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Constrigo

Support & help

Constrigo Help Center

Quotes, client imports, mobile app, accounting: follow the steps one by one and sort out your question in a few minutes.

Step-by-step guides
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Example

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create a quoteEnter

4 results

Create a quote

Top result
Quotes4 steps2 min
  1. 1Quotes › New quote
  2. 2Select the client and the site
  3. 3Add lines, quantities and VAT
  4. 4Check the total, then Send
Open in app

Import your clients

Clients5 steps3 min

Invite your team to the mobile app

Team4 steps2 min

Connect Pennylane

Integrations4 steps3 min
Step-by-step answers, anchored on your Constrigo workspace

The guides below cover the actions you perform most often in Constrigo. Click a topic to expand the steps.

Create a quote

Price and send a quote without re-entering your rates. VAT is pre-filled with your default rate, and the client receives it by email.

  1. 1Open Quotes, then click New
  2. 2Pick the client from the list
  3. 3Add your lines: description, quantity, unit price (excl. tax)
  4. 4Check the VAT — it uses your default rate (20%)
  5. 5Save the draft, then send the quote to the client
See the quote guide

Import your clients

Reuse your Excel or CSV file instead of retyping every record. Constrigo spots duplicates by email and SIRET.

  1. 1Prepare a CSV or Excel file, one column per field (name, email, phone, SIRET, VAT number)
  2. 2Open Clients, then click Import
  3. 3Upload the file and map each column to the right field
  4. 4Choose the duplicate rule: skip, update or create
  5. 5Run the import: Constrigo shows the records created, skipped and updated
See the import guide

Invite your team to the mobile app

Your site managers and workers operate from their phones. You decide what each one can see.

  1. 1Open Team, then click Invite
  2. 2Enter the member's email and their role
  3. 3Choose their mobile access: Director (full tool) or Employee (field only)
  4. 4The member receives an invitation link by email
  5. 5They install the Constrigo app, open the link and join the team within 72 hours
See the team guide

Connect Pennylane

Push your invoices to your Pennylane accounting without double entry. Available on the Pro BTP plan.

  1. 1Get your API key from your Pennylane account
  2. 2In Constrigo, open Settings, then Integrations
  3. 3Select Pennylane and paste your API key
  4. 4Constrigo tests the connection before enabling it
  5. 5Your invoices can then be synced to Pennylane
See the Pennylane guide

Frequently asked questions

In short

The Constrigo help centre answers common questions on support, Stripe billing, the mobile app, data hosting in France and imports. For anything else, email support@constrigo.fr from your account address.

Email support@constrigo.fr from your account address. Mention your company and the page involved so our team can reply by email.

Email support@constrigo.fr from your account address. Mention your company and the page involved so our team can reply by email.

Go to Settings › Subscription. There you track your plan, your seats and your payment history. Billing runs through Stripe.

Go to Settings › Subscription. There you track your plan, your seats and your payment history. Billing runs through Stripe.

Yes, the mobile app is part of Constrigo. You give access to your workers and site managers from Team; the number of members depends on your plan's seats.

Yes, the mobile app is part of Constrigo. You give access to your workers and site managers from Team; the number of members depends on your plan's seats.

Yes. Constrigo hosts your data in France and follows GDPR compliance. Your quotes, invoices and jobsite files stay on French infrastructure.

Yes. Constrigo hosts your data in France and follows GDPR compliance. Your quotes, invoices and jobsite files stay on French infrastructure.

From the Clients screen, start the import and upload your Excel file: Constrigo maps the columns and creates the records in one go. Before you confirm, it flags duplicates by email and by company number so you don't end up with the same client twice. You start with your whole book of clients in place, without re-keying each line by hand.

From the Clients screen, start the import and upload your Excel file: Constrigo maps the columns and creates the records in one go. Before you confirm, it flags duplicates by email and by company number so you don't end up with the same client twice. You start with your whole book of clients in place, without re-keying each line by hand.

In Settings › Integrations, open the Pennylane connection and enter your credentials. Constrigo tests the connection before switching it on: you see straight away whether it works, instead of finding out when you try to export an invoice. Once active, your invoices flow into your accounting with no double entry. Payroll and full bookkeeping stay with your accountant.

In Settings › Integrations, open the Pennylane connection and enter your credentials. Constrigo tests the connection before switching it on: you see straight away whether it works, instead of finding out when you try to export an invoice. Once active, your invoices flow into your accounting with no double entry. Payroll and full bookkeeping stay with your accountant.

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