How to Create Your First Construction Project in Built Simple: Step-by-Step Guide

Setting up your first project in Built Simple construction management software is the best way to start running your jobs with less paperwork and more control. Whether you’re working on a residential build, commercial fit-out, or renovation project, Built Simple keeps schedules, budgets, documents, and teams; everything in one place.

This guide shows you exactly how to create a new project, add details, and get ready to manage it from day one.

Before You Begin

Make sure you have:

• A Built Simple account and your login details
• Project information ready: client name, site address, scope, and contract value
• Access to the web app or mobile app
  

If you haven’t signed up yet, create your Built Simple account here.

Step-By-Step Guide

1. Open the Projects area

1. Log in at app.builtsimple.com.au or open the mobile app.
2. Click Jobs in the main menu.
3. Select + New Project or Create Job.

2. Add basic project details

• Project name: Use a clear title (e.g. Smith Residence – Kitchen Renovation).
• Project type: Select Residential, Commercial, Renovation, Addition, or Other.
• Client details: Add name, email, phone, and billing address.

3. Enter the site location

• Add the site address — Built Simple automatically places it on the map.
• Add site access notes (gate codes, parking, delivery instructions).

4. Set dates and work days

• Choose Start date and Estimated completion date.
• Define work days (e.g. Mon–Fri).

Pro tip: Built Simple automatically calculates working days and excludes weekends and public holidays from your schedule.

5. Define the project scope

• Add a short project description.
• List major work items:
  
  • Site preparation
  • Foundations
  • Framing
  • Electrical
  • Plumbing
  • Finishing
• Add special requirements or site constraints.

6. Enter the budget

• Contract value: Enter the total project amount.
• Break costs into budget categories by trade or project phase.
• Optionally add a payment schedule with milestones.

For a full walkthrough, check out our guide on How to Create Professional Estimates in Built Simple: Complete Guide.

7. Assign your project team

• Click Add team members.
• Select from existing users or invite new ones:
  • Project manager
  • Site supervisor
  • Subcontractors
  • Suppliers
• Set access permissions for each role.

Learn more about setting up your company profile and inviting team members in How to Set Up Your Company Profile and Team in Built Simple: Complete Setup Guide.

8. Configure project settings

• Set notifications: choose who gets updates.
• Create document folders: organise drawings, contracts, permits.
• Pick a default schedule view: Calendar, Gantt, or List.

9. Review and create your project

• Double-check all fields and attachments.
• Click Save Project or Create Project.
• Your project dashboard will open automatically.

What To Do Next

Once your project is created, you can:

• Upload plans, drawings, and permits
  
• Add detailed schedules and tasks
  
• Build estimates and allocate budgets
  
• Invite subcontractors and suppliers
  
• Start daily progress tracking and reporting
  

To take control of your financials, see How to Track Costs and Budgets in Built Simple: Complete Financial Control.

Common Questions

How many projects can I create?
Depends on your subscription plan. Tradie plans usually allow unlimited active projects.

Can I edit project details after creating it?
Yes, open Project Settings to update any field.

Can I duplicate a project?
Yes, use Duplicate Project to copy existing project settings.

How do I archive completed projects?
Go to Project Settings → Archive Project.

Troubleshooting

Unable to save project

• Make sure all required fields are complete.
• Check date formats.
• Confirm you have permission to create projects.

Project not appearing in list

• Refresh the app or browser.
• Check filters in the projects view.
• Confirm you’re logged into the correct account.

Best Practices For Builders And Contractors

1. Use consistent project names to make searching easier.
2. Write clear descriptions to prevent scope confusion.
3. Build realistic timelines with weather and delivery buffers.
4. Upload key documents immediately after project creation.
5. Invite your core team early to streamline communication.

To see how these steps fit into the bigger picture, explore How Built Simple Works for Construction Projects.

Ready to get started? Get in touch with us or sign up now.