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First Week Checklist

Use this checklist to launch cleanly and avoid setup rework.

Day 1: Platform basics​

  1. Confirm user accounts and role access
  2. Validate branch or location setup
  3. Review core navigation with office team

Day 2: Scheduling foundation​

  1. Open schedule views and confirm team visibility
  2. Validate dispatch flow for job reassignment
  3. Test schedule edits and save behavior

Day 3: Customer and messaging workflows​

  1. Validate customer records and search quality
  2. Confirm notes and communication history workflow
  3. Test Pulse Connect routing for office users

Day 4: Invoicing and accounting checks​

  1. Confirm invoice creation workflow
  2. Validate payment handling for common cases
  3. Review accounting integration settings

Day 5: Reporting and handoff​

  1. Review core analytics reports
  2. Capture process notes and team SOP updates
  3. Identify follow-up training topics