- 01
Create your workspace
Open the sign-up page at portal.integrio.app/sign-up, enter your work details and follow the account setup prompts. Every plan starts with a 7-day free trial, and no card is needed to start.
- 02
Check your ready-made forms
Your account starts with starter form templates (Room Survey, Rack Audit, Cable Run, Display / Screen, Power & Data, Snag / Defect and Sign Off) and a set of Test records so you can look around. Open Forms to see them, and add your own commissioning, test and inspection forms before the first project goes to site.
- 03
Add your company details
Complete the workspace details so reports, invitations and project records use the correct company information.
- 04
Create a customer
Add the organisation the work is being delivered for. Customers keep related projects grouped together and easy to find.
- 05
Create the project
Select + New project in the top bar. In Add New Project, choose the Customer, enter a Project Title, pick the Account Manager and add the Ref your team will recognise, then select Create Project.
- 06
Open the project overview
The Overview tab shows the stage bar and a Get this project going checklist: add a space, add a product to a space, add a form to a space, open the project in the app and generate a report.
Good to know
- ✓Use the same project reference your commercial and delivery teams already use.
- ✓Create one project per site or clearly defined job so reports remain easy to understand.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.