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Frequently Asked Questions
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
Frequently Asked Questions
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
Frequently Asked Questions
General
What is my login?
How do I reset my password?
How do I chat with support from the mobile app?
How can I change my email preferences?
Set Your Default View
What programs do you integrate with?
How do I register new users?
What's the difference between Users & Employees?
I can't find a team member in the Project Team dropdown
Can I delete a user?
How is the Customer Contact different from the GC project contact?
How to add/remove people from a project
Why don't I see my project?
Can I hide a project that users no longer need to see?
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Project Management
How are tickets numbers generated?
How long can I keep a ticket open?
What are Ticket Groups?
How do I delete a ticket?
Can the foreman enter rates?
How do I change the labor rates for a project?
Where can I turn Premium Time on & off?
I made changes to my company trade rates, how do I update my project?
Can I prepopulate a ticket with employee names?
Can I put something besides the employees name on a ticket?
The ticket was signed, what next?
What if the GC asks for a copy of the signed ticket?
Where did the signed ticket go?
How can I make changes to a ticket that's been signed?
How to request electronic signatures thru email (from the mobile app)
Does the GC have to register to sign electronically?
Can the GC still sign a ticket in person after it's been sent for electronic signature?
What do I do with tickets Pending Signature?
How can I get daily signatures without closing a ticket?
How to get multiple signatures on a T&M ticket
What if I don't want to bill for work tracked on T&M?
Why are my Change Order Requests being addressed to/signed by the wrong person?
What is the Request for Price tab on the T&M dashboard?
How is Service Work tracked in the platform?
What is the My Own View tab for?
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FIELD
How can I send a form to the GC?
How can I send a form to a certain person every time it's filled out?
What if I need the GC to sign our eForm?
How to use eForms to write RFIs
What is the "Selection Source" in eForms?
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Procurement
Can I use my own PO number?
How do I use Custom PO Fields?
How do I create a PO from the vendor's material list?
How do I update my vendor's price list?
Can I create a Field Material Request (FMR) from the desktop?
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