Topics covered:
Omni reports: Build reports using plain language. Ask your account manager to turn it on or move your current reports over.
Change order markups: Add one or more percentage markups to a change order, such as builder’s fee, builder’s risk, or insurance.
Compliance tracking: Set company-wide and job-specific requirements. The compliance agent checks documents and follows up with subcontractors.
Timesheets on draws: Set cost rates in Settings > People. Set billing rates in the job’s Setup (by employee, cost code, or the new rate groups). Then link time activities to your draw.
Vendor types and quantities: Use multi-select vendor types and bill quantities to run richer spending reports.
AI Assistant: Ask it to send an issue to your rep when you get stuck.