First Setup Checklist

Use this checklist before inviting the full team into day-to-day use.

Workspace checks

• Workspace name is correct.
• Owner account belongs to the right person.
• Team roles are understood.
• Billing plan and trial status are visible.

Data checks

• One customer has been added with contact details.
• One vehicle is linked to that customer.
• One reminder has a clear due date and type.
• One work log includes completed work, odometer, charge, and staff attribution.
• One document is uploaded and linked to a customer or vehicle.

Operating checks

Agree how your team will name tags, choose document categories, and record next service dates. This prevents messy records later.