Construction software setup wizard

The company step asks the name, the employee count between one and a hundred thousand, street, postcode, city and the ISO country code. The country decides the rest, and the panel beside the form previews what it will apply: the profile, the currency, the timezone, the units and the tax logic with its rates. Anything derived can still be overridden by opening the panel.

The step strip is a row of links rather than a decoration, so any step can be reopened later. Correcting the postcode on the first screen weeks later does not rewind the wizard, because the recorded progress is only ever raised, never lowered. The same checklist stays reachable from the Company group of the settings area after completion, which matters because the company process and the dashboard figures are exactly the answers people postpone.

Choose the workflows the company needs and the starting point for its project plan. The guided process setup lets you describe phases, work and responsibilities rather than beginning with a blank schedule. Additional fields for leads, projects and customers can be added as individual entries. Review their names before saving so colleagues recognize what they are expected to enter later.

Alongside it sits a separate wizard for the company process, one question per screen. It asks which phases a normal project has, what work happens inside each phase, and three questions whose answers change later screens: who signs a task off, whether handover requires a photo, and how a normal project is billed. Nothing is written until the last button, and the result becomes the company default project template, editable in the plan editor forever afterwards.

The dashboard step decides which figures the company start page opens with, and the same selection can be reopened from the dashboard later. The process selection decides which modules appear in the navigation, so a company that does not run a service desk is not asked to ignore one. The extra fields defined during setup appear in the detail files of leads, projects and customers, and imported contacts arrive as real customer records with their own customer number.

The country profile is the one with the longest reach. Currency, units, tax logic and rates travel from it into estimates, proposals and invoices, which is why the company step deserves care even when everything else is left standard. The company process becomes the template every new project starts from, and the schedule generated from it can still be changed phase by phase, including the durations that are later calculated from finished building sites.