Use Keystone with confidence.
Short, practical guides for the people who run the office and the people who capture the truth on site. Search by task, then follow the steps that match your day.
All guides
27 guides
Getting started with Keystone
Start with an existing job or set up a new one, so your team can see the whole site-to-office workflow.
Bring an existing job over from WhatsApp
Start Keystone on work already underway: review selected exported WhatsApp photos, documents and messages before adding them to one job timeline.
Use timesheets and auto check-in
Capture subcontractor hours with optional job geofencing, manual fallback and server-truth weekly approval.
Manage customers
Keep customer details, jobs and communication in one reliable place.
Create and manage jobs
Turn a customer enquiry into a clear job that the office and site team can work from.
Keep new enquiries separate from live jobs
Capture a new enquiry clearly, decide what happens next and only turn it into operational work when it is ready.
Use the job timeline
See the factual story of a job and understand what needs attention next.
Capture site photos
Capture clear, job-linked evidence from site without creating extra office admin.
Add voice notes
Capture a quick spoken site update when typing on a phone would slow the team down.
Write internal notes
Leave useful office-to-site context without exposing internal detail to the customer.
Send customer updates
Keep customers confident with short, factual updates built from the job record.
Handle variations before work starts
Record extra work, get agreement and protect margin before the team commits to it.
Issue and follow up a customer proposal
Turn an approved quote and job evidence into a secure, customer-ready decision without losing the commercial trail.
Use the customer portal
Give a customer one private place to see updates, photos, documents and sign-off requests.
Complete and close out a job
Finish the job with evidence, customer communication and the records needed for a clean handover.
Send review requests at the right time
Ask for honest feedback after the customer has received the result and the job is genuinely ready.
Create and share reports
Turn the job record into a clear customer or internal report without rebuilding the story by hand.
Use Morning Briefing
Start the day with the few actions most likely to protect cash, customers and job momentum.
Run an AI Job Review
Ask Keystone to explain a job’s current position and suggest what the office should look at next.
Manage team members
Invite the right people, keep roles clear and give installers a simpler mobile experience.
Find your workspace settings
Use Business Hub and Settings to manage your profile, company details, team, billing and workspace behaviour.
Connect integrations safely
Connect supported services and understand what Keystone can use from each connection.
Build quotes with the estimator
Use the estimator and commercial workspace to prepare a quote while keeping the final decision with the office.
Create a Safety Pack
Use the live Safety workflow to prepare site safety documents and capture installer acknowledgement.
Set up workspace email
Use a provisioned workspace sender for customer updates and understand what the sender status means.
Use SMS customer updates safely
Send short customer messages by SMS only when the workspace add-on and customer consent make the channel available.
Publish approved proof to social channels
Use connected social publishing to turn finished work into future enquiries without exposing unfinished or private job detail.