1
🏢
Confirm tenant
Check your company profile, logo, timezone, and defaults.
Fast Tenant Launch
Quick Start Guide
Use this path when you want your tenant working quickly with a simple test workflow.
Launch with one customer, one site, one asset, one work order, and one field update.
5-Step Quick Start
2
👥
Add users
Invite your team and assign practical roles.
3
📍
Add customer & site
Create one customer and one service location.
4
📦
Add asset
Add one asset or piece of equipment with a photo.
5
🧾
Create work order
Create, assign, update, and complete one test job.
First Day Checklist
Confirm company settings
Review name, logo, timezone, billing, and document defaults.
Review name, logo, timezone, billing, and document defaults.
Test one user login
Have a non-admin user sign in and open their dashboard.
Have a non-admin user sign in and open their dashboard.
Add one customer
Create a customer and one site.
Create a customer and one site.
Add one asset
Attach it to the site and add a photo or key details.
Attach it to the site and add a photo or key details.
Complete one test work order
Create, assign, update status, add a note, and close it.
Create, assign, update status, add a note, and close it.
What Each Role Should Do First
🛡
Admin
Finish tenant setup, invite users, and confirm permissions.
Review setup →👥
Office
Add customers, sites, and basic work order information.
Open workflow →💼
Service Manager
Review scheduling, assignments, and work order statuses.
Review daily flow →🔧
Inspector / Tech
Install mobile access, open assigned work, and test notes/photos.
Field guide →Ready for daily use?
Once the test workflow works, your team is ready to use Bandit Office for real jobs.