Help Guide

General

• Help FAQ

  • I didn't receive Confirmation Instructions

• Getting Started

  • Account Overview Video
  • Update Profile Information

Account Settings

• Specialty Codes

  • Add Custom Specialty Codes

• Login Details

  • How to change the email address for your account

• Billing Management

  • View Billing History
  • Adding/Editing Your Credit Card Info
  • Change Your Payment Preference
  • Account Billing Video Tutorial

• Project Templates

  • Create Project Templates
  • Project Template Tutorial Video

• Contact Management

  • Adding/Editing Contacts

• Date Format

  • Set Date Format Preference

• Currency Settings

  • Change Currency Settings

Projects

• Project Creation

  • Creating Your First Project
  • How to Create a New Project
  • New Project Creation Video (Quickstart)
  • New Project Creation Video (Using Templates)
  • Project Overview Video

• Project Settings

  • Create/Manage Project Member Roles
  • Manage Project Permissions
  • Add/Remove Project Administrators
  • Manage Document Categories
  • Manage Document Statuses
  • Manage Submittal Statuses
  • Project Menu Customization

• Project Home

  • Project Home Video Tutorial
  • Add Project Member

Project Scheduling

• Schedule Management

  • Create Schedule Items
  • Export Schedule
  • Copy Project Schedules
  • Project Scheduling Video Tutorial
  • Import Projects from Microsoft Project
  • Account Level Schedules
  • Project Completion Percentage
  • Views and Filters for Project Schedules
  • Project Scheduling: Calendar View

Project Cost Tracking

• Cost Tracking Management

  • Create/Manage Cost Tracking Categories
  • Create/Edit Cost Tracking Items
  • Export Project Cost Tracking
  • Cost Tracking Overview Video Tutorial
  • Customize Cost Tracking Categories

Project Documents

• Document Creation

  • Creating a Document
  • Link Project Images to a Document

• Document Categories

  • Creating Document Categories
  • Document Categories Overview Video Tutorial
  • Create Document Categories Video Tutorial

• Managing Documents

  • Edit Documents
  • Document Statuses Overview Video Tutorial
  • Documents Overview Video Tutorial
  • Document Feedback and PDF Annotation

Project Members

• Project Member Management

  • Project Member Permissions Video Tutorial
  • Project Member Roles Video Tutorial
  • Project Teams Video Tutorial

Project Images

• Create a Project Image

Project Tasks Management

• Create a Project Task
• Project Tasks Video Tutorial
• Reassigning and Completing Tasks

Project Submittals

• Submittal Management

  • Add Submittals
  • Edit Submittals
  • Submittal Reporting
  • Submittal Statuses Video Tutorial
  • Submittals Overview Video Tutorial

Bid Requests

• Managing Bid Requests

  • Manage Bid Request
  • Create New Bid Request
  • Create New Bid Request Video Tutorial
  • Bid Request Management Video Tutorial

RFI

• RFI Video Tutorial

  • RFI Overview Video Tutorial
• RFI Default Settings and Auto Reminders

Field Reports

• Field Reports Video Tutorial

  • Create Field Reports Video Tutorial
• Weather Reports
• Field Reports Search Functionality
• Field Reports: Missed Delivery Option

Project Change Orders

• Change Order Approval Settings

Punchlists

• Exporting Punchlists
• Punchlists Overview Video

Project Communication

• Email Reminders for Project Management
• Inline Email Communication

Project Time Tracking

• Project Time Tracking Video Tutorial
• Global Time Tracking

Meeting-Minutes

• Meeting Minutes Video Overview