Your first-week set-up checklist

Work through these in order. Most firms finish in about an hour, and every step makes the next one easier.

The checklist

1. [Company details, VAT & numbering](/help/setup-company), so every document carries the right legal details.
2. [Logo, colours, website & trust badges](/help/setup-branding), so quotes look like your firm, not a template.
3. [Job types that speak your trade](/help/setup-work-types), so jobs file under the work you actually sell, not "Other".
4. [Price book & saved text](/help/setup-price-book), so quoting takes minutes, not evenings.
5. [Quote templates & the page library](/help/setup-templates), so your best quote becomes your standard quote.
6. [Card payments & Xero](/help/setup-payments), so customers can pay the moment they get the invoice.
7. [Your team & sign-in](/help/setup-team), so everyone gets the right view of the day.
8. [Texts, reminders & your review link](/help/setup-notifications), and switch on the quote and invoice chasers under Follow-ups while you're there.
9. Got vans? Add them in Settings → Vehicles and assign drivers, that's what lights up the live map.
10. Send a test quote to yourself and open it on your phone, that's exactly what your customer will see.

Then what?

Read Getting started for how the day-to-day flow works, from enquiry to getting paid.