in CoBuild Manager and how workspaces keep your data organized.
Managing Projects
Step-by-step instructions on creating projects, inviting team members, and switching between projects.
Settings & Preferences
Configure workspace defaults, expense approval rules, deposit thresholds, and data protection rules.
Core Feature Modules
Explore how to manage everyday tasks across all key modules:Members
Invite team members, assign project roles, and manage user access rights.
Deposits
Record incoming client payments, track deposit balances, and monitor funds.
Expenses
Log daily project expenses, attach digital receipts, and categorize costs.
Petty Cash
Manage site cash floats, record daily cash disbursements, and reconcile totals.
Deposit Schedules
Set milestone payout percentages and schedule automated release dates.
Properties
Track property unit payments, dues, and unit allocations.