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Simplify Your Projects

Take control of your Projects, Proposals, and Billing — All in One Place. PASconcept gives the tools they need to work smarter, not harder. Completely free for the next 30 days.

PASconcept User Guide

Part 1: Account Creation & Troubleshooting

Creating a New Account

  1. Open the PASconcept mobile app.
  2. Click on Sign Up.
  3. Enter your email, password, and other required details.
  4. Click Create Account.
  5. Check your email for a confirmation code.
  6. Enter the code in the app to verify your email.
  7. Once verified, log in to access the system.

Troubleshooting Sign-Up Issues

  • Didn’t receive a confirmation email?
    • Check your spam/junk folder.
    • Wait up to 5 minutes (some mail providers delay emails).
    • Try resending the confirmation email.
  • Incorrect confirmation code?
    • Ensure you entered the correct code from your email.
    • Request a new confirmation code and try again.

Logging in After Sign-Up

  • After verification, you’ll need to log in with your email and password.
  • If you forget your password, use the password recovery option.

Part 2: Navigating PASconcept

Home Screen Overview

Once logged in, you will see the home screen with four icons:

  1. Activities
  2. Clients
  3. Inspections
  4. Jobs

Note: The three-line menu in the top-right corner opens a menu where you can access these same features and more.


Managing Clients

  1. Click the Clients icon on the home screen.
  2. You will see a list of clients (sample clients may appear for reference).
  3. You can:
    • Filter the client list.
    • Modify an existing client by selecting it.
    • Add a new client:
      • Enter client name, contact details, and any relevant information.
      • Click Save to add the client.

Managing Jobs

  1. Click the Jobs icon on the home screen.
  2. You will see an empty list (initially) or a list of existing jobs.
  3. Available actions:
    • Filter job listings (e.g., view jobs from all years).
    • Add a new job:
      • Select a client.
      • Enter the job name.
      • Define a budget.
      • Enter the location (full address with city, state, ZIP).
      • Provide a description.
      • Click the Add Project button to create the job.

Note: Mock jobs are available to demonstrate how real jobs function.


Managing Inspections

  1. Click the Inspections icon on the home screen.
  2. You will see an inspections list.
  3. Available actions:
    • Filter existing inspections.
    • Add a new inspection:
      • Select the project.
      • Choose an inspection date.
      • Select the trade and type.
      • Assign an inspector.
      • Choose the form type.
      • Click Add Inspection.

Completing an Inspection

  1. Go to the Inspections List.
  2. Click on an inspection to open details.
  3. Fill out required fields:
    • Area inspected.
    • Actions required.
  4. Scroll down and click Complete.
  5. If any required fields are missing, a validation error will appear.
  6. Upon completion, the inspector will be prompted to sign the inspection.

Important: Some fields (e.g., Building) require selecting an existing entity or adding a new one using the + button next to the field.

Note: The system does not auto-save progress. Click Update often to avoid losing changes.


Managing Activities

  1. Click the Activities icon on the home screen.
  2. You will see an activities list.
  3. Available actions:
    • Filter existing activities.
    • Add a new activity:
      • Enter a subject (short description).
      • Select the event type.
      • Assign the activity to an employee.
      • Set the start and end dates.
      • Click Save.

Settings Menu

Clicking Settings in the menu provides access to:

  1. Company Settings – Configure job types and inspection categories.
  2. Switch Company – If multiple companies exist, switch between them.
  3. Share This App – Share a download link for PASconcept.
  4. Delete Account – Permanently removes all user and company data.

Critical Note: Deleting an account removes all data and cannot be undone.


Frequently Asked Questions (FAQs)

1. Why can’t I see any jobs or clients?

  • You may need to add a job or client manually.
  • Mock data is available to demonstrate functionality.
  • Check filters to ensure no restrictions are hiding the data.

2. My progress was lost—what happened?

  • The system does not auto-save.
  • Always click Update after making changes.

3. Why can’t I select a building in the inspection form?

  • You may need to create the building first using the + button.

4. How do I complete an inspection?

  • Ensure all required fields are filled.
  • Click Complete at the bottom of the form.
  • If fields are missing, a validation error will indicate what needs to be completed.

5. Can I recover a deleted account?

  • No, deleting an account permanently removes all data.

Final Notes

  • PASconcept offers a user-friendly interface with shortcuts for quick access.
  • Three-line menu in the top-right corner provides access to all main features.
  • Filters are available throughout the system to refine searches.
  • Regularly update your entries to avoid data loss.

This guide provides an overview of PASconcept’s core features, including setup, navigation, and troubleshooting. Let me know if anything needs further refinement! 🚀