1. Construction Projects PSA
  2. Get started
Get started

Get Construction Projects PSA running in four steps.

Prepare a first construction project cycle with a real owner and milestone.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Construction Projects PSA. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Construction Projects PSA in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure PSA for Construction Projects. Name the people who will manage projects, record field work, review submitted packages, approve milestones and follow progress billing.

Prepare the first operating cycle

Choose one active owner and project. Enter the contract value, budget hours, dates and manager. Add a site milestone with owner, amount and due date. Have a crew member record a billable package, time entry and expense against the project. Submit a valid package and one that fails a guard, then check each decision and operation result.

Review before release

Approve and invoice the milestone, create its progress billing and record a Received collection. Open Project Margin Desk and compare the project view with the underlying work, time, costs and billing. Confirm who will resolve failed operations and overdue or disputed pay applications before the team uses the app for the next job.

Set up Construction Projects PSA your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started