Getting Started

Set up your company, create your first project, and begin tracking labor, expenses, billings, collections, and real-time project profit.

How to get started

Follow these steps to set up your company workspace.

1
Register or join your company
Create a company account or sign in using the company login provided by your administrator.
More detail
- Each company has its own company code and login context.
2
Add users and assign roles
Open Settings → Users & Roles and add the people who will use Prospeno.
More detail
- Admin — manages company, projects, approvals, settings, billing, and modules
- Manager — manages assigned projects, labor, expenses, and teams
- Supervisor — reviews assigned field activity with limited financial visibility
- Employee — records attendance, expenses, and assigned project work
3
Create your first project
Open Projects and select + Add Project. Enter name, contract amount, budgeted costs, schedule, and status.
More detail
- After saving, Prospeno opens the Project Command Center.
4
Record labor, expenses, billings, and collections
Approved labor and project expenses count toward actual project cost. Collections separate billing from payment.
5
Review project profit
Use the Dashboard, Reports, and Project Command Center to compare contract value, budget, actual costs, and collections.

Use the right surface for each job.

Web application

Prospeno Field

Only approved records affect project actual cost.
General Work records that are not assigned to a project do not affect an individual project’s profit.
Project access depends on user role and assignment.
Some pages and actions are available only to Admins or to companies with the required module enabled.

Use the ? button in the web application for the current page guide, Getting Started, Module Guides, and Contact Support.