---
title: "First-day setup — JobOpsPro Learning"
url: https://jobopspro.com/learning/first-day-setup
description: "Configure your company, pricebook, and technicians in under an hour."
lang: en
---

All learning topics (https://jobopspro.com/learning)

# First-day setup

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

8 min read For owners and office managers

## What you'll learn

- Set your company profile, logo, and service area
- Invite your office and field team with the right roles
- Load a starter pricebook you can quote from immediately
- Turn on the customer notifications you want sent automatically

## Step by step

1. 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. 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. 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. 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. 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. 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.

## Tips and common mistakes

- 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.

Try It In The Demo Company: https://jobopspro.com/auth?demo=true
Get Help: https://jobopspro.com/support

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