1. Settings → Profile: company name and timezone. They appear on every text, invoice and page, and the timezone decides business hours and 'today'.
2. Customers → Residential → Import your spreadsheet, or add customers one at a time. An active customer with a frequency (weekly, twice weekly, three times weekly, every other week, monthly, one time) gets a service plan automatically.
3. Open a plan and pick its preferred days, one per visit in the week. Visits are forecast three ahead.
4. Field ops → Technicians: add your technicians. Each gets a personal portal link; text it to them once texting is connected.
5. Field ops → Route planner: pick a day or Build Mon–Sun, then Publish. Each technician sees their route at their link.
6. Settings → Email and Settings → Phone connect a mailbox and a number so invoices, campaigns and texts can send.