After signing up, the onboarding wizard walks you through:
Company profile — Name, logo, phone, email, address (appears on estimates/invoices)
Add a location — Your primary business address
Invite your team — Send invitations and assign roles (Admin, Manager, Dispatcher, Technician, Limited)
Set up your pricebook — Create a catalog of services/products with pricing
Add your first client — Contact info and property details
Create your first job — Schedule a service call to see the full workflow
Complete these in any order. Progress saves automatically.