Jump to a question
Time | Question |
01:46 | How do I get an agent built for my account? |
03:23 | Can I export draws in AIA format? |
05:46 | How do I track change orders? |
09:08 | Can I preview a draw without exporting it? |
11:03 | Can I reduce retainage on a specific job? |
14:15 | Can I bring historical data in from another system? |
28:51 | When should I manually link a transaction? |
42:23 | Can I bulk import vendor documents? |
Quick answers
Agents. Your account manager builds them. Describe what you need and they will build and iterate. Common ones: insurance and compliance tracking, WIP analysis, reconciliation, automated billings.
AIA exports. Choose AIA-style summary when exporting a draw. It covers the same information as a G702 but is not the official format. Fill in period, contractor, architect and signature lines on the draw's Summary tab. An exact format match can be built as an agent.
Change orders. Turn on change tracking in a job's settings, or globally under Settings, General. Three types: external for client signature, internal for your team, and budget modification. Internal changes never appear on draw packages.
Retainage. Set a default for draws and POs under Settings, General. Override per draw, per line item, or across all lines using the pen icon on the draw schedule.
Draw previews. Exporting is the preview. It does not send anything to your client or sync to QuickBooks.
Historical data. Easiest path is getting it into QuickBooks, which syncs to Adaptive automatically.
Manual linking. Use it when timing is off, or for accounts that will not connect through Plaid. Upload a statement to the AI assistant to cross-reference for anything missing.
Vendor documents. Bulk import is available. We recently loaded 2,700 documents in under an hour.
Coming next
Reconciliation Center, launching within the next month.
Plaid and Capital One was resolved Thursday morning. Parent and child cards now report the correct cardholder.
Keep going
Workshops run every Thursday at 11am Central. Open forum, no agenda. Register once and you are invited to all of them.
All recordings live in the Help Center under Webinars and Workshops.
Questions: [email protected]