How long does the initial set up process take?

The one-time process to set your organization up on the system takes about 15 minutes to complete. Training for submitting invoices through the Textura Solution can be completed in less than 1 hour. Training for managing projects in the Textura Solution may vary from 2 to 4 hours, depending on your role in the system and your familiarity with computers.

I don't know how to use computers well, is there someone who can help
   me with using the system?

Yes! Textura has a customer support desk that can walk you through all the steps in using this system. Our friendly and knowledgeable staff is available from 7:00 am to 8:00 pm CT for your convenience; just call 1.866.TEXTURA (839.8872).

Can I have other users from our company on Textura?

Yes! You can invite as many users as needed. Each user can be assigned different roles and responsibilities. The Local Administrator for your company is responsible for creating new users and identifying what they can do in the system.

What is a Local Administrator?

A Local Administrator on the Textura Solution is the identified user from each customer organization who is responsible for creating other users for the organization, maintaining user permissions (i.e., who can do what in the system), and maintaining organization information (e.g., address, bank account information).

As a subcontractor, can I use the Textura Solution to bill another GC for
   a different project?

Once you are set up to use the Textura Solution, you are eligible to work with any other organization on the Textura Solution. If another General Contractor chooses to use the Textura Solution to manage the pay application process on their project, they need only select you from the list of organizations in the system and assign your contract. You will not be asked to repeat the setup process.

Do I need a separate account for each General Contractor or project?

No. All of your projects are managed under one account in the Textura Solution, regardless of the General Contractor or project.

What are the technical requirements?

The Textura Solution application is completely web-based—there is no software to install. To use Textura Solution you’ll need:

• Internet access (high-speed recommended)
• Email address for each user
• Adobe Acrobat Reader 6.0 or higher(free download)

Does anything have to be installed on my computer?

You will only need to install Adobe Acrobat Reader – if you do not already have it on your computer. A free download is available from www.adobe.com. Go to Downloads > Get Adobe Acrobat Reader or http://www.adobe.com/products/acrobat/readstep2.html.

What if I don’t have an email address?

Our Customer Support representatives are happy to assist you in setting up an email address using one of the free services available on the web.

How do I enter my invoice information into the Textura Solution?

Each month the General Contractor will initiate a draw which triggers automatic emails to all draw participants. From a link in the email, you can access your Enter Invoice screen where you simply enter a % complete or $ value for each line item you wish to bill.  You then save changes and sign your documents.

Who is responsible for setting up the subcontractor’s Schedule of Values?

In order to meet the needs of all of our customers, the Textura Solution provides the flexibility to allow either the General Contractor or subcontractor to enter the subcontractor’s schedule of values. This setting is established at the contract level and can be switched between the two organizations as necessary.

What if the General Contractor’s project manager doesn’t approve the invoice?

The project manager has the ability to reject the invoice back to the subcontractor through the system with changes and comments. The subcontractor receives notification to log into the Textura Solution and review/revise their invoice. Whether approved or revised, the subcontractor resubmits the invoice by signing the pay application.

Can change orders be billed through the Textura Solution?

Change orders may be added to a contract at any time throughout the project and made available for invoicing. The organization who initiated the contract is responsible for entering approved change orders into the system.

How does the Textura Solution know which documents to create for my
   pay application?

The General Contractor is responsible for setting up the project in the Textura Solution and identifying which documents will be required for the pay application: including invoices, sworn statements, and conditional and unconditional lien waivers.

Can I print my documents?

Your pay application documents are available from the Draw Home Page within the Textura Solution at any time during the process and after submission. You can print and/or save the documents to your computer.

How long will you store my documents?

We will store your electronic documents within the Textura Solution for 10 years. You can download these documents to your computer in a PDF format at any time.

What if my owner requires a specific document?

The Textura Solution has a large volume of documents that customers can choose from. If a document needs to be created, custom documents can be developed with a small amount of lead-time to support different project needs.

Can I bring my second tier subcontractors and material suppliers on the system?

Yes! The Textura Solution can support any number of sub-tier levels of subcontractors and material suppliers. After you invite these organizations and they are set up on the system, they will be able to submit their pay applications to you for approval and receive payment via ACH.

Do you support standard state documents?

The Textura Solution has developed a number of statutory documents for various states; we make these available to our customers. 

Are electronic signatures accepted?

Electronic signatures are covered by Federal and State statutes as well as by contract with the Textura Solution. Our electronic signature software, Pronto by Alphatrust, is widely used by the Federal Government and Financial Institutions.

How do I sign? How do I notarize?

When signing or notarizing, you will be asked to provide a user selected PIN in addition to your user name and password. This authenticates your identity. Then simply click on the link(s) in the document to electronically sign. The system captures and records other information as well, such as the signer’s name, the signer’s email address, and the date/time the document was signed.

Does the Textura Solution integrate with accounting systems?

Textura has developed interfaces with a number of accounting packages to minimize duplicate data entry. Interfaces allow users to download contracts and change orders out of their accounting system for upload to the Textura Solution. When subcontractor invoices are approved in Textura Solution, they are available for download out of Textura and upload into the user’s accounting system, thereby eliminating the need for manual entry of invoice data into the Textura Solution.

Will this require duplicate data entry?

No. The purpose of interfaces is to eliminate duplicate entry. Subcontracts, change orders and legal documents are imported from the accounting package into the Textura Solution. Once invoices are approved and/or payments disbursed in Textura Solution, that information is available for export to the accounting package eliminating the need for data entry.

What is ACH?

The ACH (Automated Clearing House) Network is a batch processing system.  Transactions received by a financial institution during the day are stored and processed later in a batch mode.  Direct deposit payroll payments and online banking payments utilize the ACH Network.

What bank account information do you need?

ACH requires a routing number and account number in order to deposit money into the subcontractor’s account on behalf of the Textura Solution. This information is typically found at the bottom of a check and should be verified with your bank.

Who controls the timing of payments?

The organization disbursing funds is responsible for the timing of payments on the system. This organization is typically the General Contractor, Title Company, or Owner.

Who controls payment?

All payments flow from the disbursing bank account to the subcontractors' bank accounts through the ACH bank network. The Textura Solution does not initiate payments. All disbursements must be authorized by designated personnel in the disbursing organization; payment timing is controlled by these personnel.

Who can see my bank information?

Only authorized persons from your organization are able to view your bank information. The account information you provide in the system is encrypted and hidden from view through the user interface. 

What training is available?

Textura is committed to providing the training and support required for all of our customers to have a positive experience using our system. We offer web-based (Webinar) training sessions on a weekly basis, as well as computer-based training courses through our secure site. Phone training is conducted individually by our Customer Support representatives, and classroom training is available in our offices, or by prior arrangement in the offices of some General Contractors.  In addition, assistance is available 24 hours a day / 7 days a week from the online help manual accessed from the home page of the application.

Do I have to pay for training or support?

All training and support is provided to our customers free of charge.

How long does training typically take?

Training for submitting invoices through the Textura Solution can be completed in less than 1 hour. Training for managing projects in the Textura Solution vary from 2 to 4 hours, depending on your role in the system and your familiarity with computers.