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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 Getting started

Help and What's New

Where to find guides, release notes, support, and the feedback button.

Stuck mid-task, or noticing a screen changed since Tuesday? Everything for both lives in one place, so you never leave the page you're working on to go find help.

The Help & feedback menu

The question mark in the top bar, Help & feedback, opens a small menu with four entries. On a narrow screen, Open menu at the left of the bar holds the same entries under Help & feedback.

  • Help center. These guides. They're public, so a link to any article works for a reviewer or a new hire before they ever sign in.
  • What's new. The changelog, opened right where you are. New beside it means there are entries you haven't seen. The same notes live on a public page at /changelog.
  • Contact us. Email to [email protected]. Include the project and, if it's about a specific record, the number (submittal, RFI, CO); that's usually all we need to reproduce it.
  • Send feedback. A quick form for bugs and ideas, with an optional screenshot so "the button overlaps the table" arrives with the picture attached.

Walkthrough 5 steps · 0:31 video

  1. Help and What's New, step 1: the screen with the control outlined
    Step 1 of 5 In the top bar, click the question mark, Help & feedback.
  2. Help and What's New, step 2: the screen with the control outlined
    Step 2 of 5 Help center opens these guides. They're public, so an article link works before anyone signs in.
  3. Help and What's New, step 3: the screen with the control outlined
    Step 3 of 5 What's new opens the changelog right where you are. New beside it means entries you haven't seen.
  4. Help and What's New, step 4: the screen with the control outlined
    Step 4 of 5 Contact us emails support. Send feedback takes bugs and ideas, with an optional screenshot.
  5. Help and What's New, step 5: the screen with the control outlined
    Step 5 of 5 The same release notes live on a public page, newest first.

Guides are made for sharing

Every article here is a plain URL you can paste into an email or an RFI response. Each also serves a plain markdown copy at its URL plus .md (this page at /help/get-help-and-whats-new.md), which is handy for feeding a guide to your assistant or quoting a section without the page around it.

Searching the guides works the same as searching the app: press Cmd+K (or Ctrl+K) anywhere on the help site and the palette is scoped to these articles. See Search everything.

Reading the changelog pays off more here than in most tools. Features regularly ship from the feedback form, so What's new is often the answer to "I wish it did..." from a month ago.

When something's actually broken

Use Send feedback with a screenshot for anything visual, and Contact us for anything blocking work in progress. Both reach the same people; the difference is only how much context travels with the report.

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Updated Oct 17, 2026

Can't find it? [email protected]