Who it's for: the owner or head of a construction company setting up Buildinio for themselves and their team.
What you'll do: create an account, start a free 14-day trial with sample projects, create your own project, and then choose a paid plan. It takes about 15 minutes.
Before you start
- You need an e-mail address you can access. The confirmation link and, later, your invoices go there.
- No card is needed for the trial.
- If you already have a contract with the investor (your client), have its value (net or gross) and VAT rate at hand.
Steps
1. Create an account
- Open the Buildinio app and choose Create account.
- Enter your first name, last name, e-mail and password, accept the Terms and the Privacy Policy, and click Create account. You can also choose Continue with Google, Continue with Facebook or Continue with LinkedIn.
- On the next screen, choose your marketing consents. They are optional and you can change them later in your account settings.
2. Create a workspace with a trial
A workspace is your company's office in Buildinio: projects, team, documents and billing.
- Click Let’s go and enter the workspace name, e.g. your company name.
- In the Plan selection step, keep DEMO: free for 14 days, no card required.
- You can skip the Billing details step on the DEMO plan.
- In the Summary, scroll to the end and click Start the trial.
3. Confirm your e-mail address
A bar at the top asks you to confirm your address. Confirm now sends the link straight away. Until you confirm it, Buildinio does not send you e-mail notifications.
4. Explore the sample projects
The DEMO workspace has three sample projects, one for each of the Start, Company and Pro plans, plus helper projects marked “Helper — resources demo”. Preparing their content takes 2–3 minutes; meanwhile the list shows “Preparing…”.
When you open a sample project, you'll see a short introduction with a “Start with this” list. Click Let me in to go to the project.
In sample projects you can also decide on behalf of the investor, e.g. approve contract amendments. The app marks this with “in the demo you decide for them”.
5. Create your own project
- On the project list, click Add a new project.
- The wizard has 5 steps: Basic details → Type and dates → Contract & budget → Work scope → Summary. Only the name is required; you can skip the rest and fill it in later.
- In the Contract & budget step, choose Yes, I have a contract, enter the contract value, select Net or Gross and the VAT rate. Then set the execution budget, e.g. from the profit you want to make: with a 10% profit on a 200,000 contract, the budget is 180,000. Below the form you'll see the pool for execution, i.e. the amount you have to spend.
- After Create project you'll see the project dashboard with the Execution budget, Work progress and Project profit cards.
6. Choose a paid plan
During the trial you can have one project of your own. It stays with you after you switch to a paid plan. You choose the plan in Manage workspaces → (workspace) → Finance → Change plan. See How to change your plan and download an invoice for a step-by-step guide.
What happens next
- You'll get a welcome e-mail and an e-mail asking you to confirm your address. After confirming, you'll also get notifications, e.g. when a sample project is ready.
- Finance shows when the trial ends and how many days are left.
- If you don't choose a plan before the trial ends and the workspace has no project of yours with data, the workspace is deleted right after the end date. If you do have a project with data, you get a few more days to choose a plan.
Troubleshooting
- The e-mail with the link didn't arrive. Check your spam folder or use Confirm now on the bar. The link is valid for 24 hours.
- The sample projects are empty. Wait 2–3 minutes and refresh the page.
- The wizard won't let me continue. Fill in the fields outlined in red. Each one says what is missing.