Getting Started
First-time setup
A guided setup helps you configure the essentials so your team can start working quickly: company details, services, team and preferences.
Where to access
Open Initial Setup from the Settings area of the admin workspace.
Related
How it works
- Add your company details and branding so documents and the portal look professional.
- Define your service types and the fields technicians fill in during a visit.
- Add your technicians and assign their roles.
- Confirm email and messaging settings so notifications and invoices can be delivered.
Tips
- Complete setup once and the rest of the platform inherits your configuration automatically.
- You can revisit any setup step later from Settings.