The setup wizard and the tour
Your first sign-in opens a short wizard under the heading Welcome to LawnLedger! It takes a few minutes and puts enough in place that the rest of the app has something to show. After it, a tour walks you through the sidebar once.
Neither is a commitment. Everything the wizard asks lives in Settings afterwards, and the tour can be replayed from the Help menu.
The five steps
The progress bar reads Step 1 of 5. Continue moves forward; Skip moves forward without saving that step.
Company Info
Company Name, Phone, Email, Address and Timezone. The name and time zone already come from signup, so this step says “We already have your company info from signup” and lets you skip ahead. The time zone is read from your browser. Check it: it decides which day an evening clock-out lands on.
First Customer
Two ways in. Coming from QuickBooks? offers Import from QuickBooks, which opens the guided import under Settings → Connect → Integrations (QuickBooks is on Growth and up; on a lower plan the card shows a Growth plan badge and See upgrade options).
Otherwise add one by hand: First Name, Last Name and Phone are required; Company and Email are optional. Leave Add a service address for this customer ticked and give the Street, City, State and ZIP. That creates the customer and their first property in one go.
Services
Five common services are pre-ticked: Lawn Mowing, Hedge Trimming, Mulch Install, Weed Treatment and Leaf Cleanup, each with a placeholder price and unit. Untick what you don’t offer; at least one has to stay. Prices are easy to change later under Services.
First Estimate
Create Estimate opens the billing studio with your new customer ready to quote. Skip for now goes on to the last step. Either way, the wizard counts as finished from here.
All Set!
Go to Dashboard. If you chose a plan on the pricing page before signing up, this button takes you to Billing to confirm it instead.
Skip setup on the first step skips the whole wizard. You can do any of it later: company details under Settings → Company → General, customers under Customers, services under Services.
The tour
The dashboard opens with a card in the corner that says Getting started. Each card points at one part of the sidebar and says what it’s for, with Take me there to open that page. In order: welcome, Customers, Estimates, Contracts, Jobs, Invoices, Books, Settings, the search shortcut, Help, and finally the assistant. Cards for pages your plan or role can’t open are left out, so the count is honest.
The last card is Stuck? Just ask. Its button, Ask what to set up next, closes the tour and opens the assistant with that question already asked. It answers from your actual setup progress, so it’s the fastest way to find your place in the sequence.
Skip the tour closes it and remembers where you were. The Help menu at the bottom of the sidebar then offers Resume the tour, or Replay the tour once you’ve finished it.
Troubleshooting
The wizard appeared again after I’d finished it. It only opens when setup isn’t marked complete and you have no customers yet. If both are true, finish it once or press Skip setup.
I don’t see the assistant card. It’s shown only when the plan includes the assistant. Every plan does, including the trial. If yours doesn’t, contact support.