Quick Start: Set Up Your First Construction Project

This guide takes you from sign-up to your first confirmed record: a written site instruction that has an owner, a due date and a status.

Step 1: Sign up with your phone number

Create your Convoe account with your phone number. You'll receive a verification code to confirm it, then add your name and photo so your crew knows who is asking.

Step 2: Create your company workspace

Your workspace holds your company's projects and people. Name it after your business. If someone has already invited you, join their workspace instead.

Step 3: Set up a conversation for one project

Start with a single live job. Create a conversation for that project, named after the site, so every instruction about it is written in one place.

Step 4: Invite the people on that job

Invite your site manager, supervisors and the subcontractors on that job using an invite link or their phone numbers. Crew access is free.

Step 5: Turn a message into confirmed work

When an instruction is written in the conversation (for example, "Sparky to move the GPO in unit 4 before Friday"), run Find tasks. Convoe suggests a title, assignee, due date and priority. Check it, correct anything that is wrong, then confirm it or dismiss it. Nothing becomes a task until a person confirms it.

Step 6: Follow it through on the commitments dashboard

Confirmed tasks appear in commitments, where you can see what is open, overdue and done. The person responsible updates the status as the work moves from pending to in progress to done.