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Getting Started

This guide gets you from zero → a working workspace with your first Job, calendar, and team.

tip

If you prefer video, watch the quick start below, then use the checklist at the end to finish setup.

Quick video (2 min)​

No video yet? Replace the file at docs/static/videos/quick-start.mp4 or embed from YouTube/Vimeo.

1) Sign up & log in​

  1. Go to your app and click Create account.
  2. Confirm your email.
  3. Log in.
note

If you’re joining an existing team, use the invitation link you received instead of creating a new workspace.

2) Create your workspace​

  1. After login, choose Create workspace.
  2. Enter a name (e.g., Acme Construction), pick a color.
  3. Click Create.

You can change color/name later under Settings → Workspace Settings.

3) Invite your team​

  1. Go to Settings → Workspace Settings → Members.
  2. Click Invite and enter an email.
  3. Choose a role:
    • Admin – full access, billing
    • Member – normal use
    • Viewer – read only

See: /admin/roles

4) Set company details (once)​

  1. Settings → Workspace Settings → Company
  2. Add business name, logo, address.
  3. Optional billing info (VAT, currency) for quotes/invoices.

See: /finances/overview

5) Add contacts & partners​

  • Directory → New Contact for customers.
  • Directory → New Partner for suppliers/subcontractors.
  • Use Import to bring a CSV.

See: /directory/overview · /directory/import

6) Create your first Job​

  1. Go to Jobs → New.
  2. Fill out job name, customer, start date, location.
  3. Save.
tip

Press N on Jobs to create a new one faster.

See: /projects/overview · /projects/creating

7) Plan on Calendar & Gantt​

  • Calendar: drag to schedule tasks, see availability.
  • Gantt: add tasks, set durations, link dependencies.

See: /planning/calendar · /planning/gantt · /planning/dependencies · /planning/shortcuts

8) Quotes & invoices (optional)​

  • Open the Job → Finances tab.
  • Create a Quote, send to customer, convert to Invoice.

See: /finances/invoices

9) Notifications & reminders​

  • Reminders page for upcoming tasks.
  • Set personal notification preferences in Account Settings.

10) Get help (fast)​

  • Click Help in the app (or press ?) for contextual guides.
  • Visit the full Documentation directory in the app menu.

See: /faq/overview · /security/overview · /legal/overview

Troubleshooting​

  • I can’t invite someone → Ask an Admin to invite, or upgrade the role.
  • Dates/times look wrong → Check your browser time zone and Account Settings.
  • Invoice PDF looks off → Make sure your logo is high-res (PNG, ~600px width).

Still stuck? Email support: support@sitehut.app.

Next steps​

  • Set up default templates (task lists, quote templates).
  • Connect API/webhooks if you’re integrating.

See API docs: /api/

Setup checklist​

  • Create workspace
  • Invite your team
  • Add company details & logo
  • Import or add first contacts
  • Create first Job
  • Schedule tasks (Calendar/Gantt)
  • Send a test Quote/Invoice