Onboarding Wizard

The onboarding wizard walks you through the essential setup so you can start invoicing right away. A progress bar at the top shows which step you’re on. The whole thing takes about a minute.

Step 1: Business Info

Enter your business name and select your industry type.

Business Name (required) — this appears on every invoice, estimate, and PDF you create. Enter your full business name exactly as you want customers to see it. For example, “Joe’s Landscaping” or “Guyette HVAC Services.”

What type of business? (optional) — choose from: Landscaping & Lawn Care, HVAC, Plumbing, Electrical, Pest Control, Cleaning Services, General Contractor, or Other. This helps us tailor the experience for your industry.

Click Continue to move to the next step.

Step 2: Logo Upload

Upload your business logo. This is optional — you can always add or change it later in Settings → Branding.

Your logo appears on every invoice, estimate, and PDF your customers see. If you don’t have a logo yet, skip this step and come back to it later.

Accepted formats: PNG or JPG
Maximum file size: 2MB
Drag and drop the file, or click to browse

Click Continue to upload and move on, or click Skip to continue without a logo.

Step 3: First Customer

Add your first customer so you can create an invoice right after setup. You can always add more customers later.

Customer Name — the person or company you’re billing. For example, “John Smith” or “Smith Residence.”
Email (optional) — needed if you want to email invoices to this customer later (Pro feature).
Phone (optional) — handy to have on file for scheduling.

Think about who you’ll invoice first and add them here. If you’re not sure, skip this step — you can add customers anytime from Customers → New Customer.

Click Finish Setup to complete the wizard, or click Skip to finish without adding a customer.

After the Wizard

Once you finish, you’re taken to your dashboard. Here’s what to do next.

Set Your Starting Invoice Number

If you’re switching from another system and your last invoice was number 847, you’ll want your next invoice in SIP to be 848 — not 1.

Go to Settings → Invoice Settings and set the Next Invoice Sequence to pick up where you left off. You can also change the Invoice Number Prefix (the default is “INV-”).

Set Your Default Tax Rate

Go to Settings → Invoice Settings and enter your tax rate (for example, 8.5%). Once set, every new invoice will use this rate automatically. You can always override it on individual invoices.

Set Your Business Timezone

Go to Settings → Business Info → Timezone and select your timezone. This affects how job dates and scheduled times appear on your calendar.

Switching From Another System?

If you have an existing customer list, you don’t have to re-enter everyone by hand.

Import from CSV — go to Customers → Import to upload a spreadsheet of your customers.
Import from QuickBooks — if you use QuickBooks Online, connect it via Settings → Integrations → QuickBooks. SIP can import your existing customers, products, and invoices automatically.

Connect QuickBooks (Pro)

If you use QuickBooks Online, connect it after completing onboarding via Settings → Integrations → QuickBooks. SIP syncs customers, invoices, and payments automatically so you don’t have to enter things twice.

The Getting Started Checklist

After onboarding, your dashboard shows a Getting Started checklist with 8 tasks to help you set up your account. A progress bar tracks how many you’ve completed.

Add your first customer — go to Customers → New Customer
Create your first estimate — go to Estimates → New Estimate (Pro)
Send your first invoice — go to Invoices → New Invoice
Create your first job — go to Jobs → New Job
Invite a team member — go to Settings → Team (Pro)
Complete your business profile — go to Settings → Business Info
Connect a payment processor — go to Settings → Payments (Pro)
Set your default tax rate — go to Settings → Invoice Settings

You don’t have to do all 8 right away. Steps complete automatically as you use the app — when you create your first customer, that step turns green.

You can collapse or dismiss the checklist at any time. Your progress is always saved — completed steps stay green. The checklist is only visible to account owners, not team members.

Tips

You can change your business name and type later in Settings → Business Info.
The logo and business info you set up here appear on all invoices and estimates you create.
If you chose Pro during signup, a green confirmation banner appears at the top of Step 1.

Next Steps

Your First Invoice — create and send your first invoice
Settings — customize branding, tax rates, payment terms, and more
Branding — change your logo, colors, and invoice template