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Getting started
Set up your company workspace
Create the contractor account, add business details, and use the launch checklist to see what still needs attention.
Launch setup, workspace basics, and production readiness.
Steps
- 1Open Onboarding and enter the company name, trade, phone number, website, and service area.
- 2Go to Settings and review the launch readiness checklist.
- 3Add team members before inviting technicians or office staff.
- 4Use Launch to walk through the demo flow before giving the platform to real customers.
Tip
If the app says mock mode is active, production auth or required environment variables still need attention.
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