Setting Up Your Company

A few things are worth setting up before you start adding leads and jobs:

Company details

Under Account Settings, add your company's name, address, phone number, and logo. Your address is used to geocode your shop's location — this becomes the starting point for route optimization on the Jobs day-map, so it's worth getting right early.

Service catalog

Before you can create estimates, invoices, or jobs, add the services and products you sell under Invoice/Estimate → Product. Each item can have a price, cost, unit, and category. See Managing Services and Pricing.

Skills (optional)

If you dispatch work to different technicians based on certification or specialty (e.g. EPA 608 for refrigerant handling, or gas line certification), set up Skills under Maintenance and attach them to the relevant services in your catalog. See Skill-Based Dispatch.

Team members

Add your team under Account Settings & Users, and decide who needs admin access versus a standard account. See Managing Users & Roles.