What to set up next

The same sequence as the Getting started guide, as a checklist. Each line names the thing that counts as done, so you can tick it off honestly, and the guide that gets you there.

The assistant can check this list for you. Ask it “What should I set up next?” and it reads your account’s progress on these exact items and points at the first ones that aren’t finished. See Ask the assistant.

Day one

Setup wizard finished (or skipped on purpose). It only opens when it hasn’t been. The setup wizard and the tour
Time zone set. Done when the banner at the top of the app goes away. Settings → Company → General, Defaults tab. Set up your company
Logo or brand colour on. Done when a document preview shows your logo. Same page, Brand & logo tab. Set up your company
At least one service in the catalog. The wizard usually does this. Services catalog
At least one customer, with a property. Your first customer, or Import your data

Week one

An estimate sent. Done the moment one leaves Draft. Your first estimate
A job on the calendar. Repeating, if the work repeats. Your first job
An invoice sent. Your first invoice
Stripe connected, charges enabled. Done when the Payment Processing card says Stripe Connected and Charges: Enabled. Owner only. Get paid online
A payment received. Online or recorded by hand; either counts. Your first invoice

Month one

The team invited. At least one teammate beyond you, with the right role. Crew on the mobile app. Invite your team
Sales tax set up, if you charge it. Settings → Finances → Taxes. Sales tax
Reminders switched on. The two payment reminders under Settings → Operations → Workflows. Automations
QuickBooks connected, if you use it. Growth and up. QuickBooks sync
Your bank connected, when you’re ready to reconcile instead of re-entering. Growth and up. Connect your bank

What you can leave alone

Contracts, the customer portal, custom roles and the chart of accounts all work with their defaults. Come back to them when the work asks for them: a seasonal agreement to sign, a customer who wants to see their own invoices, a bookkeeper who needs a seat.