There are 4 main things to set up on your account, and all of these are accesible via "Admin" link on the top right (assuming you have permissions to adjust the account details).

1. Business Details
Here you need to put in your address and other information to show on your invoices, quotes, and estimates. Also, there is a place to put in your terms of trade, and your logo.

2. Add or Delete Staff Names
Create new names, permissions, and log in details (if you want to give them access)

*Make sure that after you add them you allow yourself to see that user's jobs through going back to your account details and adding yourself the permission to see their jobs.

See teams article for more on how to group your staff members

3. Supplier Product Lists

This is where you add current pricing for our standard set of suppliers or you add your own product lists yourself. 

Upload your own buy prices to either our standard suppliers or with your own product list (see page for more details on how to do this). We can do this for you if you get stuck ($29 per product list).

4. Set Work Types
On the job card you can set work types. This is helpful for both filtering what you can see in the jobs list, and also for the report so you can see what types of jobs are getting you results. 

NOTE: You can not delete work types just disable them if you don't want to use one. You can re-name if required.