What should I do first after my account opens
What should I do first after my account opens. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Add your company details in Settings (name, address, phone, logo for your PDFs).
- Add your first customer.
- Check your price items in the item catalogue (your industry's templates are already there) and adjust the prices.
- Create your first quote or estimate, then your first job and invoice.
- Invite your team in Logins.
Tip
Follow the Getting started card, which links to each step. You can also import customers and items from a CSV in Administration → Data import.