Troubleshooting
Fixes for the issues customers hit most often.
Encountering an issue? Here are the most common questions and how to resolve them quickly.
"Why didn't my invoice parse?"
If you uploaded a PDF and the AI failed to extract the vendor, cost, or date:
- Ensure the PDF is not a scanned image (it must contain readable text).
- Check that the document is actually an invoice or a passing certificate. The AI will reject generic marketing materials.
- If it still fails, you can always fall back to manual entry by clicking Record Inspection and typing the values in yourself.
"Why isn't my building showing up in the Dashboard?"
If you just added a building but your compliance score still reads 100%:
- Did you add any Compliance Assets to the building? A building with no assets is technically 100% compliant, but it won't show any upcoming deadlines.
- Ensure you didn't accidentally create a duplicate portfolio in your account settings.
"How do I fix a typo in an asset?"
If you entered the wrong serial number or cost basis:
- Navigate to the asset.
- Click the Actions Menu (
...) next to the asset name. - Click Edit. You can update any field and save your changes.
Contacting Support
If you've hit a bug or need human assistance, click the Help button in the bottom left of your sidebar to open a direct chat with our engineering team.