First setup

Setting up ScaffConnect for your company? Work through this list in order.

1. Log in. Your login details (company ID, username admin and password) come by email. Then change the password in your profile.
2. Fill in the company data: Address and Email Address (both required), phone and logo (Setting up the company).
3. Upload your letterhead as a PDF and set the margins (Templates tab).
4. Check the settings: How many photos does a work order need before it can be completed? How many photos of the load does a delivery note need? (Settings)
5. Create users, enable them and assign roles. Site managers need an email address (Creating a user, typical combinations).
6. Create a user for yourself if you work in the field too. You can't change the roles of the admin user. If you manage sites yourself, you need your own user with Admin and Site manager, plus Warehouse, Lists and Catalog.
7. For employees who track their time: enter working and break times and vacation days (Settings per employee).
8. Create the vehicles (Vehicles).
9. Check the catalog. Loading lists and delivery notes take their parts from it (Catalog).
10. Create the customers, or do it later right when you create a construction site (Customers).
11. Create and print the QR code signs (QR codes).
12. Set up the safety briefing and switch on Require approval for this profile (Safety briefing).
13. Give every employee their company ID, username and password and show them how to install the app (Installing the app).

Later, if you need them: an Excel template for loading lists and a folder structure (Templates), part relations, A+V.