Help Center/Getting Started

Setting up your account

Getting Started3 min read

Creating your Scaffold account takes under 3 minutes. This guide walks you through every step — from sign-up to your first login.

1

Go to scaffoldcrm.com and click Start Free Trial in the top right corner.

2

Enter your full name, work email address, and a password (minimum 8 characters).

3

Enter your company name and select your primary trade (Roofing, HVAC, Painting, etc.).

4

Click Create Account. You'll receive a verification email — click the link inside to confirm your address.

5

Once verified, you'll be taken directly to your Scaffold dashboard. Your account is ready to use.

Your free trial lasts 14 days with no credit card required. You'll be prompted to add billing before the trial ends.

Complete your company profile (Settings → Company) so your estimates and proposals show your logo and contact info from day one.

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