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First steps: complete onboarding

Follow the first setup steps to create your workspace, choose your industry, and reach the dashboard.

Updated

For: User in onboarding

Overview

Onboarding has three parts: business details, industry/team size, and final setup. After that, your dashboard is ready for customers, jobs, quotes, and invoices.

1. Add Business Details

Enter your name, business name, phone, and email. Use details you will recognize later in the app.

Onboarding step 1 with Prairie Ridge Roofing details

2. Choose Industry And Team Size

Select an industry such as Roofing and the current team size. This helps IMPULSO prepare your workspace.

Onboarding step 2 with Roofing and 2 people selected

3. Enter The Dashboard

The dashboard shows quick actions, business totals, agenda, trial status, and profile progress.

Dashboard after onboarding