Getting Started
Set up your company, complete guided training, invite your team, and run your first job.
Work through these in order. Each one takes a few minutes. Start with Complete Guided Training from HelpTraining (header ?) — admins and office managers finish Set Up OpsVara there, then everyone office-tier walks a TRAIN - practice customer from quote to paid. The setup wizard at SettingsSetup Wizard includes these plus later steps (billing, work types, inventory, and more), and it remembers where you left off. Office managers can run that wizard; Connect Stripe and Integrations (QuickBooks) stay with Admin.
You do not need to finish everything before you start working. Get through the required steps, add a customer and a site, run a few real jobs, then come back for the rest.
Office lists (Customers, Jobs, Invoices, and the rest) share one search-and-filter band — Filter and Share a List.
After that money path: send a quote, assign the day's work, and have crews complete a visit. If something does not appear, use troubleshooting.
- Complete Guided TrainingOpen Training from the Help menu, finish Set Up OpsVara as an admin or office manager, then walk a TRAIN - practice customer from quote to paid.
- Set up your company profileEnter the company name, mailing address, and time zone that appear on every invoice, quote, and customer email you send.
- Invite your teamAdd office staff and field crews, and choose what each role can see and do in OpsVara.
- Set your pricesBuild the price book that quotes, contracts, and invoices all draw from, including tiers and renewal increases.
- Bulk Import Your Existing AccountsFill in one template and OpsVara brings your whole list over in one pass, with anyone you no longer service already archived.
- Filter and Share a ListSearch, filter, sort, and share office lists. Filters live in the URL so refresh, Back, and a copied link restore the same view.