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Getting started

Set up your company, add your crew, and learn the basics.

Set up your company profile

Open Settings and fill in your company name, address, phone, and website. This information appears on your estimates and invoices. Your logo and brand colors are set up with your GuildWright rep during onboarding.

Add your team

Go to Settings → Users & Wages to invite crew and office staff. Each person gets a role (owner, admin, site manager, or crew) that controls what they can see and do. You can rename roles under Settings → Roles.

Create your first project

Open Projects and click New Project. Add the address and details; GuildWright suggests an invoice prefix from the address automatically. Every task, timecard, estimate, and invoice hangs off the project.

Field app vs. office

The crew works from their phones — clocking in, seeing tasks and daily goals, logging materials and receipts. The office runs estimates, invoices, scheduling, and reports. Both share the same live data.

Still stuck? Email support@guildwright.app and we'll help.