What do I set up first? Walk through the Setup page
For the owner
The Setup page lists 8 steps, and each one ticks itself when the data is in. Open it from Setup at the top of the menu (it shows a count like 3/8 until you finish), from More on a phone, or from Settings, Advanced, Open it. Once all 8 are done, the menu entry goes away, and Settings is the way in. An unfinished step says what is left and has an Open button.
- Company details, in Settings. Needs your business license number and office phone.
- The products your techs use, with EPA numbers, in Products.
- Technicians and their license numbers, in Team.
- Customers, moved in from your old system. Click Customers, then Move in from your old system. See Which files do I export or send from my old software?.
- Recurring service plans, on Customers. They come with the move-in, or you add one on a customer’s page.
- Every tech’s phone connected, in Team. On the tech’s row, click the ... button, then Send an invite. See Add a tech and connect their phone.
- The next days on the schedule, on Schedule. Click Fill from plans.
- A first visit finished on a phone. This ticks once any stop is done. Finish one on a phone, then look for it on Today.
What goes in Company details. Go to Settings, Company. It is printed on every service record. The fields are Company name, Business address, Office phone, State rules (Arizona’s rules are built in), Time zone, Keep records for (years, at least 3), Business license no., Business license expires, Qualifying party (QP), QP license no., and Branch no. on termite reports (0 for the main office). Click Save. Only the owner can change these.
Why isn’t a step ticked?
- Company details need both the license number and the phone.
- Products need at least one product, and none without an EPA number.
- Technicians need at least one tech, each with a license number. A tech who is not certified needs a supervisor’s name and license number instead.
- Phones tick when at least as many tech logins have joined as you have techs.
- The schedule ticks when there is a stop today or later.
The page recounts each time you change pages.
Good to know
- Plans start Off. They book no visits on their own until you pick a number of weeks in Settings, Plans. See How do plans book their own visits, and when should I leave it off?.
- For a tour, click your initials at the top right, then Take the tour. What’s new is in the same menu.
Still stuck? Email help@barrierline.com.