Implementation handbook: setting up your company (week 1)

Day 1 — company and calendar (30 minutes)

1. Settings → Company: name as subs know you, phone, logo, time zone.
2. Settings → Work calendars: your workweek and holidays. Every date is calculated from this.
3. Settings → Texts & notifications: quiet hours (default 7pm–7am), how long to wait before texting changes, reminders before start, when to flag non-responders.

Day 2 — subs and templates (1 hour)

1. Subs & contacts → Import: paste or upload your sub list with trade and mobile number.
2. Texts start when each sub replies YES to the opt-in text they get with their first update. Tell them it's coming.
3. Templates: start from a built-in job type (kitchen, bath, addition) and adjust durations to how your crews really work. Save as your own.

Day 3 — one live job (1 hour)

1. Create your most typical current job from a template or by importing its schedule.
2. Assign subs to tasks. Save a baseline.
3. Send yourself a test text, then send the schedule to subs.

Day 4 — team and permissions (30 minutes)

1. Settings → Team: invite PMs, office and field leads with the right role.
2. Settings → Permissions: adjust tools if needed (e.g. field can't see money) and tick “Only assigned projects” for anyone who should only see their jobs.
3. Use Preview as on a field user to check what they'll see.

Day 5 — money and clients (optional)

1. Cost codes and your cost catalog.
2. Connect payments and QuickBooks (Settings → Integrations).
3. Turn on the client portal for the live job and preview it.

Week 2 checklist

• Every active job has a schedule with subs assigned and a baseline.
• Subs are confirming (check the Confirmations widget on your dashboard).
• Monday digest email is arriving.
• Each PM has their dashboard set up; owners have the Portfolio report scheduled weekly.