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Quick start in ten minutes

Everything you need to take a new organization from an empty account to a live work order. Already signed in? The guided tour restarts any time from Settings.

1. 1. Create your account

   1 min

   Sign up with your work email and confirm the verification message. The first account in a new environment becomes the Administrator; everyone after that starts as Contract Manager and is promoted by an administrator.

2. 2. Set up your organization

   1 min

   In Settings, set your organization name, time zone and default SLA targets by priority. Upload a logo if you want it on exported reports.

3. 3. Invite your team and assign roles

   2 min

   Admin → Users. Each person gets one role: Administrator, Contract Manager, Property Manager, Field Technician, Government Customer or Vendor. The role decides which modules appear in their sidebar and which records they can reach.

4. 4. Add properties and assets

   2 min

   Create a property (and units if you manage residential inventory), then build your asset register. Open any asset and select Print QR to generate a scannable label technicians can use in the field.

5. 5. Create your first work order

   1 min

   Pick the property and asset, set priority, and assign to a technician or vendor. The SLA clock starts immediately and the assignee is notified by email and push.

6. 6. Set up preventive maintenance

   2 min

   Attach a schedule to an asset with an interval and task checklist. Work orders generate automatically when due — use Generate due now to test it straight away.

7. 7. Run a report

   1 min

   Open Reports, choose a date range and export CSV for work orders, labor, inspections or vendor performance.