Getting Started

To get started you will need to complete a few tasks:

• Create a company
• Create a customer
• Create a project
• Post a job

To create a company, go to companies > add company > save and exit.

• Company name 
• Account team 

To create a customer, got to people > add user > select customer > save and exit.

• First name
• Last name
• Email
• Coordinator
• Company

To create a project, go to projects > create project > save and exit.

• Project name 
• Billing contacts
• Customer

To post a job, start from scratch > project information > location > schedule builder > summary > save.