Documentation

Understand the main work areas and follow a practical setup sequence for your company, sales, and projects.

Review active projects, sales pipeline, team capacity, plan usage, and issues that need attention.

Maintain employee records and connect them to ReflectHub user accounts when access is required.

Book employee time across projects and tasks, then identify gaps and over-allocation.

Document shared policies, processes, standards, and onboarding information in Company Pages.

Create the skill categories, competency levels, and expiring certifications used in the Skills Matrix.

See skill coverage across the team and maintain levels, qualifications, and expiry dates.

Maintain the business and individual customer records used by sales and project workflows.

Record incoming prospects, prioritise follow-up, and convert qualified interest into sales work.

Progress qualified deals through the pipeline, maintain value and probability, and record the next action.

Build reusable intake forms, send them in a sales context, and track the responses.

Create and manage project tasks using two views of the same work: a visual board and a detailed list.

Store project drawings and models, track file revisions, and manage their review status.

Create requests for quote, collect comparable vendor responses, and record the awarded supplier.

Compare project budget, actual spend, forecast cost, and procurement commitments.

Open the Pricing page to compare plans and included features. In ReflectHub, go to Settings → Billing to see your current plan and usage. A locked feature or upgrade prompt means that the feature is not included in your current plan.

Go to Settings → Billing to review your subscription. Upgrades take effect immediately and may create a prorated charge. Downgrades and cancellations take effect at the end of the current billing period. Before confirming a downgrade, review any lower seat, project, or feature limits shown on screen.

Go to Settings → Billing and select Manage Billing. In the Stripe customer portal, you can update your payment method and billing address, review billing history, and download invoices.

An accepted team invitation uses one active seat. Removing or deactivating a user frees that seat. If you reach the limit, remove access for an inactive user or change to a plan that supports a larger team.

Go to Settings → Billing and check your active-project usage. If you have reached the plan limit, archive a completed project to free a slot or change to a plan with a higher limit.

Go to Settings → Billing and compare active users with your seat limit. Remove access for an inactive user to free a seat, or change to a plan that supports more users.

A locked icon or upgrade prompt usually indicates a plan restriction. Go to Settings → Billing to identify your current plan, then compare its included features on the Pricing page.

When contacting support, include the affected workspace or project, what you expected to happen, what happened instead, and any error message you saw. Do not include passwords, payment card numbers, or other secrets.

Permanently delete your own account, resolve anything that blocks deletion, and understand what happens to your data.