PadFlow documentation

How a land development deal runs in PadFlow, one screen at a time, and who can see each part of it.

Every page in this help center covers one screen in the app. It says what the screen is for, who can open it, what you do there, and where it connects.

The pages are grouped the way the product is: the workspace you land in, the projects under it, the schedule that dates everything, the money that pays for it, and the records that prove it happened. Start wherever you are.

The walkthroughs behind these pages

Most pages here carry a How to, and it is not written twice: the numbered steps are the ones the guide plays inside the app, read out of one place.

Every lesson in the full guide has the same shape. It opens by saying when you reach for the page at all. Its first step stands on the ground you are on, which is the project switcher, a tab on the rail, or the menu item that brought you here, so you know which scope you are reading before anything else is said. It runs four to seven short steps rather than two long ones. And its last step hands off, naming where what it taught turns up next. A lesson that ends on a full stop is an island, and there are none of those left.

What you can read without signing in

All of it. These pages are public, and nothing here shows a real deal. Every figure and every name in a screenshot comes off a test workspace of invented data, and a screenshot run refuses to point at any other workspace.

The sample deal you can practise on is invented the same way. A workspace does not arrive with one: an admin loads it from the guide section of settings, which is also where it is reset once a walkthrough has moved its dates about.

Where the data lives, how it is backed up, what an AI model is told and what PadFlow does not have is on the security page, under How PadFlow is run.

What you see inside the app is narrower than what you can read here. Access is assigned per class and per level, so a page you can read about may be a screen you cannot open. The roles page is the table of what each level means.