CoConstruct Setup Guide

updated

January 23, 2020

As your dedicated team at CoConstruct, we've helped implement and support builders of all sizes, all over the world, and we're excited to help you along the path to success!

While you're setting up your new account, you'll have a coach working closely with you on these various items. Call us at 1-800-213-3392, option #2 or email support@co-construct.com with any questions you have along the way.

  1. Add Your Teammates
  2. Watch the Training Videos
  3. Add Your Partners
  4. Link Your Accounting Software
  5. Add Your First Project


Add Your Teammates

If you have other people in your company, you'll want to set up their CoConstruct access so they can get on board alongside you. To do that:

  1. Log into the site at www.co-construct.com/login
  2. From the top menu, head to Users > My Team
  3. Click the "Add a new builder-side user" link.
  4. Fill out the info there. Click "Add User."

Don't worry about clients, vendors, or subcontractors yet. You'll put them into the system in a different spot later. For now, you just want to get your teammates online.


Watch the Training Videos

Even "if-all-else-fails-then-I'll-read-the-instructions" kind of people give us good feedback on our training videos. We've got a library of great training videos that will save you tons of time learning the key features.

Our Help Center is organized by feature, so you can start with the elements that are most important to you and work your way through.  You can also direct your team members added above to review the training videos most relevant to their role in the company.

Watch one today.


Add Your Trade Partners

Now that you've got your internal team set up as builder-side users, you can add your subcontractors and vendors as what we call trade partner users.

Partners can be added one-at-a-time by going to the Main Menu > Users > Trade Partners > New.

If you have a list of subs that you need to load in, you can import them through the Contacts page by following the steps here.


Link Your Accounting Software

Do you use one of the supported accounting packages that CoConstruct integrates with?

If you plan to do your estimating and/or job costing in CoConstruct, now's the time to take advantage of the powerful accounting integration features!

For more information, read about the available accounting integration features and watch our setup videos for connecting with QuickBooks Desktop, QuickBooks Online, or Xero.


Add Your First Project

Add your very first project (even if it's still a prospect!) by clicking the "+ New project" button on your dashboard.

As you proceed, follow our recommended First Project Setup checklist.

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Fill out the form to get access to a full demo video now + a designated CoConstruct expert to answer all your questions.

By submitting your information, you are consenting to let CoConstruct maintain the data you provide and to contact you via phone or email.
Questions? Please read our full privacy policy.

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