AedisPro

Tenant Setup & Sign-Up Guide

This guide walks you through creating a new AedisPro tenant, from sign-up to starting your 7-day trial.

1. Start the Sign-Up Process

  1. Go to the AedisPro sign-in page.
  2. Click Sign Up.

Important: AedisPro currently supports email-based login only. Social logins (Google, Microsoft, etc.) are not available yet.

Enter:

  • Your work email address
  • A secure password
  1. Click Create Account (or the equivalent action button).
  2. If everything is valid, your account is created in a pending verification state.

2. Verify Your Email Address

Once sign-up is successful:

  1. AedisPro sends a verification email to the address you used during registration.
  2. Open your inbox and look for an email with a verification link.
  3. Click the Verify Email button or link in that email.

Tip: If you don't see the email:

  • • Check your Spam/Junk folder.
  • • Ensure you entered the correct email address.
  • • Use the "Resend verification email" option on the sign-in page if available.

You must verify your email before continuing to tenant setup.

3. Start the Tenant Setup Wizard

After your email is verified and you sign in for the first time, AedisPro will launch a Tenant Setup Wizard.

This wizard guides you through:

  • Tenant basic details
  • Billing information
  • Legal agreements
  • Subscription selection
  • Trial activation

You must complete this wizard to start using AedisPro.

4. Set Tenant Name & Display Name

In the first step of the wizard, you will be asked for:

4.1 Tenant Name

  • This is the internal name of your tenant.
  • Commonly your company name or business unit name.
  • Examples: BuildSmart QS Ltd, North Region Estimating.

4.2 Tenant Display Name

  • This is the name visible when sharing projects between tenants.
  • Other tenants will see this name in sharing and collaboration workflows.

You can:

  • Use the same value as Tenant Name, or
  • Use a shorter, more recognizable label.

Example: BuildSmart – QS Team, AedisPro – Internal Team.

Recommendation: Choose a clear, professional display name, especially if you plan to:

  • • Share projects with external partners, or
  • • Work with multiple clients and tenants.

Once both fields are filled in, click Next to proceed.

5. Enter Billing Information

Next, you'll be prompted to enter your billing details. This information is used for subscriptions and invoicing.

Typically, this includes:

  • Company/Business name
  • Billing contact name
  • Billing email
  • Billing address (country, city, postal code, etc.)
  • Optional: Tax/VAT number (if applicable)

Note: Even if you are starting with a trial, AedisPro still needs your billing details to:

  • • Generate invoices once the trial ends, and
  • • Ensure compliance with local and international billing regulations.

Review your information carefully, then click Next.

6. Agree to Legal Policies

Before you can proceed, you must confirm you have read and agreed to AedisPro's legal documents:

  • Terms of Service
  • Privacy Policy
  • Refund Policy

You will see a checkbox similar to:

☐ I have read and agree to the Terms of Service, Privacy Policy, and Refund Policy.

To continue:

  1. Open each document (they will be linked from this step).
  2. Review the contents.
  3. Tick the checkbox to confirm your agreement.
  4. Click Next.

Important: You cannot create a tenant or start a trial without agreeing to these policies.

7. Select a Subscription Plan

Once your email is verified and the basic tenant details are set, you must choose a subscription plan.

AedisPro supports plans such as:

  • Core
  • Plus
  • Enterprise

In this step:

  1. Review the available subscription plans and their included features.
  2. Select the plan appropriate for your team.

Important: Even if you just want to test the product, you still need to select a plan to start the 7-day trial.

During the trial, you will be billed at $0 (no charges), but the selected plan will determine:

  • • Which features you can access, and
  • • What the subscription will look like after the trial ends, unless you cancel.

Click Continue after selecting your plan.

8. Add Credit Card & Start the 7-Day Trial

To activate your 7-day trial, you are required to provide valid credit card details.

You will be asked to enter:

  • Card number
  • Expiration date
  • CVC/CVV
  • Card holder name

All payments are processed securely by our payment provider (e.g., Stripe).

Note:

  • • Your card is not charged immediately for the subscription fee at the start of the trial.
  • • The trial period is 7 days from the moment you activate it.
  • • Subscription charges will start after the trial ends, according to the plan you selected, unless you cancel before the trial expires.

After entering your card details:

  1. Click Start Trial (or equivalent).
  2. The system will validate your card.
  3. Once successful, your tenant is fully created, and your 7-day trial begins.

You are now redirected into the AedisPro application, where you can:

  • Invite team members,
  • Create projects,
  • Upload drawings and start using the platform.