Getting started

1. Complete your business profile. From Settings → Organization, add your business name, logo, and address. This appears on customer-facing estimates and invoices, so it's worth doing first.

2. Add your first customer. From Customers → New customer, enter their name, contact info, and property address. You can always add more detail — notes, additional properties, custom fields — later.

3. Create your first job. From Jobs → New job, pick the customer, give the job a title, and schedule a visit. If you have technicians on your team, assign one directly or let the AI assistant suggest whoever's free soonest.

4. Invite your team. From Team → Invite, add technicians, dispatchers, or an accountant. Each role sees only what's relevant to them — a technician sees their own schedule, an accountant sees invoicing and payments.

5. Try the AI assistant. Open it from anywhere in the app (the sparkle icon) and ask it something simple to start: "what's on my schedule today?" or "who owes us money?"

Once these five are done, you have everything needed to run a real job from scheduling through getting paid.