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ME

Profile My notifications

COMPANY

Company profile Team & access Roles & permissions Subscription & billing

MONEY

Approvals & limits Payments Cost codes Tags Pay app templates Audit log

PROJECT DEFAULTS

Schedule defaults Schedule templates Selections defaults Checklist templates Warranty defaults Default folders Pipeline stages Team notification defaults

AI COPILOT

AI voice Knowledge base

CONNECTIONS

Integrations Communication channels Import data

Default folders

Folders

Add subfolders and set per-role access from each folder's menu. Changes apply to new projects only.

Contracts

Permits & Inspections2

Permits

Inspections

Plans & Drawings

Selections

Photos

Invoices & Receipts

Warranties