Ofivio App — Complete Guide
Ofivio for the businesses that design, build and account for it all. Drawings, BOQ, site supervision, client approvals, dual-fee finance, team — end to end.
Getting Started
- What is Ofivio? — The operating system for architecture studios and design firms (3 min)
- Creating Your Account — Sign up and set up your studio (4 min)
- Your First Login — What happens when you log in for the first time (3 min)
- Understanding Your Dashboard — Every element of the dashboard explained (5 min)
- Navigation & Sidebars — How to find anything in Ofivio (4 min)
Project Management
- Creating a Project — Step-by-step guide to create your first project (5 min)
- Grid, Kanban & Gantt Views — Different ways to view your projects (4 min)
- Managing Tasks & Milestones — Break work into tasks and track key dates (5 min)
- BOQ (Bill of Quantities) — Manage materials and quantities for your projects (4 min)
- Project Budget & S-Curve — Track spending and progress visually (4 min)
- Team Assignment — Assign employees to projects (3 min)
HR & Employees
- Adding Employees — Create employee records and profiles (4 min)
- Marking Attendance — Daily check-in and check-out system (3 min)
- Leave Requests & Approval — How employees request leave and HR approves it (4 min)
- Salary & Payroll — Set salaries and process monthly payroll (5 min)
- Advance Salary Request — How employees request salary advances (3 min)
Finance
- Creating Invoices — Create, send, and track invoices (5 min)
- Tracking Expenses — Log and categorize business expenses (3 min)
- Fund Requests — Request funds for projects or departments (3 min)
Procurement & Warehouse
- Purchase Orders — Create and track purchase orders (4 min)
- Inventory & Stock — Track items, stock levels, and movements (4 min)
Operations
- Site Reports — Daily and weekly reports from project sites (3 min)
- Safety & Quality — Track safety incidents and quality checks (3 min)
VO AI
- Talking to VO — How to use the AI assistant (4 min)
Settings & Admin
- Subscription Plans — Understanding tiers and what's included (4 min)
- User Roles & Permissions — Understanding the 13 roles and what each can do (5 min)