One-Time Setup

1. Turn on backups & notifications

1. Tap the Settings icon (top right of the app).
2. Turn on Enable Notifications.
3. Scroll to Manage Data and confirm Automatic Daily Backups is on (it's on by default).

2. Add your team

1. Go to Settings → User Management.
2. Tap Add New User.
3. Enter their name, email, and create a temporary password for them.
4. Choose their role — Admin, Contractor, or Employee, each with different access.
5. Pick a badge colour so they're easy to spot on job cards and the calendar.
6. Tap Register.
7. Send them their login email, password, and your company name — they'll need all three to log in.

3. Set up your tax details (if you track GST or expenses)

1. Go to the Admin tab (last icon on the bottom bar — only visible to Admins and the Owner).
2. Open the menu (⋮ top right) → Tax Settings.
3. Set: GST Registered (on/off), Business Type (Sole Trader, Partnership, or Company), GST Filing Frequency, and optionally Home Expense Claim %.
4. Tap Save.

4. Connect your bank (optional but recommended)

See Bank Accounts & Automatic Reconciliation — this saves you from manually matching every invoice to a bank payment.