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Getting Started

Go from sign-up to your first safety dashboard in under five minutes. This guide walks you through every step.

Welcome to Plan of Day

Plan of Day (POD) is a construction daily reporting platform that turns your morning standup data into beautiful, actionable dashboards. Upload an Excel file, a PDF, a photo of a handwritten form, or even a voice recording — POD's AI analyzes it all and maps every field to the right KPI automatically.

Whether you manage one jobsite or a portfolio of projects, POD gives you real-time visibility into safety, schedule, budget, labor, equipment, and quality — all from a single daily report.

Tip: POD stands for "Plan of Day" — the morning standup document your teams already create. POD simply makes it smarter.

Creating Your Account

Setting up your account takes less than a minute.

Visit the sign-up page

Navigate to planofday.com/waitlist and enter your work email address.

Confirm your email

Check your inbox for a confirmation link. Click it to activate your account.

Set your password

Choose a strong password. POD supports single sign-on (SSO) with Google and Microsoft for enterprise accounts.

Complete your profile

Add your name, company, and role. This information helps POD customize your dashboard permissions and default views.

Setting Up Your First Project

After sign-up, the onboarding wizard walks you through creating your first project. You can also create projects later from the dashboard.

Name your project

Give your project a clear name (e.g., "Goose Harbor Lake Wind Farm"). You can add a project number, location, and client name.

Choose your industry template

POD offers templates tailored to dozens of construction sectors — solar, wind, highway, commercial, residential, and more. The template pre-selects the KPIs most relevant to your work.

Invite your team

Add team members by email. Assign roles: Admin, Superintendent, Foreman, Subcontractor, or Client (read-only). Each role sees the data appropriate to their responsibilities.

Upload your first file

Drag and drop an existing daily report. POD accepts Excel, CSV, PDF, images, and voice recordings. See the Uploading Files guide for details.

Note: Not ready to upload real data? Choose Demo Mode instead — POD fills your project with realistic sample data so you can explore every feature.

Demo Mode vs Your Own Data

POD offers two ways to get started:

Demo Mode

Instant sandbox with realistic sample data
Explore every dashboard, report, and feature
No commitment — great for evaluating POD
Switch to real data anytime

Your Own Data

Upload your existing daily reports
AI maps your columns to KPIs automatically
See your real project data in minutes
Coverage score shows data completeness

Tip: We recommend starting with Demo Mode to familiarize yourself with the platform, then switching to your own data when you're ready.

Navigating the Dashboard

The POD dashboard is organized to give you the most critical information at a glance. Here is what you will find:

Top Bar — Project selector, date picker, search, notifications, and user settings.

KPI Cards — Each card shows a key metric with health indicators, trend arrows, and animated visualizations.

Coverage Score — A percentage showing how much of your available data fields are populated. Higher is better.

Report Tabs — Switch between Overview, Schedule, Budget, Safety, Labor, Equipment, Quality, Insights, and Weather.

Activity Feed — Recent uploads, team actions, and AI-generated alerts.

Every KPI card can be expanded to full-screen for a detailed view. Click any card to zoom in, or use the expand button in the card's top-right corner.

Next Steps

Now that you are set up, explore these guides to get the most out of POD:

Uploading & Analyzing Files — Learn how POD processes your data

Understanding Your Dashboard — Deep dive into KPIs and health indicators

Reports & Timeline Playback — Master the Project DVR feature

Sharing Reports — Share with your team and clients

All Guides Uploading Files