Set up your first workspace

Start with accurate business details and one complete service workflow before inviting the whole team.

  1. Complete your business profile

    Review your trading details, country, language and contact information.

  2. Add your services

    Enter the services you deliver, their scope and the prices your team is authorized to quote.

  3. Review working hours and coverage

    Make sure the scheduling information reflects where and when you actually operate.

  4. Review a complete example

    Prepare a sample customer, quote and job. Review each step before using it with a real customer.

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