In this guide
1. Create your project
After signing up, you land on the Projects dashboard. Click New Project in the top right. Give the project a name — this is what your team will see — and enter the site address. Polier uses the address to auto-fetch local weather for your daily logs.
Set the project start date and your target completion date. These anchor your schedule view and appear on all exported reports.
Once created, you're taken straight into the project. The left sidebar shows your main modules: Plans, Issues, Daily Log, Reports, Procurement, and the AI assistant.
2. Invite your team
Go to Project Settings → Team. Click Invite Member and enter their email address. Choose a role:
- Project Admin — full access, can manage settings and invite others
- Project Editor — can create and edit all content, cannot change settings
- Site Manager — daily log access + issue management, no admin functions
- Contributor — can log issues and fill in daily log sections they're assigned
- Viewer — read-only access to everything
Invitees receive an email with a link. If they don't have a Polier account yet, they'll be prompted to create one (free, no credit card required).
3. Upload plans
Navigate to Plans in the sidebar. Click Upload Plans and select one or more PDF files from your computer. Each PDF page becomes a separate sheet in Polier.
Polier processes plans in the background — large files (100+ pages) may take a minute. Once processed, each sheet appears in the sheet list on the left.
Click any sheet to open it in the plan viewer. Use the scroll wheel to zoom, click and drag to pan. The toolbar at the top gives you measure, annotate, and comparison tools.
4. Log your first issue
Issues are defects, RFIs, snags, or any problem that needs tracking. There are two ways to create one:
- From a plan: Open a sheet, click the Pin tool in the toolbar, then click the location on the drawing where the issue is. A panel opens on the right.
- From the Issues list: Go to Issues in the sidebar, click New Issue.
Fill in the issue details:
- Title — short description of the problem
- Type — Defect, Snag, RFI, or General Issue
- Priority — Critical, High, Medium, or Low
- Assignee — the team member responsible for resolving it
- Due date — when it needs to be fixed
- Photos — tap the camera icon to attach site photos
Once saved, the issue appears both in the Issues list and as a pin on the plan (if you created it from the plan view). The assignee receives an in-app notification.
5. Write your first daily log
The daily log is your on-site record. Go to Daily Log in the sidebar. Click New Log — Polier pre-fills today's date and automatically fetches the current weather at your project location.
Fill in the sections relevant to your day:
- Work completed — what was done today
- Manpower — how many workers on site, by trade
- Equipment — plant and machinery on site
- Delays — any issues that affected progress
- Safety notes — incidents, inspections, observations
- Visitors — clients, inspectors, or other site visitors
- Photos — site progress photos attached to the log
You don't need to fill every section. A site manager might fill in Manpower and Work Completed daily, then hand off Photos to a foreman.
6. Generate a report
Go to Reports in the sidebar. Click New Report and choose a type:
- Progress Report — week-by-week summary of work done, issues, and daily logs
- Issue Report — all open issues with photos and status, ready to send to a client
- Daily Log Report — formatted daily logs for a date range
Select the date range, choose which sections to include, and click Generate. Polier assembles the report in seconds and shows you a preview. You can download it as a PDF or share a read-only link directly with a client or consultant.
What next?
You've got the core workflow running. Here's where to go depending on what your team does next: