The Setup Wizard is a One Off, five part process that will open up automatically the first time you log into your MyConstruct account. it's purpose is to quickly and concisely prepare you with the basic requirements to use the entire system. The information that you enter here can be changed and updated at any time, so even in the event of putting sample data here, it is of little consequence.
This may feel like a waste of time since it will most likely just be placeholder or test data, but it really helps later when you're browsing through MyConstruct and learning the ropes to have a "Test" job or first job where you can practice and use for experimenting / learning.
This Wizard is only available the very first time the account logs in. Once it has been completed please refer to My Profile, My Business, Inventory, Clients and Jobs to further edit your data.
There are five key areas that the system will ask you to fill out. Click any link below to explore each section.
The first section to fill out is business details, this is a simple form containing the most relevant information about your business.
Setup your logo to be used on all Documents / PDF printing.
Upload your logo, once selected it should appear in the window underneath the text "Current Logo."
Now that the logo is done, enter your business phone number, ABN and Suburb/City. (See:My Business for more in-depth Business Details)
Now that you have your business details filled in it's time to populate some Estimate settings.
Your first Type of Work is the overall industry / type of building you're doing, if you get stuck you can leave this as "Default" but an example would be "Residential Building", "Renovations" or "Commercial" etc you will end up with many Types of Work in future.
Work Stages are used to group up your Cost Centres for ordering and reporting, an example would be a stage of work such as "Site Work", "Fix out", "Fit off" etc and would contain your Cost Centres within, you could just leave this one as "Construction" or "Default" and come back to it later as well.
Cost Centres, these are used as a way to group your inventory item, example "Hardware" would contain items such as "Nails, Screws, Glue, etc".
As described in the image above, you can edit your cost centres later (See: Estimates)
Once done click "Next Step"
Fill out the form then press "Finish"
Now we have some base data to get starting with MyConstruct instead of browsing around an empty system and getting lost!
The Setup Wizard is complete, MyConstruct offers a few recommendations on where next to explore to expand upon the lessons learned here.
The Wizard suggests the following: "Quick Quotes, Estimates, Clients and Suppliers, Jobs, Opportunities"