Creating Your Account

Getting started with DrillerDB is quick and easy. This guide walks you through creating your account, setting up your company, and inviting your team.

Quick Start: Create Account

1. Start your free trial at drillerdb.com/sign-up
2. Enter your company details and set a password
3. Choose your plan and start your 14-day free trial
4. Invite team members
5. Start creating projects

Step-by-Step Workflow

1. Start your free trial at drillerdb.com/sign-up
2. Enter your company details and set a password
3. Choose your plan and start your 14-day free trial
4. Invite team members
5. Start creating projects

Starting Your Account

Free Trial Signup (New Companies)

New companies create their account through the free-trial signup:

1. Go to drillerdb.com/sign-up
2. Enter your company name and your name
3. Add your email address and phone number, and set a password
4. Choose your plan
5. Enter payment details to start your 14-day free trial

Signing In (Existing Accounts)

Once your account exists, sign in at console.drillerdb.com. You can sign in two ways:

Continue with Google - one-click authentication with your Google account. Nothing new to remember, and your account is verified automatically.

Email and password - sign in with the email address and password you set at signup.

Company Setup

After creating your account, you'll configure your company settings:

Basic Information

Set up your company profile:

• Company Name - Your business name as it appears on invoices
• Address - Physical business address
• Phone & Email - Primary contact information
• Website - Your company website (optional)

Business Settings

Configure operational preferences:

• Time Zone - Set your local time zone for scheduling
• Date Format - Choose your preferred date display
• Currency - Set billing currency
• Company Logo - Upload your logo for invoices and reports

Initial Configuration

Choose your plan and features:

• Select subscription tier (Basic or Enterprise)
• Enable optional modules (Equipment, Inventory, Lab - availability varies by brand)
• Set up billing information
• Configure notification preferences

User Roles & Permissions

You assign roles from Settings, and Accountant is invited from Accounting instead. The two apps offer slightly different pickers, so go by the list in front of you.

What each role can open below describes the console. The classic app gates two of these roles differently, and both differences are called out where they apply: see Field Supervisor and User.

Admin

For owners and the people you trust with the account itself. Admins reach every page, including billing, users, security, integrations, and API keys.

Office

For coordinators and office staff. Projects, scheduling, invoices, accounting, contacts, communications, compliance, liens, inventory, and reports, plus general settings. An Office user can open Settings > Billing and manage the card on file, but cannot change the plan, cancel the subscription, or manage users.

Field Supervisor

For the people running crews and jobs. Projects, scheduling, work orders, timecards, equipment, invoices, contacts, and reports. In the console Settings > Billing is the only settings page they can open, and there they can see the plan and manage the card but not change the plan or cancel. On the classic app a Field Supervisor reaches the same pages an Office user does.

Driller

For field crews. Projects, work orders, timecards, equipment, maps, geology, and geothermal. No scheduling, no invoices, no contacts, and no settings. The console labels this role Field Tech (Driller) and the classic app labels it Field Tech.

User

Some accounts are stored under an older role value. The console shows it as User and the classic app shows it as Basic User, and the two apps treat it very differently, so check which one your people use before you rely on it.

In the console it is not the limited role its name suggests. It opens what Office opens, with one exception: it cannot open Settings > Billing.

On the classic app it does not inherit Office's access and is refused by nearly every gated page. That does not make it a safe role: many actions are not role-gated at all, so a User can still send a text or an email, add equipment, or start a bulk import.

Pick Driller or Field Supervisor when you want a limited role you can describe, rather than one whose meaning depends on which app someone opens.

User Roles has the full capability matrix.

Inviting Team Members

Add your team after initial setup:

1. Navigate to Settings in the sidebar
2. Click Users & Permissions
3. Click Invite User
4. Enter their email address
5. Select their role. The classic app lists Admin, Office, Field Supervisor, Field Tech, and Basic User. The console lists the same five, with Field Tech shown as Field Tech (Driller) and Basic User shown as User, plus a sixth entry, Legacy User (0), for accounts stored under an even older value
6. Click Send Invitation

The team member will receive an email with instructions to create their account and join your company.

Troubleshooting

Can't Sign In with Google

If Google Sign-In isn't working:

• Ensure pop-ups are enabled for console.drillerdb.com
• Try clearing your browser cache
• Make sure you're using a supported browser (Chrome, Firefox, Safari, Edge)
• Check that cookies are enabled

Didn't Receive Verification Email

If you don't see the verification email:

• Check your spam/junk folder
• Verify you entered the correct email address
• Wait 5-10 minutes (emails can be delayed)
• Contact support@drillerdb.com for assistance

Account Linking

If you previously created an account with email and later try to sign in with Google using the same email address, DrillerDB will send you a verification email to link the accounts. Check your email and click the verification link to complete the linking process.

Forgot Password

Reset your password anytime:

1. Click "Forgot password?" on the sign-in page
2. Enter your email address
3. Check your email for the reset link
4. Click the link and create a new password
5. Sign in with your new password

Security Features

DrillerDB uses industry-standard security:

• HTTPS/TLS Encryption - All data transmitted securely
• CSRF Protection - Cross-site request forgery prevention
• Session Management - Automatic timeout for inactive sessions
• Secure Password Storage - Passwords encrypted with bcrypt
• Role-Based Access Control - Granular permission management

Next Steps

Once your account is created:

1. Complete your company profile in Settings
2. Invite team members to collaborate
3. Explore the dashboard and familiarize yourself with the interface
4. Create your first project to start tracking work
5. Set up integrations like QuickBooks or Stripe (optional)

Need Help?

Related Topics

• Dashboard Overview - Learn the interface
• Navigation Basics - Moving around the app
• User Roles - Detailed permissions guide
• Users & Access - Team management for detailed guides