Set Up Your Account
Create your account and enter company details. Customize your settings to align with your team’s needs.

Add Your Team
Invite team members and assign roles. Set permissions to ensure everyone has the appropriate access.

Invite Your Subcontractors
Easily bring subcontractors onto the platform and manage their access according to project requirements.

Create Clients
Add client profiles to keep their information, feedback, and project needs organized.

Create Assets
Organize and track project assets, making it easier to manage resources across projects.

Create a Project
Start by adding your first project. Schedule tasks, assign responsibilities, and monitor progress.

Create Event Types
Set up custom event types for different project stages or milestones to keep timelines clear.

Create Task Lists
Define task lists for projects to ensure every step is accounted for and nothing is missed.

Create Project Statuses
Customize project statuses to provide a quick view of project progress and track stages effectively.

Integrate Tools
Connect ERP, MIS, and accounting software to streamline your workflow.