Digs Toolbox: New User Quickstart

Written By Kaitlin McDonald

Last updated About 21 hours ago

Welcome to Digs! This high-level video covers the essential navigation tips, features, and best practices that will help you get up and running quickly. Watch Time: Approximately 5-6 minutes

Your Project Home Base

When you log in, you'll land on your Project View — this is your home base for creating, managing, and tracking every job.

From here, you can:

  • Search, group, and sort your projects

  • Switch between grid or list views

  • Quickly create new projects

Quick tips:

  • Top Icons — Manage your profile, check notifications, and access help resources

  • Top Left Headings — Toggle between your Project Dashboard, Company Files, and the Warranty Dashboard

Inside a Project

Open any project and your uploaded blueprint takes center stage in the Floor Plan View.

  • Right Panel — View and manage project Files, Comments, Tasks, and Layers. Collapse this panel anytime for extra working space.

  • Left Toolbar — Handles blueprint markup and navigation. Hover over any icon to see what it does and its keyboard shortcut.

  • Keyboard Shortcuts — Click the Question Mark icon, then select Keyboard Shortcuts for the full list. Or simply press: Shift + /

    (Yes, even the keyboard shortcuts have a keyboard shortcut!)

Comments and Tasks

Use these two tools to keep project communication and work organized in one place:

Tool

What It’s For

Where to find it

Comments

General communication, discussion, and information sharing.

Comment Icon;
Bottom of the left toolbar.

Tasks

Assigning work with a due date.

Click the Comment icon on the left toolbar (bottom), then select the Clipboard Icon beside it.

Inviting Collaborators

To collaborate on a project, add the people who need visibility — project managers, subs, even your client.

  • Click Invite as soon as you create a project

  • Project collaborators are free to add, with no limit on how many you invite

Combining Tasks, Comments, and the right collaborators keeps every project moving efficiently, with all relevant information in one place.

Getting Instant Answers with AskDigs

Stuck or just need a quick answer? Click the sparkle icon anytime to open AskDigs AI.

AskDigs can:

  • Answer questions at the project or workspace level instantly

  • Surface relevant documents

  • Look up specifics, like the square footage of a room or when an appliance warranty expires

  • Explain how Digs features work (e.g., "How does the snapping tool work?")

Tip: The more information you add to your workspace — for example, paint specs, appliance manuals, warranty info — the smarter AskDigs' answers become.

Sending Documents for Signature

Need a contract, change order, or design sign-off? Digs' built-in signature tool makes it fast:

  1. Click the three dots next to any file

  2. Select Send for Signature

  3. Follow the prompts to Add Signers and Place Signature Fields

  4. Send — all without leaving Digs

Check status and send reminders anytime from the Signatures Dashboard, found under the Files heading in the top left of your screen.

Good to know: Every paid user in your workspace contributes 5 signature requests per month to a shared pool. These don't roll over, so use them before the month resets.

Managing Warranty and Aftercare

Just wrapped a project? Digs can help you manage the warranty and aftercare process too.

After handing off a home, visit the Warranty hub (top-left menu) to:

  • View and manage warranty tickets and related communications at a glance

  • Create new warranty tickets in seconds

This keeps aftercare organized in one place and helps elevate the client experience after handoff.

Want to Dig Deeper?

For a deeper dig into any feature, you can find additional video tutorials and support articles on every aspect of Digs here at support.digs.com.