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Account Set Up
Account Set Up
Field
FIELD for the Admin
FIELD for the Project Manager
Project Management
PROJECT MANAGEMENT for the Admin
PROJECT MANAGEMENT for the Project Manager
PROJECT MANAGEMENT FAQs
Procurement
Purchasing for the Admin: Account Setup
Material Management for the PM & Purchasing Team
Mobile App
Intro to the Mobile App
T&M Tracking
FIELD
Requesting & Receiving Material
Frequently Asked Questions
General
Project Management
FIELD
Procurement
Integrations
PlanGrid Integration
Product Releases
Contact Support
General Contractor Portal
MODULE 1: Account Setup
MODULE 2: Review and Process Subcontractor Work
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Help Docs
Account Set Up
Account Set Up
Field
FIELD for the Admin
FIELD for the Project Manager
Project Management
PROJECT MANAGEMENT for the Admin
PROJECT MANAGEMENT for the Project Manager
PROJECT MANAGEMENT FAQs
Procurement
Purchasing for the Admin: Account Setup
Material Management for the PM & Purchasing Team
Mobile App
Intro to the Mobile App
T&M Tracking
FIELD
Requesting & Receiving Material
Frequently Asked Questions
General
Project Management
FIELD
Procurement
Integrations
PlanGrid Integration
Product Releases
Contact Support
General Contractor Portal
MODULE 1: Account Setup
MODULE 2: Review and Process Subcontractor Work
Account Set Up
Set Up Your Personal Account Settings
Set Up Your Company Details
Set Up Your Users (and Roles/Permissions)
Set Up Your Employees
Set Up Your Customers
Set Up Your Vendors
Set Up Vendor-Specific Pricing
Set Up Your Company Material List
Set Up Your Custom Lists
Workflow Settings (Company Level)
Workflows: Configure Pricing (Company Level)
Set Up Your Projects
Projects: Configure Pricing