Your organization
Under Settings, then Organization, set your company name and details. These appear on the estimates and invoices your customers receive, so this is customer-facing rather than housekeeping.
Document branding
Under Documents you can set your logo, an accent colour, the defaults a new document starts with, and the owner’s signature.
Do this once before you send your first estimate. Every document afterwards picks it up, and a quote that looks like your business does more work than one that looks like a form.
Job types
Job Types is the list of work you do. Setting it up means jobs are labelled consistently, which is what makes reports worth reading later.
Custom fields
You can add your own fields to contacts and to jobs, for the things your trade needs that nobody else does.
Add the ones you will actually fill in. A field that is usually blank makes every record look incomplete.
Your own account
Profile holds your name, email and password. Passkeys lets you sign in without a password on devices that support it.