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Help Getting started

What is Submittal Kit

Build, issue, and track equipment submittals from one register instead of a folder of copies.

Submittal season usually looks like this: cut sheets scattered across ten folders, a Word cover page from the last job, and an afternoon lost to merging PDFs that are stale by the time the package goes out. Submittal Kit replaces that with one system of record.

How it fits together

Everything hangs off a simple chain:

  • Equipment Register. One list per project of every panel, instrument, and part you're furnishing. Fix a part once and it's fixed everywhere it appears.
  • Submittals. A submittal is a recipe: ordered sections like Cover, Transmittal, Equipment Schedule, and Product Data, applied to the equipment you scope into it. It isn't a folder of copies.
  • Compile. One click resolves the recipe into a bound, bookmarked PDF with your catalog numbers highlighted on every datasheet.
  • Submissions. Mark a package as submitted and it becomes a permanent record. The exact bytes you issued are kept forever, along with what the reviewer sent back.

Walkthrough 5 steps · 0:31 video

  1. What is Submittal Kit, step 1: the screen with the control outlined
    Step 1 of 5 The Equipment Register lists what you furnish. Submittals are built from it.
  2. What is Submittal Kit, step 2: the screen with the control outlined
    Step 2 of 5 Open one to see how it's made.
  3. What is Submittal Kit, step 3: the screen with the control outlined
    Step 3 of 5 A submittal is a recipe, ordered sections like Cover, Transmittal, and Product Data.
  4. What is Submittal Kit, step 4: the screen with the control outlined
    Step 4 of 5 The sections apply to the equipment you scope into it, not to a folder of copies.
  5. What is Submittal Kit, step 5: the screen with the control outlined
    Step 5 of 5 The header names the one next step: Compile binds it into one PDF, and Mark as submitted keeps it as a permanent submission.

Around that core, the same register feeds RFIs, punch lists, change orders, O&M manuals, procurement, and as-built redlines, so a project's paper trail lives in one place.

Where to start

Don't have a workspace yet? Book a call and we set up your first submittal from your BOM with you.

  1. Invite your team.
  2. Set up your first project.
  3. Build the Equipment Register, or import your BOM if you already have one.
  4. Compile your first submittal and issue it.

Find anything fast

Press Cmd+K (or Ctrl+K) anywhere, including on these help pages. In the app it finds projects, submittals, parts, contacts, and even text inside your library PDFs. Type an equipment tag or an RFI number and it takes you straight there. See Search everything.

Working alongside a reviewer or a GC who wants the old spreadsheet? Every log exports to XLSX or PDF, so you can hand over familiar paper while keeping the system of record here.

Next → Your First Project

Updated Oct 13, 2026

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