Step-by-step guides for every feature

Your company is the top-level workspace that holds every project, member, and setting in Flowmittal.

1. 1

   Create your account

   Go to the Sign Up page, enter your full name, work email, and a password. We'll send a verification link — click it to activate your account.

2. 2

   Name your company

   After verifying, you'll be prompted to create your company workspace. Enter the legal or trade name your team will recognize.

3. 3

   Open Company Settings

   From the dashboard sidebar, click Company Settings to upload your logo, set your timezone, and configure default project roles.

Each construction job lives inside a project. Projects are billed once at $39 and come with unlimited users.

1. 1

   Click New Project

   From the dashboard, click the New Project button in the top right. A modal will open asking for the project basics.

2. 2

   Fill in project details

   Enter the project name, job address, project number, and target close-out date. These appear on every submittal and RFI.

3. 3

   Activate the project

   Confirm the one-time $39 activation. Once activated, the project unlocks all features and unlimited team seats.

Invite teammates at the company level for cross-project access, or at the project level for job-specific collaborators like architects and subs.

1. 1

   Company invites

   In Company Settings → Members, click Invite. Add their email and choose a company role (Owner, Admin, Member). They'll get access to every project in the company.

2. 2

   Project invites

   Open a project, go to Team, and click Invite. Use this for architects, engineers, subs, and owners who should only see this one job.

3. 3

   Assign roles

   Pick from built-in roles — General Contractor, Architect, Engineer, Subcontractor, Owner — or use a custom role you defined in Company Settings.

4. 4

   Send and track

   Invitees receive an email from notify.flowmittal.com with a one-click join link. Pending invites show up in the Team tab until accepted.

Log, route, and stamp submittals end-to-end without leaving Flowmittal. Every transmittal, response, and revision lives on one timeline.

1. 1

   Open the Submittals tab

   Inside a project, click Submittals in the left nav. You'll see the full register with filters for status, ball-in-court, and spec section.

2. 2

   Create a submittal

   Click New Submittal. Enter the spec section, title, type (product data, shop drawing, sample, etc.), and attach files. Pick the subcontractor.

3. 3

   Route for review

   Assign the architect or engineer reviewer and set a due date. Flowmittal emails them automatically and tracks ball-in-court.

4. 4

   Capture the response

   Reviewers stamp Approved, Approved as Noted, Revise & Resubmit, or Rejected directly in the app — or upload a stamped PDF. The status updates instantly.

5. 5

   Close out or revise

   Approved items move to closed. Revise & Resubmit creates a Rev 2 with the prior history attached. Export the full register anytime as CSV or PDF.

Ask, answer, and document RFIs with a clear chain of responsibility. No more lost email threads.

1. 1

   Open the RFIs tab

   Inside a project, click RFIs. The list shows open, answered, and closed items with ball-in-court and days outstanding.

2. 2

   Submit a new RFI

   Click New RFI. Enter the question, attach drawings or photos, reference a spec or drawing sheet, and pick a required-by date.

3. 3

   Route to the right party

   Assign the architect, engineer, or owner. They get notified by email and can respond from the link without creating an account if you choose guest-reply.

4. 4

   Lock in the answer

   Once answered, the originator confirms and closes the RFI. The full Q&A is preserved on the project record for audit and closeout.

Keep specs, drawings, contracts, and reference docs in one organized library tied to the project.

1. 1

   Open Documents

   From the project nav, click Documents. You'll see folders for Specs, Drawings, Contracts, and any custom folders you create.

2. 2

   Upload files

   Drag files into the folder or click Upload. Flowmittal handles PDFs, drawings, CAD exports, photos, and Office docs.

3. 3

   Version drawings

   Re-upload a file with the same name to bump the version. Older revisions stay accessible under the file's history.

4. 4

   Reference from submittals & RFIs

   When creating a submittal or RFI, link directly to a doc in the library so reviewers always pull the latest version.

Upload your project specs and our team will build a complete submittal register for you — saving days of manual entry.

1. 1

   Upload the spec book

   Inside Submittals, click Generate from Specs. Upload the full project spec PDF (typically Divisions 01–33).

2. 2

   Our team builds the register

   The Flowmittal team reads each section, identifies required submittals (product data, shop drawings, samples, mock-ups, O&Ms), and proposes a draft register.

3. 3

   Review and edit

   Scan the proposed register. Edit titles, change types, merge duplicates, or remove items. You stay in control of every row.

4. 4

   Publish to the project

   Click Add to Register and the items appear in your Submittals tab, ready to assign to subcontractors and route for review.

Match Flowmittal to how your company actually runs reviews. Define roles, approval chains, and notification rules.

1. 1

   Open Company Settings → Roles

   Create custom roles like Project Engineer, Field Super, or Owner's Rep. Set what they can see and do across submittals, RFIs, and docs.

2. 2

   Build a workflow

   Under Workflows, define the steps a submittal or RFI goes through — internal review, transmit, external review, return, close — and which role acts at each step.

3. 3

   Set notification rules

   Choose who gets emailed at each step, set escalation timers for overdue items, and pick daily-digest or real-time delivery per user.

4. 4

   Apply to a project

   When creating a project, pick the workflow that fits the job. You can override per-project anytime in Project Settings.