Frequently Asked Questions

Find answers to common questions about Excavation Expert. Can't find what you're looking for? Contact our support team.

120 Questions

16 Categories

🚀Getting Started

3 questions

⚡Features & Functionality

6 questions

💳Pricing & Plans

5 questions

🛠️Technical Support

4 questions

📅Scheduling & Tasks

9 questions

📍Site Visits

8 questions

📄Document Manager & Bid Customization

11 questions

👥Customer Portal & Bid Sharing

8 questions

📊QuickBooks Online Integration

10 questions

💬Slack Integration

6 questions

🏢Multi-Company Support

14 questions

👥Roles & Permissions

16 questions

📚Learn Knowledgebase

5 questions

🌐Company Marketing Website

6 questions

📝Request Quote Feature

6 questions

⚙️Account Management

3 questions

Still Have Questions?

Our support team is here to help. Get in touch and we'll respond as soon as possible.

Email Support Start Free Trial

Frequently Asked Questions

How do I get started with Excavation Expert?

What's included in the free trial?

Do I need to enter a credit card for the trial?

What is AI Bid Generation?

Can I manage multiple projects simultaneously?

How does resource management work?

What reporting features are available?

Does Excavation Expert integrate with accounting software?

Can I create and send invoices from projects?

Do my team members have to pay anything?

What's the difference between plans?

Can I change plans later?

Do you offer enterprise pricing?

What happens if I exceed my AI bid limit?

How do I get support?

Is my data secure?

Can I export my data?

Do you offer training or onboarding?

How does scheduling work in Excavation Expert?

What calendar views are available?

How do I reschedule a project or task?

How do I create a task?

Can I assign a task to a whole crew at once?

What's the difference between scheduling a project and scheduling a task?

Can I configure company days off and business hours?

Can field crew see what they're assigned to?

Which plan includes scheduling?

What is a site visit?

Where can I create a site visit?

How does scheduling a site visit from a quote request work?

What can I capture on a site visit?

Can I see the site visits I'm assigned to?

Can I reschedule a site visit?

What happens when a site visit is completed?

Which plan includes site visits?

What is the Document Manager feature?

What types of documents can I upload?

How do I annotate my images with Document Manager?

Can customers see uploaded documents?

How do I customize my bid PDFs?

What payment structures can I configure?

Can I preview how my customized bids will look?

Are generated bid PDFs stored automatically?

Can I add my company logo to bid PDFs?

How do terms and conditions work in bid PDFs?

Can I track document views and downloads?

What is the Customer Portal?

How do I share a bid with a customer?

Can customers sign and approve bids digitally?

Is the customer portal secure?

Can customers track project progress after approval?

Do customers need to install anything?

Can I customize what customers see in their portal?

What happens to old/completed projects in the portal?

Does Excavation Expert integrate with QuickBooks Online?

What QuickBooks data syncs with Excavation Expert?

Can I send customers and vendors from Excavation Expert to QuickBooks Online?

How does invoice creation work with QuickBooks Online?

Will changes made in QuickBooks Online sync back to Excavation Expert?

Can I manage inactive customers and vendors?

How do I set up QuickBooks Online integration?

Is QuickBooks Desktop supported?

What happens if there are duplicate customers or vendors?

Can I track invoice payments from QuickBooks Online?

Does Excavation Expert integrate with Slack?

Which plan do I need to use the Slack integration?

How do I set up Slack integration?

Can different alerts post to different Slack channels?

The bot isn't posting in my channel — what's wrong?

How do I disconnect Slack?

Can I be a member of multiple companies with a single account, email address?

How do I switch between companies?

Can I have different roles in different companies?

How do I add someone to multiple companies?

What happens to my data when I switch companies?

Can I share resources between my companies?

How does billing work with multiple companies?

Can I transfer projects between companies?

What if I'm removed from a company?