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Improvement
Getting-started guide: an “Advanced setup” section
Below the guided setup, a new optional section guides you through finance and contractor management, step by step, with the expected time for each.
The guided setup gets your company up and running in under 30 minutes. Once these basics are in place, the “Advanced setup” section, collapsed by default, helps you go further, at your own pace.
What it contains
- Finance, financial table: fixed and variable costs, then the tax on services (VAT).
- Finance, report and invoice: your rates, your pricing rules, report creation (your details, the attached message, your clients, a first report), your accounting software for e-invoicing and your first invoice.
- Contractor management: the compliance documents required (document or contract) and the team's availability.
How it works
- Each step shows an estimated duration and a “Do it now” button that opens the right page, on the right tab.
- Steps are ticked automatically based on your data, whenever possible.
- Steps of a disabled module (Finance, Cleaner management) do not appear.
- This section is optional: it does not change the progress of the guided setup.