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Getting Started

Onboarding8 min read

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

Sign up & log in

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

Create your workspace

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

You can change the name and colour later under Settings → Workspace Settings.

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 Roles & permissions.

Set company details

  1. Open Settings → Workspace Settings → Company.
  2. Add business name, logo, and address.
  3. Add billing info (VAT, currency) if you plan to send quotes or invoices.

See Finances overview.

Add contacts & partners

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

See Directory and Import.

Create your first Job

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

See Jobs overview and Creating a job.

Plan on Calendar & Gantt

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

See Calendar, Gantt, Dependencies, and Shortcuts.

Quotes & invoices (optional)

  1. Open the Job → Finances tab.
  2. Create a Quote, send it to the customer, then convert to an Invoice when ready.

See Invoices.

Notifications & reminders

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

Get help fast

  • Click Help in the app (or press ?) for contextual guides.
  • Open Documentation from the app menu for the full guide library.

See FAQ, Security, and Legal.

Troubleshooting​

  • I can't invite someone — Ask an Admin to send the invite, or check the member's role.
  • Dates or times look wrong — Check your browser time zone and Account Settings.
  • Invoice PDF looks off — Use a high-resolution logo (PNG, ~600px wide).

Still stuck? Email support@sitehut.app.

Setup checklist​

  • Create workspace
  • Invite your team
  • Add company details and logo
  • Import or add first contacts
  • Create first Job
  • Schedule tasks (Calendar or Gantt)
  • Send a test quote or invoice

Next steps​