Skip to main content

Get Started

Purpose​

Use this checklist to complete foundational configuration first—profile, locations, and tax—so later features behave correctly without errors. After that, proceed through products/services, sales and scheduling, and finally growth and insights.

How to use the flow​

  • Open the app: Onboarding → Get Started. Each card links to a page in your workspace.
  • Work from top to bottom. Steps are grouped as Setup, Products & Services, Sales, and Growth.
  • You can revisit any completed step later; nothing is permanent.

Follow the steps in order​

1) Initial Setup​

  1. Store Profile Setup → fill in business details, locations, and tax settings.

2) Create Products & Services​

  1. Inventory Setup → add products by importing or by creating procurement/receiving.

  2. Services Setup → define the services you provide and their profiles (durations, pricing).

3) Create Sales & Schedule Services​

  1. Create Your First Sale → build a sales order or quote, then take payment or record a deposit.

  2. Schedule Services → assign and schedule jobs for service orders; reschedule as needed.

  3. Order Management → review past orders, search, and export.

4) Boost Growth & Deeper Insights​

  1. Marketing & Customers → set up customer nurturing and campaigns.

    • In the app: Growth → Customers Nurturing / Messages / SMS Campaigns / Reviews
    • Guides: Growth Overview

  2. Financial Tracking → record expenses and view Profit & Loss.

  3. Ads Insights → connect Google Ads to view campaign performance.

Tips​

  • If selling products, ensure on‑hand inventory exists before your first sale.
  • For services, define service profiles first; then use Schedule to assign work.
  • Owners can manage staff and roles in Settings → Users in the app.

What’s next​