LivraOne help center

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Find clear steps for setting up the workspace, running projects, coordinating teams, and sharing the right view with every client.

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Start with a clear workspace

From empty account
to first live project.

Follow a simple setup order so people, permissions, client information, and project records start clean.

Set the company foundation

Add company details, estimate preferences, invoice settings, and workspace owners.

✓

Define roles before invitations

Decide who manages the company, projects, finances, support, and field work.

✓

Create the first project

Connect the client, site, scope, team, records, and first visible next step.

→

Invite the client when ready

Review the client view, then share only the updates and actions they need.

→

Workspace setupLaunch path

3 of 5 foundations ready

✓

COMPANYBusiness profile

Your identity, time zone, and defaults

Ready

✓

ACCESSOwner and finance roles

Initial responsibility confirmed

Ready

PROJECTSCreate the first project

Client, property, scope, and team

Next

Browse by workflow

Answers stay close to
the work you are doing.

Start with the part of LivraOne you want to set up, understand, or improve.

Getting started

Create the workspace, set company preferences, and invite the first team members.

Projects

Keep the client, property, scope, schedule, files, team, and decisions organized.

Estimates & invoices

Build polished proposals, capture approvals, and keep every billing step connected.

Photos & punch

Document the work, share updates, assign final details, and verify closeout.

Clients

Give homeowners a calm view of published progress, approvals, files, and invoices.

Roles & access

Understand company roles, project memberships, permissions, and private client views.

Popular guides

Four good places to begin.

Built to be shared with the person doing the work, not just the person administering the software.

01Workspace

Prepare your LivraOne launch checklist

A practical order for company settings, roles, templates, and first projects.

02Preconstruction

Build your first client-ready estimate

Move from scope and price to terms, approval, and the future invoice.

03Field

Create a useful jobsite photo update

Capture enough context for office teams, clients, and the future project record.

04Closeout

Run a final walkthrough from one punch list

Assign, document, verify, and share a dependable completion record.

Still need a hand?

Bring us the question.
We will keep the answer clear.

For account access, security, onboarding, or workflow questions, contact LivraOne support.

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