Dashboard
Start with the right workspace mode
Give the team a dashboard shaped around its role, responsibilities and operating priorities.
How this supports the work
Documents, drawings and decisions
Self builders
Self Builder Workspace
Keep your self-build project organised with RAMS, documents, drawings, RFIs, site diary, snagging, procurement notes, client records and handover information.
Recommended plan
Starter
Workspace mode controls dashboard, terminology, workflows, navigation and AI guidance. The paid plan controls capacity and enterprise features.
Platform account type
self builder
After checkout
/dashboard/self-builders
Self builders
Workspace mode
Manage your own build dashboard for project documents, drawings, actions, site diary, snagging, procurement basics and handover records.StarterRecommended plan
5Workflows
4Outcomes
Dashboard
Manage your own build dashboard for project documents, drawings, actions, site diary, snagging, procurement basics and handover records.
/dashboard/self-builders
Best for
Built around how this team works.
Homeowners and private clients who want one secure place for project information, decisions and records.
Documents, drawings and decisions
RFIs, site diary and snagging
RAMS and contractor evidence
Procurement notes and simple cost records
Handover and client portal basics
Connected Workspace
Connect the solution mode to live product screens.
Self Builder Workspace becomes clearer when teams can see the dashboard, planner and reports that support the workflow.
1
Dashboard
Documents, drawings and decisions
2
Planner
RFIs, site diary and snagging
3
Reports
RAMS and contractor evidence
Planner
Move quickly into live job control
Connect tasks, people, documents and follow-up in one usable workflow.
How this supports the work
RFIs, site diary and snagging
Reports
Report progress from the same record
Turn the workspace activity into status, risk and evidence views leadership can trust.
How this supports the work
RAMS and contractor evidence
Workspace Overview
The right plan, account type and expected outcomes.
Compare the recommended plan, account type, available workflows and expected outcomes before choosing a workspace.
1
Recommended plan
Starter
Homeowners and private clients who want one secure place for project information, decisions and records.
2
Account type
self builder
/dashboard/self-builders
3
Workflows
5 workflows
Documents, drawings and decisions / RFIs, site diary and snagging
4
Expected outcomes
4 outcomes
Less project admin stress / Clearer decision history
Operational proof
A workspace that lands in real work.
Self Builder Workspace should feel like the operating rhythm your team already needs: plan the rollout, brief the people doing the work and keep evidence moving back to leadership.
PlanningStep 1
Plan the first rollout
Translate the workspace mode into the first teams, sites, documents and approval queues.
Workspace signal
Documents, drawings and decisions
AdoptionStep 2
Brief the people doing the work
Give site teams a clear reason to use the workspace every day, not another disconnected tool.
Workspace signal
RFIs, site diary and snagging
ControlStep 3
Report with cleaner evidence
Keep leaders close to progress, risk, sign-offs and records without chasing scattered files.
Workspace signal
RAMS and contractor evidence
Outcomes
A clearer workspace from day one.
Less project admin stress
Clearer decision history
Better builder coordination
Organised handover records
Explore next
Compare the workspace with the wider platform.
Use the solution hub, feature directory and pricing page to confirm workflow coverage and plan fit.
Browse all solutions
Compare Zektrx workspace modes by team, trade and operational challenge.
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See how compliance, planning, site, stock, documents and commercial records connect.
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Explore the product modules, connected workflow and integration coverage.
View pageCompare plans
Check the recommended plan against the available capacity and feature options.
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