Guided setup (first run)

When you see it: After the welcome screens on a new install (or when guided setup runs after a factory reset).

Guided setup walks you in this order so each step has what the next one needs. Every step includes Skip for now; Finish later still opens the dashboard.

1 · Profile — Your business name, contact, phone, and email appear on quotes, invoices, texts, and emails. Set this first so anything you generate looks professional and customers know how to reach you.

2 · Quote & Invoice Options — Sales tax, payment terms, and payment methods are defaults on every new quote. Lock them in once here (same choices as Settings → Quote & Invoice Options) so your first estimate is priced and payable correctly—not a blank template you fix later.

3 · First client — A quote always belongs to someone. Add one row now or skip and use Clients later; step four only saves a quote when a client exists.

4 · First quote — One line item checks the full path: profile on the document, defaults on math and terms, client on the bill-to. Save to finish setup with real pipeline data, or skip and build quotes from Clients / Quotes when you are ready.

Gaps are fine—update Settings → Profile and Settings → Quote & Invoice Options anytime.