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Frequently Asked Questions
Account Set Up
eForms
eForms for the Admin
eForms for the Project Manager
T&M Tracking
T&M for the Admin
T&M for the Project Manager
T&M FAQs
Procurement
Purchasing for the Admin: Account Setup
Material Management for the PM & Purchasing Team
Field: Mobile App
Intro to the Mobile App
T&M Tracking
eForms
Requesting & Receiving Material
Frequently Asked Questions
General
T&M
eForms
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
eForms
eForms for the Admin
eForms for the Project Manager
T&M Tracking
T&M for the Admin
T&M for the Project Manager
T&M FAQs
Procurement
Purchasing for the Admin: Account Setup
Material Management for the PM & Purchasing Team
Field: Mobile App
Intro to the Mobile App
T&M Tracking
eForms
Requesting & Receiving Material
Frequently Asked Questions
General
T&M
eForms
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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T&M
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?
How can I produce a change order log to send to the GC?
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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eForms
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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