If you’re ready to begin using the software, awesome! Here’s the recommended flow for getting from scratch.

Step 1: Setup your Organization

A: Invite Your Team

You can use two different methods:

1. Invite users via email
2. Directly create new users

B: Configure Your Shop

Walkthrough here: How To: Set Shop Information

1. Set your shop name and logo
2. Set your hours, addresses, and contacts

C: Add your capabilities and relationships

1. Add work centers and work groups to your shop

2. Add customers and vendors

3. Invite your team

4. Set up the machines in your shop

5. Add your customers and vendors