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PROPERTY HUB / HELP & TRAINING

A clear path.
At every step.

Learn the tools, get your project started, and ask for help when you need it.

Explore free guides ↓Get support

LEARN AT YOUR OWN PACE

Practical walkthroughs.

8 free guides

Getting started

Choose your workspace

Read walkthrough
  1. Choose your role or organization in Find My Next Step.
  2. Select your goal, budget, timing, and available files.
  3. Review your recommendation and download the preparation checklist.
  4. Open the suggested tool, or review and submit a service request.
Find My Next Step →

Contractors

Create your first project

Read walkthrough
  1. Sign in with ChatGPT and create a construction project.
  2. Enter the project name, location, budget, and notes.
  3. Add tasks, dates, and expenses. Click Save project to store those changes.
  4. Upload supporting files separately, then download a project update when needed.
Open projects →

Contractors

Prepare an estimate with photos

Read walkthrough
  1. Create and save a construction project, then choose it in Contractor Estimates.
  2. Enter customer details, scope, quantities, and your labor and material prices.
  3. Add relevant job photos and review markup, contingency, tax, and deposit settings.
  4. Save the estimate. Download a customer copy, or use Client Workspace to publish it for a decision.
Open contractor estimates →

Planning

Generate a draft from plans

Read walkthrough
  1. Sign in and upload one PDF or up to three plan images, within the displayed size limit.
  2. Add scope, location, known quantities, and any rates you want used. Confirm permission to process the plans.
  3. Generate the draft, then verify quantities, price allowances, assumptions, and exclusions.
  4. Fill missing costs, adjust the draft, and export CSV or print. AI allowances are not supplier quotes.
Open plan estimator →

Field documentation

Organize your job photos

Read walkthrough
  1. Choose a saved construction project.
  2. Upload supported photos or use the camera option available on your device.
  3. Label photos Before, During, or After and add useful captions.
  4. Filter the gallery or download a photo report. Review the report before sharing.
Open job photos →

Design teams

Review a PDF plan

Read walkthrough
  1. Choose a saved project and upload a supported PDF.
  2. Add notes, freehand marks, or highlights.
  3. Calibrate each page using a known dimension before measuring lengths or areas.
  4. Save your review, update note status, and export marked plans or a CSV. Embedded 3D PDFs and live team editing are not supported.
Open plan review →

Customer approvals

Share a proposal and review decisions

Read walkthrough
  1. Save your estimate before opening Client Workspace for the same project.
  2. Enable access using your customer’s ChatGPT sign-in email and publish the selected estimate.
  3. Copy the portal link and share it yourself. Invitations are not emailed automatically.
  4. The customer signs in to Customer Portal, reviews the proposal, and approves or declines. After base-estimate approval, use change orders for scope and price changes.
Open Client Workspace →

Government & organizations

Prepare an organization request

Read walkthrough
  1. Select your organization type, including Government / public agency or Nonprofit / institution.
  2. Choose the project support or service you need. Add organization name and team size if useful.
  3. Gather your scope, purchasing contact, quote deadline, and required documents.
  4. Review the recommendation and submit a consultation request. Service availability and requirements are confirmed after review.
Start your assessment →

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QUICK ANSWERS

Frequently asked questions.

Do I need an account?

The guides and assessment are public. Saving projects, submitting support or service requests, and accessing private customer proposals require ChatGPT sign-in.

Why is an estimate incomplete?

Some quantities or rates may be missing. Enter and verify them before using the total. Contractor Estimates uses prices you enter; the AI Plan Estimator can suggest rough allowances that require review.

Why can’t my customer see a proposal?

Confirm that access is enabled and the customer is signed in with the invited email. Publish a saved estimate in Client Workspace, then share the portal link. An editable draft alone is not a published proposal.

Does the site email invitations or support replies?

Customer portal links are shared manually. Support replies appear under My support requests on this page; automatic support email notifications are not enabled.

What if an upload fails?

Check the format and size limits shown beside that tool’s upload field. Try a smaller supported file and check your connection. If it still fails, include the tool name, file type, size, and error message in a support request.

Are these certifications?

These are free product walkthroughs. Marking a guide as read tracks your own progress on this browser; it does not issue a professional certification.

Is live human support available 24/7?

You can submit a support request whenever the site is available. Human responses are reviewed separately; no round-the-clock live support or guaranteed response time is promised.

Where do I see service quotes and invoices?

Use My requests & invoices for service bookings. Contractor proposals are in Customer Portal. Support requests are listed here and do not create a paid booking.

WE’RE HERE TO HELP YOU GET STARTED

Support & onboarding requests.

Describe the issue or the setup help you need. Your request and the latest response stay here in your account.

Check back here for replies. No automatic email notification or response-time guarantee.

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