Set up your business

01Add your business details

1. Open Settings with the gear at the top of the screen and choose Organization.
2. Check the Organization name and set the Business time zone your team works in.
3. Under Branding, upload your Logo, Emblem and White logo, and enter your Brand color as a six-digit hex code, such as #4a5d23.
4. Fill in your Phone, Email, Website and Support email.
5. Add your Google review link and Yelp review link, and up to seven Social links.

Your logo and brand color also appear in the Customer Portal your customers use.

02Check your plan and usage

1. In Settings, open Billing to see your plan, payment method and invoices. Compare plans shows what each plan includes.
2. Open Usage to see your Fuel and how much of your plan’s monthly allowances you’ve used. Fuel powers Garry and the other AI features.
3. Running low before your plan resets? Use Buy Fuel. Owners and admins can also set a Spend limit.

Current plans and prices are on our pricing page.

03Bring in records from another system

Moving from Workiz, Housecall Pro, Jobber, ServiceTitan or a spreadsheet? The owner can bring customers, jobs, estimates and invoices across.

1. In Settings, open Data and choose Import from another system.
2. Drop in your export files. Spreadsheets, ZIP and JSON files, PDFs and images are all accepted.
3. Review how your columns were matched and any possible duplicates, then confirm with Add them.

Changed your mind? For a limited time after an import, Undo this import reverses it.

04Download a copy of your data

1. In Settings, open Data, select Request export and then Start export.
2. When it’s ready, select Download export. A large export arrives as a ZIP in several parts.

You can export once every 30 days. The download is deleted after 7 days. Passwords, keys and automation settings aren’t included.

05Find your way around Home

1. Home shows cards for the things you check most, such as Coming Up, Activity, Company Calendar, Weather and Bookmarks. Use a card’s expand button to see more.
2. Use Edit Forts to choose which cards you see, or Use Defaults to go back to the standard set.
3. Press ⌘K (Ctrl+K on Windows) or select Search at the top to find customers, projects, tags and settings pages.
4. The + button at the top starts a new project, client or company.
5. The bell opens your Inbox of notifications, notes and events.
6. Work for more than one company? Switch between them with the organization switcher at the top.

06Keep track of your own tasks

1. In My tasks on Home, type in Add a task…. Add a description or a due date if it helps, then select Add.
2. Type @ and a teammate’s name to share the task. They get a notification and see who it’s from.
3. Tick the circle when a task is done. Turn on Show completed to see finished tasks again.
4. Not for today? Move a task to your Tasks drawer and bring it back to My tasks when you’re ready.

Deleting a task from the drawer is permanent.