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Getting Started

Sign in, user roles, security and first-time setup.

5 guides

  1. 01 Signing in and user roles How people sign in and how the platform adapts to each role: office administrators, working managers and field technicians.
  2. 02 Account security and passwords Built-in protections keep accounts safe: protected sessions, secure password recovery, mandatory password changes and modern passkey sign-in where enabled.
  3. 03 Navigating the platform The admin workspace uses a clear side menu grouped by area, with live badges that highlight items needing attention.
  4. 04 First-time setup A guided setup helps you configure the essentials so your team can start working quickly: company details, services, team and preferences.
  5. 05 Recommended setup order (zero to first service) The recommended order to register your information after Initial Setup so your team can schedule and complete the first service without missing a dependency.