Articles tagged onboarding

A job (also called a work order) is the central unit of work in Suprata. Here's the typical flow for creating one, plus the judgment calls that make the difference between a job that runs cleanly and one you'll be untang...

Add staff users with the right roles and team assignments. The judgment calls — when to use built-in roles vs. custom ones, when to share vs. split — matter more than the clicks.

Coming from ServiceTitan, Housecall Pro, QuickBooks-only, or Excel? The order of operations that minimizes data loss, the parts you should *not* migrate, and the parallel-running discipline that prevents mid-cutover chao...

Before you set up a single tax rate, decide which strategy matches your business: one-size-fits-all, by line type, by jurisdiction, or by customer. Picking the right one on day one prevents painful re-issues later.

The company profile is the source of truth for everything customer-facing — invoice headers, email signatures, the timezone every appointment is read in. Get it right on day one.

The 10-step new-tenant wizard walks brand-new accounts through the minimum setup. What each step does, what it doesn't cover, and how to revisit any step you skipped.

A practical, in-order setup path for a brand-new account: what to configure first, what can wait, and the order that saves the most rework.