When you first sign in, a short onboarding checklist walks you through the basics. Here's what to set up first.
Company details
Go to Settings → Company Details and add your business name, ABN and contact details. These appear on every quote and invoice you send.
Branding
Under Settings → Branding, upload your logo and pick your colours. The preview shows exactly how your quotes will look to clients.
Do this before your first quote
Clients see your branding on every document — thirty seconds here makes every quote you ever send look more professional.
Your first client and job
Add a client from the Clients tab, then create a job for them from the Jobs tab or straight from the dashboard with Create Job. Everything else — quotes, appointments, timesheets, forms — hangs off the job.