Guided onboarding with starter catalog and sample proposal
new
Admin onboarding now covers trade selection, business details, an optional license number and logo, teammate invitations, and next steps. Trade selection can influence document terminology.
Suggested starter catalog items are marked Sample and can be removed without affecting items already used in proposals. Non-admin users see a setup-in-progress message.
Setup also creates a sample draft from your imported services, viewable through the Draft, Document, Contract, and Job tasks tabs. The contract view is display-only and does not create a signed contract or begin client approval.