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Step-by-step guides for every part of Submittal.App — 70 articles across 20 features.
Browse by Feature
Every guide, organized the same way the app is.
Getting Started
Projects are the top-level organizer in Submittal App. Every product, submittal, document, and procurement item belongs to a project. You must create at least…
Dashboard
The Dashboard gives you a snapshot of your active project. It shows key metrics and provides quick actions so you can jump into common tasks without navigating…
Library
The Library is your company's saved product list. It works across every project. Save a product once, then reuse it on any job. Each Library product keeps its…
Products
The Products page is your project's product catalog. It lists all products (fixtures, materials, equipment) that you have added to the active project. You can…
Product Details
The Product Details page is where you view and manage everything about a single product. It shows the product's cutsheet PDF on the left and all metadata,…
Submittals
The Submittals page lets you create, manage, and track construction submittals for your project. A submittal is a package of product data sheets submitted to…
Submittal Review
The Submittal Review page provides a detailed view of all submittals in your project, organized by CSI section. It has a two-panel layout: a submittal list on…
Submittal Template
The Submittal Template page lets you customize the PDF format of your submittals. You control what appears on the cover page, transmittal page, and product…
Documents
The Documents page stores project-level documents such as specifications, drawings, installation instructions, and certifications. These documents can be used…
Reports
The Reports page shows your history of specification comparison analyses. Each report compares a submittal's products against a project specification and…
Import Products
The Import Products page lets you bulk import products into your project catalog by uploading documents and using AI to extract product information…
Submittal Builder (AI)
Submittal Builder is the chat-driven home of the platform. Instead of clicking through separate pages, you tell the Builder what you want in plain language and…
Cutsheet Search
Note: This is the standalone Cutsheet Search tool in the sidebar. If you are working in the Submittal Builder , you do not use this. In the Builder, you pick…
Drawing Analysis
Drawing Analysis lets you upload architectural or engineering drawings (PDFs) and use AI to extract fixture schedules and product information from them. This…
Counts
The Counts page is a manual takeoff tool for lighting and electrical drawings. Upload a PDF, tag each fixture on the plan with a marker, measure linear runs,…
Procurement
The Procurement page is a comprehensive tool for managing the purchasing lifecycle of your construction project. It covers everything from requesting quotes to…
Punch List
The Punch List tracks deficiencies and tasks on a project: things to fix, finish, replace, or verify before closeout.
Getting Help
Most questions are answered right here in chat. If you are stuck, here is what to do.
Email Agent
The Email Agent is a built-in email client that connects to your Microsoft Outlook account. It provides a three-panel layout for reading, managing, and…
Settings
The Profile tab in Settings lets you view and update your account information.
Ready to Build Your Next Submittal?
Everything in these guides is live in the app. Describe your schedule and let the AI Builder assemble the package — free to start.