From sign-up to your first daily report.

1. 1

   Set up the companyOwner

   Add your logo, company details, numbering prefixes and default retention. Your logo shows in the app header and on PDFs.

2. 2

   Invite the teamOwner

   Invite PMs, estimators, the office and your foremen, and give each a role. Foremen only see the field app and never see costs. Crew members are added as workers and do not need logins.

3. 3

   Add an agency and an awarded projectPM or office

   Add the agency with its resident engineer and inspector. Create the project with its contract number, contract items and cost codes, then the budget in hours and dollars by cost type.

4. 4

   Send the first daily reportForeman

   On the phone, open WorksPro and start today's report: hours by cost code, quantities per bid item, photos and the toolbox talk. The office approves it and job cost updates.

5. 5

   Import actual costsOffice

   Export vendor bills and payroll from your accounting system to Excel or CSV, map the columns once, check the dry run and commit.

6. 6

   Read the Command CenterOwner

   Backlog, projected margin, PF, over/under billing and cash tied up, with insights ranked by dollars. Each insight links to the screen that fixes it.

Inside the app, the Getting Started guide opens on your first visit and can be reopened from your profile menu. Questions: support@workspro.agntc.io