Metrak
Role guide

Admin / Owner

See every project's health and profit from your phone - and step in only where it matters.

The company owner or general manager. Full access to everything; manages roles, settings and add-ons, and is the only one who can create or change other Admins.

▶ Watch your walkthrough
Invite your team and set permissions
metrak.ai
Today
Projects
Dashboard
Tasks
Operations
Procurement
Finance
Documents
Reports
AI & Tools
Settings
Roles
Admin
Built-in
Project Manager
Built-in
Site Engineer
Built-in
Reviewer
Built-in
Site Supervisor
Custom

Metrak comes with eight ready roles, from Admin to Client.

Step 1 of 4

Your work in Metrak, step by step

Follow the flow of a typical day. Tap any feature to learn it.

  1. 1

    Set up once

    Company details, logo and VAT; switch on the add-ons you need; invite your team with the right roles.

  2. 2

    Morning: the 5-minute check

    Open Insights: projects at risk, outstanding money, Margin Watch and the AI Executive Brief.

  3. 3

    During the day: stay in the loop

    Scroll Today for site photos and approvals; answer the bell for anything overdue or suspicious.

  4. 4

    Win new work

    Analyse nearby tenders, run AI studies for private clients and send proposals customers sign online.

  5. 5

    Month end: the numbers

    Reports and Finance show profit per project and where money is stuck.

Master these first

The features that make the biggest difference for you - mark each one learned as you go.

0 of 5 learned
Getting started

From sign-up to your first live project in about ten minutes.

Team

Invite your people in a minute - they set their own password.

Roles & permissions

Eight ready-made roles - or build your own, down to each button.

Insights dashboard

Your whole company on one screen - with the red flags already circled.

Plans & add-ons

Start free. Switch on only the modules you need.

Quick check: lock it in
Question 1 of 3

Where do you create a custom role like “Site Supervisor”?

Everything you can use

Other features that are part of your role by default. Your Admin can adjust what you can see.

Today feed
Create, search & shortcuts
Needs attention (the bell)
Projects
AI project wizard
✨
BOQ & budget
Schedule: milestones & tasks
Drawings workspace
✨
3D building view
✨
Change orders & retention
Client progress link
✨
Purchase requests & orders
Suppliers
Subcontractors
Finance overview & reports
Sales invoices
✨
Purchase invoices
Payments & expenses
Money out (payment vouchers)
Proposals
Documents
Reports & analysis
Printouts, signatures & QR
Ask Metrak - AI assistant
✨
AI project intelligence
✨
AI construction study
✨
Nearby tenders & bid analysis
Company settings
Profile & my activity

Other roles

Ready to run your projects on Metrak?

Start free - no credit card. Your whole team can be on it today.