Frequently asked questions

Installer — a member of your workspace. Sees every project in the workspace, can capture and edit punch items, comment, upload photos and floorplans. This is the default for anyone on your team.

FM Guest — a facility manager or client contact you invite to a specific project only. They can see the punch list and comment, but they won't see any of your other projects. Use this when the client wants visibility into the closeout without access to the rest of your workspace.

There are two more roles you'll see around the app, though they aren't invite options:

• Owner — whoever created the workspace. Full control including billing and removing members.
• PM — project managers. Same access as installer plus can invite members, create MAC quotes, and generate closeouts.

Open any project, go to the Members tab, and click Invite member. Enter their email, pick a role, and optionally add a personal note. They'll get a branded email with a link that's valid for 72 hours.

If the invitee already has a Cleat account, accepting drops them straight into your workspace. If they don't, they'll be prompted to create one first.

Pending invitations show up below the members list. You can revoke any pending invite with the Revoke button.

Yes. When you sign in and belong to more than one workspace, you'll land on a picker screen at /dashboard listing each one. Pick a workspace to enter it.

Your session is scoped to one workspace at a time — the one you picked. To switch to a different workspace, visit /dashboard again.

Yes — as long as you don't already own one. From the dashboard picker (/dashboard) or the account menu, click Create workspace. You'll pick a workspace name and short ID, and you become the owner of the new workspace.

Your existing membership in other workspaces (e.g. the client workspace you were invited to) stays exactly the same. You can switch between your workspaces anytime from the dashboard.

One workspace per owner. Once you own a workspace, the Create option disappears. If your team grows and needs separate workspaces, invite a teammate to create their own and give them access to yours instead.

The invite's accept URL stops working immediately. If the invitee tries to open it after revocation they'll see an "invalid or expired" message.

Revoking does not affect anyone who has already accepted — to remove an active member, use the Remove button next to their name on the Members tab.

• Active — punch list is still in progress, items being captured and resolved.
• Closing — all major work is done; you're in the final sign-off phase (closeout PDF, signatures).
• Closed — the project is signed off. Read-only for historical reference.
• Archived — hidden from the default list but not deleted. Filter by Archived on the projects page to see them.

Filter chips on the projects page let you view any status. The default view shows Active.

Workspace members with the owner, PM, or installer role automatically see every project in the workspace — no project-level setup required.

FM Guests only see projects they've been explicitly invited to. When you invite someone as an FM Guest from a project's Members tab, they're added to that specific project only.

Priority is a planning signal — use it to sort work and call out the urgent stuff. It doesn't trigger automatic escalations.

• Urgent — blocks the client taking possession; fix today.
• High — noticeable and needs a fix before closeout.
• Normal — default. Minor touch-ups, standard defects.
• Low — cosmetic or nice-to-have.

The project view sorts items with urgent and high first. You can also filter to "High" to see just those.

Resolved — the issue was real and has been fixed. This is the normal completion path.

Rejected — the item was raised in error, duplicates another item, or is out of scope. Rejecting is a way to close it without implying work was done.

Either way, the item stays in the list and shows up in filters — you don't lose history.

Open the project, go to the Floorplan tab, and upload a PDF if you haven't yet. Then tap any empty spot on the plan — it opens the capture form pre-filled with the floorplan and x/y coordinates.

Once saved, the item shows up as a coloured pin at that exact spot. Tapping an existing pin opens that item's detail page. Pin colour matches the item's status (open/in-progress/resolved/rejected).

Someone else on your team edited the same item while your page was open. Cleat uses optimistic locking to avoid silently overwriting their change.

Refresh the page to pull the latest version, then retry your action. If you were writing a comment, copy it before refreshing — your draft isn't preserved across reloads.

Punch items are defects or incomplete work within the original scope — they're things the client expected to be done correctly the first time (paint scuff, missing trim, wrong outlet). You fix them at no extra charge.

MAC requests (Move / Add / Change) are new scope the client wants on top of the original job — move a credenza, add two outlets, swap a fixture. These get a price quote, client approval, and become billable line items.

The distinction matters at closeout: punch list = what we promised, MAC list = what was added later.

A MAC moves through the following states:

1. New — submitted, waiting on a quote from the installer.
2. Quoted — installer has added a price. Client can now approve or decline.
3. Approved — client approved the quote, ready to schedule.
4. In progress — work has started.
5. Done — work is complete and the line item rolls into the final closeout.

Declined is a terminal state that can be set from new, quoted, or approved — the request is rejected and no further action happens.

PDF only, up to 50 MB. Multi-page PDFs work — a page navigator appears above the viewer when there's more than one page.

We don't support image-only formats (JPEG/PNG) as floorplans because PDFs render crisp at any zoom level. If you only have an image, convert it to PDF first.

Yes. Upload as many as you need — a thumbnail sidebar on the Floorplan tab lets you switch between them. Each pinned punch item is tied to a specific floorplan + page, so pins stay correct when you switch plans.

Typical use: separate plans for each floor of a multi-level fitout, or a furniture plan alongside an architectural plan.

Passkeys are a passwordless login method tied to your device (Face ID / Touch ID / Windows Hello). They're more resistant to phishing than passwords because there's nothing to type or paste into a fake login page.

Manage them on your account → Passkeys. You can register up to 10 per account and give each one a friendly name (e.g. "iPhone", "Work laptop"). Delete any you've lost access to.

Passkeys work alongside passwords — you don't have to pick one. Use whichever is convenient on a given device.

On the sign-in page click Forgot password?, enter your email, and we'll send you a reset link. The link is valid for a limited window — check your inbox within a few minutes.

If you're trying to accept a workspace invitation but can't remember your password, use the Send me a sign-in link button on the invite page instead — it walks you through the same reset flow.

Every new workspace gets 14 days free, no card required. You can use Cleat with every feature during the trial — punch capture, MAC requests, floorplans, closeouts, e-signature, everything.

We'll nudge you 3 days before the trial ends and email you when it expires. Your data is never deleted — subscribe anytime to pick up where you left off.

Open the Billing link in your account menu (only visible to workspace owners). You'll see three plans — Starter, Pro, and Team — with a Start X button under each. Clicking it takes you to Stripe's hosted checkout to enter payment details. If you're mid-trial, we preserve your remaining trial days so Stripe won't charge you until the original trial ends.

Once subscribed, the same page shows your current plan plus Change to X buttons for the others. Clicking those takes you to Stripe's plan-change confirm screen — proration is automatic, so mid-cycle upgrades are fair to both sides.

Yes. Click Manage billing in Stripe on the Billing page — that opens Stripe's Customer Portal where you can cancel with one click. Cancellations take effect at the end of your current billing period, so you keep access until then.

If you change your mind before the period ends, you can reactivate from the same portal. Your workspace data is never deleted on cancel — you just stop being billed.

Plan changes — upgrades and downgrades — are handled in the Stripe billing portal. Open the Billing page and click Manage billing in Stripe, then pick the new plan.

If you're moving to a smaller plan, it's worth archiving projects you no longer need first so your usage matches the new tier. Archiving is a soft-delete — you can still view archived projects and restore them later. Reach out if you want help right-sizing before you switch.

You'll see a red banner at the top of every page and get an email. Stripe retries failed charges automatically over several days, so usually the only action you need to take is updating your payment method in the Billing Portal.

Your workspace keeps working during the retry window — we don't lock you out for a first-failed payment. If the issue isn't resolved after Stripe exhausts its retry schedule, the subscription is canceled and the workspace becomes read-only (data preserved).