Articles on: Getting started

Welcome to CxPlanner!

Overview: welcome to CxPlanner


CxPlanner is a digital commissioning platform for project files, schedules, quality assurance, tasks, and test results, with real-time updates and a logged history of changes, which is used by commissioning teams from first login onward.


This page is an introduction and support entry point. It does not teach a specific workflow. For first login after an invite, see the Getting started invitation guide. For app install, see Install and log in to the CxPlanner app.


  • Your role can be any CxPlanner user.
  • You can find support via live chat on cxplanner.com and guides in the Helpdesk.
  • This page does not change project data.


What CxPlanner covers


  • Project web, schedules, and quality assurance tools in one platform
  • Real-time updates of tasks, test results, and review comments
  • Automatic logging so each task keeps a traceable history


The founders built CxPlanner from construction and commissioning experience across project management, real estate development, and quality assurance.


How to get help


  1. Use Live chat in the bottom right of cxplanner.com.
  2. Open the Helpdesk for guides, tutorials, and FAQs.
  3. Install the mobile app if you work on site, using the install and login guide.


Results: welcome to CxPlanner


  • You know what CxPlanner covers at a high level
  • You know where to get live chat and Helpdesk support


Troubleshooting: welcome to CxPlanner


Problem

Cause

Solution

You do not know where to start after login

This page is an introduction only

Open the Helpdesk Getting started guides, or use live chat and describe your role and project

You cannot find the mobile app steps

App install is covered in a separate article

Follow Install and log in to the CxPlanner app

Live chat is not visible

You are not on cxplanner.com, or chat is blocked by the browser

Open cxplanner.com directly, or use the Helpdesk articles instead

Updated on: 07/26/2026

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