Sign in, user roles, security and first-time setup.
How people sign in and how the platform adapts to each role: office administrators, working managers and field technicians.
Open the app login page and enter your credentials. After sign-in you are routed to the workspace that matches your role.
Built-in protections keep accounts safe: protected sessions, secure password recovery, mandatory password changes and modern passkey sign-in where enabled.
Security applies everywhere. Password recovery starts from the login page; administrators manage reset requests from the admin workspace.
The admin workspace uses a clear side menu grouped by area, with live badges that highlight items needing attention.
The side menu is always available in the admin workspace. Field technicians use a streamlined mobile layout instead.
A guided setup helps you configure the essentials so your team can start working quickly: company details, services, team and preferences.
Open Initial Setup from the Settings area of the admin workspace.
The recommended order to register your information after Initial Setup so your team can schedule and complete the first service without missing a dependency.
Follow this order across the admin workspace right after you finish Initial Setup.