ScrubPlan support center
Get the job done, step by step.
Practical, current guidance for setting up projects, reviewing scope, inviting bidders, and carrying every revision through to award.
Recommended path
From drawings to bid day
Updated for the latest release
The workflows teams need right now
Start with the new material, drawing, automated-analysis, and bidder-research workflows.
Complete guide library
Find the workflow you need
Subscribe to a plan
Choose a ScrubPlan subscription or request an Enterprise plan.
Create a new project
Enter current project details, add contract documents and an NDA, and confirm that every file is ready for analysis.
Analyze scope documents
Use AI trade suggestions, queue background analysis, and continue automatically into checklists and bidder recommendations.
Use the Interactive Reviewer
Inspect analyzed scope on the source sheets and correct highlights, package assignments, and reviewer comments.
Create coordination mark-ups
Build a focused drawing set that calls out scope for coordination or turnover.
Create Contract Inclusions
Turn an approved package checklist into an editable written scope of work.
Create and review a Change Log
Summarize drawing revisions by package, validate detected changes, and export or share the result.
Run Change Analysis
Compare a current drawing set against its prior version and review added or removed scope.
Review subcontractor quotes
Turn uploaded quotes into an itemized comparison against the package scope checklist.
Manage Organization Inclusions
Set reusable general requirements, trade validations, package titles, and package colors for your organization.
Archive or restore a project
Move inactive projects out of the active list and restore them when work resumes.
Manage your account directory
Invite teammates and manage the people who can work in your organization.
Connect Microsoft Entra ID SSO
Connect your ScrubPlan organization to Microsoft Entra ID (formerly Azure AD).
Connect Okta SSO
Configure an Okta SPA integration and allow assigned users to sign in to ScrubPlan.
Send bid invitations
Build a bidder list, review coverage, choose bidder workspace options, and publish private invitations.
Create a Bid Leveling Checklist
Define pricing, alternates, acknowledgements, and package scope before bidders complete their submission forms.
Update all packages after a drawing revision
Move a complete revised set through change review, package updates, checklist refreshes, and bidder publication.
Complete the bidder submission form
Enter the secure bidder workspace, complete every required response, resolve quote review, and submit or revise a bid.
Send and receive Project Messages
Communicate with package recipients from the project and let bidders contact the assigned project team.
Manage vendors and import contacts from Excel
Search your vendor directory, add a company manually, bulk-import an Excel list, and create reusable bid templates.
Complete an Exclusivity Review
Resolve drawing scope that was assigned to more than one package before bidders see it.
Refresh all checklists
Queue updates for every affected package after scope locations or drawing versions change.
Run Scope Gap Analysis
Find unassigned scope and package conflicts, then move approved findings into the current checklist.
Use the Bid Leveling tab
Compare live bids, inspect and annotate quotes, resolve follow-ups, and record the awarded bidder.
Manage material tracking
Build a material log from the project schedule, manage milestone dates, and stay ahead of items at risk.
Use the Drawings workspace
Open current sheets, overlay analyzed package scope, and make corrections directly on the drawings.
Build a bid list with Bid List Agent
Combine proven bidders from your history with qualified companies near the project, then apply recommendations by package.
Manage bidder coverage and follow-up
Build a complete bidder list, manage project contacts, track responses, and schedule outreach from one package workspace.
Use activity notifications
See what finished while you were away and open completed work from live project alerts.
Customize dashboard project status
Choose which projects appear on the dashboard and keep important scope and bid dates visible.
Ready to keep moving?
Put the guide beside the work.
Open ScrubPlan in a second tab and follow each numbered step in sequence.