Getting started

1. Create an account, verify your email, then create or join an organization. Use the organization selector before starting work.
2. Open Projects to create a workspace. Manage RFIs, submittals, tasks and bids from their record screens; project links preserve context.
3. In Field Ops, create issues, daily reports and T&M tickets. Pending records show the device copy and sync errors. A device-save failure requires keeping the form open. Export a recovery copy when needed.
4. Use Money for contracts, applications and closeout. Certified billing, cash receipts and cumulative retainage are separate figures; drafts do not contribute to certified totals.
5. Connect integrations in Settings. Check last successful sync and reconnect instructions before relying on newly captured information.

API availability

The current APIs serve the application and authenticated field workflows. A supported public developer API, API keys, external rate-limit contract and developer SLA are not currently sold as a plan entitlement.

Drawings and files

Use private file links. A downloaded or exported copy remains on your device; check revision freshness when reconnecting. Metadata-only references are not a published drawing asset.