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Getting Started

Set up your ClarityBuildPro account and create your first project in under 10 minutes

Estimated Time: 10 minutes

Follow this step-by-step guide to get your construction projects organized and your team connected.

1
Create Account
2
Setup Profile
3
Create Project
4
Invite Team
1

Create Your Account

Start your free trial and get immediate access to all ClarityBuildPro features.

Sign Up for Free Trial

No credit card required. Get 14 days of full access to test all features.

Verify Your Email

Check your inbox and click the verification link to activate your account.

Log In to Dashboard

Access your new ClarityBuildPro dashboard and start exploring.

Sign-up Form Preview

Quick & Easy Registration

Just your name, email, and company info to get started.

Company Profile Setup

Professional Profile

Your company information will appear on client portals and communications.

2

Set Up Your Profile

Complete your company profile to create a professional impression with clients and subcontractors.

Company Information

Add your company name, logo, contact details, and license information.

Notification Preferences

Choose how and when you want to receive project updates and notifications.

Time Zone & Preferences

Set your time zone and customize your dashboard layout preferences.

3

Create Your First Project

Set up your first construction project with all the essential details and documentation.

Project Details

Enter project name, address, start date, and estimated completion timeline.

Upload Documents

Add contracts, plans, permits, and other important project documents.

Set Project Phases

Define major project milestones and phases to track progress effectively.

Project Setup Interface

Organized Project Structure

Keep all project information, documents, and communications in one place.

Team Collaboration

Connected Team

Everyone stays informed with their own personalized portal access.

4

Invite Your Team

Connect your clients and subcontractors to keep everyone informed and engaged throughout the project.

Add Client Contacts

Invite homeowners or property managers to their dedicated client portal.

Invite Subcontractors

Give your trade partners access to schedules, plans, and project updates.

Set Permissions

Control what each team member can see and do within the project.

Quick Start Checklist

Complete these tasks to get the most out of ClarityBuildPro

Essential Setup

Create your account and verify email
Complete company profile setup
Create your first project
Upload project documents
Invite clients and subcontractors

Next Steps

Take a photo and share first update
Set up project timeline and phases
Configure notification preferences
Explore mobile app features
Watch tutorial videos

Watch the Quick Start Video

See ClarityBuildPro in action with our 5-minute getting started tutorial

Getting Started Tutorial

5:32 minutes

Complete Walkthrough

Follow along as we create an account, set up a project, and invite team members. Perfect for visual learners who want to see the process step-by-step.

Need Help Getting Started?

We're here to help you succeed with ClarityBuildPro

Schedule a Demo

Get a personalized walkthrough with one of our construction industry experts.

Book Demo Call

Browse Help Center

Find detailed guides, tutorials, and answers to common questions.

Visit Help Center

Email Support

Get direct help from our support team. We typically respond within 2-4 hours.

Email Support

Ready to Get Started?

Join thousands of builders who are already using ClarityBuildPro to streamline their projects and impress their clients.

No credit card required • 14-day free trial • Setup in under 10 minutes