Want to learn more about Craftnote? The best way to do this is to try it out for yourself!" In this help article, we'll show you how to get started in just 3 easy steps to get started!
Step 1: "Register"
During the registration process in our mobile app for smartphones and tablets tablets or in our web app on a PC or laptop, you only need to fill in a few fields fields and you can experience the full range of functions of Craftnote free of charge for 30 days.
We recommend that you register under the web app first, because here you have the widest range of functions for setting up and at the same time the admin overview. To do this, go to our website www.craftnote.de and click on the Login button at the top right.
You will be redirected directly to the web app and click on the Register button.
Now enter your name, email address and a password and create your profile in Craftnote. your profile in Craftnote.
Step 2: Personalise Craftnote
In the "Company details" settings area, you can enter your company address, contact information and a short "About us" text. You can also upload your company logo here.
The information entered also appears in the project report, which you can, for example as photo documentation with just a few clicks from the chat history of a project. with just a few clicks. At the end of a successful project, you can use this to hand over a personalised report to your customer and leave a lasting and professional impression.
Step 3: Invite your employees
The best way to try out Craftnote is to start with a small test team in your company.
First of all, find 1-2 colleagues who are enthusiastic about using Craftnote with a few test projects together with you. Only in practice you will be able to determine how Craftnote can best support you. can support you.
Inviting is done in just a few steps by first switching to the settings area "Employees" settings area. Once here, enter the email address of the employee.
Before you send the invitation, briefly check whether the assigned role is is correct. There are 3 roles in Craftnote: employee, supervisor and owner.
The "Owner" role has admin rights at company level. This means that in addition to the other authorisations, they can also make cross-project changes such as managing company employees and PDF company templates or completing or managing the subscription.
The "Supervisor" role has admin rights at project level. In addition to the rights that employees also have, they can also create and archive projects, for example, and add or remove people from projects assigned to them.
The "Owner" role has admin rights to company level. This means that, in addition to the other authorisations, they can also make cross-project changes such as managing company employees and PDF company templates or finalising or managing the finalise or manage the subscription.
How you can also invite external participants in a project, such as subcontractors as project members in a project, we will show you here.
When employees click on the link in their invitation email, Craftnote opens and the Craftnote opens and the registration process starts. If the mobile Craftnote app has not yet been downloaded to their smartphone or tablet, the Apple App Store or the the Apple App Store or the Google Play Store will open directly.
You have 1. successfully registered, 2. entered your company details and 3. successfully invited your employees? Then you can now get started with Craftnote!
In further help articles on the topics Folder structure and Sample projects, we'll show you how to prepare a clean structure that allows your team to team can hit the ground running.
How easy it is to launch your digital project portfolio - with Craftnote!