Workflows

Visual reference guides for common construction management processes.

• Project Creation Workflow
• Lead Tracking Workflow
• Opportunity Workflow
• Estimate Creation Workflow
• Costbook Creation Workflow
• QuickBooks Online Integration Initial Setup Workflow
• QuickBooks Online Integration Project Setup Workflow
• Client Selections Workflow
• Change Order Workflow
• RFI Workflow
• Redline Planroom Workflow
• Redline Takeoff Workflow
• Project Closeout Workflow