Setting Up Your First Project in BuildClaim
A walkthrough of creating your company workspace, setting up a project, and getting your team capturing changes.
3 min read
1. Create your company workspace
Select Get Started and enter your company and owner details. BuildClaim creates a private workspace for your company with you as the owner.
2. Set up the project
Create a project and work through setup: basic information, the contract, the baseline scope, project documents, and drawings. The contract and scope give every later change something to be measured against.
When setup is complete, activate the project so your team can start recording work against it.
3. Invite your team
From Company Settings, invite project managers, estimators, and field users. Each person's role controls what they can see and do.
4. Start capturing changes
Field users can add photos and notes from their phones. Each capture can become a change event that a project manager reviews, prices with an estimate, and turns into a change order.
