Getting Started
A project holds everything for one job. Every product, submittal, document, and quote belongs to a project. You need at least one project to start.
3 articles in Getting Started
Create a New Project
A project holds everything for one job. Every product, submittal, document, and quote belongs to a project. You need at least one project to start.
Read article →Switch Between Projects
The project switcher lets you move from one project to another. When you switch, every page shows the new project's data.
Read article →Navigating the App
This article shows what is in the left sidebar and where to find each tool.
Read article →