Onboarding Walkthrough

When you first sign up for Rivvex, the system guides you through a setup wizard to get your account ready. This page walks through each step so you know what to expect and what to prepare.

Before You Start

Have these things ready:

• Your company name and address
• Your company logo (a square image works best)
• The types of work your business does (e.g., “Roof Repair,” “Lawn Maintenance,” “Plumbing”)
• Email addresses for team members you want to invite

Step 1: Create Your Account

1. Enter your name and email address.
2. Set a password.
3. Verify your email address by clicking the link sent to your inbox.

Step 2: Create Your Organization

Your organization is your company. This is the top level that holds everything.

1. Enter your company name. This appears on quotes, invoices, and customer emails.
2. Enter your business address.
3. Upload your company logo. It’s used on all customer-facing documents.

Step 3: Create Your First Site

A site is a location or branch of your business. Most companies start with 1 site.

1. Enter a site name (e.g., “Main Office” or your city name).
2. Set the timezone. All schedule times and timestamps use this.

If you have multiple locations, you can add more sites later from Settings.

Step 4: Set Up Job Types

Job types are the categories of work you do. The system needs at least 1 to create jobs.

1. Add each type of work your business performs:
   • “Roof Repair”
   • “Gutter Cleaning”
   • “Fence Installation”
   • “HVAC Maintenance”
   • etc.
2. Don’t worry about being exhaustive; you can add more job types later in Settings.

Step 5: Invite Your Team

If you have team members to add:

1. Enter their email addresses.
2. Assign roles. At minimum, field workers need “Site User.”
3. Send the invitations.

They’ll receive an email to create their account.

You can skip this step and invite people later.

After the Wizard

Once the setup wizard is complete, you’re dropped into the main Rivvex dashboard. Here’s what to do next:

Your First Day

1. Create your first job: Walk through the process of adding a customer and creating a job.
2. Explore the Schedule: See the calendar and how job assignments work.
3. Check Action Items: It might be empty now, but this’ll become your daily starting point.

Your First Week

1. Configure site settings: Set your default schedule time, email settings, and timesheet configuration.
2. Set up equipment: If you use vehicles or tools, add them to the equipment registry.
3. Have field workers install the mobile app: They’ll use it daily.
4. Connect QuickBooks: If you use it for accounting.

Your First Month

1. Review your reports: Start tracking revenue, job completion, and team performance.
2. Refine your job types: Add any you missed during setup.
3. Set up equipment maintenance: If you have equipment with regular service needs.
4. Build your customer directory: As you create jobs, your customer list grows naturally.

Tips for a Smooth Start

• Don’t try to set up everything at once. Start with the basics (jobs, customers, scheduling) and layer in equipment, timesheets, and integrations as you get comfortable.
• Get field workers on the mobile app early. The sooner they’re updating job statuses from the field, the sooner the office has real-time visibility.
• Use the Action Items dashboard daily. It surfaces what needs attention so nothing falls through the cracks.
• Enter real jobs from day 1. Don’t practice with fake data. Using real work is the fastest way to learn.