Short on time? Do steps 1–4. That’s enough to run a real, paid job today.
Your first-day checklist
1
Set up your business info
Add your business name, address, hours, timezone, and tax rate so quotes, invoices, and reports are accurate.
Settings → Business Info
2
Add your top services
Enter the services you sell most, with prices. These are what you’ll pick from on every quote and order.
Services → New Service
3
Connect payments
Connect Stripe so you can take cards, Tap to Pay, and payment links. Card data is handled by Stripe — never stored on our servers.
Settings → Payment Integration → Stripe
4
Run a test order
Create a customer, build an order, and take a payment to feel the full flow end to end. See First order walkthrough.
5
Invite your team
Add staff and set their roles so each person has the right access. Make detailers Technicians so they see only their assigned jobs.
Settings → Staff & Shifts
6
Turn on online booking (optional)
Publish a booking page so customers can schedule themselves, and add a lead form to your website.
Settings → Booking Page
7
Set up reminders (optional)
Configure text reminders and review requests to cut no-shows and earn more reviews.
Settings → Text Notifications
What’s next
Once you’re set up, learn the rhythm of daily work in How it all fits together, and keep an eye on What’s New for fresh features.First order walkthrough
The fastest path to a paid job.
Getting started guide
More detail on each setup step.
Services & pricing
Build your service menu.
Payments
Connect Stripe.