Foundation
Core concepts every builder needs to manage projects effectively. These guides cover task workflows, budgets, change orders, daily logs, team collaboration, and every tool you will use day-to-day.
Task Statuses & Workflow
Understand the five task statuses, how approval workflows function, and when to use the Blocked flag.
6 min read
Phases & Sub-Tasks
Organize your schedule with phase headers, indent and outdent tasks, and use drag-and-drop to restructure.
6 min read
Inviting Your Team
Add admins, managers, contractors, and stakeholders. Learn who counts as a paid seat and who is always free.
7 min read
Project View: 8 Tabs
Tour every tab in the project view: Overview, Tasks, Budget, Schedule, Changes, Logs, Files, and Activity.
10 min read
Budget & Cost Tracking
Track estimated vs. actual costs per task, manage cost categories, and spot over-budget items before they escalate.
7 min read
Change Orders
Create, submit, approve, and reject change orders. See how approved COs flow into your project budget automatically.
7 min read
Daily Logs
Record weather, crew, work performed, and delays every day. Use AI drafting or voice input for faster entries.
6 min read
Files & Attachments
Upload blueprints, photos, and documents at the project or task level. Manage storage across your plan.
5 min read
Contact Directory
Maintain a directory of subs, suppliers, and inspectors with contact info and insurance tracking.
5 min read
Calendar View
See tasks on a monthly calendar, filter by status, and click any date to drill down to scheduled work.
4 min read
Punch List
Track final items before closeout. Assign punch list items, attach photos, and mark them complete.
5 min read
Reports Hub
Access six report types from one dashboard: portfolio, budget, overdue, vendor insurance, and more.
6 min read
Batch Operations
Select multiple tasks and change status, assign team members, or delete in a single action.
4 min read
Project Overview Tab
Read the at-a-glance summary of any project: KPIs, status breakdown, budget health, and team roster.
5 min read
Ready for advanced features?
After completing the Foundation guides, head to Mastery to learn about Gantt charts, the Critical Path Method, dependency management, templates, and multi-project workflows.