Set your company up

6 steps, in the order you do them.

Follow it on screen.

1
Your company, once
Name, phone and address go on every proposal, permit form and invoice from here on, so nobody retypes them on a truck.
2
Where you work and what you sell
Tick your counties and trades and every permit check, new job and form starts from them instead of a blank page.
3
Your licence number
Type it and we read the public DBPR record for the company name, the class and the renewal date, then track that date for you.
4
The people who run jobs with you
Each one gets a link, and you decide what they can see before they ever open it.
5
One real job
One job on the books and the dashboard, the calendar and the permit clock all have something to show.
6
Where the help lives after this
The interactive guides are on this page, the written how-tos are under Guides, and the “?” in the top bar opens the help centre from any screen.