For all User Types

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28 articles in this collection
Written by Seth Snyder and Michael Hickman

Internal Comments and User Mentioning

Utilize internal comments available in several Rabbet features to facilitate collaboration with other users in your organization.
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Written by Michael Hickman
Updated over a week ago

Draw Summary Format

Rabbet provides several formatting options for the Excel draw summary that the user can download and send to other parties
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Written by Michael Hickman
Updated over a week ago

Manage Funding Sources & Uses in a Draw

Utilize automated calculations and manual input options to track the funding for each project draw.
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Written by Michael Hickman
Updated over a week ago

Project Funding Source Configuration

The funding source tool provides an automated experience that simplifies the funds tracking for each draw
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Written by Michael Hickman
Updated over a week ago

General Contractor Configuration and Tracking Subcontractor Costs

Add your general contractor as a project stakeholder to associate subcontractor documentation with the GC pay application.
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Written by Michael Hickman
Updated over a week ago

Edit Line Item Amount Requested

Manually update the draw amount for a line item without supporting documentation
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Written by Michael Hickman
Updated over a week ago

Managing Change Orders

Change order documents can be assigned to budget reallocations and increases to the total budget in Rabbet.
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Written by Michael Hickman
Updated over a week ago

What Data Is Rabbet Capturing From my Documents and Filling in Automatically?

Did you know Rabbet is automatically classifying documents & extracting relevant data points from your documents to make life easier?
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Written by Seth Snyder
Updated over a week ago

Cost Codes

Rabbet provides the functionality to track cost codes for documents, line items and vendors.
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Written by Michael Hickman
Updated over a week ago

Download Draw Documents and Summary

This article describes how to download the draw documents and an Excel Draw Summary from any Draw in a Project.
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Written by Michael Hickman
Updated over a week ago

Upload the Budget Spreadsheet

When creating a new project, you have the option of uploading a spreadsheet template to add line items and budget amounts.
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Written by Michael Hickman
Updated over a week ago

Handling Inspection Reports

The construction inspection process varies by project and organization. Rabbet's inspection features can handle your unique needs.
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Written by Michael Hickman
Updated over a week ago

Managing Stakeholders

Link affiliated organizations to your project. Assign individuals to those organizations for easy reference and communication.
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Written by Michael Hickman
Updated over a week ago

Managing Retainage

Flexibly manage and track retainage inside a project with the ability to apply retainage to specific vendors, line items and documents.
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Written by Michael Hickman
Updated over a week ago

Register on Rabbet

The steps to register on Rabbet vary based on the security preferences elected by your organization
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Written by Michael Hickman
Updated over a week ago

Edit Email Notifications

Configure your email settings to stay informed on activities occurring on your projects in Rabbet
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Written by Michael Hickman
Updated over a week ago

Automatic Rules Review Index

Review this article to learn how the automatic rules performed by Rabbet are designed
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Written by Michael Hickman
Updated over a week ago

Vendor Organization Management

Easily edit vendor details, review all projects in which an organization is involved and audit all associated documents.
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Written by Michael Hickman
Updated over a week ago

Reporting in Rabbet

Rabbet allows users to view and create robust reports that can be saved in the application or exported.
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Written by Michael Hickman
Updated over a week ago

Document Collection from 3rd Parties

Create a shareable link to allow Non-Rabbet users to upload documents to a project instead of tracking PDF invoices in your email.
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Written by Michael Hickman
Updated over a week ago

Customize Table Views

Customize and save the way that you view the various project data and document detail tables
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Written by Michael Hickman
Updated over a week ago

Reviewing Draw Rules

Keeping track of a draw is a breeze when using Rabbet's automated rules and the manual checks configured for your organization.
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Written by Michael Hickman
Updated over a week ago

Assign Documents from a Project to a Draw

Move documents from the project level to a specific draw.
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Written by Michael Hickman
Updated over a week ago

Managing User Access

Ensure permissions are properly structured for your colleagues and collaborators.
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Written by Seth Snyder
Updated over a week ago

Add Documents to a Draw and Document Automation

This article explains how to upload supporting files, split large PDF files if necessary, and review the information in each document.
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Written by Michael Hickman
Updated over a week ago

Create a Draw

Create a new draw package in your Rabbet project.
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Written by Michael Hickman
Updated over a week ago

Reset Your Password

How to reset your Rabbet password
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Written by Seth Snyder
Updated over a week ago

Edit Project Settings

Make changes to the project details in Rabbet at any time during the life of the project.
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Written by Seth Snyder
Updated over a week ago