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

Draw Summary Format

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

General Contractor Documentation & Nesting Subcontractors under Hard Costs

Add your General Contractor to the project Stakeholders to allow for subcontractor pay applications to tie to the General Contractor's.
Michael Hickman avatar
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?
Seth Snyder avatar
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.
Michael Hickman avatar
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.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

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

Rabbet provides the functionality to link affiliated organizations to your project & assign individuals for easy reference & 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
Michael Hickman avatar
Written by Michael Hickman
Updated this week

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
Michael Hickman avatar
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.
Michael Hickman avatar
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
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Manage Funding Sources & Uses in a Draw

Manually input Funding Sources & Uses for a draw, or override the funding Sources & Uses that Rabbet calculates based on project settings.
Michael Hickman avatar
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

Auto-Allocate Funds

Utilize the auto-allocate funds feature to let Rabbet apply proper funding sources for each draw according to the rules that you configure.
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago

Assign Documents from a Project to a Draw

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

Uses of Funds

Rabbet handles the complexity of tracking Funding Sources that are limited to Use on specific budget Line Items.
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago

Managing User Access

Setting up the functionality that each user can take in the application.
Seth Snyder avatar
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.
Michael Hickman avatar
Written by Michael Hickman
Updated over a week ago

Create Project Funding Sources

Rabbet has the suite of features users need to better track and manage various sources of funding throughout the life of a project.
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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
Seth Snyder avatar
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.
Seth Snyder avatar
Written by Seth Snyder
Updated over a week ago