Getting Started
Instructions for starting your “Free Trial” account
Step 1 – Important to read before you start
Have the following details handy as they will be required to set up your new WeBuild account:
– Your company legal name and any trading name.
– 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 email addresses of your internal team members who will be registered to use WeBuild.
Follow the instructions in Step 2 below to start setting up your new WeBuild account.
Note: To join an organisation’s existing WeBuild account, the account admin for that organisation must invite you.
Step 2 – Start the process
To start the process, open this link in a NEW TAB. That’s where you will continue the process of opening your new company account.
We recommend that you Keep this tab open for guidance as needed.
1: Register your email address
When this form opens in the new tab, enter your business email address at the company you’re opening the account for, select a password and click the “CREATE ACCOUNT” button.
2: Verify your email address
Check your email inbox for an email titled “Thanks for your registration!”, open the email and click the “Verify Your Email” button. You will then be directed to the registration wizard (see Item 3 below).
3: Complete the registration wizard
(a) Start by completing your personal user profile, then click the “CONTINUE” button:
(b) Click the “SELECT” button to the right of “Create your Company account”:
(c) Type in your Company name and Company registration number (e.g. ABN for Australia). Click the “CONTINUE” button:
(d) The final step is to complete your company’s branch details, including your office name (e.g. Head Office), address and other information.
Click the “CREATE NEW BRANCH” button to finish creating your account.
4: Choose ‘Subscribe Now’ or ‘Start Trial’
The following screen will then open. Choose the option that you want; ‘Subscribe Now’ or ‘Start Trial’.
Step 3 – Add team members & assign admin rights
To invite team members to your organisation, login to your Webuild account and follow the below steps.
1: Go to your company profile
After you log in to your Webuild account, you can access your company profile by clicking your name on the top right-hand side of your screen.
2: Click the “Users” tab
Once you have navigated to your company profile, select the Users tab and click the INVITE button to invite team members to join your account.
3: Invite team members
Type in the email addresses of team members you would like to invite to join your company branch, then click the INVITE button.
4: Email to invited team members
Invited team members will receive an email notification.
After clicking the “Get me started” button, team members will be directed to a one-step wizard to confirm some information and add their password.
Once this is done, team members will have access to their account and start working on projects.
5: Assign Admin Rights
Admin users can:
– Edit company name and branch information
– Remove other users
– Give admin rights to other users
To assign admin rights to team members in your account, click the overflow button on the right-hand side of the related user and select “Make Admin” from the menu.
Step 4 – Import your contacts into the Address Book
Complete the Address Book section by importing your contacts. Open in a new tab the SECTION below applicable to your situation to view the related instructions:
• Import your contacts from Outlook (native): See THIS SECTION for details.
• Import your contacts from Gmail, LinkedIn, iCloud or other webmail: See THIS SECTION for details.
• Import your contacts from a CSV file: See THIS SECTION for details.
• Import your contacts via spreadsheet copy/paste: See THIS SECTION for details.
Step 5 – Create a project
You are now ready to create your first project on your Webuild account.
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.
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.
The Pre-construction phase includes projects in the bidding/tendering stage.
After selecting your project type, click the “NEXT” button.
3: Add your project information
Complete your project information, then click the “NEXT” button.
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”.
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.
Your project is now operational and ready to upload project documents and to use the management forms listed in our tools library by ticking the forms you want to use in your project.
Step 6 – Payment
When you start your account, You have the following 2 options:
Option 1: Proceed to our secure payment process to start your paid subscription immediately.
Option 2: Commence your 14 days free trial. If you elect to continue using WeBuild, on day 14 you will be directed to make the payment. You can also switch to a paid subscription any time during the trial period if you’re ready.
Making payment as per Option 2 ‘Free Trial’:
1: Go to your company profile (at the top RH corner).
2: Select the PAYMENTS tab.
3: Click ADD PAYMENT DETAILS.
4: Select your package – by clicking on Build.it PRO, then click NEXT at the bottom RH corner.
5: Check your included team members. Ensure that the list of your team members who will be registered to use the system is correct, then click NEXT at the bottom RH corner.
If you need to add or delete any team members, you will need to go back and make the changes at your Company profile > USERS tab.
6: Add payment details. You will see the amount of payment that you will be making at the top half of the screen. This will be calculated automatically on the basis of your selected package and the number of your internal team members.
Complete your credit card details, and press ‘SUBMIT’ at the bottom RH side of the screen. You will receive an acknowledgement when payment is successful.
WeBuild Support
Our email support enables us to provide the most prompt and efficient support services for our clients due to the different time zones in which our platform is used. Our support Inboxes are monitored 24 hours a day. All emails are responded to within 24 hours, and all urgent matters are attended to immediately.
Accounts Support: accounts@webuildcs.com Technical Support: support@webuildcs.com
