First-time setup

Steps

1. Add your company details and branding so documents and the portal look professional.
2. Define your service types and the fields technicians fill in during a visit.
3. Add your technicians and assign their roles.
4. 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.

Related guides

• 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.
• Branding & company info Set your company name, logo, theme and contact details so documents, the portal and messages all look like you.
• Service form & checklist builder Define exactly what technicians record on a visit: fields, target values, required answers, photo rules and section order.
• Pool Technicians Manage your technicians: profiles, roles, contact details, photos and compensation models.