Dashboard and Navigation
Try the onboarding checklist card
- Click Schedule your first job to mark that setup step complete.
- Click Connect payments to finish the next office setup step.
- Click the header to collapse the checklist once you're mid-setup.
- Click Dismiss forever once setup is done and you don't need the reminder anymore.
- Set up company profile. Complete: Settings → Company.
- Add your first customer. Complete: Customers.
- Create your first project. Complete: Projects.
- Schedule your first job. Not started: Calendar.
- Connect payments. Not started: Stripe Connect setup.
- Choose a plan. Not started: Subscription tier picker.