Onboarding for New Businesses
First-time setup checklist for new OpsCel accounts. Complete these steps in order to go from sign-up to first job scheduled in under 60 minutes.
Last updated: 20 May 2026
The 30-Second Version
This is your day-one checklist. It walks you through the essential setup steps in the right order so you can start using OpsCel immediately without getting lost in settings. Think of it as the fastest path from "empty account" to "first job booked."
Who uses this: Business owners, office managers setting up a new account
Time to complete: 45-60 minutes
Key benefit: Avoid setup mistakes that require later cleanup
You will configure: company profile, industry verticals, document numbering, your first team member, and a test job. Advanced features (branding, integrations, templates) can wait until later.
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