Adaptive

On-demand trainings with features, tips, and best practices from the Adaptive team

Webinars and Workshops

Learn how to track labor with total accuracy in Adaptive- from syncing hours to billing clients and keeping budgets updated in real time.

Labor Tracking

Dig deeper into labor tracking with the Adaptive team and a builder who shares how his team transformed their labor tracking process with Adaptive.

Labor in Action: A Builder's Story with Adaptive

In this session, we'll walk through how builders are using Purchase Orders (POs) in Adaptive to take control of project costs and eliminate surprises.

Adaptive Purchase Orders: Your Guide to Cost Control

Construction accounting expert Shawn Van Dyke joins us for a master class on Purchase Orders.

Real-Life Lessons in PO Discipline for Builders

Mastering Cost Plus Draws in Adaptive: A Step by Step Walkthrough

Ryan Hanson of Sustainable 9 joined us to walk through how his team cut their cost-plus billing time from days to just minutes.

From Days to Minutes: How Sustainable 9 Streamlined Cost-Plus Billing with Adaptive

WIP reporting doesn’t have to be a black box or a spreadsheet nightmare.

Mastering WIP: The Numbers Every Builder (and Bookkeeper) Should Know

Retainage doesn’t have to be a manual mess. In this session, we’ll show how top builders are using Adaptive to track retainage cleanly, build accurate AIA-style draws, and keep payments…

Retainage & AIA Billing Without the Headaches

Our team walks through recent Adaptive product updates, new releases, and helpful tips for getting more out of the platform.

What's New in Adaptive - March Updates

In this session, we cover how Adaptive transforms bill pay, vendor compliance, and spend management with AI-powered automation and Adaptive Cards.

Payments, Reimagined: AI-Powered Workflows + Adaptive Cards

Our team walks through the April Adaptive product updates and new releases.

What's New in Adaptive - April Updates

This month's newest releases: change order signatures, inactive approval workflows, and AI-powered sync error troubleshooting.

What's New in Adaptive - May Updates

Most construction companies find out they lost money on a job after it's already closed. This webinar is about changing that.

Adaptive x Highspire: The Net Profit Playbook

What's New in Adaptive - June Updates

Missed this week's workshop or want to revisit it? Here's the recording plus a quick rundown of what we covered.

What's New in Adaptive - July Updates

In this session, Luke Holcomb of TruBalance Accounting joined us to break down how construction companies turn their financials into a tool for decision-making, not just a rearview mirror.

Driving Financial Outcomes in Construction: North Star → Levers → Actions

REGISTRATION OPEN: What's New in Adaptive: September Product Updates

Lien waiver templates, job types, draw approvals, and more.

What's New in Adaptive - August Product Updates

Highspire x Adaptive: AI Strategies for Finance & Estimating in Construction

Starting September 9th and every other Wednesday, a construction finance team shows an AI agent they built, live. Then our AI engineers help you build yours.

REGISTRATION OPEN: Builders, Budgets and Agents (Ongoing Series)

The first session covered four agents built in Adaptive and one Claude skill.

Builders, Budgets and Agents 9/9/26

Product updates, feature deep dives, and workflow best practices. These sessions cover new releases, improvements to the platform, and conceptual walkthroughs of how to use Adaptive more effectively across your workflows.

Webinars

Join us every Thursday at 11am CT for our new weekly workshop series — a live, interactive session designed to help you get more out of the platform.

Register for our Weekly Workshops

AI rules, QuickBooks sync behavior, and other best practices

Workshop 3/12/26

Vendor updates, budgeting workflows, and Q&A

Workshop 3/19/26

Vendor updates, AI workflows, and expense management improvements

Workshop 3/26/26

Workshop 4/2/26

Workshop 4/16/26

Change orders, custom AI agents, and more.

Workshop 4/23/26

AI Rules, the AI Assistant, and class code setup.

Workshop 4/30/26

Customer deposits on draws, custom reporting from the AI Assistant, and Custom Agents

Workshop 5/7/26

A walkthrough of the new expenses experience, plus Q&A on bill workflows, draws, and PDF editing.A walkthrough of the new expenses experience, plus Q&A on bill workflows, draws, and PDF…

Workshop 5/14/26

A walkthrough of vendor credits, change orders, and the QuickBooks Desktop → Online migration, plus Q&A on AI agents, labor tracking, and mail checks.

Workshop 5/21/26

A walkthrough of draw cover sheet editing, vendor statement reconciliation, and labor on draws, plus Q&A on QuickBooks Online sync, Ressio, and Capital OS.

Workshop 5/28/26

Expenses, AI Assistant, and reconciliation updates

Workshop 6/4/26

Setting up cost vs. revenue budgets, plus expenses and approval workflows

Workshop 6/18/26

Pinned Tabs, Change Order Attachments, Filtering Bills, and Using the AI Assistant

Workshop 6/25/26

Project Defaults, Sidebar Pinning & Expense Tips

Workshop 7/2/26

Procore Budgets, Expenses, and Change Orders

Workshop 7/16/26

A quick recap of this week's workshop, covering the missing Open Balance column on Purchase Orders, rebuilding reports in your own format, and moving documents from QuickBooks Desktop to QuickBooks…

Workshop 8/13/26

Agents, AIA draw exports, change order tracking, retainage, and vendor document imports, and more.

Workshop 8/20/26

Card feeds, manual linking, change order types, and billing for owned equipment.

Workshop 8/27/26

Interactive sessions focused on features, workflows, and live Q&A. These weekly workshops are less formal and give customers a space to ask questions, share feedback, and collaborate directly with the Adaptive team.

Weekly Workshops

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