Your complete guide to setting up Space AI construction management software. From account creation to team onboarding in one comprehensive resource.
Estimated setup time: 30 minutes
Get up and running with Space AI in under an hour with this step-by-step guide.
Sign up with your work email and verify your account. You'll receive immediate access to your organization workspace.
Use your company domain email to enable automatic team discovery.
Configure your company profile, upload your logo, and set your default settings for all projects.
Import your existing cost code structure from a CSV file to save time.
Add your first project with key details, team members, and initial settings.
Start with a smaller project to learn the system before migrating complex projects.
Add team members, set permissions, and configure their access levels.
Use role-based templates to quickly assign appropriate permissions.
Link Space AI with your existing tools like accounting, design software, and communication platforms.
Start with your most-used integrations and add more as needed.
Self-paced learning modules to master every aspect of Space AI.
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Tailored getting started guides for every team member role.
Full project oversight including schedules, budgets, and team coordination
Field operations management with focus on daily activities and safety
Technical coordination including RFIs, submittals, and design issues
Financial management including budgets, billing, and cost reporting
Portfolio oversight with high-level dashboards and reporting
Tips from successful Space AI implementations to maximize your success.
Learn from others' experiences—avoid these common setup pitfalls.
Impact: Inconsistent cost tracking across projects
Import or create your cost code structure first, then use it as a template for all projects
Impact: Users see data they shouldn't or can't access what they need
Set up role templates with appropriate permissions, then assign roles during invitation
Impact: Users can't find documents, leading to duplicate uploads
Establish folder structure and naming conventions before bulk uploads
Impact: Alert fatigue from too many notifications or missing critical alerts
Customize notifications per user role with appropriate thresholds
Impact: Field teams don't adopt the system, data entry lags
Prioritize mobile training for field users, make it part of daily routine
Moving from another system? Follow this checklist for a smooth transition.
Get help when you need it with our comprehensive support ecosystem.
Searchable articles covering every Space AI feature
Step-by-step video guides for common workflows
Real-time help from our support team
Connect with other Space AI users
Live training sessions and recorded webinars
Hands-on help from our professional services team
Basic setup takes about 30 minutes—creating your account, configuring company settings, and creating your first project. Full implementation with data migration, team training, and integration setup typically takes 2-4 weeks depending on your organization's size and complexity. We offer implementation packages that include hands-on support to accelerate this process.
Yes, Space AI supports data import from most major construction management platforms including Procore, Autodesk Construction Cloud, PlanGrid, and others. We can import projects, contacts, documents, cost data, and more. Our implementation team can assist with complex migrations, or you can use our self-service import tools for standard formats like CSV and Excel.
Space AI provides comprehensive training resources including: on-demand video tutorials for every feature, live webinars with Q&A, role-based training guides, an extensive knowledge base, in-app contextual help, and live chat support. Enterprise customers receive dedicated training sessions customized to their workflows and can access our professional services team for hands-on onboarding.
Field adoption is key to success. We recommend: starting with the mobile app (it's intuitive and designed for field use), making daily reports the first required workflow, showing how Space AI saves time vs. paper processes, recognizing and rewarding early adopters, and addressing feedback quickly. Our field-focused training materials are designed for crew members who may be less tech-savvy.
Yes, Space AI is highly customizable. You can create custom fields, configure workflows to match your processes, design report templates, set up role-based permissions, create project templates, and configure automated notifications. For enterprise customers, our team can help implement advanced customizations including custom integrations and workflows.
Space AI provides multiple support channels: in-app help with contextual guidance, a searchable knowledge base with 500+ articles, live chat support during business hours, email support with guaranteed response times, phone support for enterprise customers, and community forums for peer advice. Our customer success team also proactively monitors adoption and reaches out to help.
Join thousands of construction professionals using Space AI to deliver projects on time and on budget.
