Foundry Builders

Help Center

Guides and support articles for builders and their clients.

For Builders

Getting Started

What Happens at the End of Beta
Active beta builders keep a discounted lifetime rate when Foundry opens to the p…
Reporting a Bug
Use the in-app bug button — it captures a screenshot, URL, and account info auto…
About the Foundry Private Beta
Foundry is in invite-only beta. The core loop is production-ready; reports, inte…
The Foundry Dashboard — A Quick Tour
Your morning landing page. Scan the Action Center first — everything else is sit…
Inviting Your Office Team
How to add office staff to your dashboard, what each role can do, and why you sh…
Setting Up Your Foundry Account
A ten-minute checklist to get company info, people, cost codes, and integrations…
+2 more

Jobs & Budget

Change Order PDFs
Foundry generates a clean PDF for every change order — with line items, schedule…
Adding Line Items to a Budget
Add line items under each cost-code division. Use a template or copy from a past…
Logging Costs Against a Budget
Costs hit your budget through vendor bills, crew timecards, or direct entries. A…
Reading Budget vs Actual
Budget vs Actual shows estimate, committed, actual, and remaining for each cost-…

Jobs & Projects

Simple Mode vs Full Mode
Simple mode collapses small jobs to just the basics. Full mode shows every secti…
Sharing Photos with Clients
Photos default to client-visible (yours) or internal (crew). Toggle individually…
Searching Photos by Tag or Date
Filter photos by tag, date, job, who uploaded, or whether they have GPS. Save co…
Tagging Photos
Tag photos as you upload them. Stick to a short vocabulary so the search actuall…
Uploading Project Photos
Upload photos from desktop, the crew portal, or directly into a daily log. HEIC,…
RFI Status Flow
RFIs flow Open → Answered → Closed (or Voided). Sort by Days Open weekly and tac…
+14 more

Financials

Setting Markup Defaults — Change Order Markups and Fees
Set company-wide defaults for CO, labor, material, and sub markup once. Override…
Selections and Allowances — Keeping Clients on Schedule
How to build a selections list that prevents the "we're waiting on the client" d…
Recording Vendor Bills and Subcontractor Invoices
How to record vendor and sub invoices (manually or via the bill inbox), pay them…
Change Orders — Writing, Sending, and Tracking Approval
Why CO discipline is the difference between a profitable job and an eaten one — …
RFIs — Asking the Architect or Client the Right Way
When to use an RFI vs. just asking, how to write one that gets a fast answer, an…
Contract Billing Types vs. Change Order Markup — How They Work Together

Crew & Payroll

Crew Time Tracking and Approving Time Cards
How GPS-verified clock-in/out works, how to handle missing punches and geofence …
Adding Crew and the QR Onboarding Flow
Two ways to add field staff: a truck-door QR code for fast onboarding, or manual…

Schedule

Reading Schedule Variance
Variance is days ahead or behind your baseline schedule. Green is fine, red mean…
Building and Managing the Project Schedule

Billing & Invoices

Recurring and Monthly Billing
Recurring invoices auto-generate on monthly, bi-weekly, or custom cadence. Pair …
Recording a Payment
Record check, ACH, wire, or card payments to mark an invoice paid. Stripe portal…
Getting Paid Faster — Stripe, ACH, and Card Payments
Connecting Stripe, setting fee surcharges so clients self-select ACH, handling p…
Schedule of Values and AIA Billing for Commercial Jobs
How to build a Schedule of Values, run monthly AIA G702/G703 pay applications, a…

Account & Settings

QuickBooks Desktop Setup Guide
Set up the QuickBooks Desktop integration: switch to Desktop mode, map your char…
Company Info — Logo, Address, and Business Details
Set your logo, address, and business details once — they flow into every PDF, em…
Connecting QuickBooks Online
How to connect QuickBooks Online, map CSI divisions to GL accounts, and what syn…
Sending Emails from Your Own Domain
How to send invoices, RFIs, and change orders from `bills@yourcompany.com` inste…

Account & Billing

Updating Your Card or Changing Your Plan
Update your card or change plans from Settings → Billing. Upgrades are immediate…
Tier Features — What is in Your Plan
See what is included in your plan, where your caps are, and how to upgrade.

Getting Started

What Happens at the End of Beta
Active beta builders keep a discounted lifetime rate when Foundry opens to the p…
Reporting a Bug
Use the in-app bug button — it captures a screenshot, URL, and account info auto…
About the Foundry Private Beta
Foundry is in invite-only beta. The core loop is production-ready; reports, inte…
The Foundry Dashboard — A Quick Tour
Your morning landing page. Scan the Action Center first — everything else is sit…
Inviting Your Office Team
How to add office staff to your dashboard, what each role can do, and why you sh…
Setting Up Your Foundry Account
A ten-minute checklist to get company info, people, cost codes, and integrations…
+2 more

Client Portal

Viewing Project Progress in the Client Portal
For clients: how to read overall progress, daily updates, the schedule, and acti…
What Clients See When They Log In
Clients see a clean per-job view: photos, daily updates, change orders, selectio…
Client Selection Approvals — Bundles and Individual Items
Clients can approve selections one at a time or as a bundle — here is how each w…
The Client Experience — Approving or Rejecting a Change Order
What clients see when they get a change order, and how their approve/reject deci…
Welcome to the Foundry Client Portal
A welcome guide for homeowners and commercial clients using the Foundry portal —…

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