How to Use BuildOnBudget

Follow these simple steps to get started with managing your projects, budgets, and teams effectively.

1. Sign Up and Create an Account

Start by signing up for a free account. Provide your name, email, and phone number. Verify your email and phone for full access.

  • Go to the signup page and fill in your details.
  • Check your email for verification.
  • Verify your phone number via SMS.
Sign Up

2. Create Your First Project

Once logged in, create a new project to organize your work. Add a name, description, and set a budget.

  • Navigate to the dashboard and click "New Project".
  • Fill in project details and upload images if needed.
  • Invite team members to collaborate.
New Project

3. Add and Manage Tasks

Break down your project into tasks. Assign them to team members, set deadlines, and track progress.

  • Go to the Tasks tab in your project.
  • Create new tasks with descriptions and due dates.
  • Update status as tasks progress.
Tasks

4. Manage Your Budget

Set budgets for projects and components. Track expenses to stay within limits and avoid overruns.

  • Access the Budget tab and create a new budget.
  • Add components with costs.
  • Monitor allocations and spending.
Budget

5. Invite Team Members

Collaborate with others by inviting team members. Assign roles and manage permissions.

  • Use the Teams tab to invite members via email.
  • Specify roles like admin or member.
  • Accept invitations from others.
Teams

6. Shop for Materials

Purchase materials and tools directly through the app. Track orders and deliveries.

  • Visit the Shop tab to browse products.
  • Add items to cart and checkout.
  • Monitor order status in your dashboard.
Shop

Watch Our Demo Video

See BuildOnBudget in action with this quick demo video.

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