Advice and answers from the SubBase Team

Essential guides for using SubBase, including platform navigation, account access, password resets, notification preferences, and basic user settings.

This collection covers how administrators configure and manage organization-wide settings in SubBase. These articles explain how to control user access, project groups, permissions, addresses, cost codes, and approval workflows, as well as how to customize order and invoice behavior. Use this section to set up SubBase to match your company’s structure, policies, and accounting requirements, ensuring consistent workflows across all projects and teams.

Guides for managing your material database in SubBase, including creating and maintaining materials, bulk uploads, cost and phase codes, and how material data is used across orders, RFQs, inventory, and invoices.

Task-focused guides for requesting materials, tracking order status, and submitting information from the field with limited system access.

Configuration and administrative guides for managing your company in SubBase, including users, permissions, company settings, workflows, integrations, and system-wide controls.

Guides for handling day-to-day purchasing in SubBase, including RFQs, orders, vendor coordination, material management, commitments, and delivery workflows.

Articles for reviewing, reconciling, approving, and posting invoices in SubBase, including two-way and three-way matching and accounting integrations.

Agreed pricing and quantities locked in with a vendor, and the orders that draw against them.

Manage warehouse stock, inventory requests and internal fulfillment across projects.

Guides for connecting SubBase with accounting and ERP systems, including setup, permissions, sync behavior for orders and invoices, and integration-specific considerations.

Plan concrete by mix, schedule pours, and track delivered cubic yards against budget.

Guides for managing your vendor database in SubBase, including adding and maintaining vendors, bulk uploads, vendor status, and understanding how vendor information is used across RFQs, orders, and invoices.

Instructions for vendors working with SubBase, including responding to RFQs, confirming orders, updating deliveries, and communicating with customers.

New to SubBase? How the app is laid out, what each role can do, and how to get help.

Guides to help you navigate SubBase, understand the main tabs and menus, and access core features like projects, orders, settings, and help.