Getting started
Up and running in six steps
Set up your workspace and start managing tasks, work orders, and invoices — step-by-step guides for each are in the help center.
01
Set up your company
Enter your business info, logo, and preferences to personalize your workspace.
02
Invite your team
Add field technicians, project managers, and office staff with the right roles.
03
Add worksites & clients
Define your job locations and add customers to get started with real jobs.
04
Start scheduling tasks
Use the calendar to create, assign, and manage recurring or one-time tasks.
05
Generate work orders
Track field activity by converting tasks into detailed work orders with costs and attachments.
06
Review & send invoices
Generate branded invoices from completed work and send them directly to clients.
Ready to get started?
Set up your company in minutes — 14-day free trial, no credit card.