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, default warehouse and default hourly rate.
  2. Global Settings
    1. Administration -> Settings
      1. General - Set timezone. 
      2. General - Set timesheet type
      3. General - Set Week Starts On
      4. Email Defaults - Email Defaults
      5. Appearance - Upload Logo/Brand. 
      6. 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.    NOTE: Even if you are NOT planning to use WorkGuru's stock control functionality, you are still required to setup a default warehouse as non-stock and disbursement purchase orders require it to display the default delivery address.
      1. Primary warehouse - Update the primary warehouse listed with the correct address information. 
      2. Add additional warehouse addresses if you track or purchase stock into 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. Accounting Integration Setup
    1. Connect to Xero
    2. Setup payments (if required)
  6. Suppliers
    1. Add or import suppliers
  7. Pricing Tiers
    1. Setup pricing tiers to be used for tasks and costs.
  8. Product Setup
    1. Administration -> Products
      1. Add Products and/or Import Products to add Products in bulk.
      2. Setup UoMs if required.
      3. Setup kit products if required.
      4. Upload reorder levels and locations if available.
  9. Task Setup
    1. Administration -> Tasks
      1. Add Tasks and/or Import Tasks to add Tasks in bulk.
  10. Custom Fields Setup
    1. Administration -> Custom Fields
      1. Add Custom Fields
  11. Document Setup
    1. Administration -> Document Templates
      1. Edit the included default document templates.   At minimum, all that is required is replacing the default logo with your own.
      2. WorkGuru also provides additional templates ready to use to suit specific workflows.  These can be added as required
      3. 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.
  12. Clients
    1. Add or Import Clients
  13. Assets Setup
    1. Add or import assets.
  14. Project Templates Setup
    1. Create a Project Template.
  15. Reset Test/Demo Data
    1. Remove all the demo and your test transactional data to prepare WorkGuru for your live transactions. Note: - this will not remove any of the setup data (products/tasks/templates etc)
  16. Setup Your Work In Progress (WIP) Transactions.  These are open/active transactions at the time of the go live date:
    1. Leads.
    3. Projects.
    4. Stock Sales not dispatched.
    5. Purchase Orders not received.
  17. Stocktake(if using stock control)
    1. Conduct a full stocktake at all your warehouse locations.
    2. Apply an initial Stocktake to set an initial SOH value in your accounting system.  If your workflow is using stock control in WorkGuru, DO NOT SKIP THIS STEP.
  18. Setup Your Devices(If required)
    1. Setup your Kiosk