Help Center
Poseidon guides, step by step.
Short, plain-language guides to the basics, for new admins, office staff and field crews. Each one says who it's for, what you need first, and what to click.
Guides
- Sign up and start your free trialCreate your company's Poseidon account, confirm your email and finish the three setup steps.For: The person setting up Poseidon for their company. You become the company's admin.Read the guide
- Add your team: email invitations and the company codeInvite people by email, or share your company code and approve each person who signs up.For: Company admins. Only an admin can invite people and approve sign-ups.Read the guide
- From proposal to invoiceWrite a proposal, get your customer's e-signature, then invoice the accepted work.For: Admins and Office staff write and send proposals. Only admins create invoices.Read the guide
- Inspections: from quote to report and invoiceQuote an inspection, get it approved, inspect on the phone and invoice it. The report goes to your customer once the invoice is paid.For: Admins, Office staff and Inspectors on the web app. Inspectors do the inspection itself in the phone app.Read the guide
- Jobs, dispatch and time trackingCreate a job, dispatch your crew and approve the hours they clock.For: Admins and Office staff create jobs and dispatch crews. Field crews record their time in the phone app. Admins approve timesheets.Read the guide
- Using the Poseidon phone appSign in, clock in and out, do inspections, and keep working without signal.For: Field crews and inspectors.Read the guide
Still stuck?
Email support@poseidons.io. Signed in to the Poseidon web app? You can also open your account menu and choose Support.