Construction Tutorials

Platform Overview

A high-level walkthrough of PM Manifest for construction teams. Learn how jobs, estimates, draws, and invoices connect.

Setting Up Your Organization

Configure your organization settings, logo, address, billing methods, and payment preferences before your first job.

Adding a Contractor or Client

Create a contractor or client record, configure their portal access, and get them set up to view jobs and sign documents.

Creating an Estimate from Scratch

Build a detailed estimate line by line. Set labor, materials, and markup before a contract is signed.

Creating an Estimate from a Job

Generate an estimate from an existing job structure. Skip the double entry.

Sending an Estimate for Approval

Send your estimate to the client portal for review and signature.

Creating Your First Job

Set up a job, define your stages, assign your team, and configure your contract value.

Creating a Job with Job Planner

Use the AI-powered Job Planner to generate a job structure automatically. Define your scope and let PM Manifest build your stages and work items.

Managing Stages and Work Items

Break your job into stages and work items. Keep your crew focused on what is next.

Tracking Job Progress

Monitor completion, budget burn, and schedule adherence from the job dashboard.

Creating a Change Order

Price and document a scope change against the original contract. Attach supporting details.

Client Approval via Portal

Send a change order to the client portal for review and approval. No email chains required.

Creating a Standard Invoice

Generate a clean professional invoice for jobs that do not require AIA draw formatting.

Sending and Tracking Invoices

Send invoices through the client portal and track payment status in real time.

Submitting a Draw Application

Walk through creating and submitting a G702/G703 draw application against your schedule of values.

Owner and Architect Portal Signing

How owners and architects review and sign draw applications directly in the client portal.

Draw History and Audit Trail

Review past draws, retainage balances, and the full draw history for a job.

Generating Lien Waivers

Generate conditional and unconditional lien waivers alongside your draw applications. Track waiver status and manage both waiver types from one place.