RiffleCM

Your Company Profile & Settings page is where you keep your business details, inbox connections, and workflow defaults organized.

Getting your company profile/settings just right

Riffle automatically prioritizes every incoming project to help you quickly identify the best fits for your company.

How a project’s “priority” is determined (and why it’s powerful).

(and make sure your company’s ITBs show up)

How to connect additional inboxes to your Riffle workspace

Welcome to Riffle! You’re officially cutting hours of manual bid searching & collaboration from your workweek. 🎉

Your first 10 minutes with RiffleCM—steps for success

Your Project Preferences tell Riffle what types of work you prefer to target.

Getting your project preferences just right

What is a “Relationship Status” for a company?

Riffle tracks bidders so you always know who's behind each job and what your history with them looks like.

Tracking Bidders on a Project

If you've received ITBs from mulitple bidders for the same project, you may want to consolidate to one project

How To Move Bidders From One Project To Another

Your win rate is the percentage of bids that you won. It's one of the clearest signals of how your business is performing with a given partner or across your…

What is a Win Rate & What Can it Tell You About Your Business?

The Proposal Template page controls what your compiled estimate PDF looks like when it goes out to a GC or owner.

How to Set Up Your Proposal Template

The Estimate Preferences page is where you configure the defaults for how your estimates are built and what appears on your proposals.

How to Set Up Your Global Estimate Preferences

The Materials & Products tab is the list of everything your company buys with your last used pricing.

How to Use the Materials & Products Tab

The Vendors tab lists the suppliers your company buys from and connects each one to the products it prices.

How to Manage Vendors in the Catalog

The Manufacturers tab lists the brands behind your products and links each brand to the vendor you buy it from.

How to Manage Manufacturers in the Catalog

The worksheet is where you price a change order line by line and compile it into a proposal. It works just like the Estimate Builder, with a few differences.

How to Build a Change Order Worksheet

Recovery Rate answers one question: of all the change order values you and your customer have agreed on, how much are you passing along to them instead of paying for,…

Understanding Recovery Rate

It's easy to ensure you always have up to date information about your  materials & products with the Riffle Catalog

How to Add and Maintain Materials & Products to Your Catalog

A product's price is always tied to the vendor that sells it. In Riffle, you can capture pricing from multiple vendors for the same product.

Managing Vendor Pricing Data

Press any product to open its detail panel, where you can see and manage more than the list shows.

Inside a Product Panel

The Estimate Builder is linked to the Catalog to save you time, reduce errors, and keep your costs & pricing consistent.

Using the Catalog in Your Estimate and Change Order Proposals

Learn how to use the import and export tools in the Catalog and how using them impacts your Catalog.

How to Import and Export Data From Your Catalog

Jen Gadus

Ariel Tirosh

Learn how to maximize features & save precious time.

Get the Most Out of Riffle

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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.

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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.

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

Prototype getting-started answer

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

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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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