RiffleCM

Once we fina an ITB (Invitation to Bid) or you manually add one, Riffle creates a project record where your team can view & manage every detail of that project's…

Working inside a project: details, activity, estimates & documents.

It’s easy to get a project into Riffle by simply forwarding it’s ITB to projects@inbound.rifflecm.com

How to manually add projects & ITBs to Riffle

RiffleCM’s Project Inbox is your team’s shared workspace for every new ITB (Invitation to Bid) that Riffle finds across your connected email accounts.

How the shared Project Inbox works (and why it’s critical for collaboration).

Project categories help you easily tell Riffle what types of work you do at your company.

What are “project categories” in Riffle and how do they apply to my work?

Riffle helps your whole team stay aligned and focused on what needs attention next.

Understanding Project Inbox statuses & flags (and what each one means)

Every project in Riffle has a clear owner & team structure from the moment an ITB is detected, so your team always knows who’s responsible and who’s helping.

How Project Owners, Contributors & Roles work in Riffle

Modeled after common subcontracting workflows, Riffle helps keep your team aligned at every step—so not bid slips through the cracks.

Understanding the RiffleCM Opportunity Pipeline & Workflow (and why it's powerful for bid tracking)

If you're not seeing all your ITBs in Riffle, it usually comes down to one of a few common issues. Here’s how to quickly figure out what’s going on.

Why am I missing ITBs from my Project Inbox?

Access to your email accounts can expire from time to time. When that happens, follow these quick steps to reconnect.

Reconnecting Your Inbox To Google/Microsoft

Project records expand you you move them through your pipeline, simplifying & prioritizing the most relevant information at each phase.

Working Inside a Project: Details, Estimates, Documents, and Activity

The Bid Calendar gives you a date-based view of every project across your Bid Invites and Opportunity pipelines, so you always know what's due and when.

The Bid Calendar: A Timeline View for All Your Pre-construction Projects

Your contacts are the shared record of every company and person you do business with.

Understanding Contacts & How They Power Your Workflow

Managing Tasks

Creating a task lets you assign work to yourself or your team, set a due date, and keep things moving across your projects.

How to Create a New Task

The Dashboard is a quick & easy way to see your full workload

Your Dashboard: A Quick Overview

The Estimate Builder is where you put together your bid for a project — line by line, section by section — and generate a proposal you can send to the…

How to Build an Estimate in Riffle

Project WIP is your home base for managing the work of every project in one place: showing your team who's running it, what's left to do, and how the money…

Understanding the RiffleCM WIP Workflow (and why it's powerful for project management)

See your whole job laid out on a calendar so you know what's happening, and when, at a glance.

View Your Project Schedule

Lay out everything the job needs to get done, who's doing it, and when — so the whole project stays on track.

Set Up Your Planning & Tasks

Track what actually shows up on site against what you ordered — so nothing falls through the cracks.

Receiving Materials

Order the materials your job needs — organized by vendor, with no double-ordering and no guesswork on what's left.

Track Your Purchase Orders (POs)

Keep an eye on what the job is costing you against what you planned — so you protect your margin while the work is happening.

Manage Your Job Costs

Track every invoice on a project, see what you have billed and collected, and keep your retainage straight, all in one place.

Manage Project Billing

Health is an at-a-glance read on whether the project is on track according to its schedule, so you can spot any that need attention without opening every project.

What is Project “Health” and How is it Measured?

Jen Gadus

Dan Olson

Ariel Tirosh

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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