Fast
Quick profile
A user can create a useful profile with name, role, location, experience, and one project or goal.
Guided onboarding
Profile setup should feel easy enough for a first-time user and powerful enough for a serious company.
This onboarding path lets users choose what they are, what they need, where they work, what they want visible, and what they want to add later.
Start with five easy choices
The user does not need to understand the entire platform. They just answer simple dropdowns and the system builds the right path.
- 1
Choose profile type
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
- 2
Choose public or private starting point
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
- 3
Add location and service area
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
- 4
Add projects, scopes, products, or experience
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
- 5
Preview profile before publishing
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
- 6
Connect to jobs, bids, suppliers, training, and people
Built to keep the user moving without confusion, dead ends, or unnecessary form fatigue.
Individual setupFor workers, estimators, PMs, supers, students, career changers, and leadership.+
Name and trade path
Experience level
Project resume
Training and certifications
References
Work preferences
Availability
Public/private profile
Company setupFor subcontractors, GCs, architects, suppliers, manufacturers, and service providers.+
Company overview
Service areas
Scopes
Completed projects
Insurance/license fields
Contacts
Hiring needs
Bid preferences
Supplier setupFor material yards, reps, manufacturers, importers, distributors, and product lines.+
Product categories
Origin details
Lead times
Stocking locations
Substitutions
Certifications
Install partners
Service radius
Skip and add laterThe user should never get stuck because they do not have every detail.+
Save draft
Add later
Invite teammate
Request reference
Upload later
Private note
Reminder
Profile score
Deep
Complete profile
More serious users can add training, project photos, references, product lines, service areas, bid preferences, and company details.
Helpful
Guided prompts
Every blank field should have examples so users know what to write without feeling dumb or stuck.
Progress
Profile strength score
A gentle progress meter can recommend what to add next without shaming the user.
Privacy
Draft mode
Users can build privately before publishing. Sensitive business details stay controlled.
Team
Invite helper
Companies can invite admin, estimator, HR, supplier rep, or project manager support to complete sections.