Web: Overview > Dashboard
New admins see a setup checklist card on the dashboard. It shows a percent complete and lists required steps and optional steps. Each step has a button that takes you to the right screen. Some steps can be skipped or marked as done. The card goes away when you finish.
Connect your software -- bring in your team, services and jobs from Housecall Pro or Jobber. Click 'Go to integrations'.
Pay period -- set the dates your dashboard and reports open on. Click 'Set pay period'.
Commission default -- set what a job pays when a technician or service has no rate of its own. Click 'Set commission default'.
Services -- bring in the services your team sells. Click 'Go to services'.
Monthly revenue goal -- set the target your dashboard tracks. Click 'Set revenue goal'.
Review your team -- deactivate people who left, and choose who earns commission, who shares job revenue and who shows in metrics. Click 'Review team'.
Tip payout -- choose how much of each tip reaches technicians, and when tips count. Click 'Set tip payout'.
Sales commission -- pay your salespeople on the sales they win. Click 'Set sales commission'.
Company logo -- shows in the sidebar and on printed reports. Click 'Add logo'.
Your profile photo -- shows next to your name. Click 'Add photo'.
See How TeamBuyIn Works for the full rollout.