Help & Documentation

Create projects, log daily reports, manage RFIs, submittals, punch lists, and change orders. Field crews can save logs offline — they sync automatically when signal returns.

1. 1Create a project from Projects → New.
2. 2Log daily activity from Daily Logs (weather, crew, equipment, delays, photos).
3. 3Open and resolve RFIs from RFIs; submittals from Submittals.
4. 4Punch lists track holdback dollars released when items close.
5. 5Change orders push to BillSlash Core on final approval.

Build bids, run takeoffs directly on drawings with sheet refs and waste factors, level multiple bids, and push winning estimates straight into the job budget or a draft AIA Schedule of Values.

1. 1Create a bid in Estimating.
2. 2Add takeoff rows with sheet/page, qty, unit cost, and waste %.
3. 3Use Bid Leveling to compare subcontractor pricing line-by-line.
4. 4Push to Budget — seeds Job Costing grouped by CSI code.
5. 5Push to Core — drafts a G702/G703 SOV.

Generate G702/G703 pay apps, route for owner approval, track retainage, and project cash flow across all jobs.

1. 1Open AIA Billing → New Pay App.
2. 2Edit the SOV; values seeded from Estimating are editable.
3. 3Generate the PDF; submit to owner via Owner Portal.
4. 4Cash Flow page rolls up forecast vs actual across the portfolio.

Centralized drawings, specs, and submittals with version control, semantic search, and markup that links back to takeoff rows.

1. 1Upload drawings to Documents.
2. 2Open Document Markup to annotate; geometry is saved per-sheet.
3. 3Right-side panel shows version history and lets you compare revisions.

JHAs, toolbox talks, incident reports, OSHA logs, lien waivers, and subcontractor prequalification — everything an auditor asks for.

1. 1Safety → log JHAs and toolbox talks per project.
2. 2Incident reports auto-roll into the OSHA 300/300A log.
3. 3Lien Compliance tracks conditional/unconditional waivers per pay period.
4. 4Sub-Prequal collects W-9, COI, and capacity data from subs.

Assign equipment to projects from the field; daily-log hours auto-post as costs to the project ledger.

1. 1From a project, assign FleetGuard assets via the Equipment tab.
2. 2Hours logged in Daily Logs post to Job Costing at the asset's hourly rate.

When a job is won in Reach, Apex provisions the project and skeleton budget automatically. Apex cost events aggregate into draft Core pay apps in real time.

1. 1Mark a Reach opportunity as Won.
2. 2A toast appears in Apex — the new project shows up under Projects.
3. 3Cost events from daily logs, change orders, and vendor invoices flow to Core nightly.

EAC reports, Report Builder, Executive Digest, and the Nexus risk radar surface project health and forecast risk.

1. 1Reports → EAC for estimate-at-completion per project.
2. 2Report Builder → drag fields; export CSV or schedule email.
3. 3Risk Radar (Nexus) flags budget burn and schedule slippage.

Manage team members, roles (admin, member), audit log, and integrations (Procore, QuickBooks, Plaid).

1. 1Team → invite users by email.
2. 2Admin → promote/demote users; view audit log.
3. 3Integrations → connect Procore, QBO, and Plaid via OAuth.