Overview
When you create a new SVP account, the onboarding wizard walks you through essential setup in six steps. Each step is optional to skip, but completing all of them gives you a fully configured account before you start adding clients and jobs.
You can revisit the wizard at any time from Settings → Company → Relaunch Onboarding.
Step 1: Company Info
Enter your business details:
- Company name
- Phone number
- Business address
- Logo upload (optional — appears on estimates and invoices)
Step 2: Industry
Select your primary industry. SVP currently supports:
- Christmas Lights — enables the CL Season module
- Pressure Washing — enables the PW Dashboard
- Lawn Care — enables the LC Dashboard
You can enable multiple modules. Your selection determines which dashboards, job types, and workflows are active by default.
Step 3: Timezone
Set your local timezone. This affects how scheduled jobs, reminders, and report timestamps are displayed throughout SVP. Choose the timezone where the majority of your work takes place.
Step 4: Team
Invite your team members. Enter each person's name, email address, and role (Admin, Manager, or Crew). Each invited user receives an email to set up their login. You can skip this step and add employees later from the Employees section.
Step 5: Modules
Review and toggle the feature modules for your account. Modules you didn't select based on your industry can still be enabled here. Toggle off any modules you don't need to keep your interface clean.
Step 6: Done
Your account is ready. SVP shows a summary of what's been configured and surfaces quick links to your next steps — adding clients, creating your first job, or importing data from your previous software.
Revisiting the Wizard
If you want to update any settings configured in the wizard, go to Settings → Company to edit company info, or Settings → Modules to enable/disable features. Most wizard settings are available throughout the app, not just during initial setup.