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LupinusBuild Guides

Help for the work behind the work.

Learn how LupinusBuild connects customers, proposals, projects, tasks, materials, documentation, and team activity across a construction operation.

LupinusBuild is currently in pilot. These guides will continue to evolve as product workflows are refined and broader availability approaches.
User Guide

Browse by topic

01

Getting Started

Start with the LupinusBuild workflow, understand how information moves through the platform, and learn the core concepts used throughout the product.

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02

Account Access

Learn about signing in, authenticated sessions, account access, and the fundamentals of accessing your company workspace.

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03

Customers

Learn how customer information fits into the operational record that can continue into quotes and projects.

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04

Leads

Understand how potential work can enter the operational process before becoming an active customer opportunity.

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05

Quotes

Learn how quote information supports the commercial stage of the construction workflow.

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06

Proposals

Understand proposal status, approval history, and the relationship between proposals and project conversion.

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07

Projects

Learn how approved work becomes an operational project and how project information stays connected.

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08

Tasks

Understand how tasks help clarify responsibility, coordination, and work that needs to happen next.

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09

Materials

Learn how operational material information can support preparation, fabrication, purchasing, and project delivery.

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10

Files & Documentation

Understand how project files and supporting documentation stay associated with the work they belong to.

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11

Roles & Permissions

Learn how LupinusBuild uses role-aware access to support different operational responsibilities.

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12

Administration

Guidance for company administration, workspace configuration, users, and operational controls.

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13

Password Recovery

Learn about the account-recovery process and what to do when access to an account needs to be restored.

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14

Common Workflows

Follow common operational paths through LupinusBuild from customer information through approved work and project execution.

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15

Troubleshooting

Find guidance for common access, workflow, and product-support questions.

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Need help?

Support is available while the guide library grows.

If the information you need is not documented yet, contact the LupinusBuild team for assistance.

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