Onboarding, Step by Step

Onboarding is a ten-step sequence that configures your account. Your progress is saved as you go, so you can leave and come back 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. Routes — whether this account needs route-based service in addition to (or instead of) communities.
4. Operational flow — whether before/after compactor photos are required to start and end service.
5. Photo proof and unit tracking — whether field teams collect service photos and unit-level service records.
6. Schedule Optimization — whether local workers can see and request open shifts.
7. Rule Automation — your violation reasons, and whether violations auto-approve.
8. SMS Configuration — automated arrival and completion texts to residents.
9. White Labeling — your brand colour, theme, and logo on the resident portal.
10. Review your setup — a summary before you enter the dashboard.

Steps you may not see

The sequence adapts to the modules you chose at step 3. A routes-only account skips community-only setup such as resident portal branding and unit-level property workflows. You are not missing anything — those steps do not apply.