Start free trial

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

  1. Dashboard: open it from the left menu.
  2. Guided setup: A few steps to get your company running. Steps tick themselves when you do them; skip any you do not need.
  3. Job board: Customer → Quote → Job → Invoice → Paid. Drag a card to the next column, or press its green button.
  4. Reports: Filter, chart and export every report to CSV, Excel or PDF
  5. Scheduled reports: Reports emailed automatically as PDF, CSV or Excel attachments (demo outbox — nothing is sent)
  6. My sign-in security: Your password plus a code from your phone
  7. 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.