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Onboarding

Complete onboarding and enter IMPULSO

Choose your industry and team size, finish setup, and land on your dashboard.

Updated

For: New owner

Before You Start

  • Finish the business details step first.
  • Choose the industry that best describes your main work.
  • Team size helps IMPULSO prepare scheduling and job options.

1. Choose Industry And Team Size

  1. Click Search your industry.
  2. Type your main service, such as Roofing.
  3. Select your team size.
  4. Click Get started.
Onboarding step 2 with Roofing and 2 people selected
Industry and team size selected before finishing setup.

2. Review The Dashboard

After setup, your dashboard shows quick actions for customers, jobs, quotes, and invoices. It also shows trial days and profile progress.

Dashboard after onboarding is complete