For all User Types

Seth Snyder avatar Michael Hickman avatar Stephen Crawford avatar +1
39 articles in this collection
Written by Seth Snyder, Michael Hickman, Stephen Crawford and 1 other

Change Orders

This article will help you understand how to create and manage change orders, exposures, and potential change orders within your projects.
Derek Foresman avatar
Written by Derek Foresman
Updated this week

Email to Rabbet

Easily import documents directly into Rabbet through email
Derek Foresman avatar
Written by Derek Foresman
Updated this week

Manage Project Access Using Teams

Teams allow users to group themselves and limit project access to the most relevant people in your account
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Pay Applications

This article will help you understand how to upload and review Pay Applications within a project.
Derek Foresman avatar
Written by Derek Foresman
Updated this week

Hard Cost Tab Explained

This article will help you understand how to navigate the Hard Cost tab within a draw and understand how the information is being presented.
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Actuals and Budget Updates for Projections

Learn how spent amounts and budget changes affect Projections
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Deleting Draws & Projects

This article will help you understand how to delete draws and projects within Rabbet.
Derek Foresman avatar
Written by Derek Foresman
Updated this week

Edit Project-Level Budget

Making edits to your original project budget, adding line items, and changing amounts is easily done in the project's 'Budget' tab
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Recommended Browsers

Rabbet recommended browsers for optimal performance
Derek Foresman avatar
Written by Derek Foresman
Updated this week

Create a New Project

Walk step by step through Rabbet's Project Creation Wizard to get your project up and running seamlessly.
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Introductory Product Tour

Learn the basic navigation and core functionality by following this short tour through Rabbet.
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Receiving Multi-Org Invitations as a Current User

Rabbet allows current users to be added to multiple organizations for greater visibility and collaboration
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Third Party Access to Rabbet

Need to invite a third party to access your project on Rabbet? This will come in handy for Equity Partners, Consultants, Inspectors & more.
Seth Snyder avatar
Written by Seth Snyder
Updated this week

Adding Users & Managing Permissions

Ensure permissions are properly structured for your colleagues and collaborators
Stephen Crawford avatar
Written by Stephen Crawford
Updated this week

Internal Comments and User Mentioning

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

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 this week

Manage Funding Sources & Uses in a Draw

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

Project Funding Source Configuration

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

General Contractor Configuration and Tracking Subcontractor Costs

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

Edit Line Item Amount Requested

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

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 this week

Cost Codes and Document Descriptions

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

Download Draw Documents and Summary

This article describes how to download the draw documents and an Excel Draw Summary or other reports from any Draw in a Project.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Handling Inspection Reports

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

Managing Stakeholders

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

Managing Retainage

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

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

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 this week

Edit Email Notifications

Configure your email settings to stay informed on activities occurring on your projects in Rabbet
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Vendor Organization Management

Easily add or delete a vendor, edit vendor details, review all projects and documents in which an organization is involved.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Reporting in Rabbet

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

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.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

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 this week

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.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

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 this week

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 this week

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 this week

Create a Draw

Create a new draw package in your Rabbet project. Edit draw details after it has been created.
Michael Hickman avatar
Written by Michael Hickman
Updated this week

Reset Your Password

How to reset your Rabbet password
Seth Snyder avatar
Written by Seth Snyder
Updated this week