Documentation

Getting Started

• Readme

Communication Center

• Automation Workflow Flow
• Trigger Events and Cadence Rules
• Fallback Channel Implementation
• Fallback Channel Testing (dev)
• Twilio SMS Integration Guide
• Email Tracking Setup (sent, delivered, failed, open, click)
• SMS Tracking & Twilio Free Tier
• AWS SES Delivery Tracking (console setup for delivery webhook)
• Compiled Template Guide (layout, components, variables)
• Workflow & Template Features (project-driven recipients, multi-project format)

Procore / Project Groups

• Procore Integration — Complete Guide (installation single/grouped, project groups, token storage, why no migration)

Other Features

• Heartbeats Dashboard (kiosk connectivity, queries, sample data)