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Webinar Recordings

• Webinar Recordings

Upcoming Live Training Sessions!!

• Upcoming Sessions

Implementation Courses

• Implementation Courses

Getting Started Guide (For Admins - PASKR On-boarding)

• How to create your first project in PASKR.

• Adding your Company Employees to your new PASKR site.

Navigation

• PASKR Navigation Menus

• How do I use the Top Navigation Menu?

Administration

• What is the Auto-Archive Feature?

• How do I embed a PASKR login screen on my company website?

Contacts

• How can I export my contacts by company?

• How can I export my contact list?

Projects

• How to Create a new Project

• What are the different project statuses, and what can I do in each status?

Plan Room

• How does Plan Linking Work?

• What type of files do I need PDF Splitting?

Estimate (Base Bid)

• How do I delete a phase?

• How do I edit a phase?

Bid Invitations

• How do I use the Bid Responses page?

• Where do I find reports for Bid Invitations and Invitation Responses?

Proposal Package

• How do I create the Proposal Package for my Project?

• How do I set my Proposal Package default for my Company?

Construction Buy Out

• Now that my project budget has been established, how do I Buy Out the project?

Contracts

• Can I import a Subcontract that is signed outside of PASKR?

• Can I change a Subcontractor’s retainage after the contract has been signed?

Daily Logs

• How does the Scheduling Integration portion of the Daily Logs work?

• How do I add Daily Logs on Web Version?

Photos

• How do I upload Photos to a Project?

Billing

• How do I Accept Sub Bill as an Accountant if my Company uses Hand Signed Lien Releases?

• How do I approve Sub Bills as a PM if my company uses Hand-Signed Lien Releases?

Schedules

• How does the Scheduling Integration portion of the Daily Logs work?

• How to I set up Scheduling Templates in Administration?

Submittals

• What Submittal Reports are available?

• How can I change the Final Notification Method for Submittals?

Transmittals

• How do I send a Transmittal with my Submittal?

• How do I create and send a Transmittal?

Request For Information (RFI)

• How do I answer an RFI?

• How can I sort or print RFIs?

Potential Change Orders (PCOs)

• How do I view a PCO?

• How do I create a Subcontractor / Vendor only PCO (Potential Change Order)?

Change Orders

• How do I view the Change Order List?

• How to create an internal change order?

Meetings

• How do I add Meetings?

• How can meeting minutes be used?

Close Out

• How do I create and manage the Punch List?

• How do I send out Warranty Letters to be signed by Subcontractors and returned?

Job Costs (Purchase Orders & Expenses)

• How do I add an Expense through the Mobile App using iOS?

• How do I create a Purchase Order?

Accounting

• How do I Accept Sub Bill as an Accountant if my Company uses Hand Signed Lien Releases?

• How do I approve Sub Bills as a PM if my company uses Hand-Signed Lien Releases?

Reports

• What is the QB Integration Reconciliation Report?

• How does the Job Cost Statement work with QuickBooks integration?

Superintendent

• How does the Super Access the Planroom?

• How do I use the Superintendent site from my computer?

Subcontractor

• How do I submit my Warranty Letter?

• How do I view my Punch List?

Architect

• How do I view Lien Releases?

• How can I view and approve an Owner Bill?

Owner

• How do I view Lien Releases?

• How can I view and approve an Owner Bill?

Mobile

• How do I get and log in to the PASKR Mobile App?

• What can I do from the home screen of the PASKR mobile app?

Release Notes

• Release Notes – Web

• Release Notes – Mobile

Glossary of Terms

• What is a Warranty Letter?

• What happens in Will Start Soon?

Required Documents

• Required Documents

• How can I send the Material Vendor List back to a Subcontractor to edit?