The consultant manual: serve several clients from one account

A consultant account is for an independent safety professional or firm that serves several construction companies. You subscribe and run the account; each client keeps control of its own Procore company and gives LaunchPad Safety the access your work needs.

This manual, in order

1. Getting started as a consultant
2. Bring on a new client
3. Each client's manual and rules
4. Your people and client participants
5. The command center and your routine
6. Ending an engagement
7. Who owns what, and your records
8. Clients with their own LaunchPad Safety
9. Consultant FAQ

The how-to articles for the work itself (inspections, corrective actions, toolbox talks, JSAs, incidents, the phone app) are the same for every account; on a consultant account, choose the client first.

Start a consultant account

1. Choose "I provide safety services to other companies" when you sign up, and enter your firm's name.
2. You are the account's Administrator: you manage billing, your people and your clients.

Add a client

1. Ask the client's Procore Administrator to install LaunchPad Safety in their Procore company (App Management → Install Custom App, with the App Version Key) and give it the projects you'll work on. They keep full control of their Procore; you never need their Procore Administrator rights. See Install LaunchPad Safety in your Procore company.
2. Ask them to add you to those projects' Procore Directory, with the Procore permissions your contract needs.
3. Connect it: open Settings → Connect Procore and settings, choose Verify with Procore, then Connect next to the client's company. It appears under Clients with its name from Procore. See Connect your Procore company.

A free trial includes up to 2 clients.

Each client is separate

• Clients (in the menu) lists every client, worst first: overdue items, items ready for review, open items and inspections, from each client's own Procore only.
• On the Dashboard and Safety Scores, choose a Client, or All clients.
• Manual and rules per client: on Safety Manual and Safety library → Company rules, choose the client first. The agent uses that client's manual and rules on that client's jobs, plus your own rules (your practice, not automatically the client's policy). A client without a manual uses yours. See Each client's manual and rules.
• Report logo per client: on Clients, upload the client's logo for its reports.
• Jurisdiction: federal OSHA by default; set it per client on Clients.

Your people

• Assign people to clients on Clients (Assign). A Safety professional sees only the clients they're assigned to, everywhere: jobs, records, reports and the agent. The Administrator sees every client.
• Client participants are a client's own staff (for example their superintendent). Invite them on Team with Client participant and their client. They work for that one client only, see only their own Procore projects there, and don't use a professional seat.
• Crews, subcontractors and visitors sign in at the gate with the QR code; they never need a seat.

When an engagement ends

• Close client: the engagement ended. The client becomes read-only: you can view and download its records, and nothing is sent to Procore.
• Revoked: the client removed LaunchPad Safety from its Procore. You can mark it yourself; after 7 days of Procore refusing access, it's marked automatically. Its jobs stop syncing and nothing waiting is lost.
• What reached Procore: each client card shows what reached the client's Procore (inspections, observations, talk and JSA records, incidents, Daily Log days) and lists anything that didn't, with the reason.
• Reopen when the client gives LaunchPad Safety its access again.
• A closed or revoked client stays read-only while you subscribe.

Who owns what

• Your library (templates, toolbox talks, JSAs, methods) is yours and stays with your account.
• What you deliver on a client's job (inspections, observations, talks and JSAs given, with attendance and signatures, incidents) is the client's project record and goes to the client's Procore. What happens to copies after the engagement is between you and your client. See the Terms of Service, section 11.6.
• LaunchPad Safety is not a long-term records archive; download what you need to keep. See Download your records.

Good to know

• A client that already has its own LaunchPad Safety account can simply invite you into it. You switch between your account and theirs with one sign-in; their records stay theirs. See Work for more than one company.
• Each Procore company can belong to only one LaunchPad Safety account.