Introducing Learn — a new home for guides, how-tos, and walkthroughs
Everything you need to get the most out of Excavation Expert, in one searchable place. Written for contractors, with screenshots, videos, and step-by-step walkthroughs.
When a new estimator joins your team on Monday and needs to draft a bid by Tuesday, you want them to be able to self-serve. When your office manager wants to set up the QuickBooks sync without a support ticket, you want the exact click path in front of them. When an owner is comparing platforms on a Saturday afternoon, you want them to find answers without calling.
That's what learn.excavation.expert is for — a searchable, text-based knowledgebase with step-by-step guides and screenshots.
learn.excavation.expert
Your searchable knowledge base for the platform — written guides, how-tos, and reference material with screenshots.
Visit LearnWhat you'll find there
Step-by-step guides for drafting bids with AI, reviewing line items, setting up your rate library, and tuning bids for specific work types.
New-account setup, importing your crew and equipment, configuring your first bid template, and inviting the rest of your team.
Detailed guides for every feature — projects, change orders, scheduling, GPS haul tracking, timecards, document manager, customer portal, and more.
Search across every guide in one box. Type what you're trying to do — "sync invoice to QuickBooks," "add a change order" — and find the exact walkthrough.
Permission matrices, plan comparisons, field glossary, and keyboard shortcuts — the stuff you look up, don't memorize.
Who Learn is for
- New estimators and managers ramping up on the platform without waiting for a 1:1 training session.
- Office and bookkeeping staff who need specific clicks to complete a task — not a high-level overview.
- Owners evaluating the platform who want to see exactly what a workflow looks like before signing up.
- Existing customers exploring features they haven't used yet — like AI bidding, the customer portal, or QuickBooks sync.
Written for contractors, not engineers
Every guide on Learn is written for field and office staff, not developers. No acronyms without definitions. No assumed knowledge of software terminology. Clear steps, plain language, and screenshots where they help.
If a guide isn't clear, tell us — we add notes, rewrite sections, and fix bad examples based on actual customer feedback. The fastest way to get a guide improved is to email support with what confused you.
What's coming
Learn launches with the core workflows covered — AI bidding, project management, equipment and crew, timecards, haul logs, QuickBooks, and customer portal. Over the next several months, we're adding:
- Industry-specific bidding playbooks (excavation, concrete, demolition, site work)
- Integration recipes (QuickBooks edge cases, accounting month-end, payroll prep)
- Role-based onboarding paths (what to read first as an owner vs. estimator vs. crew lead)
- A public changelog so you can see what shipped each week
Bookmark learn.excavation.expert and check back — it'll be where new features land first.
Related Articles
How AI tools are changing the way contractors build accurate, competitive bids.
What to look for in estimating software if you pour for a living.
Start your free trial today
Sign up in minutes, then use Learn to ramp up the rest of your team.