Support
Most questions are answered below. If you are stuck, reach out and we will help you get moving again.
Contact us
[email protected]Include your account email and the project name so we can find your account quickly.
Request a feature
Missing something for your jobs? Tell us what you need — short and plain is fine.
Common questions
- How do I create my first project?
- Sign in and choose Create project. Only a title is required — start and end dates are filled in for you (change them if you want). Budget and site location can be added later from the project tabs.
- I forgot my password or cannot receive my sign-in code.
- On the sign-in page, choose Forgot password? Get a reset link. We email a one-time link so you can set a new password (no current password needed). Sign-in codes are emailed and expire after a few minutes — request a fresh one if the old code timed out.
- What is included with Free?
- Free forever. Unlimited projects, team members and project collaborators; your first company free (extra companies are an add-on); every core job tool — schedule, field logs, costs, invoices, change log, risks and lessons learned; 2 GB storage per company; and 10 exports (PDF, Excel and CSV, invoices included) and 10 saved versions per company each month. No credit card.
- I was invited as a Guest but don't see any projects.
- Ask your project lead to confirm they sent the invite to the email you used to sign up, and that you accepted it. Guests only see Financials (your own invoices) on jobs you were added to. If you're stuck, contact us below or use Get Support from the home sidebar.
- What are add-ons and who pays?
- Optional extras your company buys once for everyone, monthly or yearly: storage packs, Documents & Branding (unlimited PDFs and branded outputs) and Firm Showcase. Add-ons from $5 CAD/mo. An owner or admin buys them directly in Settings → Billing; nobody pays per user.
- Is there a free trial, and what happens when an add-on ends?
- There's no trial to start or run out — the core tools are free forever, and add-ons are bought directly in Settings → Billing. When a subscription or prepaid code ends, those features become read-only until you add it again, and your projects and records stay. If your files are over the free storage, you get 60 days to add storage or remove files before the largest are removed.
- Someone sent me a license code. How do I use it?
- Sign in (or create a free account), open the link in the email or go to /redeem, and choose the company to add it to. You need to be an owner or admin of that company. The prepaid time starts when you redeem.
- Is ProtoPM secure?
- Yes. Data is encrypted in transit and at rest, passwords are stored only as one-way hashes, each person sees only the projects they belong to, and the database is backed up automatically with point-in-time recovery.
- Can I keep my own copy of my data?
- Yes. You own your data. Download your account data as JSON from Settings, export each project as PDF or Excel, and export invoices as CSV. Free includes 10 exports per company each month.