The guided setup flow
Until your account has its first route, the Overview page is a welcome screen that explains the four setup steps. Clicking Start setup opens a guided flow built for moving an existing book of business over: customers → team → jobs → routes.
- Setup takes 15–30 minutes and is best done on a laptop.
- Everything saves as you go, and each step has its own URL — reloading the page keeps your place.
- You never have to invent a "job name" anywhere in the flow — names are auto-filled from the customer and can be edited later.
- There's no close button on the flow — the only skip control is Skip for now on the customers step, which moves to the next step. The regular sidebar stays visible the whole time, so you can leave through it whenever you like and pick up where you left off.
Step 1: Customers
The first step brings your existing customers in. Both import paths create customers and their service locations:
- Sync from QuickBooks — approve the connection at Intuit, come right back, and pick which customers to bring over.
- Upload a spreadsheet or photo — the CSV/photo import wizard runs right inside the step. See Import your customers for the details.
- There's also a manual path to add customers one at a time, and a Skip for now option if you'd rather look around first.
Files that only have addresses (like a route-assignment export with no customer names) still work — each pool imports as a customer named after its address, which you can rename later.
Step 2: Your team
The "Who runs your routes?" step sets up whoever will be in the field. It opens with a "Do you run routes yourself?" Yes/No toggle. On Yes, you pick your own route days — the days you run routes — plus an optional home address that anchors them (auto-assign and drive times build around where you start your day). On No, the day picker and address field disappear and no schedule is saved for you.
- Solo operators: the "Add teammates" card is collapsed — just confirm your days and click It's just me — continue.
- Crews: click Add teammates (open by default on multi-technician plans) to reveal the form. Name and email are required — the technician-app invite goes to that email. Phone, hourly rate, work days & hours, and address are optional.
- Save & add another keeps the form open so you can enter your whole team in one pass.
Step 3: Jobs
The jobs step has two phases. Until you have a job template, it shows the template editor — build your most common service first (name, rate, billing, task checklist). Once a template exists, it switches to the apply screen, where you put that template on many customers at once. A New template button jumps back to the editor whenever you need another service type.
- 1Create a job template for each service type you offer ("Weekly Pool Service", bi-weekly, chem-only…) — a name, rate, billing mode, and task checklist.
- 2On the apply screen, check off the service locations that should get that service.
- 3Override the rate, preferred day, preferred technician, or visits per week (1–5×, for pools serviced multiple times a week) on any individual row where needed.
- 4Click Create N jobs to build them all from the template at once.
- 5Repeat with more templates until the list is empty. A Create a one-off job link covers pools that don't fit any template.
- A progress bar tracks "X of Y customers have service scheduled" as you go.
- Customers with no service address show an Add service location button that opens an address form.
This same bulk-apply screen is available any time after setup too — see Set up service in bulk.
Step 4: Routes
The "Build your routes" step embeds the real Route Builder. Hit Auto-Assign and Pool Founder clusters every job by location and places it onto your team's work days — then drag stops between routes until the week looks right. Everything saves as you go, and Continue unlocks once at least one route has stops. You can fine-tune everything afterwards too — see Build and optimize routes.
The finale: your week on the map
Finish the routes step and setup ends with a little celebration — confetti falls over a "Your week is on the map!" screen showing your route count, your stops per week, and the week-view map exactly as your techs will see it on their phones. Two buttons close it out:
- Take me to my dashboard — heads to the Overview page to start running the business.
- Fine-tune in the Route Builder — opens the Route Builder to keep polishing the week.
After your first route: the "Finish setting up" card
Once a route exists but setup isn't finished, the welcome screen goes away and the Overview page shows a compact Finish setting up card listing only the remaining steps — for example connecting Stripe for payments, or finishing your schedule and technicians.
Setting up from a phone
Setup is best done on a laptop. If you open the dashboard on a phone during your trial, you'll see a "Looks like you're on your phone" card with two options:
- Email me a setup link — sends yourself a link to pick setup back up on a desktop.
- Get the technician app — links to the technician app's store listing, so you can install the app you'll run routes with.
Frequently asked questions
Can I leave setup and come back later?
Yes. Everything saves as you go, and each step has its own URL, so reloading the page or coming back another day keeps your place.
Do I have to name every job?
No. Job names are auto-filled from the customer — you never have to invent one during setup, and names can be edited later.
What if I want to explore before importing anything?
Use "Skip for now" on the customers step. You can import customers any time from the Import Wizard, and schedule their service later with Add Service in Bulk.
Can someone walk me through setup?
Yes — trial companies can book a free setup call with a co-founder. See Book a setup call for how it works.