Getting Started
Set up your company, invite your team, and run your first job.
Work through these in order. Each one takes a few minutes. The setup wizard at SettingsSetup Wizard includes these plus later steps (billing, work types, inventory, and more), and it remembers where you left off.
You do not need to finish everything before you start working. Get through the required steps, add a customer and a site, run a few real jobs, then come back for the rest.
After that money path: send a quote, assign the day's work, and have crews complete a visit. If something does not appear, use troubleshooting.
- Set up your company profileEnter the company name, mailing address, and time zone that appear on every invoice, quote, and customer email you send.
- Invite your teamAdd office staff and field crews, and choose what each role can see and do in OpsVara.
- Set your pricesBuild the price book that quotes, contracts, and invoices all draw from, including tiers and renewal increases.