Create projects, build the SOQ, run tenders, hire, and track costs — watch it done end to end, then dig into the details.
A quick spoken intro — prefer to listen? Press play.
Every step, start to finish.
The full sign-up flow, what each role can do, and all available trades — so you know where to click from the start.
The tour: which side you are on, every screen and what it is for, how a job goes from an address to a priced schedule to a tender to a paid contract, plans and credits, and using QSME from an AI assistant.
Look up any New Zealand address before you commit: the boundary and title, the zone and what it allows, overlays, services and hazards, an indicative yield with a verdict, what a build would need, a rough feasibility on your own numbers, and turning it into a project.
Making a project, the selected project every page works on, inviting people and what each role can see and do, units, listing a project publicly, and finishing or deleting one.
How people prove who they are and what they are allowed to do: the Verified badge, identity and business checks, the bank account check, and trade licences checked against the official registers.
The schedule of quantities end to end: pockets, jobs and lines, your own columns and formulas, importing from Excel or CSV, templates, exports, what it feeds (tenders, schedule, contracts, BOQ actuals) and every MCP tool.
Your own spreadsheets inside the project: columns, formulas, importing and exporting Excel, linking a line to a real payment or contract, suggestions, the NZ/AU/UK styles, and every MCP tool for AI assistants.
Uploading, folders, versions, searching inside files and sharing outside QSME — and reading a consent pack so the plans answer questions with the page they came from, fill the SOQ, and point bidders at the right sheets.
Filling the programme from your SOQ or a template, tasks that wait on each other, asking the people booked on them rather than telling, progress you can take back, sharing it, and every project on one timeline.
The key to the timeline: what each bar colour says by trade and by status, the rings round a bar, the purple chain that sets your finish date, the shading behind the chart and the arrows between tasks.
Talking to the people on a job: who can message whom, message requests from strangers, project chat and groups, photos, files and voice notes, and how alerts reach you.
Everyone you work with in one list: adding people on QSME or off it, importing a spreadsheet, the contacts QSME saves for you, categories and who works for whom, and where the list is used — tenders, projects, agreements, the schedule and messages.
What happens once work is given out: contracts from an awarded tender or added for work agreed elsewhere, drafts and issuing, what a contract holds and its states, the Contracts page, and Active Work — each stage proved, paid and confirmed from both sides.
Write an agreement or bring in one you have, send it to be signed from a link with no account needed, and keep the signed copy with its certificate — plus the agreement a tender sends its winner, and what AI will and will not do.
Connect Claude, ChatGPT, Claude Code, Codex or Cursor to QSME: how to connect, every tool with its arguments, the house rules for a prompt — and what an assistant can never do.
Every term on the platform in plain English — SOQ and BOQ, pockets and jobs, payment claims, retentions, variations, GST — and what each one means here.
The paper trail of a build: consents, producer statements, the compliance certificates each licensed trade issues, bank reports and the CCC pack. Who issues what, who needs it, and what QSME does with it.
Open banking is live, with no payment fees: how a milestone is settled (by bank, or outside QSME and confirmed), paying QSME for your plan and AI top-ups by bank, the limits, invoices and GST, the success fee, and who can see the money.
Create your account and put this into practice.