One Touch CAD

New Job Setup

Sign in with your One Touch CAD account

Same session as the field app. Open field app login · Tools

New Job Setup

Step 0 request DB from admin, then Autodesk / Procore / Neither, then path steps

Tools Account Field App

Selected project, branch choice, and Mark done are saved in this browser per signed-in user (survives Return to setup). Job & billing info (invoice From / GC Bill-to) is available next to Open Account — also under Tools.

0 Step 0 — Request database creation

After install/signup you must request database creation from admin (set up tables). Creates a pending project request only — no MySQL database or FTP until Jeffrey/admin approves. Once granted, begin project setup below.

Checking request status…

Open Account — request project / DB Job & billing info

Real path: Account → Request new project → wait for platform admin Approve (provisions empty DB from template). Mark done is a Sandbox walkthrough flag (localStorage); auto-unlocks when an approved request or granted project DB is detected.

Is this new job going to use Autodesk or Procore?

Pick a path. YES (Autodesk or Procore) opens API Imports to connect, then soft Locations guidance. NO (Neither) skips API and builds the job skeleton manually first.

Select a branch to unlock the path checklist below.

Steps

0 marked done

Plan / unit / later steps stay locked until Job skeleton is marked done.