Everything in Konverge belongs to a company: its projects, records, people and settings. The person who creates the company is its owner. One account can belong to several companies and switch between them.
On the web (recommended)
After you sign up, the web takes you through three steps:
- Your company. Enter the company name and choose where you work: United Kingdom (amounts in pounds) or United States (amounts in dollars). This sets the company currency and the wording, for example “snag” in the UK and “punch item” in the US. You can add your logo now or later.
- Your team. Type or paste the email addresses of the people you want to invite and choose their role. Or choose Skip for now.
- Explore. Choose Add the sample project to get “Sample — 12 Elm Street refurbishment”: a short programme with milestones, yesterday’s daily log with weather and deliveries, and a snag list with two snags. Delete it whenever you like.
You then land on Today, ready to add your first real project.
On the phone
After Your details, the Company details screen asks for the company name, its city and the kind of work you do. Tap Finish setup. Or choose Join with a code if you were invited.
Letterhead and company details
On the web, Settings → Branding sets what every PDF Konverge makes looks like: your logo (top left), an accent colour, your registered company name, number and office, your VAT number, footer text, payment details for invoices, and A4 or US Letter paper. Without a logo, your company name is printed instead. New PDFs use the letterhead as soon as you save it.
Settings → Company holds the address, phone, email and website.
Good to know
- Only owners and admins can add the sample project, change the company details or change the letterhead.
- Logos can be PNG, JPEG, WebP, GIF or SVG, up to 5 MB.
- A new company starts on a 14-day free trial, with your card taken at sign-up and charged on day 15 unless you cancel. See Plans, trial and billing.
- Ownership moves to someone else only by a transfer. It can’t be started on the web, and the phone apps aren’t out yet, so for now the owner emails support@getkonverge.com from the address on their account and we make the transfer.