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Project Wizard

The project wizard is a guided, five-step process for creating a new project. It walks you through defining your project, building an approval list, inviting your team, reviewing everything, and completing payment.

Overview​

StepNameWhat You Do
1Define ProjectEnter project details and choose a creation method
2Build Approval ListPopulate your list of requirements
3Invite TeamAdd co-approvers and collaborators
4Review & ConfirmCheck everything before payment
5PaymentComplete payment via Stripe

Step-by-Step Guide​

Step 1: Define Project​

Enter the essential project information:

  • Project name — a descriptive title for the project
  • Project address — the physical location of the construction work
  • Applicant email — the person who will submit documents for approval

Choose how to build your approval list:

  • From a template — use your pre-built template library
  • Copy from a previous project — duplicate items from a completed project
  • Upload a PDF — AI extracts requirements from a document
  • Start from scratch — manually add each item

Step 2: Build Approval List​

The content of this step depends on your chosen creation method:

From a Template: Select templates → items are pre-populated → review and adjust.

Copy from a Project: Select source project → items are copied → review and adjust.

Upload a PDF: Upload your document → AI analyses and extracts items → review extracted items, edit or remove as needed. You can provide custom instructions to guide extraction (e.g., "Each numbered condition should be a separate item").

Start from Scratch: Click Add Item to create each requirement manually.

For all methods, you can:

  • Edit item descriptions
  • Reorder items by dragging
  • Add or remove items
  • Configure document checks
  • Upload reference documents

Step 3: Invite Team​

Add people to your project team:

  • Co-approvers — enter email addresses of certifiers who will help review
  • Collaborators — enter email addresses of external parties who need access

The applicant is invited automatically based on the email from Step 1.

All invitations are sent when the project is activated after payment.

Step 4: Review & Confirm​

Review a summary of your project:

  • Project name and address
  • Applicant email
  • Number of approval list items
  • Team members

Navigate back to any previous step to make changes.

Step 5: Payment​

Complete payment via Stripe to activate your project:

  • Review the cost
  • Enter payment details
  • On success: project goes live, invitations are sent
  • On cancel: return to Step 4 (project remains in Draft)
  • Use the Back button to return to previous steps
  • Form state is preserved when navigating between steps
  • The progress indicator at the top shows which steps are complete
  • You can bookmark or share the wizard URL — it includes the step number and project ID for deep linking

After Completion​

Once payment is confirmed:

  1. The project status changes from Draft to Active
  2. Email invitations are sent to the applicant, co-approvers, and collaborators
  3. The project appears on all team members' dashboards
  4. You are redirected to the project detail page
  5. The applicant can begin uploading documents immediately