Welcome to BuildBook – we are so excited to have you aboard!
If you're new to BuildBook and just created your account, you're probably thinking “where do I start”? We’ve put together this Quick Start Guide with five quick tips to help you with just that.
Set up your account with your company logo, address, and your profile pic
Create your first project using a real project that you are currently running or one that you are about to start
Add some team members to your account
Start setting up your Portfolio and show off your work
Add a new Opportunity and set Tasks to follow up
If you've already taken a look around the different features and want to know more, keep reading!
How to use BuildBook's Gantt Chart Scheduling
Learn about the Client Dashboard
Marketing and Sales Tools
Create and share Collections
Manage your leads with Opportunities
Keep your industry Contacts in BuildBook
Or feel free to reach out to us if you need any help at all getting started!