Getting started as a consultant

This is the checklist for the person who set up the consultant account (the Administrator). Each step links to the full article.

Steps

1. Start your account. On the website, choose Start your 15-day free trial, then I provide safety services to other companies, your firm's name and your details. Confirm your email with the 6-digit code and add your card. You become the Administrator. The trial includes up to 2 clients.
2. Add your own safety manual and rules (optional). These are your firm's methods. On Safety Manual, choose Our own manual and upload it. In Safety library → Company rules, choose Our own rules. The agent applies your own rules on every client's jobs (as your practice, not the client's policy) and uses your own manual for any client that has none. See Each client's manual and rules.
3. Bring on your first client. The client's Procore Administrator installs LaunchPad Safety in their Procore company and adds you to the projects; you connect it. It appears on Clients. See Bring on a new client.
4. Set the client up. On Clients, check its name, set its jurisdiction and upload its logo. Then add its HES manual and rules (choose the client first).
5. Invite your people. On Team, invite your Safety professionals and choose the clients each works for. Invite a client's own staff as Client participants. See Your people and client participants.
6. Get the phone app. Your people install the Android app and sign in. See Get the phone app and the desktop app.
7. Build your library. Have the agent build your inspection templates, toolbox talks and JSAs in the ✦ Agent Builder. Your library is yours and works for every client.

Good to know

• Everything you do for a client happens inside that client: choose it on the Dashboard, Field, Planning and the other pages. Your people see only the clients you assign them.
• Stuck? Call or text (888) 207-2330, or email support@launch-pad-core.com.