01Set up the company
Create your account, choose a company plan and complete company details, branding and user access.
- The company owner manages its team. SaaS administration is separate.
- Invite people using their actual email and link employee profiles where needed.
02Create the first project
Add the customer, create a project and confirm the site, scope, dates and budget.
- Add a task and assign it to an eligible company user.
- Record a daily log and attach a relevant file.
03Introduce the field workflow
Link employee logins, assign project access and show workers how to record their own time. Supervisors review submitted entries before export.
- Use the in-app user guide for role-specific steps.
- Review a small real job before expanding to the whole company.