Onboarding

Welcome aboard! Here's a quick walkthrough of the smooth onboarding process that appears right after you complete your signup. This setup flow helps you personalize your account and get your workspace ready—quickly and effortlessly.

This onboarding screen shows up only once, right after your first login.

Step 1: Review Your Pre-Filled Details

Once you signed up, you’ll be redirected to the Onboarding Page, where some of your details—like your organization name, domain, and mobile number—are automatically filled in based on your signup information.

You can customize the following:

• Domain Name

• Organization Name

• Organization Logo / Image

If you uploaded an image and want to change, delete, or remove it, simply use the image controls beside the preview.

Step 2: Customize Your Branding

This step helps you set up your organization’s identity across the platform.

• Update your domain if needed

• Upload a new logo (Recommended size: 200 × 60 px)

• Ensure your organization name is correct

Once everything looks good, click Continue.

What Happens Next?

You’ll be instantly redirected to your Dashboard, where you can begin exploring the platform, adding your data, and setting up your workflow.

Why This Page Matters

This onboarding page helps you:

• Establish your branding from the start

• Ensure your domain is unique and professional

• Set up a clean workspace before you begin using the system

• Provide consistent details across modules like Estimates, P.O., Clients, and more

Pro Tip

Use a simple and recognizable domain name—it becomes part of your workspace URL.
For the best visual quality, always upload a logo in the recommended 200 × 60 px size.