Quick Start Guide

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.

1. Set up your account with your company logo, address, and your profile pic

2. Create your first project using a real project that you are currently running or one that you are about to start

3. Add some team members to your account

4. Start setting up your Portfolio and show off your work

5. 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!

Features

Project Management

• How to use BuildBook's Gantt Chart Scheduling

• Create your Budget

• Set up Client Selections

• Manage Tasks and create Daily Logs

• Start Chatting with team members and clients

• 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!