5-Step Setup Process
Follow these steps in order to get the most out of Onwork from day one.
Step 1
Beginner
2 mins
Create Your Account
Sign up with your email and set up your company profile.
Enter your business details
Upload your company logo
Set your timezone and currency
Step 2
Beginner
3 mins
Add Your First Client
Import or manually add client information to get started.
Add client contact details
Set up billing preferences
Add job site addresses
Step 3
Beginner
5 mins
Create Your First Quote
Use our templates to create a professional quote quickly.
Choose a quote template
Add line items and pricing
Send directly to your client
Step 4
Intermediate
3 mins
Schedule Your First Job
Set up your calendar and start scheduling work.
Connect your calendar
Schedule accepted quotes
Assign team members
Step 5
Intermediate
5 mins
Customize Your Settings
Tailor Onwork to match your business processes.
Set up automation rules
Configure invoice templates
Set notification preferences
Pro Tips
Speed up your setup with these insider tips from successful tradespeople.
Import Your Existing Data
Upload spreadsheets with your clients, quotes, and jobs to get started faster
Use Mobile App First
Download the mobile app to test features on-the-go before your next job
Start with Templates
Use our pre-built quote and invoice templates to save time
Set Up Automations
Enable follow-up reminders and payment notifications to reduce admin work