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BuildWorkPro Docs

Quick Start

This guide takes you from sign-up to a working dashboard. The whole flow takes a few minutes.

Product tour: the dashboard and core modules — sales pipeline, bids, and projects — that this guide unlocks.

Create your account

Section titled “Create your account”

  1. Open the sign-up page. Go to the BuildWorkPro sign-up page and enter your name, email, and a password.

  2. Verify your email. Open the confirmation email and follow the link to activate your account.

Set up your company

Section titled “Set up your company”

The first time you sign in, BuildWorkPro walks you through a short setup wizard. It has three steps.

  1. Tell us about your company. Enter your Company Name, choose your Industry / Trade, and pick a Company Size. Phone and Business Address are optional but recommended, because they appear on the documents you send to clients.

    The trade options are Glass & Glazing, HVAC, Plumbing, Electrical, General Contracting, Roofing, Painting, Flooring, Concrete, Landscaping, Solar, and Other.

  2. Invite your team. Enter one email address per line, or separate them with commas, then click Continue. Invited people join as Member by default -- you can change roles later. To do this step later, click Skip for now.

  3. Launch your workspace. Click Launch Dashboard to finish setup and open your dashboard.

Invite more team members later

Section titled “Invite more team members later”

You can add or re-invite people at any time from settings.

  1. Open team settings. Go to Settings -> Organization and find the team section.

  2. Send an invite. Enter the person's email address and choose a role.

  3. Assign a role. Pick one of Company Admin, Manager, Member, Field Crew, or Viewer.

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

What's next

Section titled “What's next”