Getting Started with PrecisionOps
You signed up for PrecisionOps. Now what? This post walks you through what to expect during your first session and how to think about setting up the platform so it actually matches how your business runs. We are not going to rush through a feature checklist. Instead, we will cover the logical order of getting things set up so you are not backtracking later.
Whether you are a one-person operation or you have a team of fifteen, the onboarding path is the same. Start with the basics, layer in complexity as you go, and do not try to configure everything in one sitting.
What You'll Need
Before you start, gather a few things. You will want your company information handy -- business name, address, phone number, license numbers, and your logo if you have one. If you are migrating from another platform like ServiceTitan, Housecall Pro, or Jobber, have your exported data files ready. If you are starting fresh, a list of your current customers and your service pricing will get you moving quickly.
PrecisionOps runs on Windows, Android, iOS, and the web. You can set up from any of those platforms, though the web or desktop version gives you the most screen real estate for the initial configuration work.
Step-by-Step Walkthrough
Here is the recommended order for getting set up. You do not have to do all of this in one session, but following this sequence avoids the common problem of creating jobs before you have customers entered, or building invoices before your pricebook is ready.
- Set up your account and company profile -- Enter your business details, upload your logo, configure your service area, and set your business hours. This information flows into invoices, customer communications, and scheduling.
- Add your team -- If you have technicians or office staff, add them now. Set up their roles and permissions so they see what they need and nothing they do not.
- Build or import your pricebook -- Define your services, parts, and labor rates. If you have an existing pricebook in a spreadsheet or another platform, you can import it via CSV.
- Add customers -- Enter your customer base manually, import from CSV, or migrate from another platform. Each customer record holds contact info, service addresses, equipment, and job history.
- Create your first job -- With a customer and pricebook in place, create a job to see how the full workflow feels -- from scheduling through dispatch to invoicing.
Tips
Do not try to get everything perfect on day one. Start with a handful of customers and your most common services. You can always add, edit, and expand as you go. The companies that get the most out of PrecisionOps are the ones that start using it on real jobs within the first week, even if the setup is not complete. Real usage reveals what you actually need to configure next.
What's Next
The next post in the series walks through setting up your account and company profile in detail -- the foundation that everything else in PrecisionOps builds on.