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Getting started

What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications Spec Check

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Settings & Billing

Billing and Plans

How a new workspace opens, Pro and Enterprise plans, checkout, refunds, and the billing portal work.

Billing should never be the interesting part of your day. Here is everything there is to know, so you can read it once and get back to work.

Billing for a new workspace: three questions, then Annual or Monthly to open it

Subscribe to open your workspace

A workspace you create by signing up opens on its first payment. Open the link we email you, on any device, and the signup tab moves on by itself to Settings, Billing. Answer three quick questions about your team, pick Annual or Monthly, and Continue to payment. Once checkout completes, the workspace opens.

Closed checkout without paying? Billing then offers Shop: everything in Pro for up to 3 users at $1,490 a year or $149 a month. An admin can move a Shop workspace to Pro from Billing at any time with Upgrade to Pro, and the 3-user limit lifts at once.

If we set your workspace up with a trial instead, everything is open except Spec Check, which turns on when a plan is chosen. During the last week, a banner counts down the days remaining, and you'll get an email reminder before the end. If the trial expires before a plan is chosen, the workspace locks: nothing is deleted, all projects, parts, and documents stay safe, and access is restored the moment an admin subscribes.

Plans

  • Pro is the full system of record: submittals, RFIs, punch lists, procurement, change orders, budget and SOV. $249 a month billed annually ($2,990 a year), or $299 billed monthly. Annual billing saves two months, and any founding offer is applied automatically at checkout.
  • Enterprise adds Controlled Documents: customer-approved, versioned layouts that your RFIs and punch rounds render on, with version locking and an approval trail, for companies whose contracts require formal document control. To move to Enterprise, contact [email protected].

Pro and Enterprise cover your whole team and every package; there is no per-package or per-seat cap. Access is managed under Team & access.

Subscribe and manage billing

Billing is admin-only, under Settings, Billing. Members don't see it at all.

  1. Pick Monthly or Annual and complete checkout.
  2. The Billing page then shows your plan, billing interval, and renewal date.
  3. Use Manage billing to open the billing portal, where you update the payment method, download invoices, or cancel. A cancelled plan runs to the end of the period you've paid for.

Checkout bills right away. If you're not happy in the first 30 days after your first payment, email [email protected] and we refund every dollar, annual plans included. You keep every package you built.

If a payment fails, the workspace keeps working while a banner asks an admin to update the card in the billing portal, so a stale card number never stops a submittal from going out that day.

Locked out mid-project because a trial ended or a plan lapsed over the weekend? Have an admin subscribe under Settings, Billing, and the workspace reopens immediately, exactly as you left it.

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Updated Oct 18, 2026

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