Setup Wizard

The Setup Wizard walks the first administrator of a new tenant through 10 steps of initial configuration. It runs once on first login; afterwards you’ll do everything else from Administration menus.

When you see it

The wizard appears automatically when the first administrator logs in to a brand-new tenant. Regular users never see it. Once it’s completed (or skipped to the end), it doesn’t run again — but every step is editable later from Administration, and the Setup Check page surfaces anything still incomplete.

If you need to revisit the wizard partway through (interrupted, browser refreshed) just log in again — it picks up where you left off.

The 10 steps

Step 1: Welcome

A short overview. “A few quick steps and you’ll be ready to go.” Click Next.

Step 2: Company

Your business identity. Fields:

• Company Name — your legal entity name.
• Trading Name — the name customers know you by (often the same).
• GST Number — your tax registration number.
• Service Email / Phone — the address and number that appear on quotes, invoices, and producer statements.
• WANZ Membership Number — your Window & Glass Association of NZ member ID (used on certification documents).
• Address — Google Places autocomplete; pick your physical or postal address.

These values appear on every customer-facing document. Get them right now and your templates will be polished from day one.

Step 3: Logo

Upload your company logo. Accepted formats: PNG, JPG, SVG.

The logo appears on your dashboard, quote documents, and producer statements. Skip this step if you don’t have a logo to hand — you can come back later under Administration → Branches (the logo lives on your default Branch).

Step 4: Dieholders

The most important step in the wizard. Pick the extrusion system providers (dieholders) you fabricate with — APL, NEBS, Vantage, Fairview, Architectural Window Systems, etc.

When you confirm, the system cascades the chosen dieholder’s catalogue into your tenant:

• Product types (window/door styles)
• Aluminium colours (each dieholder’s TBA / metallic / textured ranges)
• Glass types
• Hardware

This is the difference between “FSManager is empty and frustrating” and “FSManager already knows my products”. Pick at least one — ideally all the systems you actually work with.

Step 5: Suppliers

Pick any additional non-dieholder suppliers — glass companies, hardware merchants, powder coaters, freight providers. These are checkboxes against a pre-built list; tick the ones you use.

Optional. Suppliers can be added later under Administration → Suppliers.

Step 6: Head Office

Your primary Branch. Pre-filled with the Company address from Step 2:

• Branch Name — e.g. Head Office or Auckland.
• Address — Google Places autocomplete; edit if your trading address differs.
• Phone — primary contact number for this site.

If you only operate from one location, this is your only Branch. Multi-site businesses add the others later under Administration → Branches.

Step 7: Departments

A pre-seeded list of departments — Fabrication, Installation, Admin, Sales, etc. Untick any you don’t have. The ones you keep become the dropdown options when assigning employees to departments.

You can add custom departments later under Administration → Departments.

Step 8: Positions

A pre-seeded list of job titles — Fabricator, Installer, Estimator, Production Manager, etc. Untick any you don’t use; add custom positions later under Administration → Positions.

Step 9: Job Numbering

How you’d like jobs to be numbered.

Job numbering mode:

• Auto-increment job numbers (recommended) — every new job gets the next sequential number. Set the First Job Number (defaults to 1, but you can pick up where your previous system left off).
• Use quote number as job number — the won quote’s number carries through. Choose this only if your historical workflow has trained customers on quote numbers.

Quote import sales price mode (only relevant if you use the quote importer for V6/X1 estimation files):

• Set price manually — the importer brings in cost only; you set the sales price afterwards.
• Import the sales price (recommended) — the price from your estimation software flows straight in.
• Import the discounted sales price — use the discounted variant if your estimation software computes one.

Step 10: Done

A summary of what’s set, plus outstanding Setup Check issues:

• 🔴 Should fix — errors that affect day-to-day work (e.g. No default sales rep set, No document templates customised).
• 🟠 Worth checking — warnings that might bite later (e.g. Department X has no manager assigned).
• 🔵 FYI — informational notes about defaults still in place.

Click Go to Record beside any issue to open the underlying entity and fix it now. Otherwise, click Finish setup — you’re dropped into the main app, and the Setup Check stays accessible under Administration → Setup Check for anything you defer.

Re-running and revisiting

You can’t re-run the wizard end-to-end on the same tenant, but every individual step is editable in the regular admin area:

Use the Setup Check page (Administration → Setup Check) to see what’s still missing and walk through fixing it.

Tips & gotchas

• Pick all your dieholders in Step 4, not just the main one. The cascade is faster when run once for all systems than retrofitted later — and you’ll inherit the full colour/glass/hardware catalogue with one click.
• Logo can wait if you don’t have it ready. Skipping doesn’t break anything; it just means the placeholder shows in documents until you upload.
• Job numbering is sticky. Once jobs exist with auto-incremented numbers, switching to “use quote number” later creates a confusing mix. Make this decision deliberately.
• The Setup Check page is your friend after the wizard. Don’t ignore the issues that surface on Step 10 — they’re the system telling you what’s left to configure.

Related

• Your First Login — getting to the wizard
• System Settings — the per-area settings the wizard sets defaults for
• User Management — adding the rest of your team after setup