First-day setup

Configure your company, pricebook, and technicians in under an hour.

8 min readFor owners and office managers

What you'll learn

1

Complete your company profile

Open Settings and fill in your legal name, brand name, address, phone, and license number. Upload a logo — it appears on estimates, invoices, the customer portal, and every email your customers receive.
2

Set business hours and service area

Business hours drive the online booking calendar and dispatch capacity. Add the ZIP codes or cities you cover so incoming requests are flagged when they fall outside your area.
3

Invite your team

Go to Team and invite each person by email. Choose a role — Owner, Manager, Dispatcher, CSR, Technician, Inventory, or Accounting. Roles control what each person can see, so give technicians the Technician role rather than Manager.
4

Build a starter pricebook

Under Pricebook, create categories (Diagnostics, Repairs, Installs, Maintenance) and add your ten most common tasks with a flat price. You can refine later — ten good items are enough to quote your first week of work.
5

Add warehouses and starting stock

In Inventory, create at least one warehouse (your shop) plus a location per truck. Enter starting quantities for fast-moving parts so consumption on jobs stays accurate from day one.
6

Turn on customer notifications

Confirm which automatic emails go out — job scheduled, technician en route, job completed, estimate sent, invoice sent. These reduce inbound 'where's my tech?' calls more than any other setting.

Don't try to import years of history on day one. Start with active customers and open jobs.
Prices in the pricebook can include labor and materials — flat-rate pricing is faster to quote and easier for customers to approve.
Give every technician their own login. Shared logins break time tracking and job history.