Getting Started
Learn the basics of Structur and how to set up your account, create your first projects, and start using the platform with confidence.
By Support1 author10 articles
- Welcome to Structur - What is it and how does it work?Introduces Structur's construction management platform, covering the project lifecycle, key features across sales, project management, financials, company operations, and how to get started.
- Who Can Use Structur – Built for the Way Contractors Actually WorkCovers which types of contractors Structur is built for General Contractors, Remodelers/Residential Contractors, Subcontractors, Specialty Contractors, and Custom Home Builders.
- Setting Up Your Company for SuccessCovers configuring your company profile, logo, default markups, cost codes, integrations, team members, contact imports, Restore Mode, and Transfer Ownership in Structur Settings.
- Managing Your Team - Invite Users, Assign Roles, and Set Hourly RatesCovers inviting new users, assigning roles, setting hourly rates, managing license seats, deactivating, and removing users from Settings > Users.
- Managing Your Clients - Build and Maintain Your Client DatabaseCovers adding clients, uploading photos, setting up custom fields in Client Field Settings, managing other contacts, creating leads from a client record, opening a client's portal, and importing the client…
- Managing Your Vendors - Build and Maintain Your Subcontractor and Supplier DatabaseCovers adding vendors, uploading compliance files with expiration dates, completing a vendor profile, setting up custom fields in Vendor Field Settings, adding other contacts, recording pricing and scope, and importing…
- Understanding the Project Lifecycle - From Lead to InvoiceExplains Structur's 8-stage project lifecycle from Lead to Closeout, how data flows between stages, available modules, and which features are coming soon.
- Checklists – Standardize Project Setup and Track Work ItemsCovers creating checklists from scratch or templates, adding items, setting a default for new projects, converting checklists to templates, and tracking progress.
- Emails - Manage Client Conversations Without Leaving StructurCovers connecting your mailbox to Structur, syncing previous and new emails, managing client conversations inside a project, and replying without leaving Structur. Requires Structur Pro.
- Getting the Most Out of StructurCovers how to get help in Structur including the support chat bubble, Help Desk, email support, video tutorials, community resources, and how to submit feature requests and bug reports.