1. Welcome Email
    1. Confirm link in email
    2. Setup WorkGuru admin user.
      1. Administration -> Users
        1. Reset default admin password
        2. Change the default admin first and last name.
        3. Set your PIN and 
  2. Global Settings
    1. Administration -> Settings
      1. General - Set timezone. 
      2. General - Set timesheet type
      3. General - Set Week Starts On
      4. Appearance - Upload Logo/Brand. 
      5. Invoice - Enter company details (used for default document template fields). 
    2. Administration -> Document Settings
      1. Customise your document number sequences.
  3. Warehouse Setup
    1. Stock -> Warehouses
      1. Primary warehouse - Update the primary warehouse listed with the correct address information. 
      2. Add additional warehouse addresses if you track stock in more than one location if required.
  4. Staff Setup
    1. Administration -> Roles
      1. Define global staff permissions via user roles
    2. Administration -> User
      1. Add/invite staff and assign roles
      2. Override assigned role with staff specific permissions if required.
  5. Product Setup
    1. Administration -> Products
      1. Add Products and/or
      2. Import Products to add Products in bulk.
  6. Task Setup
    1. Administration -> Tasks
      1. Add Tasks and/or
      2. Import Tasks to add Tasks in bulk.
  7. Custom Fields Setup
    1. Administration -> Custom Fields
      1. Add Custom Fields
  8. Document Setup
    1. Administration -> Document Templates
      1. Add or edit the included default templates following documents at a minimum:
        • Quotes
        • Invoices
        • Purchase Orders
      2. A list of available fields you can use when customising your own documentation, including custom fields is available in the WorkGuru Merge field reference Guide.
  9. Clients
    1. Add or Import Clients
  10. Suppliers
    1. Add or import suppliers
  11. Assets Setup
    1. Add Assets.
  12. Project Templates Setup
    1. Create a Project Template: 
  13. Accounting Integration Setup
    1. Connect to Xero
    2. Setup payments (if required)
  14. Stocktake(if using stock control)
    1. Apply an initial Stocktake to set an initial SOH value in Xero