Getting Started: overview
Your first look at Arkon One: the dashboard, guided setup, the job board, reports, your own sign-in security and working offline.
The steps, written out
- Dashboard: open it from the left menu.
- Guided setup: A few steps to get your company running. Steps tick themselves when you do them; skip any you do not need.
- Job board: Customer → Quote → Job → Invoice → Paid. Drag a card to the next column, or press its green button.
- Reports: Filter, chart and export every report to CSV, Excel or PDF
- Scheduled reports: Reports emailed automatically as PDF, CSV or Excel attachments (demo outbox — nothing is sent)
- My sign-in security: Your password plus a code from your phone
- Work offline: Keep working without signal
Tip
Start here. These lessons show the dashboard, guided setup, the job board, reports and the basics every user needs.