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

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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

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Connect an Agent

Help Getting started

Your First Project

Create a project, follow it, and learn the layout every job shares.

A new job usually starts as a folder tree someone copies from the last job, wrong in ways nobody notices until October. In Submittal Kit a project starts as one form, and the structure comes with it.

Create a project

  1. Open Projects and click New Project.
  2. Enter the Job Number first (optional, e.g. 80-26-0014). It leads the form because it's how everyone will refer to the job; your most recent number is shown as a hint so the sequence stays consistent.
  3. Add the Project Name, an optional description, and click Create Project.

Walkthrough 7 steps · 0:44 video

  1. Your First Project, step 1: the screen with the control outlined
    Step 1 of 7 Open Projects and click New Project.
  2. Your First Project, step 2: the screen with the control outlined
    Step 2 of 7 Enter the Job Number first. Your most recent number shows as a hint.
  3. Your First Project, step 3: the screen with the control outlined
    Step 3 of 7 Add the Project Name.
  4. Your First Project, step 4: the screen with the control outlined
    Step 4 of 7 Pick the Branch Location whose address and phone your compiled documents print.
  5. Your First Project, step 5: the screen with the control outlined
    Step 5 of 7 Click Create Project.
  6. Your First Project, step 6: the screen with the control outlined
    Step 6 of 7 The star follows a project. Your dashboard rolls up only the projects you follow.
  7. Your First Project, step 7: the screen with the control outlined
    Step 7 of 7 Open a project and every page for the job sits in the rail on the left, grouped from Submit to Setup, each with a count.

Not ready to commit a real job? On an empty project list, Build a sample project creates a worked example with equipment, submittals, and a schedule already in place, so you can explore before entering your own work.

Follow the projects you work

Every project row carries a star. Starring a project follows it, and your dashboard rolls up only the projects you follow, so a new member sees a project picker before anything else. Follow the jobs that are yours; skip the ones that aren't. Followers also receive schedule emails when a change moves the finish date meaningfully (see Project settings).

The project page

Open a project and every page for the job sits in the rail on the left, in five groups:

  • Submit. Submittals, the packages you compile and issue, then the Submittal log and the RFI log.
  • Build. Punch list, Schedule, Procurement, and the Asset table.
  • Money. Change orders and Budget.
  • People. The project's Contacts.
  • Setup. Specifications, the project spec uploaded and readable in place; Scope, what you provide on this job; and Equipment, the register of everything you're furnishing. Start there, or import your BOM.

Each link shows a count of what it holds, so a glance tells you which records are live on this job. A project opens on Submittals, or on the page you had open last in that project. The Project field at the top of the rail switches to another job, and the gear below it opens Project settings. On a narrow screen the rail folds into a button above the page that names where you are.

The register is the foundation everything else reads from. Ten minutes on Equipment now pays back in every submittal, RFI, and O&M manual later.

When the register has entries, create your first submittal.

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Updated Oct 17, 2026

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