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Getting started


A project is one renovation. Everything — items, payments, documents, the people you invite — belongs to it, and nothing crosses from one project to another.

Creating a project

When you sign in without one, the app opens a short wizard. Only the first step asks for anything.

Step 1 of the new project wizard, headed Essentials, with a project name field reading YPReno Demo and a currency field reading AUD, above a note that the currency is display only.
Step 1. The other three can be skipped and done later from Settings.
  1. Essentials. A name and the currency you think in. The currency is a display symbol — YPReno never converts between currencies, so pick the one your quotes are in. If yours is not listed, type it in the box below and add it.
  2. Make it yours. A background image, a floor plan, and a link to a 3D model if you have one. All optional.
  3. Who is paying. The people whose payments you will record. You can edit these at any time.
  4. Your setup kit. The categories and rooms the project starts with. Adjust them now or later.
The YPReno settings dialog on its Project tab, for a project called YPReno Demo. The left column holds the project name with a Rename button, a 3D render link field with a Matterport URL, and a currency panel showing AUD above the note that it is a display symbol only and YPReno never converts between currencies, with a box for adding a custom currency. The right column holds the background image and the floor plan image, each with a button to change it.
Settings, later. The same four things step 1 and step 2 ask for.

Every project starts with a standard set of category groups, categories, rooms and payers, so you can add costs immediately without setting anything up.

Adding your first item

Press Add item on the Items page. The only fields it insists on are a name, a price and a quantity — everything else can wait, and an item with nothing but a name is a perfectly good placeholder for something you have not chosen yet.

What the free trial gives you

Fourteen days, with everything switched on, capped at 5 items and 3 documents. No card is needed to start. See how billing and the trial work.