Set the company foundation once so projects, documents, dates, and communication use dependable defaults.
Confirm the company identity
Add the legal and display names, primary address, time zone, currency, tax defaults, and the contact information clients should see.
Keep the first owner limited
Use a dedicated administrator identity for setup. Add day-to-day roles after the permission model is reviewed.
Do not share the initial administrator password or use it as a team login.
Choose document defaults
Prepare estimate expiration, invoice terms, numbering, tax behavior, and the client-facing footer before creating live records.
Create one test project
Run a sample project through estimates, invoices, photos, and punch before importing active work.