Set up your company and run your first job
Go from a fresh account to a live, cost-tracked job in about 20 minutes.
Create your company & sign in
Register your company account. Every record you create from here is scoped to your company and isolated from other tenants.
Invite your team & set roles
Add office and field users. Assign roles — field and apprentice roles open straight into the streamlined Field mode, while office roles get the full app. Use per-tab permissions to keep receiving, AP, and financials limited to the right people.
Turn on two-factor authentication
From Settings, enable TOTP 2FA and save your backup codes. We recommend requiring it for anyone with financial access.
Create your first job
Add a job and define its phases and cost categories — this is the cost spine everything posts against. Capture permit and electrical specs on the job form if they apply.
Import or build an estimate
Create a line-item estimate with per-line markup, or import one. Watch live cost, price, and profit totals update as you go.
Send a proposal & activate the job
Turn the estimate into a proposal. When it's e-signed, the job activates and its contract value is set automatically.
Route time & bills to the job
Have the crew clock time in Field mode and forward supplier invoices to your bills inbox. Within minutes you'll see budget vs. committed vs. actual moving in real time.