Your first week: a setup order that works

The order below exists because several parts of the platform depend on earlier ones. Trips reference vehicles and service types; claims reference payers and rate tables; scheduling depends on having active vehicles with capabilities set. Setting up out of order usually means revisiting records later.

1. 01Set the organization profile: legal name, address, and — critically — the operating time zone. Scheduling, reporting and claim date boundaries all read it.
2. 02Add vehicles and set each one's service capabilities and active status. Scheduling only considers active vehicles.
3. 03Add drivers and link each to a user account so they can sign into the driver app.
4. 04Configure payers and their rate tables before you run any billing.
5. 05Set operational policy: cancellation rules, completion rules, and the no-show waiting window.
6. 06Invite the rest of your staff with the narrowest role that fits their work.
7. 07Import or create a first day of trips and run scheduling against it as a rehearsal before go-live.