Check these first — they cover most of it
Somebody can't see a job
Somebody can't see a job
They’re in your company but not on the job. → Putting people on a project
Something 'never came through'
Something 'never came through'
Look for a draft. A draft sends no notifications and is visible only to the person who started it. → Draft vs. submitted
A spec section list is empty
A spec section list is empty
The spec book is uploaded but not published. → Uploaded vs. Published
Markup disappeared
Markup disappeared
It wasn’t saved. Markup needs Save before you leave the sheet. → Marking up a sheet
Dashboard numbers look wrong for this job
Dashboard numbers look wrong for this job
The Dashboard counts your whole company. Use the Project Dashboard for one job. → Reading your Dashboard
An RFI is 'In Review' and nothing is happening
An RFI is 'In Review' and nothing is happening
Status doesn’t tell you who’s late — ball in court does. → Statuses and Ball in Court
Still stuck
- Your own PM or admin first. Most problems are setup, and they can fix them faster than we can.
- Support:
- Status and incidents:
When you report something
Tell us these four things and you’ll get a real answer on the first reply:1
What job and what record
The project number and the RFI or ticket number.
2
What you expected, and what happened instead
In your own words. “I pressed Submit and it stayed a draft.”
3
Phone or computer, and which browser
Things behave differently, and this narrows it fast.
4
A screenshot
One picture of the actual screen beats three paragraphs.