Getting started as a new customer
Getting started
Signing up takes a few minutes:
1. Create your account — choose your company name and the trade pack(s)
that match your business (aircon, electrical, plumbing, or general).
This sets the terminology and fields you'll see throughout the app.
2. Verify your email — you'll receive a verification link once you sign
up. You'll need to click this before you can access the admin panel.
3. Set up your team — add your technicians and their certifications.
4. Add your first client and site — every job needs a client and a site
to be booked against.
5. Create your first job — from Jobs > New job, or directly from the
Dispatch board.
Once you're signed in, the admin onboarding guide in Help walks through
the rest of the initial setup (numbering formats, branding, and so on).
1. Create your account — choose your company name and the trade pack(s)
that match your business (aircon, electrical, plumbing, or general).
This sets the terminology and fields you'll see throughout the app.
2. Verify your email — you'll receive a verification link once you sign
up. You'll need to click this before you can access the admin panel.
3. Set up your team — add your technicians and their certifications.
4. Add your first client and site — every job needs a client and a site
to be booked against.
5. Create your first job — from Jobs > New job, or directly from the
Dispatch board.
Once you're signed in, the admin onboarding guide in Help walks through
the rest of the initial setup (numbering formats, branding, and so on).