To help you get started as quickly as possible, we recommend that you consider setting up your account in two stages. This will help ensure that you set up everything to the level that best suits your current needs and interests.
The Basic setup covers the same areas as the Full setup, but saves you time by taking advantage of many default values and the sample data loaded into your account at the start of your free trial.
1. Basic setup – supports your free trial evaluation of
Complete the basic setup of to set realistic values for important areas – especially for base rates Base rates apply to both staff and tasks in . These rates represent the cost to your business of an hour of one of your staff members' time or an hour spent working on a task. and billing rates Billing rates apply to both staff and tasks in . These rates represent the cost to your client of an hour of one of your staff members' time or an hour spent working on a task..
For further details, see Set up for your free trial.
2. Full setup – supports your ongoing use of
When you purchase after completing your free trial, you need to make sure that everything is set up to your satisfaction. This involves reviewing and possibly updating other configuration settings, as well as transferring data from your previous job management system.
For further details, see Set up in full.
Regardless of which of these options you choose, you can use this support centre at any time to get more detailed information about configuration, settings and use.