The first time you sign in, Exayard opens a guided setup that creates your team and configures the basics. It appears automatically when you have no team yet, or when your existing team still needs setup. The choices you make here — measurement system, currency, trades, and plan — shape your workspace, so it is worth a minute.
Each step has a Back and Continue button. You can change anything later in settings.
Welcome
The first screen asks for your website. Enter a domain like example.com and Exayard looks it up to import your logo, brand color, and company name automatically. The step advances on its own once the lookup finishes.
If you don't have a website, choose I don't have a website to skip ahead and fill in your details manually on the next step.
Set up your team
Review and adjust your team's details. A Team name is required to continue. You can also upload a Logo (JPEG, PNG, GIF, WebP, or SVG) and pick a Brand color.
Two settings here affect how numbers appear everywhere:
Setting | Options |
Measurement system | Imperial or Metric |
Currency | Your default currency for estimates |
Measurement system defaults to Imperial and currency to USD. See measurement preferences for how the system affects takeoffs and reports.
Trades
Pick the trades you work in. The screen asks What type of work do you do? — select all that apply. Choosing at least one trade is required to continue, and your selection tailors starter packs and tools to your work.
Invite your team
Add teammates by email so they're invited the moment setup finishes. This step is optional. Enter each email address on its own row; press Enter to add another. See team invitations to manage members later.
Choose your plan
Select a plan to finish setting up your team. Plans are presented as Starter, Professional, and Enterprise. Picking a paid plan opens secure checkout; once payment completes, you return to setup. See subscription plans for what each tier includes.
Getting started
The See how it works step plays a short tour video that walks you through using the app. Watch it now, or skip ahead. You can play it again anytime from the help menu.
You're all set
The final screen confirms your team is ready. Click Let's go to save your trades, measurement system, currency, and any invitations, then enter your workspace.
From here, create your first project and upload your plans. To revisit any choice, open organization settings.