Manual

How to do each job in the portal, chapter by chapter. Search for a word, or start from the job in front of you.

Prefer to watch? 35 short videos, a minute or two each.

Start here

Getting started
Signing in, your profile, the bar across the top, the home page, alerts and search.
Signing in, Your profile, Asking the manual, The bar and 5 more
Coming from another spec system
Where each screen and habit of your old software is here, and the two familiar layouts: Tabbed and Project-first.
Coming from a tabbed spec system, Coming from a desktop spec database

Design and specify

Start a project
The project list, a project and its tabs, the Project menu, duplicating and templates, the brief, areas and rooms, the finish schedule and takeoff.
The project list, My projects at a glance, The project page, The Project menu and 13 more
Specify
The list and its menus, adding and editing specifications, the Flag, your own fields, pictures by item number and importing a schedule.
The specification list, The Actions menu, Changing several at once, List or Grid and 7 more
Issue specs
Spec books, issue sets, revisions, presentation copies, vendor documents and transmittals.
Issuing specifications, Issue sets, Revisions and history, Presentation copies of the book and 2 more
The library
Products and clipping them from a website, makers and vendors, price lists, templates, the instruction library, categories and 3D models.
The product library, Adding products, Clip from a website, Makers, vendors and contacts and 8 more
Work on a project
Tasks, the calendar, comments, email in, meetings, files, photos, swatch boards, layouts, presentations, approvals and internal review, activity, and archiving the finished job.
Team & tasks, Calendar, Comments: the firm's own conversation, Mentions and replies and 14 more

Order and deliver

Purchasing
Price requests, purchase orders, vendors at their links, expediting, receiving, pick lists and installation.
Price requests (RFQs), Price requests on a project, Purchase orders, Vendor bills and 6 more
Clients and outside people
What clients, contractors and restricted people see, and seeing a project as the client sees it.
Clients, Seeing a project as the client sees it, Restricted people, Contractors

Run the business

Money
Proposals, change orders, invoices, payments, fund requests, reports and month-end.
Money at a glance, Who sees money, Proposals, Raising from items and 19 more
Time and expenses
Timesheets, invoicing from time and expense reports.
Timesheet, Invoice from time, Expense reports
Ask the AI
Questions about a project, answered from its own records.
Ask the project AI, Ask from the home page, Pointing at something with @

You and your portal

Your own settings
Alerts, Slack or Teams, two-factor, your password, your calendar and your phone.
Which alerts, Your own Slack or Teams, Two-factor sign-in and devices, Your password and 2 more
Running your portal
Modules, logo and color, plan and billing, email, importing, backups and security.
Starting a portal, The demo portal, Sending email to people outside the firm, Modules: what your firm does and 13 more
People and settings
People and roles, the firm’s day, workspace style, what is in the portal and every setting.
People and roles, Clients and trades, Former people, Seats and 5 more
Help
Finding a setting, the videos, setting up, contacting support and suggesting a feature.
The Help menu, When a form is turned down

Updated 2026-10-12. Something missing or wrong? Tell us.

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