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Onboarding

Set up your business for the first time

Add your business name, contact details, and basic company information so IMPULSO can prepare your workspace.

Updated

For: New owner

Before You Start

  • Use the business name your customers recognize.
  • Enter the phone and email you want customers to see.
  • You can adjust business details later from Settings.

1. Enter Your Business Details

  1. Add your first and last name.
  2. Enter the business name.
  3. Add the business phone and email.
  4. Click Continue.
Step 1 of onboarding with Prairie Ridge Roofing details
Step 1 filled with a realistic US roofing business.

2. Review Before Continuing

Your business name and contact details can appear in places your team or customers see. Fix typos before moving to the next step.

3. States You May See

The progress indicator shows the current onboarding step, completed steps, and the steps still waiting for you.