Step 1-2-3
Step 1-2-3 walks you through essential setup tasks in the right order. Complete each step to unlock the next.
The workflow
┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐ ┌─────────────────┐
│ 1. SETUP │ ──► │ 2. PRODUCTS & │ ──► │ 3. SALES │ ──► │ 4. GROWTH │
│ │ │ SERVICES │ │ │ │ │
│ • Profile │ │ • Inventory │ │ • First Sale │ │ • Marketing │
│ • Locations │ │ • Services │ │ • Schedule │ │ • Finance │
│ • Tax Settings │ │ │ │ • Order History │ │ • Ads Insights │
└─────────────────┘ └─────────────────┘ └─────────────────┘ └─────────────────┘
Step-by-step guide
1. Initial Setup
Required first
Complete this step before others become available.
| Task | What to do | Where |
|---|---|---|
| Store Profile | Enter business name, address, contact info | Settings → Organization |
| Locations | Add your physical locations | Settings → Locations |
| Tax Settings | Configure tax rates and rules | Settings → Tax Profiles |
How to verify: Green checkmark appears on the Profile Setup card.
2. Create Products & Services
| Task | What to do | Where |
|---|---|---|
| Add Products | Import or create products for inventory | Inventory → Procurement Orders |
| Define Services | Set up service profiles with pricing | Catalog → Services |
Tips:
- Start with your top 10-20 products to get selling quickly
- Service profiles require name, duration, and base price
3. Create Sales & Schedule
| Task | What to do | Where |
|---|---|---|
| First Sale | Create an order, add items, take payment | Sales → New |
| Schedule Services | Assign jobs to dates and technicians | Sales → Schedule |
| Order Management | Review order history and details | Sales → List |
Unlocks after: Profile complete + at least one product or service exists.
4. Boost Growth
| Task | What to do | Where |
|---|---|---|
| Marketing | Set up customer nurturing and campaigns | Growth → Customers |
| Finance | Record expenses, view Profit & Loss | Finance → Expenses |
| Ads Insights | Connect Google Ads for performance data | Growth → Ads & Sales |
Unlocks after: At least one order or service assignment created.
Progress tracking
- Completed steps show a green ring and checkmark
- Current step shows a blue ring
- Locked steps appear grayed out with "Locked" button
Tips for success
- Don't skip profile setup — Tax calculations and location-based features depend on it
- Import products in bulk — Use CSV import for large catalogs
- Test with a sample order — Create a $0.01 test order to verify the flow
What's next
After completing all steps:
- Monitor daily performance on the Dashboard
- Explore advanced features in each menu section
- Set up SMS Campaigns to engage customers