--- title: Getting Started with Dayworkbook description: "Platform: Both | User: Standard+ | Difficulty: Beginner | Time: 8 min\n Client approval workflows including email and in-person signing methods." --- [Skip to content](https://help.dayworkbook.com/getting-started-with-dayworkbook#main-content) [![1](https://help.dayworkbook.com/hs-fs/hubfs/Logo/1.png?width=381&height=90&name=1.png)](https://dayworkbook.com/) - Book a Demo Open main navigation Close main navigation - Book a Demo - [Contact Us](https://dayworkbook.com/contact/) [Contact Us](https://dayworkbook.com/contact/) How can we help you? - There are no suggestions because the search field is empty. 1. [Dayworkbook Help Centre & Knowledge Base](https://help.dayworkbook.com/?hsLang=en-au) 2. [Getting Started](https://help.dayworkbook.com/getting-started?hsLang=en-au) 18 September 2026 # Getting Started with Dayworkbook **Platform:** Both (Web Application and Mobile App) **User Type:** Org Admin **Difficulty:** Beginner **Estimated Time:** 15 minutes **Last Updated:** September 2026 (revised) --- ### **Quick Summary** Learn how to create your Dayworkbook account, complete initial setup, and understand the platform basics to start digitising your construction daywork processes. This guide covers everything from signup to finding your way around your account. ### **What You'll Learn** - Create your account and start your free trial - Complete company setup and initial configuration - Navigate the dashboard and understand key platform sections - Prepare for setting up your Directory and creating your first job ### **Before You Start** **Prerequisites**: None — this is your starting point when setting up a new organisation in Dayworkbook. **You'll Need**: - A valid email address you can access for account verification - Basic company information, including your business name, location and contact details - An understanding of your construction daywork requirements, such as variations, emergency repairs and time-and-materials work - Your company logo, if you want to personalise your daywork sheets **⚠️ Watch Out:** If your company already uses Dayworkbook, ask your Org Admin for an invitation instead of creating a separate organisation. Use the email address they invited so you can access the correct jobs and sheets. ### **Step-by-Step Instructions** #### **Step 1: Create Your Free Trial Account** Navigate to dayworkbook.com to begin signup. You can also download the mobile app from your device's app store. 1. Click **"Start Free"** on the website (this takes you to [web-app.dayworkbook.com](https://web-app.dayworkbook.com/)) 2. Enter your email address and create your account 3. Set a password to secure your account   **![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-19-2025-12-16-49-0284-PM.png?width=160&height=347&name=image-png-Sep-19-2025-12-16-49-0284-PM.png)  ![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-19-2025-12-18-52-3420-PM.png?width=499&height=347&name=image-png-Sep-19-2025-12-18-52-3420-PM.png)** **🎯 Key Point:** Every trial starts on the **Light plan with Compile enabled** — giving you full access to real features, not a stripped-down demo. Your trial runs for **30 days and requires no credit card**. *(Source: [dayworkbook.com/pricing](http://dayworkbook.com/pricing))* **📱 Mobile Note:** Signup is available from the app, or by signing in with the account you create on the website. **⚠️ Watch Out:** Ensure your email is accessible as you'll need to verify it shortly. #### **Step 2: Receive Welcome Email and Complete Registration** 1\. Check your email inbox for welcome message from Dayworkbook **💡 Pro Tip**: Add Dayworkbook to your email contacts to ensure future notifications aren't filtered to spam #### **Step 3: Welcome Setup and Demo Walkthrough** Once verified, you'll see a welcome screen a prompt to: 1\. Enter your first and last name 2\. Choose your phone number prefix and enter your mobile number   ![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-19-2025-12-26-47-2716-PM.png?width=139&height=302&name=image-png-Sep-19-2025-12-26-47-2716-PM.png)   ![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-22-2025-07-50-51-9966-AM.png?width=517&height=302&name=image-png-Sep-22-2025-07-50-51-9966-AM.png) 3\. Enter your **Company Name** 4\. Select your **Trade Category** from the dropdown   ![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-22-2025-07-53-24-2420-AM.png?width=139&height=302&name=image-png-Sep-22-2025-07-53-24-2420-AM.png)  ![](https://help.dayworkbook.com/hs-fs/hubfs/image-png-Sep-22-2025-07-54-51-2937-AM.png?width=519&height=303&name=image-png-Sep-22-2025-07-54-51-2937-AM.png) **🎯 Key Point**: This information appears on all your daywork sheets, so ensure accuracy  **⚠️ Watch Out:** You can update your personal details later in **Settings \> My Account** (Web and Mobile), and your company details in **Settings \> Business Info** (Web) or **Settings \> My Business** (Mobile). #### **Step 4: Interactive Demo Experience** Dayworkbook includes a built-in demo to show you the core workflow: 1\. Follow the guided tour that demonstrates creating a daywork sheet 2\. The demo uses pre-filled sample data showing how to add: 1. - Labour resources (worker positions and hours) - Plant & Equipment (machinery and equipment usage) - Materials (supplies and quantities) - Rate Items (composite work measured by unit) 3\. Complete the demo by following the signature process   ![KB Screenshots - Mobile GIF](https://help.dayworkbook.com/hs-fs/hubfs/KB%20Screenshots%20-%20Mobile%20GIF.gif?width=140&height=303&name=KB%20Screenshots%20-%20Mobile%20GIF.gif)  ![KB Screenshots - Web GIF (2)](https://help.dayworkbook.com/hs-fs/hubfs/KB%20Screenshots%20-%20Web%20GIF%20(2).gif?width=519&height=303&name=KB%20Screenshots%20-%20Web%20GIF%20(2).gif) **💡 Pro Tip**: Take your time with the demo - it covers the complete daywork workflow you'll use daily  **📱 Mobile Note**: The demo is optimised for both web and mobile interfaces #### **Step 5: Upload your Branding** Your logo and brand colour appear on every daywork sheet you send. 1. Go to **Settings \> Business Info** (Web) or **Settings \> My Business** (Mobile) 2. Upload your **Logo** (recommended 600×200 px PNG, max 1MB) 3. Choose your **Brand Colour** 4. Preview your branded daywork sheet in the live preview panel (Web)   ![Mobile \_ Settings \_ My Business](https://help.dayworkbook.com/hs-fs/hubfs/Knowledge%20Base/Mobile/Mobile%20_%20Settings%20_%20My%20Business.png?width=138&height=300&name=Mobile%20_%20Settings%20_%20My%20Business.png)   ![Web \_ Settings \_ Business Info \_ Document Branding](https://help.dayworkbook.com/hs-fs/hubfs/Knowledge%20Base/Web/Web%20_%20Settings%20_%20Business%20Info%20_%20Document%20Branding.png?width=514&height=300&name=Web%20_%20Settings%20_%20Business%20Info%20_%20Document%20Branding.png) #### **Step 6: Understanding Your Dashboard (Web)** After completing setup, you'll reach your main dashboard. Here's what you'll see: **Key Dashboard Elements:** - **Active Jobs:** a summary of your active jobs - **Sheets Awaiting Approval:** sheets waiting for client review - **Revenue Pending:** a summary of pending revenue - **Active Job Performance:** a table showing jobs, sheet statuses and values - **Create New Daywork Sheet:** the action for starting a new daywork sheet    ![Web Dashboard](https://help.dayworkbook.com/hs-fs/hubfs/Knowledge%20Base/Web/Web%20%20Dashboard.png?width=670&height=391&name=Web%20%20Dashboard.png) **Navigation Menu:** - **Jobs:** list and manage your projects - **Sheets:** find and review your daywork sheets - **Directory:** manage clients, labour, plant and equipment, materials, and rate items - **Settings:** manage your account, business details and team access   **🎯 Key Point**: The dashboard provides real-time insights into your daywork activities and project performance  📱 **Mobile Note:** Use the **Jobs** screen to find your projects. The bottom navigation bar gives you quick access to **Jobs**, **Sheets**, **Directory** and **Settings**. #### **Step 7: Manage Your Account Security** As Org Admin, keep your login credentials secure. 1. Navigate to **Settings \> My Account** 2. Use **Change Password** to update your password (this sends a reset link to your registered email — you don't set a new password directly in this screen) 3. Review your Signature setting, used for signing daywork sheets on your own behalf        ![Mobile \_ Settings \_ My Account](https://help.dayworkbook.com/hs-fs/hubfs/Knowledge%20Base/Mobile/Mobile%20_%20Settings%20_%20My%20Account.png?width=138&height=300&name=Mobile%20_%20Settings%20_%20My%20Account.png).     ![Web \_ Settings \_ My Account](https://help.dayworkbook.com/hs-fs/hubfs/Knowledge%20Base/Web/Web%20_%20Settings%20_%20My%20Account.png?width=514&height=300&name=Web%20_%20Settings%20_%20My%20Account.png)                                   **⚠️ Watch Out**: As Org Admin, you alone have access to sensitive business data and payment information ### **Understanding the Results** After completing these steps, you should have: - A verified Dayworkbook account with Org Admin privileges - Company information and branding configured for professional daywork sheets - Understanding of core platform navigation and workflow - A 30-day free trial on the Light plan with Compile enabled, no credit card required - A way to update your password if needed Your account is now ready for the next crucial step: setting up your Directory with clients and resources. ### **Troubleshooting Common Issues** **Problem: Email verification link not received  Cause**: Email may be in spam folder or delayed delivery  **Solution**: Check spam/junk folders first. If still not received, click "Resend verification email" on the login page or contact support. **Problem: Password requirements not met during signup  Cause**: Password doesn't meet security requirements (minimum 8 characters, mix of letters and numbers)  **Solution**: Create a stronger password with at least 8 characters including both letters and numbers. Consider using a password manager. **Problem: Company details can't be saved during setup  Cause**: Required fields may be incomplete or contain invalid characters  **Solution**: Ensure all mandatory fields are completed with valid information. Business name should not contain special characters except standard punctuation. **Problem: Demo walkthrough not loading properly  Cause**: Browser compatibility issues or slow internet connection  **Solution**: Try refreshing the page or using a different browser. Ensure JavaScript is enabled and you have a stable internet connection. **Problem: Can't access certain features after setup  Cause**: Features may be web-only or require specific permissions  **Solution**: Some features like Reporting and Billing are web-only. Switch to the web application for full functionality. ### **What's Next?** With your account set up, your next steps are: 1. **Setting Up your Directory** - Add your clients and configure your resource types (Labour, Plant & Equipment, Materials, Rate Items) 2. **Create your first job** - Add a project for unquotable work requiring daywork tracking 3. **Invite team members** - Add other users to your organisation with appropriate permissions 4. **Configure app preferences** - Customise notifications, reminders, and workflow settings ### **Related Articles** - **[Setting Up Your Directo](https://help.dayworkbook.com/setting-up-your-directory?hsLang=en-au)ry** - **[Adding Your First Job in Dayworkbook](https://help.dayworkbook.com/adding-your-first-job-in-dayworkbook?hsLang=en-au)** - **[User Access Management and Permissions](https://help.dayworkbook.com/user-access-management-and-permissions?hsLang=en-au)** - **[Understanding Simple vs Advanced Labour Tracking](https://help.dayworkbook.com/understanding-simple-vs-advanced-labour-tracking?hsLang=en-au)** ### **Still Need Help?** If this article didn't solve your issue: - Check **[Setting Up Your Directory](https://help.dayworkbook.com/setting-up-your-directory?hsLang=en-au)** for guidance on configuring clients and resources - Visit the Settings section for detailed account customisation options - **[Contact support via website](https://dayworkbook.com/contact/)**or in-app chat - Contact us via **[https://dayworkbook.com/contact/](https://dayworkbook.com/contact/)** - [Platform Introduction](https://help.dayworkbook.com/platform-introduction?hsLang=en-au) - [Getting Started](https://help.dayworkbook.com/getting-started?hsLang=en-au) - [Resource Management](https://help.dayworkbook.com/resource-management?hsLang=en-au) - [Client Interaction](https://help.dayworkbook.com/client-interaction?hsLang=en-au) - [Account Management](https://help.dayworkbook.com/account-management?hsLang=en-au) [![DWB\_Primary\_PMS166\_80\_](https://help.dayworkbook.com/hs-fs/hubfs/DWB_Primary_PMS166_80_.png?width=200&height=36&name=DWB_Primary_PMS166_80_.png "DWB_Primary_PMS166_80_")](http://dayworkbook.com) © 2026 Dayworkbook. 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