Set up your company

The setup guide is the first admin's walk through a new system. It asks for the few things a quote needs first, then lists everything else to do before real clients see a quote. Every step writes to an ordinary setting, so nothing here is final.

Steps

1. Open Settings. While steps are left, a card at the top reads Set up your company. Press it (or open Setup on the Tools strip at the foot of Settings).
2. Work down Get started on the left: Your company, Warehouse and time zone, Products and contacts, Card payments and Done. Each step opens with numbered instructions.
3. In each step fill in what it asks and press Save and continue. A step you cannot do yet has Skip for now.
4. On Done, press Finish. You can build a quote now.
5. Work through Before go-live on the same page, in the order it lists. Pick any item on the left to open it.

What the steps ask

• Your company: the name, phone, email, address and website that print on quotes and invoices, and your logo.
• Warehouse and time zone: where every route starts and ends, and the clock shifts, routes and reminders run on.
• Products and contacts: import a spreadsheet of each, or skip and add them one at a time.
• Card payments: connect Stripe so clients pay by card from their link. See Connect Stripe.
• Before go-live holds the rest: past bookings, your rules (tax, deposit, damage waiver, quote validity), delivery pricing, scheduling and routes, trucks, your lists, your team, costs and targets, the time clock, filings and compliance, client messages, connections, terms, and Check and go live.

Good to know

• Beside each step the guide shows what the system already has, for example "Pinned" for the warehouse or "Not connected" for Stripe.
• Anything left at 0 or empty is simply not applied. A tax rate of 0 adds no tax; an empty dropdown list offers no choices.
• Check and go live is where you enter your license ID and press Activate. If you run your own install it also asks you to tick three sign-in settings in your own hosting account.
• When everything is done the card leaves Settings. Walk through it again on the last page starts the guide over without changing anything you set.

If something goes wrong

• The warehouse will not go on the map. Finding an address needs Google Maps. Connect it from Connections on the Before go-live list and come back. See Google Maps.
• Invites do not go out. Invites need a mail connection. Connect one first, or see Invite your team.