GETTING STARTED

Set up your first dependable project.

Prepare the company, people, partners, equipment, and project records your first working review depends on.

Get Started

View the checklist

Konstructo Northfield project workspace showing project details, progress, commercial headings, and project team context

HOW THE WORK MOVES

A practical first-project rollout.

Complete the company and project setup first, then review one representative active project across its core record views.

01

Prepare records

Gather the company, people, partner, equipment, site, date, and scope information the project needs.

02

Configure the company

Create the reusable company records and confirm who owns each one.

03

Build the project

Create the job, confirm its details, and open the project areas the team will review.

04

Review together

Walk through one active project with the people who will keep its records current.

Konstructo Northfield project Team view showing the project manager, role, filters, and team metrics
Konstructo Northfield project Team view showing the project manager, role, filters, and team metrics

READINESS CHECK • PROJECT TEAM • MANAGER AND ACCESS CONTEXT

FIRST PROJECT CHECKLIST

Confirm the project is ready before asking the team to use it.

Check the project status, client, site, dates, project manager, and current coordination records from the project workspace.

●

Review each current screen with realistic project data

●

Confirm the current workspace views before rollout

●

Agree on who maintains each project record

WHAT IMPROVES

Adoption starts with ownership and a repeatable review.

Name the source record, responsible person, required fields, and review cadence before expanding the setup.

Clear source

Agree which current Konstructo record becomes the reference for each review.

Named owners

Assign the person responsible for maintaining each recurring record.

Set cadence

Schedule the first recurring project review and define its completion check.

Before setup

Prepare the inputs your first project review depends on.

Prepare a small intake packet so the first workspace starts with real company, project, people, partner, and equipment context.

01 · REVIEW POINT

Company context

Gather the company details, naming approach, and person coordinating the initial setup.
01 · REVIEW POINT

Company context

Gather the company details, naming approach, and person coordinating the initial setup.
02 · REVIEW POINT

People and partners

List the project lead, client, vendors, subcontractors, contacts, and other people needed for the first review.
02 · REVIEW POINT

People and partners

List the project lead, client, vendors, subcontractors, contacts, and other people needed for the first review.
03 · REVIEW POINT

Project brief

Prepare the job name, site, proposed dates, scope notes, and responsible project context visible in the current workflow.
03 · REVIEW POINT

Project brief

Prepare the job name, site, proposed dates, scope notes, and responsible project context visible in the current workflow.
04 · REVIEW POINT

Working records

Identify the equipment, commercial, coordination, and RFI records the first review should open.
04 · REVIEW POINT

Working records

Identify the equipment, commercial, coordination, and RFI records the first review should open.

See the current product

Operating ownership

Name the people who will keep the setup useful.

Name a setup lead, project lead, and owner for each recurring record; confirm product permissions separately.

01 · REVIEW POINT

Setup lead

Coordinates the initial company records, first project, and outstanding setup questions.
02 · REVIEW POINT

Project owner

Keeps the selected-job context current and leads the recurring project review.
03 · REVIEW POINT

Commercial owner

Reviews the relevant Financials headings and source commercial records for the selected project.
04 · REVIEW POINT

Coordination owner

Follows current project coordination and RFI records through their next visible action.
05 · REVIEW POINT

Shared-record owner

Maintains the reusable partner, team, or equipment context used across the company workspace.

Turn ownership into a playbook

Operating ownership

Name the people who will keep the setup useful.

Name a setup lead, project lead, and owner for each recurring record; confirm product permissions separately.

01 · REVIEW POINT

Setup lead

Coordinates the initial company records, first project, and outstanding setup questions.
02 · REVIEW POINT

Project owner

Keeps the selected-job context current and leads the recurring project review.
03 · REVIEW POINT

Commercial owner

Reviews the relevant Financials headings and source commercial records for the selected project.
04 · REVIEW POINT

Coordination owner

Follows current project coordination and RFI records through their next visible action.
05 · REVIEW POINT

Shared-record owner

Maintains the reusable partner, team, or equipment context used across the company workspace.

Turn ownership into a playbook

Company and project

Set up the company records first, then open the initial project for review.

Create reusable company records first, then open the selected project and confirm how those records support its work.

01 · REVIEW POINT

Company foundation

Orient around projects, people, clients, vendors, subcontractors, and equipment shared across the workspace.
01 · REVIEW POINT

Company foundation

Orient around projects, people, clients, vendors, subcontractors, and equipment shared across the workspace.
02 · REVIEW POINT

Project workspace

Create or select the job, confirm its details, and open the relevant Financials, Execution, Coordination, and RFI areas.
02 · REVIEW POINT

Project workspace

Create or select the job, confirm its details, and open the relevant Financials, Execution, Coordination, and RFI areas.
03 · REVIEW POINT

Reuse deliberately

Check the company record before creating a separate description of the same client, partner, person, or equipment context.
03 · REVIEW POINT

Reuse deliberately

Check the company record before creating a separate description of the same client, partner, person, or equipment context.
04 · REVIEW POINT

Verify in context

Return to the selected project and confirm the exact record the team will use during its review.
04 · REVIEW POINT

Verify in context

Return to the selected project and confirm the exact record the team will use during its review.

