Guide · 01

Set up your firm

Your profile is what every match, price and draft is built from. Here is how to make it complete.

Start from your UEI

Setup takes minutes, because your SAM registration does most of the typing. Two steps start your matches; the rest makes every draft better.

  1. 01Sign in at crafteny.com with your Google or Microsoft work account. That creates your workspace, and you become its owner.
  2. 02Choose a plan. Checkout brings you straight back into the app.
  3. 03Who you are: enter your UEI, and Crafteny pulls your legal name, CAGE code, location, NAICS codes, certifications and registration date from SAM.
  4. 04Contact: your email, phone, address of record, the person who signs, and a short capability summary.

Once those two steps are done, matches arrive every day on Opportunities and in your morning email. Don't have a UEI? Registration at SAM.gov is free, and our SAM registration guide lists what to have ready.

Complete your profile

What you have won
Press Import awards to read your federal award history from government records, or Add contract to enter one by hand. It shapes your matches and becomes your past performance volume.
Documents
Your capability statement, resumes, rate card, and contract or grant templates. Drafting draws on them, and a template sets the format of your proposals.
Labor rates
Your rates by NAICS scope, or a wrap rate. Until you set them, Crafteny prices at market rates.
What you pursue
The kinds of work you want. It tunes which notices reach you.

When your SAM record has something to check, Profile shows a Review notice. Correct the record at SAM.gov, then pull it again from Profile.

Bring your team in

No plan charges per seat, so bring everyone who touches a bid.

  1. 01Open Settings, Team and enter the person's email.
  2. 02Pick Member, Admin or Owner.
  3. 03For a member, tick what they may commit your firm to.
  4. 04Click Invite. They join by signing in with that address within 14 days.
Owner
Everything, including billing, closing the account and who owns it
Admin
Everything: every pursuit, the team and the workspaces
Member
Reads and works on everything, and commits the firm only where granted: Decide (bid or pass), Price (sign off the price), Team (lock the team, send invitations and agreements), Submit (record a submission), Workspaces and Usage

Your documents

Documents come in as uploads from your computer: PDF, Word, Excel, CSV or text, up to 20 MB each. Every file is checked and scanned before it is kept, it is stored privately under your account, and only your team can open it.

Your plan includes storage for the whole account: 10 GB on Starter, 30 GB on Contractor and 100 GB on Prime. The storage bar in Plan and usage shows what you have used. Deleting a file frees its space.

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Still have a question?

A person answers at support@crafteny.com. Or see the whole platform working on a demo before you decide.

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