Setup and Onboarding
Initial setup means configuring job types, your badge workflow (which stages a job moves through and what automated message fires at each), and connecting your accounting system (Xero, QuickBooks Online, or MYOB) before inviting the wider team -- getting the badge sequence right first matters more than most other settings, since it directly shapes the customer-facing experience from day one.
Implementation Details
Because most day-to-day work happens in the mobile app (technicians capturing photos, checklists, and signatures on-site), onboarding needs real hands-on training for field staff specifically, not just a walkthrough of the office dashboard -- a common rollout mistake is training the office team thoroughly and leaving techs to figure out the mobile app on their own.
Actionable Considerations
- Configure job badges and their automated client messages before wider rollout, since that shapes the customer experience immediately.
- Connect and test your accounting sync (Xero/QuickBooks/MYOB) early, and confirm chart-of-accounts mapping before invoices start flowing through it.
- Give field technicians dedicated, hands-on training on the mobile app specifically, since that's where most real daily usage happens.