Set up Prospeno
An Admin completes company configuration. Existing team members use the company access provided to them.
- 1
Set up the company account
Register and follow the email-verification prompts, or sign in using your company code or dedicated company login URL. Complete temporary-password and configured second-factor prompts when shown.
- 2
Review the working context
Open Settings → Workspaces.
An Admin chooses enabled workspaces and the default starting workspace. Projects and Transport share the company account, users, Wallet, and subscription. Orders & Inventory is currently a Planning Preview, not an operational stock system.
- 3
Add users and roles
Use Settings → Users and the linked user-management screen.
An Admin creates each account and shares its temporary password securely. The user changes it at first sign-in. Rates and project assignments are separate setup steps; new-user email invitations are not sent automatically.
- Admin — company configuration, user management, finance, approvals, and modules
- Manager — permitted assigned-project operations, authorized workspace selection, and personal Security settings
- Supervisor — assigned field activity with limited financial access
- Employee — attendance, permitted submissions, and assigned work
- 4
Follow the relevant operating guide
Use the Projects workflow below for project-profit tracking, or the Transport workflow for bookings and dispatch. A Transport company does not need to create a project just to begin using Transport.
- 5
Review optional capabilities
Open Module Marketplace to check current eligibility, dependencies, and free or paid activation. Selecting an included workspace does not activate every add-on. Integrations can also require provider connection and configuration.
Start in Projects
- 1
Create the first project
In the Projects workspace, open Projects → Add Project.
Enter contract value, budgeted costs, schedule, and status. Add the project team before field work begins.
- 2
Record actual activity
Record labor and expenses as work happens. Create project billings when the client owes an amount and record collections only when payment is actually received. Approval and posting rules determine actual cost.
- 3
Review project performance
Use the Project Command Center to compare the baseline with recorded actual costs and collections. Profit, receivables, and cash received are distinct measures.
Start in Transport
- 1
Open Transport deliberately
Use the authorized workspace action in Settings → Workspaces. Selecting Transport has no separate module-activation charge.
- 2
Prepare operational records
Set up clients, relevant Purchase Orders, vehicles, and drivers. Give clients only the booking-portal credentials intended for them, not an internal company account.
- 3
Review bookings and dispatch
Use the Transport guide to review requests and assign vehicles and drivers within your permissions. Shared Wallet, Subscription, Profile, and information pages retain the chosen workspace context.
Web or Prospeno Field?
Use the web app for company setup, operating-workspace management, and finance; use the supported Field app for role-scoped site work.
Web app
- Company, workspace, and user setup
- Projects or Transport operations
- Approvals and financial review
- Reports and module administration
Prospeno Field
- Permitted attendance and checkout
- Assigned project work
- Field expense and material submissions where supported
- Employee, Supervisor, Manager, and Admin workflows according to role and installed build
Important notes
- Project access depends on the user’s role and assignment.
- Shared company services do not create separate accounts or billing balances per workspace.
- Optional modules retain their own eligibility, dependencies, permissions, and availability.
- A local draft or queued event is not a confirmed server record; follow the relevant Field or Kiosk guide.