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LessAdmin Step by Step guide (sailing centre)

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First the principles behind LessAdmin

The home page is a list of the Training Centre assets; J24/s, Laser Radials, RIBS and the Training facilities including the dock which was destroyed in winter storms and is being repaired on insurance. Click on an asset card to be taken to the asset details. The calendar icon shows that there are reminders.

Asset

Add or edit an asset. The mandatory fields are marked with *. The cover image can be uploaded and resized later.

Every asset can have co-owners (eg CEO, CFO, boat manager) who have access to all asset information. Co-owners are automatically added as trusted friends on projects associated with the asset.

Add documents. The description can have URLs which will be “active” i.e. you can click on them and launch a web page. You can also attach a file.

Reminders can be standalone or associated with asset documents. Choose the type of notification and when to be notified.

Add projects and share them with Friends. A project is a collaborative space (think: Facebook meets Dropbox) for you and others to share notes, files and photos. Your project is private until you invite friends. Trusted friends can see the financials on a project, but friends cannot.

Project collaboration is through notes or photos. You, trusted friends and friends can post a note, with an optional attachment, post a photo, or comment on notes and photos. You, trusted friends and friends are notified whenever a note, photo or comment is posted.

The vCard contains the unique email address for a project. Download the vCard to your address book so you can email, or fwd / cc, an email into the project. No need to log into LessAdmin Files or photos attached to the email are automatically posted. e.g. you can take a photo on your phone and email it onto the project.

Every project has the ability to track financial status. Project transactions allow the project owner and trusted friends (not friends) to post either money spent or money collected. Money spent on jobs associated with the project are rolled up to the project. The project transaction is money spent by the project or money collected.

A project can have jobs. Jobs can be allocated to yourself or 3rd parties. If 3rd party is not a LessAdmin user they will be sent an invite. If they are on LessAdmin they will be displayed as you type their name.

All project friends can collaborate on the job with the 3rd party. They can post notes, photos and comments just like the project. All discussions are here, rather than on emails cc’d to everyone on the project, many of whom do not need to know. Jobs also have vCards so they can email direct to the Job. In addition the full financial cycle of quotes, invoices and payments can be managed.

Contacts

Everyone you have invited to an asset (co-owner), project (friend / trusted friend) or job (3rd party) is shown in the contacts page. You can email them directly. You can also see if they have accepted your invitation, and if not you can resend it.

Whenever someone posts to an asset, project or job which you are associated with, or invites you to join an asset, project or job, you are notified. Click on the notification to see the item and the the notification will be cleared. Each notification will also send an email to your primary address.

Thank you