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Quick Start Guide

Get up and running with Conpanion in just a few minutes. This guide will walk you through the essential steps to start managing your construction projects.

Step 1: Create Your Account and Log In​

  1. Visit app.getconpanion.com
  2. Click "Sign Up"
  3. Enter your email address and create a password
  4. Verify your email address
  5. Log in with your email address and password

Step 2: Set Up Your Organization​

  1. Upon account creation, you will already have a default organization.
  2. Navigate to Organization Settings: Tap on the organization item in the top bar, then tap on "Organization Settings"
  3. Create Organization: In General Settings, enter your company name and details
  4. Add Organization Logo: In PDF Watermark, upload your company logo for branding. Try to keep the resolution of it to a lower one

Step 3: Set Up Your First Project​

  1. Upon account creation, a default project will already have been created.
  2. Navigate to Project Settings: Tap on the project item in the top bar, then tap on "Project Settings"
  3. Enter project details:
    • Project Name: e.g., "Downtown Office Building"
    • Project Description: Brief description of the project
  4. Click "Save changes"

Step 4: Invite Your Organization Members​

  1. Go to Organizations top drawer → Manage Members
  2. Click "Invite Member"
  3. Enter team member's email address
  4. Select their role:
    • Admin: Full access to all features
    • Member: Can create and manage content
    • Guest: Read-only access to assigned items
  5. Click "Send Invitation"

Step 5: Add Your Project Members​

  1. Go to Projects top drawer → Manage Members
  2. Click "Invite Member"
  3. Select an organization member you would like to join the project
  4. Select their role:
    • Admin: Full access to all features
    • Member: Can create and manage content
    • Guest: Read-only access to assigned items
  5. Click "Send Invitation"

Step 6: Create Your First Task​

  1. Navigate to the Tasks section
  2. Click "Add Task"
  3. Fill in task details:
    • Title: "Foundation Inspection"
    • Description: "Complete foundation inspection checklist"
    • Priority: Medium
    • Due date: "September 3rd, 2025"
    • Assignee: Select a project member
    • Labels: Choose or add a label for classification purposes
    • Attachments: Upload relevant attachments to tasks (e.g. specifications, drawings)
  4. Click "Create Task"

Step 7: Set Up Your First Form​

  1. Go to Forms section
  2. Click "New Form"
  3. Fill in Form name
  4. Add questions:
    • Text questions
    • Multiple choice questions
    • Checkboxes
    • Photo upload
  5. Click "Create Form"

What's Next?​

Now that you have the basics set up, explore these features:

Need Help?​

  • Check our FAQ for common questions
  • Contact Support for personalized assistance
  • Explore our tutorials for detailed walkthroughs