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Your company info
Legal name, display name, address, phone, email, logo, and timezone.
1. Complete your tenant profile
Open Settings and enter your company name, contact details, logo, timezone, billing preferences, and default document settings. These settings make your documents and reports look like they belong to your company.
2. Invite your users
- Open Settings → Users & Roles.
- Invite each person with their own email address.
- Assign the role that matches what they should do in your company.
- Ask each user to sign in before go-live day.
3. Add your first customer and site
Create one customer record, then add at least one service location/site. Use clear names so your team can find the right location quickly from the office or field.
4. Add your first asset
Add a real piece of equipment under the customer/site. Include a useful asset name, location, serial number, manufacturer details, and a clear photo whenever possible.
5. Create your first work order
Create a test work order connected to the customer, site, and asset you just added. Assign it to a user, update the status, add a note, and mark it complete so your team understands the full flow.
Best practice: start small. Build one clean customer → site → asset → work order flow before importing or adding everything else.