Follow the first steps on your dashboard
The welcome checklist that takes a new business from empty to its first scheduled job.
Until your first job exists, your Dashboard shows Welcome! Let's get you set up: a short checklist with a progress bar. Each step has a button that takes you to the right page, and the next step to do is highlighted. A step is crossed off once it's done.
The steps
Add your first customer
Who you do the work for, with their address and contact details. Select Add a customer.
Add a technician
The people who go out and do the work. Give each one a color for the schedule. Select Add a technician. To let them use the mobile app, give them app access.
Schedule a job
Pick a customer, a date and a technician. Select Create a job. The checklist goes away once your first job exists.
Turn on texting
If you manage messaging, you also see this step. It registers your texting number with US carriers so reminders and on-the-way texts reach customers. Most of it is filled in for you. Select Register for texting. While the registration is in review, the step shows its status. Texting needs a card on file during the trial (see Add a card during your trial).
Switching from another tool?
Owners and admins also see Switching from Jobber, Housecall Pro or ServiceTitan? under the steps. Select Import your data to bring your customers, open work and history with you. See Import from another tool.