Getting started checklist for new Doxlair users
A first-day checklist: create your project, add scope, build a schedule, create your first change order, and invite your team.
Your first 30 minutes in Doxlair
- 1Create your first project with the client name, contract amount, and start/end dates.
- 2Upload or paste the project's Scope of Work so Doxlair has a baseline to compare changes against.
- 3Add a few schedule tasks or milestones to establish your project timeline.
- 4Log a field note or daily field report for anything already happening on site.
- 5Create your first change order from a documented field issue, or start from scratch.
- 6Invite your team members and assign them to the right projects.
Tips for a strong setup
The Scope of Work you upload at the start is what Doxlair uses later to detect and support change orders, so it's worth taking a few extra minutes to get it right.
If you're not ready to invite your whole team yet, you can always do it later from Settings → Team.
Related articles
How to create a new project
Step-by-step instructions for creating a new project, including client info, contract amount, and schedule dates.
How to upload a Scope of Work
Upload a .txt, .pdf, or .docx Scope of Work document, review the extracted text, and save it as your project baseline.
How to invite a team member
Send a team invite from Settings, choose a role, and optionally assign the invitee to specific projects.
What is Doxlair?
Doxlair is a change order money recovery system for construction trade companies — not generic project management software.