Onboarding, Step by Step

Onboarding adapts to the business you describe on the first screen. A valet trash operator sees nine screens, a curb-to-bin route company and an in-house property see eight. Your progress is saved after every screen, so you can leave and return without losing anything.

1. Which best describes your business? — valet trash for client properties, curb-to-bin routes, or an apartment community running its own valet trash. This decides your modules, the questions that follow, and your billing model.
2. Business Basics — the business details used across the platform, including anything customers and property managers will see.
3. Service Details — where you operate, your team size, and how many communities (valet trash) or homes and stops (curb-to-bin) you service.
4. Operational flow — choose whether the field app requires the proof that fits your work: compactor photos for valet trash, a photo at every stop for curb-to-bin, 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. Curb-to-bin starts with curb reasons (cart not at curb, lid not closed, cart blocked); valet trash starts with doorstep reasons.
7. SMS Configuration — automated texts to residents or route customers who have agreed to them.
8. White Labeling — your brand colour, theme, and logo on customer-facing pages. Skipped for curb-to-bin; set it later in Settings.
9. Review and plan — confirm the setup, start the trial, and enter the dashboard.

Steps you may not see

The sequence adapts to the business type you choose first. An in-house property gets a combined owner-and-property screen and skips vendor-only business questions. A curb-to-bin company skips the resident-portal branding step. You are not missing anything when the step count changes.