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 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.

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.

Where project costs come from, how to scan a receipt, approve a vendor invoice, record an office expense that belongs to no job, move a cost between projects, and push a bill to QuickBooks.

What each close outcome does to tasks, work orders, purchase orders, draft estimates and invoices — and exactly what Reopen brings back.

Cleaning up a duplicate client: the two places you can start a combine, what moves over, which client to keep, and the QuickBooks-first step when both are already linked.

How invoice numbers are built, where terms and payment terms live, how early-payment discounts and late-payment charges apply, and how to send, resend, and record a payment.

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

Full workflow for the Estimate tab on a phase: generating AI estimates, editing line items, templates, revisions, the Document tab, and sending to clients.

How categories and item codes work, creating your own categories, adding codes one at a time, exporting your price list to a spreadsheet, and importing one back with a review before anything is saved.

How the organization connection works, when a branch needs its own QuickBooks company, connecting a second company without the attempt quietly doing nothing, matching clients to customers that are already taken, and which members show up on each company's list.

Your public request page: choosing the link that turns it on, sharing it so you can tell which sign or profile brought the work in, the advice visitors read after they send a request, and who gets told when one arrives.