Setup Steps
5/7
First Use
71% ReadyA calm first-use path for a company that is new to software. Work through these items with an office lead before real customer data goes in.
Setup Steps
Active Staff
Services
Price Items
Confirm company name, phone, address, website, proposal defaults, terms, and tax placeholders.
Check the logo preview and replace the placeholder if the final brand asset is ready.
Add staff records, set temporary passwords, and narrow each person's tabs to the tools they need.
Add the people who will answer phones, estimate, schedule, lead crews, and handle accounting.
Ari Leone
Owner/Admin | Operations
admin@sferra-demo.local
Marina Rossi
Office Manager | Trade Sales
marina.rossi@sferra-demo.local
Tessa Miles
Estimator | Estimating
tessa.miles@sferra-demo.local
Elliot Park
Customer Care | Customer Care
elliot.park@sferra-demo.local
Mateo King
Crew | Crew
mateo.king@sferra-demo.local
Noah Reed
Crew | Crew Lead
noah.reed@sferra-demo.local
Priya Shah
Accountant | Accounting
priya.shah@sferra-demo.local