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

API Reference

Troubleshooting Data model API reference

Reports

Job cost, exposure, aging, and CSV export.

Route: /projects/[projectId]/reports (internal only). Reports cover job cost and forecast, commitment and change exposure, and aging for RFIs, submittals, claims, lien waivers, safety, and corrective actions. The export button (features/platform/reports/csv.ts) downloads CSV.

Approvals

Approval policies and the approval panel.

Project team

Members, invitations, and external portal access.