👋Welcome to Pegasus.
Thousands of companies and users nationwide rely on Pegasus to standardize and streamline construction management and field operations on projects of all sizes and complexities. However, the true power of Pegasus lies with its simplicity and the ability to get teams up and running in minutes not weeks or months.
After analyzing countless users, job functions, project sizes & types, verticals, and more we have put together this Getting Started Checklist with the quickest path to success and deployment which help resources, access to Pegasus support calendars for on-demand meetings, and Reusable SOP templates to ensure success now and into the future for you and your team.
🚀Begin by reviewing and bookmarking the Pegasus Key Resources reference links at . Then work you way through steps 1-10, you've got this!
Step 1: Register & Complete Account Setup
Begin by registering your organization and creating your user profile from the Pegasus Registration page.
If you are the first person from your organization to create a Pegasus account, you are assigned the Owner account role. However, most Pegasus features will be restricted until you have assigned a license to your user account.
Step 2: Learn the basics: Navigation, Features, & Settings
It is best to learn the basics of Pegasus next, including site navigation and layout, core features, roles & permissions, and the basic workflow in Pegasus.
Step 3: Invite Teammates and Add Licenses
If you plan to invite other members from your organization, please invite the from the Admin Console: Users page.
Step 4: Update billing information and assign licenses
Step 5: Configure Pegasus Company Settings, Data, & User Roles/Permissions
Step 6:
Step 7: Create Your First Project in Pegasus
Step 8: Create a Field Report
Step 9: Create & Assign a Task
Step 10: Go Live!
Remember, all great journeys start with the first step, so take your time and have fun. Try think of the next small action that will move you forward to getting a simple configuration live with Pegasus. I encourage you to connect with our success team with any questions, additional resources, or added complexities such as custom fields or workflows.
Support Resources
In-product help 🎯
Wherever you are in Pegasus, you'll find helpful tooltips and receive non-intrusive alerts providing you with contextual and relevant support to help documents, help banners, and product tours (like the one in the picture below) based on the current section or feature.
Help Center 📖
Select this link to navigate to The Pegasus Help Center containing collections of help articles, FAQs, how-tos and best practices all in one place. Use the ? icon in the toolbar at the top of the window in Pegasus or use the chat widget (bottom, right corner of window) to search through our Help Center.
Chat with Support 🗣️
If you'd like some extra assistance with your setup, have questions/feedback, or maybe you just want to talk someone please reach out via the Messenger and chat to our support team. Our average reply time is less than 2 minutes - We're ready you are..
Schedule a Meeting With Support 📅
Use the Meeting Scheduler link to schedule a meeting with us on a date and time that works best for you. Meeting times are always scheduled for 30 minutes by default. Please include as much detail as possible regarding a meeting description or objective.
News Alerts & Updates 🔔
Stay updated with each scheduled weekly Pegasus update have Pegasus wat least
Contact Us 📇
The Morf Corporation
🏢 9500 Midwest Ave, Garfield Heights, OH 44125