Setup wizard

Nine steps to get a welding shop ready to run live jobs.

Who it's for: Owner

1. Company — name, address, time zone, segment (residential / commercial / industrial).
2. Invite team — roles: Owner, Office, Dispatcher, Tech, Foreman, QC, Bookkeeper.
3. Starter pricebook — mobile call-out, hourly and per-inch rates.
4. Codes you work to — none / AWS (American Welding Society) D1.1 / ASME IX / API 1104… Turns on WPS/quals toggles.
5. Welder qualifications — add WPQs or skip.
6. Inventory starter — rod / wire / gas list.
7. Phone forwarding — optional.
8. Payments — optional.
9. Try demo or first job.