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

Win work from a website inquiry

From inquiry to quote to project.

Open the inquiry

Price a quote request

Service requests.

Create the project

Portfolio and projects.

Onboard a contractor

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

Buy out a trade

Bid, level, award, and contract a subcontractor.

On this page

Open the inquiry

Price a quote request

Create the project