Read common setup answers

First review agenda

Use one project to teach the complete review path.

Use one guided project review to show where context lives, who owns each record, and what action comes next.

01 · STEP

1. Orient at company level

Review the portfolio and the shared people, partner, and equipment records needed for the selected job.
02 · STEP

2. Confirm project details

Open the project and verify its client, site, dates, responsible people, scope context, and current state.
03 · STEP

3. Inspect working areas

Move through the relevant Financials, Execution, Coordination, proposal, equipment, and RFI views.
04 · STEP

4. Assign the next action

End each open question at the source record and the person responsible for the follow-up.
05 · STEP

5. Repeat the path

Ask the operating owners to run the same review so the team can confirm the process is usable.

Open the help centre

First review agenda

Use one project to teach the complete review path.

Use one guided project review to show where context lives, who owns each record, and what action comes next.

01 · STEP

1. Orient at company level

Review the portfolio and the shared people, partner, and equipment records needed for the selected job.
02 · STEP

2. Confirm project details

Open the project and verify its client, site, dates, responsible people, scope context, and current state.
03 · STEP

3. Inspect working areas

Move through the relevant Financials, Execution, Coordination, proposal, equipment, and RFI views.
04 · STEP

4. Assign the next action

End each open question at the source record and the person responsible for the follow-up.
05 · STEP

5. Repeat the path

Ask the operating owners to run the same review so the team can confirm the process is usable.

Open the help centre

Readiness signals

Look for repeatable behavior before expanding the rollout.

The team is ready to expand when it can repeat the setup, find the same source records, and complete the review without rebuilding context elsewhere.

01 · REVIEW POINT

The source is clear

People can name the company or project record used for each recurring review.
01 · REVIEW POINT

The source is clear

People can name the company or project record used for each recurring review.
02 · REVIEW POINT

The owner is clear

Each recurring record or review has a named operating owner.
02 · REVIEW POINT

The owner is clear

Each recurring record or review has a named operating owner.
03 · REVIEW POINT

The path is repeatable

A second person can move from portfolio context to the selected source record without guessing.
03 · REVIEW POINT

The path is repeatable

A second person can move from portfolio context to the selected source record without guessing.
04 · REVIEW POINT

The completion check is visible

The team can identify the saved record, date, status, response, or next action that closes the step.
04 · REVIEW POINT

The completion check is visible

The team can identify the saved record, date, status, response, or next action that closes the step.

Build workflow playbooks

Scale the practice

Move from one dependable project to a shared operating rhythm.

Expand after the first team can repeat the screen path, responsibilities, and review sequence with confidence.

01 · STEP

Document the working path

Capture the trigger, source screen, owner, required context, next action, and completion check used by the first project.
02 · STEP

Review shared records

Confirm which company people, partner, and equipment records should be reused for the next job.
03 · STEP

Prepare the next project

Gather the next project's actual details and create its context using the current product workflow.
04 · STEP

Run the same review

Use the same agenda and note where the people, records, or responsibilities differ.

Use product guidance

Scale the practice

Move from one dependable project to a shared operating rhythm.

Expand after the first team can repeat the screen path, responsibilities, and review sequence with confidence.

01 · STEP

Document the working path

Capture the trigger, source screen, owner, required context, next action, and completion check used by the first project.
02 · STEP

Review shared records

Confirm which company people, partner, and equipment records should be reused for the next job.
03 · STEP

Prepare the next project

Gather the next project's actual details and create its context using the current product workflow.
04 · STEP

Run the same review

Use the same agenda and note where the people, records, or responsibilities differ.

Use product guidance

Continue from setup

Choose the next route for the work ahead.

Once the first project is prepared, move into the route that supports the next real task. Keep the selected context and source record with you.

01 · REVIEW POINT

Need screen orientation?

Use the Product Tour to move from the company portfolio into project, financial, partner, equipment, and RFI views.
01 · REVIEW POINT

Need screen orientation?

Use the Product Tour to move from the company portfolio into project, financial, partner, equipment, and RFI views.
02 · REVIEW POINT

Need a repeatable process?

Use Product Guidance to turn the review into a source-record playbook.
02 · REVIEW POINT

Need a repeatable process?

Use Product Guidance to turn the review into a source-record playbook.
03 · REVIEW POINT

Need a specific answer?

Use the Help Centre or FAQ to choose a path from the task and current screen.
03 · REVIEW POINT

Need a specific answer?

Use the Help Centre or FAQ to choose a path from the task and current screen.
04 · REVIEW POINT

Need to verify fit?

Use the walkthrough form to describe one real workflow and the questions the team needs to confirm.
04 · REVIEW POINT

Need to verify fit?

Use the walkthrough form to describe one real workflow and the questions the team needs to confirm.

Get Started

Prefer a guided walkthrough? Book a Demo

Setup details

Answers for a dependable first rollout.

These answers clarify what to prepare, who should own the work, what to review, and when the setup is ready to extend.

Browse setup help

Setup details

Answers for a dependable first rollout.

These answers clarify what to prepare, who should own the work, what to review, and when the setup is ready to extend.

Browse setup help

Set up your first Konstructo project.

Begin with a clear company record and one realistic construction project.

Get Started

GETTING STARTED FAQ

Set up the first project with clear ownership.