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.

A new reservation usually needs paperwork before it's really a reservation — insurance, registration, a signed waiver. This is how you ask for all of it in one email, get it back through the customer portal, and stop cha...

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.