1. Set Up Roles & Permissions (5 min)

Navigate to Settings > Team, click Add Role, name it (e.g. "Field Tech"), toggle the permissions for invoices, estimates, reports, and assign your crew members accordingly.

2. Bulk-Import Your Crew & Clients (10 min)

Go to Contacts > Import, download the CSV template, fill in names, emails, phone and ZIP, then upload and map columns. Click Confirm Import to batch add your team and customers.

3. Run a Test Estimate & Invoice (10 min)

Head over to Estimates > New Estimate, select a contact, add line items (e.g. "PEX tubing – $12/ft", "Labor – 2 hrs"), send it, approve in the portal, and watch it auto-convert under Invoices.

4. Email Your Crew a Branded Welcome (5 min)

Under Settings > Team > Welcome Email, customize the greeting and logo, send a test email, then hit Send to All. Your team will get instructions and login details right away.

Pro Tip: Use the mobile app offline in the van—create estimates even without service and sync automatically when back online.