Help Center

Billing & Payments

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

Equipment

• Consumable Equipment Burn Rate Alerts Step-by-step

Getting Started

• Getting Started with Traxphase Step-by-step

Line Items

• Catalog Analytics 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 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
• Import Line Items from a Spreadsheet Step-by-step
• Project Overview Tab Step-by-step
• Working with Line Items Step-by-step

Reporting & Analytics

• Analytics Dashboard

Settings

• Managing Team Members and Roles Step-by-step

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