VIDEO 01
Getting Started: Overview
Enter your start date and budget, then use the dashboard to see what needs attention.
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OWNER BUILD MANAGER LEARNING CENTER
Learn one section at a time.
Choose the page you are working in and follow the short walkthrough from start to finish.
VIDEO 02
Using the Build Schedule
Change dates and durations, move the remaining schedule, assign contractors, and add custom work.
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Using the Owner Task List
Follow linked deadlines, read instructions, complete tasks, and manage independent dates.
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Managing Your Budget
Build a lender-ready cost plan and track selected bids, actual spending, and remaining funds.
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Preparing a Bank Draw
Review scheduled work and winning bids, then prepare an organized lender draw request.
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Managing Contractors and Bids
Save trade contacts, organize proposals, compare scope, and select winning bids.
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Using the Design Center
Track finishes, suppliers, pricing, lead times, and order status by room and category.
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Creating a Material Takeoff
Upload plan pages, choose a category, review quantities, and reset for a new takeoff.
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Creating a 3D Room Preview
Upload a room photo, describe finishes, generate a preview, and save useful renderings.
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Using the Permit Finder
Research requirements by location and organize applications, approvals, and inspections.
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Organizing Files and Comparing Bids
File project records correctly, compare searchable bids, and connect winners to the budget.
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Managing Project Access
Give trusted collaborators view or edit access and remove access when it is no longer needed.
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Managing Billing and Subscription
Review subscription details, prepare records, and start a cancellation request when needed.
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