Onboarding, Step by Step

Onboarding adapts to the account you choose. A valet trash operator normally sees nine screens; an in-house property sees eight. Your progress is saved after every screen, so you can leave and return without losing anything.

1. Business Basics — the business details used across the platform, including anything residents and property managers will see.
2. Service Details — where you operate and how your team is structured.
3. Account type — choose a service provider or an in-house apartment community. This decides which setup language and billing model you see.
4. Operational flow — choose whether the field app requires the proof that fits your work: compactor photos for valet trash, stop photos for routes, or unit confirmations for in-house service.
5. Schedule Optimization — whether local workers can see and request open shifts.
6. Rule Automation — your violation reasons, and whether violations auto-approve.
7. SMS Configuration — automated arrival and completion texts to residents.
8. White Labeling — your brand colour, theme, and logo on the resident portal.
9. Review and plan — confirm the setup, start the trial, and enter the dashboard.

Steps you may not see

The sequence adapts to the account type you choose first. An in-house property gets a combined owner-and-property screen and skips vendor-only business questions. A service provider gets business and service-detail screens. You are not missing anything when the step count changes.