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How to Sign Up for Daily Build

Step 1: Choose Your Sign-Up Method 0:00

• You have two options to sign up for Daily Build:
  • Option 1: Continue with Google to connect directly to your Gmail account.
  • Option 2: Create a manual account.

Step 2: Create a Manual Account 0:14

To create a manual account, follow these steps:

• Enter your name and company.
• Enter your company email and password.

Step 3: Agree to Terms of Service 0:40

• You must agree to the Terms of Service before signing up.

Step 4: Complete Sign-Up 1:06

• Click the sign-up button to register.
• You will be automatically signed up for a 14-day free trial.

Step 5: Initial Setup Steps 1:20

After signing up, you can choose to complete the following setup steps now or skip them:

1. Set your company theme color.
2. Upload a picture of your company.
3. Enter your company phone number.
4. Enter your company location.
5. Provide a short description of your company.

Step 6: Confirmation of Free Trial 2:11

• After completing the setup steps, you will be redirected to a confirmation page.
• This page will show you that you are on a 14-day free trial and the date your trial ends.

Step 7: Start Using Daily Build 2:21

• You have successfully completed the sign-up process.
• You are now ready to start creating your first report and timesheets.

Adding Team Members in Your Account

Step 1: Access the Team Section 0:00

• Go to your dashboard.
• Click on the ‘Team’ option to start adding team members.

Step 2: Identify Team Members 0:12

• Determine which team members to add:
  • Project Manager
  • Foreman
  • Any additional workers you want to include.

Step 3: Add a Project Manager Profile 0:20

• Click on the button at the top to add a new profile.
• Enter the Project Manager’s email address.
• Click ‘Save’ to send them an email confirmation for app sign-up.

Step 4: Select Position and Enter Details 0:52

• Choose ‘Project Manager’ as the position.
• Optionally, enter their phone number.

Step 5: Add a Foreman Profile 1:04

• Repeat the process to add a Foreman:
  • Enter the Foreman’s email address.
  • Select ‘Foreman’ as the position.
  • Optionally, enter their phone number.

Step 6: Confirm Successful Creation 1:37

• Review the profiles created:
  • Project Manager
  • Foreman
• You have successfully added both profiles.

Guide to Adding Work Categories, Subcontractors, and Equipment

1. Introduction to Adding Work Categories 0:00

• Overview of the process to add work categories, subcontractors, and equipment.
• Importance of work categories for feeding information into timesheets and daily reports.

2. Viewing Pre-filled Work Categories 0:19

• Dashboard displays three example work categories with corresponding cost codes.
• Users can manually enter their own work categories.

3. Adding a New Work Category 0:34

• Input the category name (e.g., ‘Concrete Labor’).
• Enter the corresponding cost code.

4. Saving Work Category Information 0:48

• Click ‘Save’ to add the new work category and cost code to the dashboard.

5. Uploading Cost Codes via CSV 1:03

• If your company has a list of cost codes, you can upload them using a CSV file.
• CSV file requirements:
  • Two columns: ‘name’ and ‘cost code’.
  • Example format: descriptions in the first column, cost codes in the second.

6. Uploading the CSV File 1:27

• Click ‘Upload CSV’ and select your file to import the cost codes.

7. Adding Equipment to the Dashboard 1:44

• Dashboard has two preloaded equipment entries.
• To add new equipment, provide:
  • Equipment ID (your choice of number).
  • Equipment name.
  • Equipment type.
  • Quantity available.
  • Serial number or identifying number.

8. Saving Equipment Information 2:47

• Click ‘Save’ to add the new equipment to your list.

9. Adding a Subcontractor 3:04

• Dashboard includes a sample subcontractor entry.
• To add a new subcontractor, provide:
  • Profile picture (optional).
  • Name.
  • Contact person.
  • Trait.

10. Saving Subcontractor Information 3:50

• Click ‘Save’ to automatically populate the subcontractor in your dashboard.