Help Center

Steps to allow microphone access for dictation in Chrome, Edge, Safari, and Firefox, plus iPhone, iPad, and Android, and what to do if there's no microphone at all.

How the Photos tab works: uploading, AI tagging and descriptions, filtering and search, selecting photos, batch tagging rooms, phases, and search tags, marking salvageable, and sharing photo links with clients.

How to run a competitive bid process for subtrade packages — and how subcontractor companies respond, bid, and submit invoices.

Where project costs come from, how to scan a receipt, approve a vendor invoice, move a cost between projects, and push a subtrade bill to QuickBooks.

How the Documentation sub-phase turns work-area photos into one inventory list that feeds every Contents sub-phase estimate.

Dispatch staff and subtrades with work orders.

Full workflow for the Estimate tab on a phase: generating AI estimates, editing line items, templates, default line items, copy-paste, revisions, previewing the PDF, and sending to clients.

How categories and item codes work, creating your own categories, adding codes one at a time, and bulk-importing your price list from a spreadsheet.