Getting Started with Lotwright

Last reviewed May 2026 · Getting Started

Welcome to Lotwright. This guide walks you through everything you need to do to go from a fresh signup to creating your first job — typically 15–20 minutes.

Create your account

Go to app.lotwright.com and click Sign up. Enter your email address and choose a strong password.

After signing up, you'll receive a confirmation email from Lotwright. Click the link in that email to verify your address. If you don't see it within 5 minutes, check your spam folder.

Set up MFA (multi-factor authentication)

Lotwright requires MFA for all Owner and Admin accounts. This protects your business data — job financials, trade partner info, and buyer communications — with a second layer of security beyond your password.

1. After signing in, you'll be prompted to set up MFA automatically.
2. Open an authenticator app on your phone (Google Authenticator, Authy, or any TOTP-compatible app).
3. Scan the QR code shown in Lotwright, or enter the code manually.
4. Enter the 6-digit code from your app to confirm setup.

You'll also be shown backup codes. Save these somewhere safe — they let you access your account if you lose your phone.

Onboarding wizard

After MFA setup, the onboarding wizard guides you through 5 steps to configure Lotwright for your business:

1. Company info — Your company name, address, and license number.
2. Communities and plans — The subdivisions and home plans you build (e.g., "Elmwood" community, "Clearwater 3+2" plan).
3. Cost codes — Lotwright pre-seeds the NAHB standard cost code chart (~120 codes). You can customize after setup.
4. Markup table — Your standard markup percentage (the default is 18%, which you can change in Settings → Master Data).
5. Your team — Invite supers, office staff, and admins who need dashboard access.

Invite your team

Go to Settings → Team to invite additional users. Each invitation is sent by email and expires in 7 days.

Roles you can assign:

• Owner — Full access, billing, all settings. One per org.
• Admin — Full operational access. Cannot change billing or remove the owner.
• Super (Trusted) — Job-level access including budgets and schedule.
• Super (Budget-Aware) — Job access with budget visibility but no financial editing.
• Super (Schedule-Only) — Schedule and photos only; no financial data.
• Office — AP queue, reports, and administrative access. No job-level editing.

Trade partners get their own free portal — you don't invite them through Team Settings. See the Trade Partner Portal guide.

Create your first job

Click Jobs → New Job in the sidebar. The Job Startup Wizard walks you through 7 steps: picking the community and plan, entering the lot address, assigning a super, setting the expected close date, and starting your Job Start Sheet.

Once the job is created, you can stamp a schedule template, record your first voice walk, and invite trade partners — all from the job detail page.