Short answers for busy builders.

Start here

• Getting started: your first schedule in 10 minutes

  Sign up, add a job, build the schedule, add your subs and send the first texts.

Handbooks

Step-by-step plans for rolling Construction Company Software out to your office, field team and subs.

• Implementation handbook: setting up your company (week 1)

  A day-by-day plan for the owner or office manager to get Construction Company Software ready before the crew and subs see it.

• Implementation handbook: rolling out to your subs

  What to tell subs, a script for the first text, and how to get the holdouts confirming.

• Implementation handbook: getting your field team on board

  A 30-minute session for supers and leads: install, daily log, punch and time on day one.

• Implementation handbook: office and money setup

  For the bookkeeper: cost codes, estimates to invoices, payments and QuickBooks, step by step.

Scheduling

• Importing from Microsoft Project, Primavera P6 or Excel

  Bring an existing schedule into Construction Company Software with tasks, durations and links intact.

• Building a schedule: tasks, links and the critical path

  Add tasks and phases, link them so dates move together, and read the critical path and float.

• Changing dates, rain days and delay reasons

  Move work, record why it moved, shift outdoor work for weather and roll back with versions.

• Look-ahead, pull planning and Percent Plan Complete

  Run the weekly look-ahead meeting, commit work with your crews and track PPC.

• Finish-date forecasts, tornado charts and the risk register

  See the realistic finish range, which tasks drive it, and track risks with a probability × impact matrix.

Subs & texting

• Texting subs: consent, STOP and quiet hours

  How schedule texts work, how subs opt in and out, and the rules Construction Company Software follows for you.

• What subs see: the no-login portal and confirmations

  How subs confirm, decline or propose a date, and how you follow up on non-responders.

• Messages: one inbox for every text conversation

  Reply to subs from the app, see automatic replies and keep the history with the job.

Field

• Daily logs: crews, weather, delays and sign-off

  Fill a daily log in two minutes from your phone, including weather pulled in automatically.

• Punch lists, RFIs, submittals and inspections

  Track open items with the person responsible, due dates and photos until they're closed.

• Time tracking: clock in, timesheets and approval

  Crews clock in on their phone, you approve timesheets, approved hours post to job cost.

• Photos, files and plan sheets

  Keep plans current, mark them up, and share the right files with subs and clients.

• Using Construction Company Software on your phone (and with bad signal)

  Install Construction Company Software on your home screen, download jobs for offline use, and keep logging field work when the signal drops.

Money

• Estimates, proposals and e-signatures

  Price a job from your cost catalog, send a proposal the client signs online, and turn it into a budget.

• Change orders with schedule impact

  Price the change, get the client's approval and push the extra days into the schedule automatically.

• Invoices, progress billing and online payments

  Deposit, progress, milestone and retainage invoices that clients pay online.

• Budget vs. actual job cost

  See where each job stands against budget from bills, time and expenses.

Clients

• The client portal and weekly updates

  Give homeowners a private link with their schedule, photos, selections, invoices and messages.

Reports

• Reports, custom reports and dashboards

  Use the built-in reports, build your own with filters and charts, pin them to a dashboard and email them on a schedule.

• Connecting Power BI, Excel or a data warehouse

  Authenticated CSV/JSON feeds for every dataset, with a data dictionary and read-only keys.

AI

• AI: draft schedules, messages and updates

  What the AI features do, how to review what they draft, and what data they use.

Settings & admin

• Team roles, tool permissions and project access

  Who can see and change what: roles, the permission matrix, profiles, restricted projects, access requests and preview.

• API keys, OAuth apps and webhooks

  Connect Construction Company Software to Zapier or your own tools with scoped keys, OAuth client credentials and webhooks.

• Deleting things and the recycle bin

  Who can delete, and how to restore a project, task, contact or file within 30 days.

Troubleshooting

• Troubleshooting: a sub didn't get the text

  Check consent, STOP, phone format, quiet hours and carrier filtering — in that order.

• Troubleshooting: offline and sync problems

  Stale schedules, changes that won't save, calendar sync that stopped — causes and fixes.

• Troubleshooting: failed or odd schedule imports

  Why an import fails or looks wrong — wrong file type, missing links, shifted dates, odd durations — and how to fix each.

• Working offline & fixing sync problems

  Keep jobs on your phone, work with no signal, and what to do when something won't send.

Billing

• Billing, plans and canceling

  Plans and prices, the free trial, yearly billing, price lock, refunds and canceling.