Help Center

Billing & Payments

• How to Create and Submit a Pay Application Step-by-step

Materials

• Add Materials to a Project Step-by-step
• Linking Materials to Line Items Step-by-step
• Material Catalog Step-by-step
• Material Submittals Step-by-step
• Project Materials — Inventory Log Step-by-step

Project Management

• Equipment Management Step-by-step
• Managing Change Orders Step-by-step
• Submitting and Tracking RFIs Step-by-step

Projects

• Creating and Managing Projects Step-by-step
• Project Overview Tab Step-by-step
• Working with Line Items Step-by-step

Settings

• Managing Team Members and Roles Step-by-step

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