Onboarding Checklist

After creating your account, the Setup Guide walks you through everything you need to get your business up and running. You can access it anytime from the dashboard or from Settings.

Essentials

The Setup Guide starts with seven essential steps. Each one links directly to the relevant screen and checks off automatically when complete.

1. Company Profile — Add your business name, phone number, email, and address. Your address is critical for route optimization and appears on invoices.
2. Connect Stripe for Payments — Link your Stripe account so customers can pay invoices and estimates online. You can skip this and connect later if you prefer to collect payments another way.
3. Tax Setup — Configure how sales tax is calculated on estimates and invoices.
4. Review Your Services — We pre-fill common services for your industry. Review them, adjust pricing, and add or remove services as needed.
5. Add Your Team — Invite staff members and assign permission profiles (Admin, Office Manager, or Field Tech). Skip this if you work solo.
6. Add Your First Customer — Create a customer record to start managing your work.
7. Create Your First Job — Schedule your first job to see everything come together.

Go Further

Once the essentials are done, the guide offers ten additional steps to help you get even more value:

• Share Your Customer Portal — Your public page where customers book services, request quotes, and pay invoices.
• Set Up Reviews & Referral Program — Automatically request reviews after completed jobs and reward referrals.
• Train Your Field Techs — Show your team how to use the mobile app and send them login instructions.
• Set Up Appointment Reminders — Automatically send SMS reminders before scheduled visits to reduce no-shows.
• Configure Quote & Invoice Templates — Customize appearance, payment terms, and footer text.
• Configure Staff Schedules — Set working hours and availability so the schedule stays organized.
• Set Up Route Planning — Optimize daily routes to minimize drive time and fuel costs.
• Enable Asset Tracking — Track equipment and vehicles across jobs and techs.
• Marketing & Rebook Queue — Re-engage dormant customers automatically with rebook campaigns.
• Help Center & Contact Us — Browse guides, FAQs, and reach our team with questions or feedback.

Recommended first-week tasks

Beyond the Setup Guide, consider completing these within your first week:

• Import your customers — Upload your existing client list from a spreadsheet to avoid re-entering contacts one by one. See Importing Customers.
• Configure notifications — Choose which SMS and email notifications go out to customers (appointment reminders, job completed, etc.) in Settings → Notification Preferences.
• Create a test estimate — Walk through the estimate-to-job conversion flow to see how quoting works end-to-end.

Tips

• You can revisit the Setup Guide anytime from the dashboard or Settings.
• Skip steps that don't apply yet — you can always come back to them later.
• You can dismiss the guide entirely, or restart it from Settings if you change your mind.
• If you have questions during setup, use the ? help button in the bottom-right corner for context-specific articles, or click Request an Onboarding Guide in the Setup Guide sidebar to schedule a walkthrough.

Related

• Creating Your Account
• Importing Customers
• Setting Up Your First Job
• Service Catalog