Overview

Overview Getting started with Construction Deployment Company setup Roles and permissions

Dashboard

Portfolio and projects Trade partners, cost codes and resources Pipeline Service requests Preconstruction Financials and cost structure Contracts and changes Procurement RFIs and submittals Field operations Schedule and tasks Quality and safety Documents and drawings Billing Approvals Reports Project team Audit, API keys and agents Store settings External dashboards

Storefront

External storefronts Project portal

Integrations

Integrations Payment providers

How-to Guides

Onboard a contractor Win work from a website inquiry Buy out a trade Run a site day Bill a project Handle a change order

API Reference

Troubleshooting Data model API reference

How-to Guides

Bill a project

Claim, approve, collect, allocate, and release retainage.

Prepare the claim

Approve

Collect

Owner pays through the portal (Payment providers) or staff record the payment.

Allocate and release

allocateSettledPayment, then requestRetainageRelease.

Run a site day

Daily log, labor, inspections, and safety.

Handle a change order

RFI to change event to posted change order.

On this page

Prepare the claim

Allocate and release