Going Live: Your Setup Order

The Setup Wizard gets your tenant configured. This page is about getting your business operating — the sensible order to bring people, templates and work into FSManager so everything flows.

Work top to bottom. Each step builds on the one before, so the data lands where it should and you don’t double-handle anything.

1. Add your people (Employees)

Your team comes first — almost everything else references them (sales reps on opportunities, estimators on quotes, workers on the shop floor, approvers on leave and timesheets).

• Add each person as an Employee, set their Position and Department (seeded during the wizard), and their Branch.
• Give the ones who log in a user account and role; give shop-floor staff a kiosk PIN so they can clock on.

→ Add an employee · Set up access & roles · User Management

2. Check your branches

A Branch is a physical site. The wizard created your Head Office; add the rest now if you operate from more than one location.

• Each branch holds its own address, phone and logo — and the logo is what appears on that branch’s quotes and producer statements, so set it here.
• Assign employees to their home branch so the dashboards and reporting line up.

→ System Settings (Administration → Branches)

3. Update your document templates

Quotes, invoices and producer statements are generated from document templates. Out of the box they use sensible defaults plus your wizard details — but you’ll want them on-brand before anything goes to a customer.

• Review each template under Settings → Document Templates.
• Set your letterhead, terms and the merge fields that pull in company, customer and quote details.
• Send yourself a test document (you can preview a quote with Show In Document later) to check it looks right.

→ Document templates — how to · Document Creation

4. Check your setup rules

Before real work starts, make sure the defaults that drive automation are right.

• Run Administration → Setup Check — it lists anything still incomplete (no default sales rep, no customised templates, departments without managers, and so on), with a Go to Record shortcut to fix each one.
• Review reference data (job categories, lead times, lost reasons, sources) so the dropdowns match how you actually work.

→ System Settings · Reference data — how to

5. Get people clocking in and out

With employees and PINs in place, switch the factory on.

• Open the Job Manager kiosk (Manufacturing → Job Manager) on a shared screen — or have staff use it on their own device.
• Workers Select Worker → enter their PIN → Go, then start and stop tasks with ▶ on each job, or claim time in bulk at the end of the day.
• Office staff record their hours on Timesheets.

→ The Job Manager dashboard · Claim & progress work · Fill in a timesheet · Time Recording

6. Start quoting — and watch it flow to jobs

Now the part that pays. This is the spine of FSManager: an opportunity becomes a quote, a won quote becomes a job, and the job runs through production and delivery.

1. Opportunity — log the enquiry (or import it), qualify it.
2. Add Estimation — turns it into a quote with its first revision. → Start a quote
3. Estimate & price — build the budget (or import it) and set your markup. → Where the quote lives
4. Send & win — send the quote document; when the customer accepts, Win Quote marks the opportunity won and creates the job automatically.
5. Job — the won quote’s revision becomes a job, split into parts (items + production tasks) that your team claims on the Job Manager. → Inside a job

A sensible first week

Related

• Setup Wizard — the initial configuration this follows on from
• Navigating FSManager — finding your way around
• Getting Help & Feedback — when you’re stuck or want to suggest something