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 through three steps so each one has what the next needs. Every step includes Skip for now; Finish later still opens the dashboard.

First-run wizard: Profile → first client → first quote. Quote defaults (8.25% sales tax exclusive, due on completion, 30-day validity) apply automatically when profile completes—fine-tune anytime under Settings → Quote & invoice options. Open Settings → Scheduling yourself for work week and hours before you book on Schedule. Full install checklist (including scheduling after approval): Help → Recommended setup order.

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 · First client — A quote always belongs to someone. Add one row now or skip and use Clients later.

3 · 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, Settings → Quote & invoice options, and Settings → Scheduling anytime.

Before your first customer handoff: Help → Before your first send. Full install order: Help → Recommended setup order.