Setup Wizard

First-run company setup for profile, users, accounting, quotes, integrations, and subscription billing.

Setup Progress0 / 7

0% complete

CompanyWestern Cascade

Operations Pro

SubscriptionActive

25 licensed seat(s)

UpdatedNew

Last saved setup

Company Profile Needs Setup

Phone, email, and address

Users & Roles Needs Setup

Admin access and seats

Accounting Needs Setup

Tax, terms, and accounts

Quote Controls Needs Setup

Margin, terms, and emails

Parts & Labor Needs Setup

Rates and markups

Integrations Needs Setup

QuickBooks and external systems

Billing Needs Setup

Trial, plan, seats, and Stripe

Company Phone Company Email Company Address Company profile complete

Active Users2

Licensed Seats25

Remaining23

User roles and admin access reviewed

Default Sales Tax Rate Payment Terms Days AR Account AP Account Sales Income Account Accounting defaults complete

Minimum Gross Margin % Quote Email Subject Quote Terms Quote Footer Quote Email Body Quote controls complete

Default Labor Rate Tier 1 Markup % Tier 2 Markup % Tier 3 Markup % Parts and labor defaults complete

QuickBooks Environment Connection Status Realm ID Client ID Label Notes Integrations reviewed

Plan Licensed Users Stripe Customer ID Stripe Subscription ID Billing setup complete

Setup Checklist