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ME

Profile My notifications Calendar feeds

COMPANY

Company profile Team & access Roles & permissions Reminders Subscription & billing Audit log

MONEY

Approvals & limits Bill & budget rules Invoice reading Payment accounts

LISTS & CODES

Cost codes Trades Tags

PROJECT SETUP

Pipeline stages Schedule Selections Checklists Warranty Documents & layouts Project folders

AI

Voice & transcription Knowledge base

CONNECTIONS

Integrations Communication channels Import data

Project folders

Folders

The folders a new project starts with when its document folders are seeded. Open one to set what each role can do with it.

This is one folder list, shared by every project that uses it. Adding, renaming or removing a folder here changes those projects too, not only new ones.

VViewEAdd/EditDDeleteHigher levels include the ones before.