Most of these steps require an Admin permission level. If you are not an Admin, some options may not be available to you.
Step 1: Get your team and clients in
Start by inviting the people who will manage work from the dashboard, and creating your first client records.
Invite your office team
Go to Users in the left sidebar.
Click Add user and select Full user.
Enter their email, assign a permission group (Admin, Standard, or Restricted), and click Save.
They will receive an email invitation to register. Each user counts as a seat, and the seat counter is shown during the invitation flow.
Create your first clients
Go to Clients in the left sidebar.
Click Add new client.
Enter the client company name and click Save.
After creating a client, open the client drawer and add Assets (the locations or vehicles where work happens) and Contacts (your points of contact at the client company)
Step 2: Configure your workspace
Before creating projects and events, check that your workspace is configured to match the way you work.
Review event types and task lists
Go to Workspace Settings (gear icon at the bottom of the sidebar) and select the Events tab. Check that your event types match the kinds of work you do. Each event type can have its own task list template and completion report. Set these up now and they will auto-populate every time that event type is created.
Set up project statuses
Go to Workspace Settings and select the Projects tab. Add the pipeline stages that match your workflow, for example: "In Production", "Ready for Install", or "Awaiting Artwork".
Custom fields, completion report templates, and event role customization are configured by the Vantage team, not in Workspace Settings.
Step 3: Create your first real work
With your workspace configured, you are ready to create projects and events.
Create a project and add events
Go to Projects and click Add new project.
Choose a project type, fill in the client, title, and owner, then click Save.
Open the project drawer, go to the Events tab, and add your first events.
Assign people and check the Schedule
Open each event and add your team in the people section on the Info tab. Then go to Schedule to see everyone's assignments side by side and confirm there are no conflicts.
Step 4: Invite your field team
Once you have events ready to assign, invite your installers as Lite users (installers).
Go to Users, click Add user, and select Lite (Installer).
Enter their email and click Save.
Lite users receive an invitation email and download the Vantage mobile app. They will only see events assigned to them.
If you use subcontractors, invite them as Vendors from the Vendors page.
Vendor management may not be enabled on your workspace. Let us know if you need it enabled.