PlanIt Estimating · Getting Started
Use the Getting Started checklist and Setup Wizard
What does this do?
The checklist on Home ticks itself off as you set up your business and send your first quote, so you can see what is left to do. The Setup Wizard walks you through the business details in one go.
How to use it
- Open Home. The ✅ Getting Started card shows a progress bar and a list of jobs, such as Add your business details, Create your first estimate, Run roll optimisation, Generate your first quote and Send your first quote.
- Press Go → on any row to be taken to the right screen. A row ticks itself when the job is really done, so it cannot be ticked by hand.
- Press Continue setup to carry on the guided setup from where you stopped.
- Press Run setup wizard to open the 🧭 Setup Wizard. Each stage is a short form pre-filled from your current settings, so running it again is harmless.
- Press Hide for now to put the card away. Once every row is ticked it offers Hide this instead.
Questions this guide answers
- What is the Getting Started checklist?
- How do I run the Setup Wizard again?
- How do I hide the checklist?
- Why won't a checklist item tick?