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

Onboard a contractor

Create the company, publish the website, and invite the team.

Create the administrator

/dashboard/init.

Run onboarding

Company setup, custom or starter.

Fill directories

Trade partners, cost codes and resources.

Publish services

Store settings.

Invite people

Payment providers

Install Stripe per company for quote deposits and progress claim payments.

Win work from a website inquiry

From inquiry to quote to project.

On this page

Create the administrator

Fill directories

Publish services