Help Center

How to do it in MEPSub

Step-by-step guides for the things people do every day — from the first sign-in to AIA billing. The same guides live inside MEPSub behind the ? on every screen.

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Getting started

Getting started & finding your wayThe six workspaces in the sidebar, the top bar, the bottom dock with + New, and the help button on every screen.Saving: no Save button, typing in the line tablesEdit dialogs and record forms save as you type; on estimates, invoices, POs and RFQs you can type straight into the line table, like a spreadsheet.The MEPSub phone appClock in, work your jobs, close out with a signature, request materials and scan stock from your phone — even with no signal.Account security & 2FAManage your own password and two-factor authentication.

Field & work

My Day — clock in and outYour assigned jobs for today and time tracking.Jobs & service callsFrom the request to the invoice: the job list, the job page with its next step, status bar and tabs, and close-out.Dispatch & scheduleThe calendar, the dispatch board, staff shifts and incoming requests in one place.RFIs — requests for informationAsk and track questions to the design team/GC.Daily logsA dated record of what happened on site.

Sales & engineering

Estimates — build, AI Create, sendQuote work three ways: manually, from a scope description, or from plans.Estimate templates — a manual estimate without AIStart an estimate from the MEPSub library (about 40 jobs by trade, priced from your Price Book) or from your own templates, fill in the quantities, and keep your own priced versions for the next job.Submittals — the 3-mode wizardAssemble a submittal package by AI, chat, or manual entry.DOB leads — NYC jobs before the award, who won, violations, heat, boilers, cooling towers, new COs, LL97, public bidsNYC open data turned into leads: jobs with drawings filed and no contractor yet, who won the jobs you lost, buildings told to fix MEP, fire or energy problems, apartment buildings with no heat or hot water, and buildings over their Local Law 97 carbon limit.

Billing (A/R & A/P)

Invoices — create, send, get paidBill from a job, a project or a blank invoice, send it, and collect — by hand or with autopay.AIA progress billing (G702/G703)Multi-application progress billing with a schedule of values and retainage.Change ordersCapture and bill added scope.

Customers

Customer portal — invites, sign-in & your own addressInvite your customers’ people, help them sign in, see who uses the portal, and serve it on your own domain.

Phone, meetings & messages

MEPSub Phone — calls, voicemail and faxMake and take calls inside MEPSub, hand them to colleagues, and work the voicemail and fax inboxes.

Administration

Team, roles & permissionsAdd people and decide exactly what each role can see and do — per module, per action, and whose records.Import your existing systemBring customers, projects, money and history across in one run.Procore integrationWork your GC’s Procore RFIs, submittals and drawings from MEPSub — through a direct connection, or by email with the Procore inbox.

AI Takeoff

AI Takeoff V2 — how it worksWhat the takeoff does on its own, what it asks you, and what it never decides for you.

22 public guides here · 170+ inside MEPSub for signed-in users, filtered to your role.

MEPSub
Field & schedulingProjects & constructionControls & BMSShop & inventoryEstimating & AI TakeoffScope buyoutInvoicing, AIA & accountingVendor & sub portalMEPSub PhoneMEPSub MailMEPSub DriveAI & automationAdd-onsDOB Leads (NYC)GC & owner riskVehicle ticketsMold & UV-CSee all features →
Service contractorMechanical / MEP subPlumbing & pipingNYC contractorsAll solutions
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