Welcome to Riffle! Your company has already set up its workspace and invited you to join. This guide is for team members who are not admins. In about 10 minutes, you will know where your projects live, how to get around inside a project, and where to go when you have a question.
What you can do as a team member
Everyone on your team sees the same projects, so you can jump in and collaborate right away. A few company-wide settings are handled by your admin.
What you can do: View and work on every project in your company's workspace, update project statuses, and use the tabs inside each project.
What your admin handles: The Settings menu (Company Profile, Users, Project Preferences, Estimate Preferences, and Billing) and deleting projects. If you do not see Settings in your sidebar, that is expected.
1️⃣ Find your projects
Riffle organizes projects by phase, so each project lives on the sidebar page that matches where it stands. When you log in, Riffle take you to your Project Invites page.
Dashboard: Your personal home base, with your key numbers, reminders, your workweek, and the projects assigned to you.
Project Invites: New invitations to bid (ITBs) that your team has not decided on yet.
Opportunities: Projects your team has accepted and is actively bidding.
Project WIP: Won projects your team is planning, building, and billing.
Calendar: Your projects' due dates and events laid out by date.
Project Archive: Found at the bottom of the sidebar. Projects your team has archived to keep active pages tidy.
You will also see Contacts (People and Companies), Workflows, and Catalog in the sidebar. You do not need these in your first 10 minutes, but they are there when you need them.
Search for a project
Already know the project name? Use the Search Project Names bar at the top of any page.
Type at least 3 letters of the project name.
Up to 10 matching projects appear, each with its current status. Archived projects show an Archived label.
Press a result to open that project.
2️⃣ Tour a project
Press any project to open it. The tabs across the top of the project change as the project moves from one phase to the next, so you only see what applies right now.
Tabs on every project
Overview: The project summary, including its details, team, bidders, and key numbers.
Documents: The files attached to the project.
Activities: A running history of what has happened on the project.
Added once a project is accepted (Opportunity phase)
Estimate Builder: Where your team builds the bid, line by line, and creates the proposal. It stays available to view after the project is won.
Added once a project is won (Work in Progress phase)
Plan & Track: Plan the work and track what is left to do.
Cost Tracking: Track project costs against the contract value.
Submittals: Track the submittals your team owes the company.
Billing: Manage the project's invoices and payments.
POs: Create and track purchase orders.
Receiving: Track materials as they arrive.
Change Orders: Manage changes to the original contract.
⚠️ If a tab looks grayed out, it is not available yet for that project. For example, Cost Tracking and Change Orders stay grayed out until the project has a contract value. Hover over the tab to see why.
3️⃣ Know where to get help
Stuck or not sure what something means? Help is always one press away.
Help center: Press the question mark icon at the top of any page to open the RiffleCM help center in a new tab.
Chat with our team: Press the chat bubble in the bottom right corner of Riffle to send a message to the RiffleCM support team.
Your company's admin: Need access to Settings, a new teammate added, or a company preference changed? Ask your admin, since those changes are made at the company level.
You are all set!
You now know where your projects live, how to get around inside a project, and where to turn for help. A great next step is opening a project in your Opportunities page and looking through its tabs.
To learn more about how bids move through Riffle, read Understanding the RiffleCM Opportunity Pipeline & Workflow (and why it's powerful for bid tracking)