Where do I start after signing up?

Getting started reads your firm's real state and tells you what is missing — a project, a person, a first machine — rather than handing you a blank screen and a manual.

Add your team comes next: everyone who does the work, in one pass. A role and an email is all a person needs; there is no seat to buy first, and the crew is unlimited on every plan.

External access is the same idea for people outside your firm — an owner's rep, a subcontractor, a vendor. Each sees only their own slice: their documents, their equipment, their signatures. Nothing else on the job.

Getting started stays on your Home menu until you put it away, and after that it lives under Settings. It is not a one-time wizard — pull it back up any time you bring on a new hire or start explaining the product to someone else.