Where should I start in the app?
Start with Projects — create your job record first, then add documents, forms, and production logs. Everything else connects outward from the project.
Help
Help Center
Help center
How can we help?
Find quick answers below, or ask Fred directly for step-by-step guidance on any part of the app.
Getting started
How do I find a project, form, or document quickly?
Use the main navigation for each record type, then use the search or project filters to narrow down. Press ⌘K from any page for instant search.
Field operations
Where do I log daily production?
Go to Operations → Production. Use the Log Today button (bottom-right on any page) for a quick capture from anywhere in the app.
How do I enter field updates?
Field updates live in Forms or Production depending on what you are logging. Forms handle submissions, RFIs, and inspections. Production handles daily crew, quantity, weather, and photos.
Office and reporting
How do I turn job information into something the office can use?
Keep the record connected as you work. When production, forms, documents, and photos stay tied to the same project, Reports and export tools pull together office-ready output automatically.
Where do I find reports and exports?
Go to Reports from the main navigation. Each project has a health score, production summary, and export options for closeout packets and daily reports.
Getting help
How do I ask Fred for help?
Use the Ask Fred button (bottom-left on every page) to open the built-in help assistant. Fred knows the app and can guide you to the right section.
What if I still cannot find what I need?
Ask Fred first. If the record is missing or your account cannot reach the area you need, contact your organization admin or the team that manages your workspace.
Still need help?
Ask Fred anything about the app
Fred is the built-in assistant available on every page. It knows the app and can walk you through any workflow.