1. Business Settings

After you sign up, you will be greeted with the onboarding wizard. You can follow the steps and capture the relevant business details.

The workflow settings have good defaults. You will need to put in the default travel time and work hours per day which are specific to your business. Also, decide if you want to capture the default travel time as part of your estimates, otherwise they will only be used for scheduling.

The finance settings can be daunting if you're unfamiliar with basic accounting. The most important settings right now are the labor cost, labor price, materials markup, and sales tax.