Getting Started with Traxphase

Steps

1. Complete your organization profile

Go to Settings and fill in your company address, phone number, and license number. These appear on every Pay Application cover sheet.

2. Add line items to your catalog

Click Line Item Catalog in the navigation and add the types of work you do (drainage, grading, concrete, etc.). These are shared across all your projects, so you only set them up once.

3. Create your first proposal

Go to Proposals and click New Proposal. Enter the project name and type, then upload the signed contract PDF.

4. Accept the proposal

Once you have a signed contract, open the proposal and set its status to Accepted. A project is created automatically and appears in your Projects list.

5. Add line items to your project

Open the project and click the Line Items tab. Click Add Line Item to assign scope lines from your catalog, enter contracted quantities and prices.

6. Invite your team

Go to Team and click Add Member. Invite crew members via email so they can log time in the app, or add them as tracked-only names (no login required).

7. You're ready

Your project is set up. From here you can log time entries, track materials, run pay applications, and manage RFIs and change orders.