Getting Started

Starting your NEW account (Step-by-step instructions)

Starting your NEW account (Step-by-step instructions)

General Information | Address Book | Messages | My Tasks

Create a Project | Project Dashboard | Transmittals Manager

Instruction Videos | Selecting Construction Management Software

Back to Getting Started Main Page

This section will help you to set up your company and team members in under 10 minutes, and get you ready to load up your first project. To save time, have the following details handy because they will be required while setting up your account:

Your company legal name and any trading name that you use.

Your company’s registration number (e.g. ABN for Australia).

Your company logo in an image format (e.g. JEPG or PNG).

Your business address, phone number and general email.

The name, mobile number and email address for each of your internal team members.

The team members to whom you wish to give authority to administer your WeBuild account.

After you enter and verify your email address, follow the steps outlined below in order to finalise setting up your WeBuild account.

Create an account for your company

Add team members to your company account

Assign admin rights to team members

Complete the Address Book section by importing your contacts:
• Import your contacts from Outlook (native) – See THIS SECTION for details, OR
• Import your contacts from Gmail, LinkedIn, iCloud or other webmail – See THIS SECTION for details, OR
• Import your contacts from a CSV file – See THIS SECTION for details, OR
• Import your contacts via spreadsheet copy/paste – See THIS SECTION for details.

Create a project

Now that you have created your Webuild account, added your team members and imported contacts into your organisation’s address book, you are ready to create your first project.

This article will teach you how to create a project with your Webuild account.

Step 1:  Log in to your account and click CREATE PROJECT

After logging in to your account, your “Projects” area will be displayed. Click the “NEW” button to start the create project wizard.

Step 2:  Select your project type

In the first step of the create project wizard, you have the option to select either the “Design”, “Pre-construction” or “Construction” phase project type.

To learn about the differences between project types and the handover process, go to Project Admin section.

After selecting your project type, click the “NEXT” button.

Step 3:  Add your project information

Complete your project information, then click the “NEXT” button.

Step 4:  Add your project team and manage permissions

To add team members to your project, click the search field and select the team members you wish to add.

You can also invite new team members to join your organisation (and project) by clicking the search field and selecting the “ADD TEAM MEMBER” button.

After adding colleagues to your project team list, select their related permissions by clicking the menu to the right of their name and selecting either “Office staff” or “Site staff”.

Step 5:  Create a project and send notifications

After adding your team members, click the “CREATE” button to finish creating your project.

Any added team members will receive an email notification like the one below, with a button directing them to your project.

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