Set Up Your Workspace

Start with the organization settings that every other workflow depends on.

Create the Organization

Your organization holds customers, services, technicians, billing settings, roles, API keys, integrations, files, and reporting data. During setup, confirm the display name, business contact details, timezone, logo, and service area assumptions.

Invite the Team

Invite users from Settings > Users. Assign roles based on the work each person performs:

Role	Best For
Owner	Account ownership, billing, API access, and organization-wide settings.
Admin	Day-to-day administration, users, settings, workflows, and integrations.
Manager	Operational oversight across services, customers, dispatch, and reports.
Member	Standard back-office users who create and update work.
Technician	Field users with limited operational access.

Configure Defaults

Before importing a large amount of work, set up:

Statuses for the stages a service moves through.
Service types for the kinds of work your team performs.
Markets for service areas and dispatch planning.
Technicians and crews for assignment and capacity planning.
CloudPay and billing settings if you plan to invoice and collect payment through Cloudflow.

Recommended First Pass

Add core statuses such as New, Scheduled, In Progress, Completed, and Cancelled.
Add service types with expected durations and any file or contact requirements.
Add customers or import them in bulk.
Add technicians and connect them to markets.
Create a test service, assign it, move it through statuses, and invoice it.