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Set up your company

4 minutesFor: Owner

Step by step

Company details, tax rate, and adding your team with the right roles.

  1. Fill in your company details

    Open Settings. Your company name, phone, address and default sales tax rate print on every estimate and invoice, so set them before you send anything.

  2. Add your technicians

    In the Team card, choose Add person. Pick the Technician role, give them a board colour, and set the password they will sign in with. They appear on the dispatch board straight away.

  3. Add your office staff

    Office seats are free. Add dispatchers, customer service and your bookkeeper with the role that matches what they do — each role only sees the screens it needs.

  4. Check what each role can do

    The permissions table in Settings shows every role against every action. On Pro you can rename roles, change what they can do, and add your own.

  5. Look at your pricebook

    Pricebook holds the services, materials and fees you charge for. Estimates and invoices price from it, so add your common jobs now and quoting takes seconds later.