Quick Start

Get up and running with BuildWorkPro in just a few minutes. This guide walks you through account creation, organization setup, and inviting your first team members.

1. Create your account

1. Go to the BuildWorkPro sign-up page.
2. Enter your name, email, and password.
3. Verify your email address through the confirmation link.

2. Create your organization

After signing in, you will be prompted to create your organization.

1. Enter your company name, phone number, and address.
2. Choose your industry or trade specialty.
3. Upload your company logo (optional but recommended for proposals).

Your organization is your workspace. All data — contacts, projects, bids — lives inside it and is isolated from other companies on the platform.

3. Invite your team

1. Go to Settings > Team.
2. Click Invite Member and enter their email address.
3. Assign a role: Admin, Manager, Member, or Viewer.

Invited users receive an email with a link to join. They create their own account and are automatically added to your organization.

What’s next?

• Create your first project
• Build your first bid
• Set up your contact list